CPSMCALAMOS ETF TR
CUSIP 12811T605 · Yahoo Finance ↗ · Google Finance ↗
Calamos Etf Tr (CPSM) has 26 institutional holders in Filings Flow’s 13F database, together reporting 949.8K shares worth $27M as of Q1 2026. The largest reported holders are Calamos Advisors LLC, Centaurus Financial, Inc., and Amplius Wealth Advisors, LLC.
Institutional Holders
26
Q1 2026
Reported Value
$27M
Ticker
CPSM
Quarters Tracked
8
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Calamos Advisors LLC$28.2B AUM | 0.03% | $9M | 326.8K | Q1 2026 |
| CENTAURUS FINANCIAL, INC.$2.1B AUM | 0.13% | $3M | 97.2K | Q1 2026 |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.20% | $2M | 82.9K | Q1 2026 |
| Simplicity Wealth,LLC$1.8B AUM | 0.08% | $2M | 72.0K | Q2 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.02% | $1M | 51.6K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $1M | 46.9K | Q1 2026 |
| Sugar Maple Asset Management, LLC$165M AUM | 0.68% | $1M | 39.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 38.8K | Q1 2026 |
| BCGM Wealth Management, LLC$398M AUM | 0.26% | $1M | 35.6K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $996,409 | 34.5K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $727,652 | 25.3K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $689,790 | 23.9K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $534,260 | 18.5K | Q1 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC$2M AUM | 0.15% | $498,619 | 17.4K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $480,502 | 16.7K | Q1 2026 |
| LeClair Wealth Partners LLC$289M AUM | 0.16% | $460,591 | 16.0K | Q1 2026 |
| Blue Water Asset Management$289M AUM | 0.16% | $460,591 | 16.0K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $456,090 | 15.8K | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $440,000 | 15.6K | Q3 2025OLDER |
| Calamos Wealth Management LLC$2.9B AUM | 0.01% | $414,718 | 14.4K | Q1 2026 |
| City Center Advisors, LLC$123M AUM | 0.39% | $365,589 | 13.1K | Q2 2025OLDER |
| NBZ Investment Advisors LLC$229M AUM | 0.14% | $315,852 | 10.9K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $291,065 | 10.1K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $267,755 | 9.6K | Q2 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $259,930 | 9.0K | Q1 2026 |
| Wick Capital Partners, LLC$548M AUM | 0.05% | $257,160 | 8.9K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $245,131 | 8.7K | Q3 2025OLDER |
| VISTA INVESTMENT PARTNERS LLC$397M AUM | 0.06% | $217,859 | 7.5K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.00% | $205,281 | 7.4K | Q2 2025OLDER |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.06% | $204,836 | 7.4K | Q2 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $80,948 | 2.8K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $76,382 | 2.7K | Q3 2025OLDER |
| Noble Wealth Management PBC$223M AUM | 0.02% | $36,777 | 1.3K | Q4 2025OLDER |
| Motiv8 Investments LLC$183M AUM | 0.02% | $36,000 | 1.3K | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $11,542 | 400 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $6,212 | 217 | Q4 2025OLDER |
| New England Capital Financial Advisors LLC$365M AUM | 0.00% | $5,223 | 181 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $3,006 | 105 | Q4 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $2,886 | 100 | Q1 2026 |
| Camelot Portfolios, LLC$143M AUM | 0.00% | $76 | 3 | Q4 2025OLDER |
| 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.