CBTOCALAMOS ETF TR
CUSIP 12811T589 · Yahoo Finance ↗ · Google Finance ↗
Calamos Etf Tr (CBTO) has 12 institutional holders in Filings Flow’s 13F database, together reporting 196.3K shares worth $4M as of Q1 2026. The largest reported holders are Vanweelden Wealth Management, LLC, Envestnet Asset Management Inc, and Orion Porfolio Solutions, LLC.
Institutional Holders
12
Q1 2026
Reported Value
$4M
Ticker
CBTO
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| VanWeelden Wealth Management, LLC$125M AUM | 4.48% | $6M | 265.1K | Q4 2025OLDER |
| Noble Wealth Management PBC$223M AUM | 0.04% | $76,190 | 3.8K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $850,892 | 39.6K | Q4 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 55.6K | Q1 2026 |
| Calamos Wealth Management LLC$2.9B AUM | 0.01% | $229,212 | 11.4K | Q1 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $995,182 | 49.6K | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $48,561 | 2.4K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $112,180 | 5.6K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $6M | 256.1K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $85,954 | 4.3K | Q1 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $3,208 | 160 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $790,792 | 39.4K | Q1 2026 |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $3,208 | 160 | Q1 2026 |
| SWAN Capital LLC$272M AUM | — | $0 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.