SEC 13F Intelligence

CPRJCALAMOS ETF TR

CUSIP 12811T837 · Yahoo Finance ↗ · Google Finance ↗

Calamos Etf Tr (CPRJ) has 26 institutional holders in Filings Flow’s 13F database, together reporting 489.0K shares worth $13M as of Q1 2026. The largest reported holders are Centaurus Financial, Inc., Commonwealth Equity Services, LLC, and Calamos Advisors LLC.

Institutional Holders
26
Q1 2026
Reported Value
$13M
Ticker
CPRJ
Quarters Tracked
7

Ownership Trend

Institutional holders
Q3 ’24: 20Q3 ’24Q4 ’24: 20Q4 ’24Q1 ’25: 19Q1 ’25Q2 ’25: 19Q2 ’25Q3 ’25: 22Q3 ’25Q4 ’25: 26Q4 ’25Q1 ’26: 26Q1 ’26filingsflow.com
Total reported value
Q3 ’24: $14MQ3 ’24Q4 ’24: $10MQ4 ’24Q1 ’25: $10MQ1 ’25Q2 ’25: $10MQ2 ’25Q3 ’25: $13MQ3 ’25Q4 ’25: $14MQ4 ’25Q1 ’26: $13MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
CENTAURUS FINANCIAL, INC.$2.1B AUM0.09%$2M72.7KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1M50.9KQ1 2026
Calamos Wealth Management LLC$2.9B AUM0.04%$1M43.0KQ1 2026
Calamos Advisors LLC$28.2B AUM0.00%$1M43.0KQ1 2026
JIM SAULNIER & ASSOCIATES, LLC$205M AUM0.49%$1M37.2KQ1 2026
OLD MISSION CAPITAL LLC$6.3B AUM0.01%$724,71226.9KQ1 2026
Amplius Wealth Advisors, LLC$1.2B AUM0.06%$714,17526.5KQ1 2026
Camelot Portfolios, LLC$143M AUM0.53%$710,15626.4KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$691,48325.7KQ1 2026
Investment Partners Asset Management, Inc.$162M AUM0.35%$574,79021.3KQ1 2026
Owen LaRue, LLC$261M AUM0.19%$490,62518.2KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$451,00016.7KQ1 2026
Capital Analysts, LLC$3.8B AUM0.01%$442,00016.4KQ1 2026
PFG Advisors$2.1B AUM0.02%$320,86711.9KQ1 2026
Advisor OS, LLC$1.4B AUM0.02%$259,9339.6KQ1 2026
MJP ASSOCIATES INC /ADV$824M AUM0.03%$259,9339.6KQ1 2026
Able Wealth Management LLC$374M AUM0.07%$248,7499.2KQ1 2026
Sigma Planning Corp$3.6B AUM0.01%$229,1568.5KQ1 2026
RFG Advisory, LLC$5.4B AUM0.01%$226,3228.8KQ2 2025OLDER
SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM0.06%$219,0048.5KQ2 2025OLDER
Sound Income Strategies, LLC$2.1B AUM0.01%$137,0755.1KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$114,7254.2KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$97,4043.6KQ4 2025OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$80,8503.0KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$80,3103.0KQ4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$37,7301.4KQ1 2026
CWM, LLC$38.1B AUM0.00%$22,126821Q1 2026
IFP Advisors, Inc$4.8B AUM0.00%$8,759325Q1 2026
UBS Group AG$666.3B AUM0.00%$5,552206Q1 2026
MAI Capital Management$17.7B AUM0.00%$5,390200Q1 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.