Calamos ETF Trust - CPSD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Calamos Advisors LLC | History | Added to | 476,707 | 12,937 | 0.04% | 0.03% | 1 | +117,558 | 32.73% | Q3 2026 | Nov 02, 2026 |
| Verdence Capital Advisors LLC | History | New | 120,600 | 3,273 | 0.14% | — | 2 | +120,600 | New | Q3 2026 | Oct 26, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 80,997 | 2,198 | 0.06% | 0.07% | 3 | -7,026 | -7.98% | Q3 2026 | Nov 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 57,785 | 1,568 | 0.0% | 0.0% | 4 | -479 | -0.82% | Q3 2026 | Nov 02, 2026 |
| New England Capital Financial Advisors LLC | History | Reduced | 54,021 | 1,466 | 0.34% | 0.35% | 5 | -565 | -1.04% | Q3 2026 | Nov 03, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | No change | 51,373 | 1,394 | 0.42% | 0.43% | 6 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| LPL Financial LLC | History | No change | 45,525 | 1,215 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisor OS, LLC | History | No change | 41,476 | 1,125 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| STOLZ & ASSOCIATES, PS | History | No change | 40,039 | 1,086 | 0.64% | 0.67% | 9 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Cyr Financial Inc. | History | Reduced | 33,819 | 918 | 0.45% | 0.52% | 10 | -3,676 | -9.8% | Q3 2026 | Oct 16, 2026 |
| Creative Planning | History | No change | 27,060 | 734 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Blue Water Asset Management | History | Reduced | 22,906 | 621 | 0.2% | 0.21% | 12 | -2,068 | -8.28% | Q3 2026 | Nov 04, 2026 |
| SageView Advisory Group, LLC | History | No change | 22,921 | 611 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Claro Advisors Inc. | History | Reduced | 15,536 | 421 | 0.04% | 0.04% | 14 | -240 | -1.52% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 15,307 | 408 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Sloy Dahl & Holst, LLC | History | Added to | 14,525 | 394 | 0.06% | 0.04% | 16 | +1,500 | 11.52% | Q3 2026 | Oct 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 14,612 | 390 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | No change | 12,827 | 342 | 0.12% | 0.12% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 12,185 | 325 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 11,876 | 317 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 10,784 | 293 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Reduced | 10,316 | 280 | 0.05% | 0.05% | 22 | -184 | -1.75% | Q3 2026 | Oct 20, 2026 |
| Grantvest Financial Group LLC | History | No change | 8,805 | 239 | 0.14% | 0.14% | 23 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 8,456 | 225 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 8,276 | 220 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthTrust Asset Management, LLC | History | No change | 7,939 | 215 | 0.12% | 0.11% | 26 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 4,000 | 107 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Capital Analysts, LLC | History | No change | 1,649 | 44 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 807 | 21 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 621 | 16 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 625 | 16 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 500 | 13 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | No change | 374 | 10 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,827 | -100.0% | Q3 2026 | Oct 13, 2026 |