Calamos ETF Trust - CPSD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Calamos Advisors LLC | History | Added to | 298,019 | 7,757 | 0.03% | 0.03% | 1 | +27,655 | 10.23% | Q4 2025 | Jan 29, 2026 |
| Calamos Wealth Management LLC | History | Added to | 102,449 | 2,666 | 0.09% | 0.09% | 2 | +7,031 | 7.37% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 58,269 | 1,516 | 0.0% | 0.0% | 3 | -913 | -1.54% | Q4 2025 | Feb 12, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 57,698 | 1,501 | 0.59% | 0.62% | 4 | +214 | 0.37% | Q4 2025 | Feb 02, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | No change | 52,246 | 1,359 | 0.46% | 0.46% | 5 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| LPL Financial LLC | History | Reduced | 45,714 | 1,189 | 0.0% | 0.0% | 6 | -276 | -0.6% | Q4 2025 | Feb 11, 2026 |
| STOLZ & ASSOCIATES, PS | History | New | 42,091 | 1,095 | 0.84% | — | 7 | +42,091 | New | Q4 2025 | Feb 06, 2026 |
| Advisor OS, LLC | History | No change | 41,476 | 1,079 | 0.09% | 0.09% | 8 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cyr Financial Inc. | History | Reduced | 39,288 | 1,022 | 0.64% | 0.7% | 9 | -1,123 | -2.78% | Q4 2025 | Jan 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 36,287 | 944 | 0.0% | 0.0% | 10 | -32,881 | -47.54% | Q4 2025 | Feb 17, 2026 |
| Blue Water Asset Management | History | New | 25,089 | 652 | 0.23% | — | 11 | +25,089 | New | Q4 2025 | Feb 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 22,921 | 596 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | No change | 17,367 | 451 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Claro Advisors Inc. | History | Reduced | 16,586 | 431 | 0.06% | 0.06% | 14 | -365 | -2.15% | Q4 2025 | Feb 17, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 15,483 | 402 | 0.03% | 0.03% | 15 | +1,005 | 6.94% | Q4 2025 | Jan 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 14,648 | 381 | 0.0% | — | 16 | +14,648 | New | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | No change | 14,486 | 376 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 13,913 | 362 | 0.17% | 0.19% | 18 | -565 | -3.9% | Q4 2025 | Feb 17, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 13,025 | 338 | 0.04% | 0.03% | 19 | +390 | 3.09% | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 12,374 | 322 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 10,700 | 278 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | New | 10,500 | 273 | 0.08% | — | 22 | +10,500 | New | Q4 2025 | Jan 13, 2026 |
| Grantvest Financial Group LLC | History | New | 8,805 | 229 | 0.15% | — | 23 | +8,805 | New | Q4 2025 | Feb 02, 2026 |
| Waverly Advisors, LLC | History | No change | 8,276 | 215 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 4,789 | 125 | 0.01% | — | 25 | +4,789 | New | Q4 2025 | Feb 13, 2026 |
| Jessup Wealth Management, Inc | History | New | 4,456 | 115 | 0.04% | — | 26 | +4,456 | New | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,938 | 76 | 0.0% | 0.0% | 27 | +8 | 0.27% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | No change | 1,649 | 43 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,637 | 42 | 0.0% | — | 29 | +1,637 | New | Q4 2025 | Feb 13, 2026 |
| Motiv8 Investments LLC | History | New | 1,410 | 37 | 0.02% | — | 30 | +1,410 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | New | 1,229 | 31 | 0.0% | — | 31 | +1,229 | New | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 621 | 16 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CX Institutional | History | No change | 374 | 10 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -232,433 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -35,613 | -100.0% | Q3 2025 | Oct 17, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,296 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,760 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WealthTrust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -8,353 | -100.0% | Q3 2025 | Nov 12, 2025 |