Calamos ETF Trust - CPSY
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 | 309,279 | 7,756 | 0.03% | 0.03% | 1 | +32,748 | 11.84% | Q4 2025 | Jan 29, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 28,542 | 715 | 0.02% | — | 2 | +28,542 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | No change | 26,088 | 654 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 25,796 | 647 | 0.34% | 0.35% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | No change | 25,578 | 641 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 22,619 | 567 | 0.0% | 0.0% | 6 | +6,244 | 38.13% | Q4 2025 | Feb 17, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 21,275 | 534 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 17,271 | 433 | 0.13% | 0.07% | 8 | +8,825 | 104.49% | Q4 2025 | Jan 27, 2026 |
| Calamos Wealth Management LLC | History | No change | 15,385 | 385 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 12,463 | 312 | 0.0% | 0.0% | 10 | +328 | 2.7% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 8,543 | 214 | 0.0% | 0.01% | 11 | -2,102 | -19.75% | Q4 2025 | Feb 09, 2026 |
| Waverly Advisors, LLC | History | No change | 8,512 | 213 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 8,287 | 208 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 6,000 | 150 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | No change | 2,536 | 64 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | New | 1,629 | 40 | 0.0% | — | 16 | +1,629 | New | Q4 2025 | Feb 17, 2026 |
| Motiv8 Investments LLC | History | New | 1,461 | 37 | 0.02% | — | 17 | +1,461 | New | Q4 2025 | Feb 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 147 | 3 | 0.0% | — | 19 | +147 | New | Q4 2025 | Feb 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 147 | 3 | 0.0% | 0.0% | 18 | -1 | -0.68% | Q4 2025 | Feb 06, 2026 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -12,793 | -100.0% | Q3 2025 | Oct 17, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -5,584 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,973 | -100.0% | Q3 2025 | Nov 20, 2025 |