SEC 13F Intelligence

CALAMOS ETF TR

CUSIP 12811T811

Calamos Etf Tr has 2 institutional holders in Filings Flow’s 13F database, together reporting 610.8K shares worth $16M as of Q1 2026. The largest reported holders are Calamos Advisors LLC, Harbour Investments, Inc., and Commonwealth Equity Services, LLC.

Institutional Holders
2
Q1 2026
Reported Value
$342,325
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q4 ’25: 22Q4 ’25Q1 ’26: 19Q1 ’26Q2 ’26: 2Q2 ’26filingsflow.com
Total reported value
Q4 ’25: $16MQ4 ’25Q1 ’26: $16MQ1 ’26Q2 ’26: $342,325Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Worth Asset Management, LLC$313M AUM0.38%$836,67431.4KQ3 2025OLDER
JIM SAULNIER & ASSOCIATES, LLC$205M AUM0.17%$353,09613.2KQ1 2026OLDER
Grantvest Financial Group LLC$154M AUM0.16%$241,7879.0KQ1 2026OLDER
Advisor OS, LLC$1.4B AUM0.08%$1M39.4KQ1 2026OLDER
TrustBank$258M AUM0.07%$177,6006.6KQ4 2025OLDER
Next Level Private LLC$511M AUM0.05%$232,1398.4KQ2 2026
BURKETT FINANCIAL SERVICES, LLC$320M AUM0.03%$110,1864.0KQ2 2026
Calamos Advisors LLC$28.2B AUM0.03%$10M356.8KQ1 2026OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.02%$2M60.3KQ1 2026OLDER
Calamos Wealth Management LLC$2.9B AUM0.02%$657,52524.6KQ1 2026OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$401,71015.0KQ1 2026OLDER
Jessup Wealth Management, Inc$274M AUM0.00%$11,732436Q4 2025OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$37,9061.4KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M48.1KQ1 2026OLDER
Waverly Advisors, LLC$13.4B AUM0.00%$213,0898.0KQ1 2026OLDER
New England Capital Financial Advisors LLC$365M AUM0.00%$2419Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$278,43510.4KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$104,0003.9KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$10,117376Q4 2025OLDER
MORGAN STANLEY$1.67T AUM0.00%$53,8182.0KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$17,293646Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.