Calamos ETF Trust - CPRJ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CENTAURUS FINANCIAL, INC. | History | No change | 96,395 | 2,667 | 0.1% | 0.1% | 1 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 72,609 | 2,008 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 64,645 | 1,767 | 0.0% | 0.0% | 3 | +11,364 | 21.33% | Q3 2026 | Nov 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 60,117 | 1,643 | 0.02% | 0.0% | 4 | +59,092 | 5765.07% | Q3 2026 | Nov 09, 2026 |
| Crown Wealth Group, LLC | History | New | 56,301 | 1,539 | 0.38% | — | 5 | +56,301 | New | Q3 2026 | Oct 19, 2026 |
| Verdence Capital Advisors LLC | History | New | 39,175 | 1,070 | 0.05% | — | 6 | +39,175 | New | Q3 2026 | Oct 26, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 35,903 | 981 | 0.38% | 0.41% | 7 | -1,256 | -3.38% | Q3 2026 | Nov 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 33,774 | 923 | 0.03% | 0.04% | 8 | -9,140 | -21.3% | Q3 2026 | Nov 02, 2026 |
| Camelot Portfolios, LLC | History | Added to | 25,896 | 707 | 0.52% | 0.5% | 9 | +136 | 0.53% | Q3 2026 | Nov 09, 2026 |
| Investment Partners Asset Management, Inc. | History | No change | 22,016 | 601 | 0.32% | 0.34% | 10 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 20,356 | 556 | 0.04% | 0.05% | 11 | -6,144 | -23.18% | Q3 2026 | Oct 20, 2026 |
| Owen LaRue, LLC | History | No change | 17,925 | 495 | 0.17% | 0.17% | 12 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sigma Planning Corp | History | Added to | 17,383 | 475 | 0.01% | 0.01% | 13 | +6,680 | 62.41% | Q3 2026 | Oct 23, 2026 |
| Capital Analysts, LLC | History | No change | 12,509 | 346 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | New | 9,801 | 267 | 0.0% | — | 15 | +9,801 | New | Q3 2026 | Nov 09, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 9,645 | 266 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 9,230 | 255 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Able Wealth Management LLC | History | No change | 9,230 | 253 | 0.06% | 0.06% | 18 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 7,710 | 210 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Advisor OS, LLC | History | Reduced | 7,595 | 207 | 0.01% | 0.02% | 20 | -2,050 | -21.25% | Q3 2026 | Nov 03, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 6,861 | 189 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 5,134 | 142 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 3,597 | 98 | 0.01% | — | 23 | +3,597 | New | Q3 2026 | Oct 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3,051 | 83 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,000 | 83 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunrise Financial Services, LLC | History | New | 1,446 | 39 | 0.02% | — | 26 | +1,446 | New | Q3 2026 | Oct 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,232 | 34 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,080 | 29 | 0.0% | 0.0% | 28 | -14 | -1.28% | Q3 2026 | Oct 08, 2026 |
| Planning Strategies Inc. | History | No change | 500 | 13 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | New | 234 | 6 | 0.0% | — | 30 | +234 | New | Q3 2026 | Oct 01, 2026 |
| JPMORGAN CHASE & CO | History | No change | 185 | 5 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 133 | 3 | 0.0% | 0.0% | 32 | -177 | -57.1% | Q3 2026 | Oct 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -87,392 | -100.0% | Q3 2026 | Nov 02, 2026 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -11,906 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Advus Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,500 | -100.0% | Q3 2026 | Oct 20, 2026 |