CALAMOS ETF TR
CUSIP 12811T530
Calamos Etf Tr has 3 institutional holders in Filings Flow’s 13F database, together reporting 3.29M shares worth $79M as of Q1 2026. The largest reported holders are United Capital Financial Advisors, LLC, Calamos Wealth Management LLC, and Calamos Advisors LLC.
Institutional Holders
3
Q1 2026
Reported Value
$4M
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 |
|---|---|---|---|---|
| Cornerstone Wealth, LLC/TN$178M AUM | 2.99% | $5M | 201.4K | Q1 2026OLDER |
| Millington Financial Advisors, LLC$237M AUM | 0.97% | $2M | 87.1K | Q1 2026OLDER |
| Anfield Capital Management, LLC$363M AUM | 0.95% | $3M | 145.6K | Q1 2026OLDER |
| Intrepid Financial Planning Group LLC$248M AUM | 0.94% | $2M | 98.1K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.39% | $4M | 147.6K | Q2 2026 |
| Calamos Wealth Management LLC$2.9B AUM | 0.39% | $11M | 475.4K | Q1 2026OLDER |
| WINNOW WEALTH LLC$130M AUM | 0.32% | $418,708 | 17.6K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.31% | $5M | 226.4K | Q1 2026OLDER |
| Grantvest Financial Group LLC$154M AUM | 0.17% | $270,218 | 11.3K | Q1 2026OLDER |
| WealthTrust Asset Management, LLC$167M AUM | 0.15% | $253,463 | 10.6K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.14% | $621,559 | 26.1K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.13% | $993,018 | 41.7K | Q1 2026OLDER |
| Family Office Research LLC$230M AUM | 0.09% | $200,569 | 8.4K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.08% | $12M | 517.6K | Q1 2026OLDER |
| MRA Advisory Group$276M AUM | 0.07% | $201,429 | 7.5K | Q2 2026 |
| CHANNEL WEALTH LLC$413M AUM | 0.06% | $240,209 | 10.1K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.05% | $708,030 | 29.7K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.04% | $931,204 | 39.1K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.04% | $11M | 475.4K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.03% | $276,204 | 11.6K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.03% | $1M | 44.3K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $11M | 459.1K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.01% | $275,989 | 11.6K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $1M | 50.2K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $292,032 | 12.3K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.00% | $298,515 | 12.5K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $231,330 | 8.6K | Q2 2026 |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $14,914 | 582 | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $794,334 | 33.3K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.00% | $343,929 | 14.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $810,559 | 34.0K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $215,395 | 9.0K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $120,379 | 5.0K | Q1 2026OLDER |
| Realta Investment Advisors$288M AUM | 0.00% | $5,483 | 230 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $97,090 | 4.1K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $274,397 | 11.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $10,292 | 433 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $467,785 | 19.6K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $240,000 | 10.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $5,959 | 250 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $26 | 1 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.