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 | 772,621 | 21,849 | 6.59% | 6.64% | 1 | +13,022 | 1.71% | Q3 2026 | Oct 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 161,079 | 4,497 | 0.06% | 0.06% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 153,497 | 4,285 | 0.08% | 0.08% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 140,468 | 3,972 | 0.04% | 0.04% | 4 | +6,248 | 4.66% | Q3 2026 | Oct 20, 2026 |
| HighTower Advisors, LLC | History | No change | 137,543 | 3,840 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 91,182 | 2,578 | 0.0% | 0.0% | 6 | -23,228 | -20.3% | Q3 2026 | Nov 02, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 86,761 | 2,422 | 1.06% | 1.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Worth Asset Management, LLC | History | Added to | 85,463 | 2,416 | 0.7% | 0.63% | 8 | +15,473 | 22.11% | Q3 2026 | Oct 07, 2026 |
| Capital Analysts, LLC | History | No change | 81,559 | 2,277 | 0.05% | 0.05% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Family Office Research LLC | History | Added to | 78,674 | 2,224 | 0.86% | 0.08% | 10 | +70,880 | 909.42% | Q3 2026 | Oct 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 76,916 | 2,147 | 0.08% | 0.08% | 11 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BIP Wealth, LLC | History | New | 51,766 | 1,463 | 0.04% | — | 12 | +51,766 | New | Q3 2026 | Oct 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 38,504 | 1,089 | 0.0% | 0.0% | 13 | +5,596 | 17.0% | Q3 2026 | Nov 02, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 27,588 | 780 | 0.05% | 0.15% | 14 | -45,861 | -62.44% | Q3 2026 | Oct 20, 2026 |
| Applied Capital LLC | History | No change | 26,113 | 729 | 0.23% | 0.23% | 15 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Verdence Capital Advisors LLC | History | New | 22,675 | 641 | 0.03% | — | 16 | +22,675 | New | Q3 2026 | Oct 26, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 21,841 | 617 | 0.02% | 0.03% | 17 | -12,028 | -35.51% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 20,020 | 558 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Capital Management LLC | History | No change | 18,452 | 515 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 17,505 | 495 | 0.06% | — | 21 | +17,505 | New | Q3 2026 | Oct 21, 2026 |
| Cetera Investment Advisers | History | No change | 17,731 | 495 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 17,522 | 489 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 14,231 | 397 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 13,103 | 365 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 11,788 | 329 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 11,140 | 311 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Leelyn Smith, LLC | History | No change | 9,578 | 270 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| SMITH, MOORE & CO. | History | No change | 8,183 | 228 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,750 | 160 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,864 | 52 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,229 | 34 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | No change | 1,000 | 27 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 60 | 1 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,363 | -100.0% | Q3 2026 | Oct 15, 2026 |
| William Mack & Associates, Inc. | History | New | 20 | 0 | — | — | — | +20 | New | Q3 2026 | Oct 27, 2026 |
| SBI Securities Co., Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |