CPNJCALAMOS ETF TR
CUSIP 12811T878 · Yahoo Finance ↗ · Google Finance ↗
Calamos Etf Tr (CPNJ) has 28 institutional holders in Filings Flow’s 13F database, together reporting 418.9K shares worth $11M as of Q1 2026. The largest reported holders are Vanweelden Wealth Management, LLC, Envestnet Asset Management Inc, and Cambridge Investment Research Advisors, Inc..
Institutional Holders
28
Q1 2026
Reported Value
$11M
Ticker
CPNJ
Quarters Tracked
8
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| VanWeelden Wealth Management, LLC$125M AUM | 11.03% | $14M | 520.3K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $14M | 506.6K | Q4 2025OLDER |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $1M | 52.4K | Q1 2026 |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.65% | $1M | 49.1K | Q1 2026 |
| Calamos Wealth Management LLC$2.9B AUM | 0.03% | $757,847 | 28.1K | Q1 2026 |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $757,847 | 28.1K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $677,923 | 25.1K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $626,110 | 23.2K | Q1 2026 |
| WealthTrust Asset Management, LLC$167M AUM | 0.33% | $558,224 | 20.7K | Q1 2026 |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.05% | $553,793 | 20.5K | Q1 2026 |
| PFG Advisors$2.1B AUM | 0.02% | $507,734 | 18.8K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.02% | $469,000 | 17.4K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $410,915 | 15.2K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $401,027 | 14.8K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $371,095 | 13.7K | Q1 2026 |
| Investment Partners Asset Management, Inc.$162M AUM | 0.20% | $324,496 | 12.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $316,770 | 11.7K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $316,499 | 11.7K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $299,688 | 11.5K | Q2 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $262,227 | 9.7K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $258,041 | 9.6K | Q1 2026 |
| WMG Financial Advisors, LLC$240M AUM | 0.09% | $257,739 | 9.7K | Q3 2025OLDER |
| NBZ Investment Advisors LLC$229M AUM | 0.11% | $257,041 | 9.5K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $250,900 | 9.6K | Q2 2025OLDER |
| Secure Asset Management, LLC$632M AUM | 0.04% | $228,613 | 8.5K | Q4 2025OLDER |
| Cyr Financial Inc.$170M AUM | 0.13% | $219,680 | 8.1K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.00% | $208,520 | 8.0K | Q2 2025OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.01% | $205,579 | 7.6K | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $156,656 | 5.8K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $106,870 | 4.0K | Q4 2025OLDER |
| BURKETT FINANCIAL SERVICES, LLC$320M AUM | 0.03% | $94,263 | 3.5K | Q4 2025OLDER |
| Capital Analysts, LLC$3.8B AUM | 0.00% | $65,000 | 2.4K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $56,440 | 2.1K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $39,575 | 1.5K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $29,959 | 1.1K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $22,962 | 850 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $6,776 | 251 | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $5,997 | 222 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $3,188 | 118 | 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.