Calamos ETF Trust - CPRY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VanWeelden Wealth Management, LLC | History | Reduced | 635,045 | 17,137 | 13.46% | 14.15% | 1 | -25,199 | -3.82% | Q4 2025 | Feb 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 614,931 | 16,594 | 0.0% | 0.0% | 2 | -48,620 | -7.33% | Q4 2025 | Feb 10, 2026 |
| Crown Wealth Group, LLC | History | Added to | 469,915 | 12,681 | 3.54% | 3.43% | 3 | +31,533 | 7.19% | Q4 2025 | Jan 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 89,051 | 2,403 | 0.01% | 0.01% | 4 | +60 | 0.07% | Q4 2025 | Feb 05, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 71,561 | 1,931 | 0.73% | 0.71% | 5 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 49,420 | 1,333 | 0.0% | 0.0% | 6 | -6,490 | -11.61% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 26,865 | 724 | 0.01% | 0.03% | 7 | -15,777 | -37.0% | Q4 2025 | Feb 09, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 26,672 | 719 | 0.02% | 0.03% | 8 | -2,015 | -7.02% | Q4 2025 | Jan 29, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 26,072 | 703 | 0.06% | 0.08% | 9 | -5,772 | -18.13% | Q4 2025 | Jan 13, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 24,536 | 662 | 0.3% | 0.42% | 10 | -7,308 | -22.95% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 20,120 | 543 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 19,449 | 525 | 0.02% | 0.03% | 12 | -3,397 | -14.87% | Q4 2025 | Feb 13, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 18,312 | 494 | 0.2% | — | 13 | +18,312 | New | Q4 2025 | Jan 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 14,297 | 385 | 0.0% | 0.0% | 14 | -34,032 | -70.42% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | No change | 12,968 | 350 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 10,647 | 287 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | New | 10,235 | 276 | 0.08% | — | 17 | +10,235 | New | Q4 2025 | Jan 13, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 7,922 | 213 | 0.07% | 0.11% | 18 | -3,985 | -33.47% | Q4 2025 | Jan 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 7,598 | 205 | 0.01% | 0.01% | 19 | -13 | -0.17% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,250 | 33 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,210 | 32 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | No change | 374 | 10 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| UBS Group AG | History | Added to | 201 | 5 | 0.0% | — | 23 | +168 | 509.09% | Q4 2025 | Jan 29, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 140 | 3 | 0.0% | — | 24 | +140 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | New | 79 | 2 | 0.0% | — | 25 | +79 | New | Q4 2025 | Jan 23, 2026 |