CPNSCALAMOS ETF TR
CUSIP 12811T860 · Yahoo Finance ↗ · Google Finance ↗
Calamos Etf Tr (CPNS) has 20 institutional holders in Filings Flow’s 13F database, together reporting 386.2K shares worth $10M as of Q1 2026. The largest reported holders are Owen Larue, LLC, Jim Saulnier & Associates, LLC, and Calamos Advisors LLC.
Institutional Holders
20
Q1 2026
Reported Value
$10M
Ticker
CPNS
Quarters Tracked
7
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Owen LaRue, LLC$261M AUM | 0.95% | $2M | 90.8K | Q1 2026 |
| JIM SAULNIER & ASSOCIATES, LLC$205M AUM | 0.52% | $1M | 39.3K | Q1 2026 |
| GREENBERG FINANCIAL GROUP$270M AUM | 0.08% | $200,884 | 7.4K | Q4 2025OLDER |
| BURKETT FINANCIAL SERVICES, LLC$320M AUM | 0.03% | $101,898 | 3.8K | Q1 2026 |
| Claro Advisors Inc.$830M AUM | 0.03% | $284,500 | 10.5K | Q1 2026 |
| Leelyn Smith, LLC$713M AUM | 0.03% | $218,581 | 8.1K | Q3 2025OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.03% | $913,972 | 33.6K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $867,165 | 31.9K | Q1 2026 |
| Pallas Capital Advisors LLC$2.7B AUM | 0.01% | $253,718 | 9.3K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $516,609 | 19.0K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $203,796 | 7.5K | Q1 2026 |
| Sigma Planning Corp$3.6B AUM | 0.01% | $226,703 | 8.3K | Q1 2026 |
| Camelot Portfolios, LLC$143M AUM | 0.00% | $6,805 | 250 | Q4 2025OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $913,972 | 33.6K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $121,727 | 4.5K | Q3 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $32,935 | 1.2K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $22,010 | 810 | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $900,480 | 33.1K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $192,010 | 7.1K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $402,268 | 14.8K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $24,517 | 900 | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $219,692 | 8.1K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $22,010 | 810 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $684,347 | 25.2K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $308,455 | 11.4K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3,920 | 144 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.