CCEFCALAMOS ETF TR
CUSIP 12811T407 · Yahoo Finance ↗ · Google Finance ↗
Calamos Etf Tr (CCEF) has 24 institutional holders in Filings Flow’s 13F database, together reporting 379.3K shares worth $10M as of Q1 2026. The largest reported holders are Beacon Financial Advisory LLC, Commonwealth Equity Services, LLC, and Truist Financial Corp.
Institutional Holders
24
Q1 2026
Reported Value
$10M
Ticker
CCEF
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Beacon Financial Advisory LLC$443M AUM | 0.57% | $3M | 89.4K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 0.46% | $755,804 | 26.8K | Q1 2026OLDER |
| William Mack & Associates, Inc.$175M AUM | 0.10% | $219,495 | 7.6K | Q4 2025OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.10% | $307,628 | 10.7K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.04% | $354,280 | 12.2K | Q3 2025OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.03% | $675,157 | 24.0K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.02% | $201,378 | 7.0K | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $485,713 | 17.2K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $313,091 | 11.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $394,792 | 14.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $604,739 | 21.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 65.0K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $28,178 | 1.0K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $999,407 | 35.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $666,276 | 23.6K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $36,046 | 1.3K | Q4 2025OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $902 | 32 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $8,454 | 300 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $30,261 | 1.1K | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $4,311 | 153 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $11,271 | 400 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $691,341 | 24.0K | Q4 2025OLDER |
| Private Wealth Asset Management, LLC$935M AUM | 0.00% | $704 | 25 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $222,102 | 7.6K | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $9,302 | 330 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $66,209 | 2.3K | Q3 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $87 | 3 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $16,716 | 580 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $4,593 | 163 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $29 | 1 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.