CBTJCALAMOS ETF TR
CUSIP 12811T720 · Yahoo Finance ↗ · Google Finance ↗
Calamos Etf Tr (CBTJ) has 23 institutional holders in Filings Flow’s 13F database, together reporting 463.9K shares worth $9M as of Q1 2026. The largest reported holders are Mbl Wealth, LLC, Betterment LLC, and Calamos Advisors LLC.
Institutional Holders
23
Q1 2026
Reported Value
$9M
Ticker
CBTJ
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MBL Wealth, LLC$1.3B AUM | 0.13% | $2M | 93.6K | Q1 2026 |
| Betterment LLC$52.8B AUM | 0.00% | $2M | 83.6K | Q1 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $1M | 53.5K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $844,256 | 44.8K | Q1 2026 |
| ATX Financial Planning, LLC$132M AUM | 0.57% | $742,457 | 33.9K | Q4 2025OLDER |
| NBZ Investment Advisors LLC$229M AUM | 0.30% | $676,487 | 35.9K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $527,433 | 28.0K | Q1 2026 |
| Calamos Wealth Management LLC$2.9B AUM | 0.01% | $391,878 | 20.8K | Q1 2026 |
| MCDONALD PARTNERS LLC$424M AUM | 0.08% | $347,346 | 18.4K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $310,000 | 16.5K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $295,183 | 13.5K | Q4 2025OLDER |
| EVEXIA WEALTH LLC$364M AUM | 0.08% | $283,788 | 14.5K | Q1 2026 |
| GREENBERG FINANCIAL GROUP$270M AUM | 0.11% | $275,356 | 14.6K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $274,262 | 14.5K | Q1 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $262,062 | 9.2K | Q3 2025OLDER |
| Copperleaf Capital, LLC$209M AUM | 0.13% | $261,547 | 9.1K | Q3 2025OLDER |
| Estate Planners Group, LLC$208M AUM | 0.10% | $213,189 | 11.3K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $200,440 | 9.2K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $101,306 | 5.4K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $62,500 | 3.3K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $34,292 | 1.2K | Q3 2025OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $28,298 | 1.5K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $28,298 | 1.5K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $18,900 | 1.0K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $13,790 | 731 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $9,435 | 500 | Q1 2026 |
| Ankerstar Wealth, LLC$95M AUM | 0.00% | $2,170 | 115 | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $944 | 50 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $528 | 28 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.