Calamos ETF Trust - CPSO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 | 286,646 | 7,756 | 0.03% | 0.03% | 1 | +31,763 | 12.46% | Q4 2025 | Jan 29, 2026 |
| Blue Water Asset Management | History | New | 30,966 | 838 | 0.3% | — | 2 | +30,966 | New | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 29,006 | 785 | 0.0% | 0.0% | 3 | +21,492 | 286.03% | Q4 2025 | Feb 17, 2026 |
| Calamos Wealth Management LLC | History | Added to | 25,915 | 701 | 0.02% | 0.02% | 4 | +10,314 | 66.11% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 25,756 | 697 | 0.0% | 0.0% | 5 | -2,659 | -9.36% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 21,128 | 572 | 0.01% | 0.0% | 6 | +19,551 | 1239.76% | Q4 2025 | Feb 09, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 17,494 | 473 | 0.01% | — | 7 | +17,494 | New | Q4 2025 | Feb 17, 2026 |
| Grantvest Financial Group LLC | History | New | 16,795 | 454 | 0.29% | — | 8 | +16,795 | New | Q4 2025 | Feb 02, 2026 |
| TrustBank | History | New | 15,100 | 408 | 0.17% | — | 9 | +15,100 | New | Q4 2025 | Feb 09, 2026 |
| Rooted Wealth Advisors, Inc. | History | No change | 12,486 | 339 | 0.1% | 0.1% | 10 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 11,989 | 324 | 0.0% | — | 11 | +11,989 | New | Q4 2025 | Feb 05, 2026 |
| Capital Analysts, LLC | History | No change | 11,151 | 302 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 10,740 | 290 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Security Financial Services, INC. | History | New | 10,132 | 274 | 0.04% | — | 14 | +10,132 | New | Q4 2025 | Jan 27, 2026 |
| Spire Wealth Management | History | New | 2,401 | 64 | 0.0% | — | 15 | +2,401 | New | Q4 2025 | Jan 14, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 2,046 | 55 | 0.0% | — | 16 | +2,046 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | No change | 2,000 | 54 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 1,782 | 48 | 0.01% | — | 18 | +1,782 | New | Q4 2025 | Feb 05, 2026 |
| Camelot Portfolios, LLC | History | New | 1,615 | 43 | 0.03% | — | 19 | +1,615 | New | Q4 2025 | Jan 29, 2026 |
| Motiv8 Investments LLC | History | New | 1,343 | 36 | 0.02% | — | 20 | +1,343 | New | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 838 | 22 | 0.0% | 0.0% | 21 | +335 | 66.6% | Q4 2025 | Feb 06, 2026 |
| New England Capital Financial Advisors LLC | History | New | 448 | 12 | 0.0% | — | 22 | +448 | New | Q4 2025 | Feb 02, 2026 |
| UBS Group AG | History | Reduced | 100 | 2 | 0.0% | 0.0% | 23 | -1,271 | -92.71% | Q4 2025 | Jan 29, 2026 |