CALAMOS ETF TR
CUSIP 12811T118
Calamos Etf Tr has 20 institutional holders in Filings Flow’s 13F database, together reporting 525.3K shares worth $11M as of Q1 2026. The largest reported holders are Harbour Investments, Inc., Commonwealth Equity Services, LLC, and Owen Larue, LLC.
Institutional Holders
20
Q1 2026
Reported Value
$11M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Owen LaRue, LLC$261M AUM | 0.58% | $2M | 55.2K | Q1 2026OLDER |
| STOLZ & ASSOCIATES, PS$143M AUM | 0.18% | $263,068 | 9.5K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.18% | $390,998 | 14.7K | Q3 2025OLDER |
| Momentum Wealth Planning, LLC$113M AUM | 0.17% | $218,324 | 8.2K | Q3 2025OLDER |
| TrustBank$258M AUM | 0.12% | $287,401 | 10.7K | Q4 2025OLDER |
| Rooted Wealth Advisors, Inc.$379M AUM | 0.09% | $347,577 | 12.5K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.04% | $3M | 93.6K | Q1 2026OLDER |
| Sloy Dahl & Holst, LLC$728M AUM | 0.04% | $273,765 | 10.1K | Q1 2026OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.03% | $956,249 | 35.2K | Q1 2026OLDER |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.02% | $53,894 | 2.0K | Q3 2025OLDER |
| BURKETT FINANCIAL SERVICES, LLC$320M AUM | 0.01% | $45,080 | 1.6K | Q2 2026 |
| Camelot Portfolios, LLC$143M AUM | 0.01% | $16,850 | 625 | Q4 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $613,200 | 22.6K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $244,433 | 9.0K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $956,249 | 35.2K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $55,432 | 2.0K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $10,892 | 404 | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 83.4K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $709,027 | 26.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $75,442 | 2.8K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $2,696 | 100 | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $71,931 | 2.7K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $21,999 | 810 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $505,000 | 20.5K | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $401,196 | 14.8K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3,387 | 125 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $4,834 | 178 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.