CALAMOS ETF TR
CUSIP 12811T308
Calamos Etf Tr has 12 institutional holders in Filings Flow’s 13F database, together reporting 174.3K shares worth $7M as of Q1 2026. The largest reported holders are Client First Investment Management LLC, Truist Financial Corp, and Jane Street Group, LLC.
Institutional Holders
12
Q1 2026
Reported Value
$7M
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 |
|---|---|---|---|---|
| Client First Investment Management LLC$237M AUM | 1.34% | $3M | 62.0K | Q2 2026 |
| Grantvest Financial Group LLC$154M AUM | 0.22% | $342,924 | 8.3K | Q1 2026OLDER |
| LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM | 0.14% | $498,762 | 12.0K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.07% | $199,505 | 4.8K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $643,985 | 15.5K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $174,938 | 4.8K | Q3 2025OLDER |
| Elequin Capital, LP$1.2B AUM | 0.00% | $57,054 | 1.5K | Q4 2025OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.00% | $298,118 | 8.2K | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $2M | 47.9K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $46,120 | 1.3K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $549,108 | 13.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $927,569 | 22.3K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $74,357 | 1.8K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $8,312 | 200 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 34.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $358,918 | 8.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $908 | 25 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.