Calamos ETF Trust - CPSL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 720,452 | 19,599 | 6.69% | 6.65% | 1 | +1,322 | 0.18% | Q4 2025 | Jan 05, 2026 |
| Mutual Advisors, LLC | History | Added to | 130,125 | 3,539 | 0.08% | 0.07% | 2 | +13,583 | 11.66% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Added to | 110,277 | 2,999 | 0.0% | 0.0% | 3 | +54,025 | 96.04% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 83,696 | 2,276 | 0.0% | 0.0% | 4 | +74,685 | 828.82% | Q4 2025 | Feb 17, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 79,139 | 2,152 | 0.18% | 0.2% | 5 | -6,356 | -7.43% | Q4 2025 | Jan 12, 2026 |
| Capital Analysts, LLC | History | Added to | 74,142 | 2,017 | 0.06% | 0.05% | 6 | +7,064 | 10.53% | Q4 2025 | Feb 11, 2026 |
| Worth Asset Management, LLC | History | Reduced | 68,120 | 1,853 | 0.79% | 0.98% | 7 | -12,885 | -15.91% | Q4 2025 | Jan 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 66,556 | 1,811 | 0.08% | 0.06% | 8 | +16,202 | 32.18% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 66,200 | 1,800 | 0.0% | 0.0% | 9 | +4,787 | 7.79% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 39,142 | 1,064 | 0.0% | 0.0% | 10 | -32,252 | -45.17% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 33,023 | 898 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 32,695 | 889 | 0.0% | 0.0% | 12 | +13,587 | 71.11% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 28,699 | 781 | 0.0% | — | 13 | +28,699 | New | Q4 2025 | Feb 17, 2026 |
| Calamos Wealth Management LLC | History | New | 28,319 | 770 | 0.03% | — | 14 | +28,319 | New | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 27,691 | 753 | 0.0% | 0.0% | 15 | -10,895 | -28.24% | Q4 2025 | Feb 13, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 24,365 | 662 | 0.15% | 0.13% | 16 | +3,430 | 16.38% | Q4 2025 | Feb 17, 2026 |
| Applied Capital LLC | History | Reduced | 18,211 | 495 | 0.19% | 0.22% | 17 | -1,869 | -9.31% | Q4 2025 | Jan 16, 2026 |
| Crown Wealth Group, LLC | History | Added to | 13,261 | 360 | 0.1% | 0.09% | 18 | +2,006 | 17.82% | Q4 2025 | Jan 28, 2026 |
| ATX Financial Planning, LLC | History | New | 12,389 | 337 | 0.26% | — | 19 | +12,389 | New | Q4 2025 | Feb 19, 2026 |
| TD Capital Management LLC | History | Added to | 11,376 | 309 | 0.03% | 0.01% | 20 | +5,787 | 103.54% | Q4 2025 | Feb 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,212 | 278 | 0.0% | 0.0% | 21 | -1,605 | -13.58% | Q4 2025 | Jan 08, 2026 |
| Leelyn Smith, LLC | History | New | 9,578 | 260 | 0.04% | — | 22 | +9,578 | New | Q4 2025 | Jan 28, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 9,133 | 248 | 0.02% | 0.02% | 23 | -150 | -1.62% | Q4 2025 | Jan 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,100 | 111 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 1,911 | 51 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,864 | 50 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,157 | 31 | 0.0% | 0.0% | 27 | -20 | -1.7% | Q4 2025 | Feb 13, 2026 |
| Camelot Portfolios, LLC | History | New | 801 | 21 | 0.01% | — | 28 | +801 | New | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | New | 128 | 3 | 0.0% | — | 29 | +128 | New | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -84,813 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -385 | -100.0% | Q3 2025 | Nov 06, 2025 |