Calamos ETF Trust - CPSL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 740,310 | 20,161 | 6.91% | 6.69% | 1 | +19,858 | 2.76% | Q1 2026 | Apr 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 170,812 | 4,651 | 0.07% | 0.02% | 2 | +137,789 | 417.25% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 135,992 | 3,703 | 0.0% | 0.0% | 3 | +25,715 | 23.32% | Q1 2026 | May 05, 2026 |
| Mutual Advisors, LLC | History | Added to | 135,467 | 3,689 | 0.08% | 0.08% | 4 | +5,342 | 4.11% | Q1 2026 | May 01, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 117,199 | 3,191 | 0.04% | — | 5 | +117,199 | New | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 84,180 | 2,292 | 0.0% | 0.0% | 6 | +17,980 | 27.16% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 80,990 | 2,205 | 0.0% | 0.0% | 7 | -2,706 | -3.23% | Q1 2026 | May 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 76,917 | 2,095 | 0.1% | 0.08% | 8 | +10,361 | 15.57% | Q1 2026 | May 18, 2026 |
| Capital Analysts, LLC | History | Added to | 76,701 | 2,089 | 0.05% | 0.06% | 9 | +2,559 | 3.45% | Q1 2026 | May 14, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 76,248 | 2,076 | 0.17% | 0.18% | 10 | -2,891 | -3.65% | Q1 2026 | Apr 13, 2026 |
| Worth Asset Management, LLC | History | Reduced | 66,994 | 1,824 | 0.68% | 0.79% | 11 | -1,126 | -1.65% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 41,613 | 1,133 | 0.0% | 0.0% | 12 | +8,918 | 27.28% | Q1 2026 | Apr 30, 2026 |
| Applied Capital LLC | History | Added to | 29,755 | 810 | 0.3% | 0.19% | 13 | +11,544 | 63.39% | Q1 2026 | Apr 22, 2026 |
| Calamos Advisors LLC | History | New | 29,514 | 803 | 0.0% | — | 14 | +29,514 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 29,514 | 803 | 0.03% | 0.03% | 15 | +1,195 | 4.22% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 23,937 | 651 | 0.0% | 0.0% | 16 | -15,205 | -38.85% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 21,020 | 572 | 0.0% | — | 17 | +21,020 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 20,259 | 551 | 0.0% | — | 18 | +20,259 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 19,639 | 535 | 0.0% | 0.0% | 19 | -9,060 | -31.57% | Q1 2026 | May 15, 2026 |
| TD Capital Management LLC | History | Added to | 14,125 | 384 | 0.03% | 0.03% | 20 | +2,749 | 24.16% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 13,678 | 372 | 0.0% | 0.0% | 21 | -14,013 | -50.6% | Q1 2026 | May 04, 2026 |
| Leelyn Smith, LLC | History | No change | 9,578 | 260 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 8,383 | 228 | 0.02% | 0.02% | 23 | -750 | -8.21% | Q1 2026 | May 05, 2026 |
| Family Office Research LLC | History | New | 7,794 | 212 | 0.09% | — | 24 | +7,794 | New | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,100 | 111 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 1,911 | 52 | 0.03% | 0.02% | 26 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,864 | 50 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 1,157 | 31 | 0.0% | — | 29 | +1,157 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,157 | 31 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Garden State Investment Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -24,365 | -100.0% | Q1 2026 | May 13, 2026 |
| Crown Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -13,261 | -100.0% | Q1 2026 | Apr 21, 2026 |
| ATX Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -12,389 | -100.0% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,212 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -801 | -100.0% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q1 2026 | May 05, 2026 |