13F Insight
DOSSIER · 13F Holders · Q3 2026
CBOJ

CALAMOS ETF TR

17 institutions still hold CALAMOS ETF TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 12811T688·17 13F holders·last filed Sep 30, 2025
Market cap
—
13F value held
$14M
visible holders
Holders
17
filers reporting
Concentration
50.21%
Copperleaf Capital, LLC #1
top holder share
AI Holders Summary · Q3 2026

17 institutions reported CBOJ in Q3 2026. Copperleaf Capital, LLC leads at 50.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Copperleaf Capital, LLC
CIK 0001802225
$7M266K3.33%Q3 202502
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M147K0.00%Q2 202603
EVEXIA WEALTH LLC
CIK 0001975710
$818K34K0.23%Q3 202604
Calamos Advisors LLC
CIK 0001316507
$603K25K0.00%Q3 202605
Advus Financial Partners, LLC
CIK 0002150676
$379K16K0.11%Q3 202606
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$365K15K0.00%Q3 202607
BOLTON SECURITIES CORPORATION
CIK 0001457457
$293K12K0.01%Q3 202608
Markin Asset Management, LP
CIK 0002110806
$249K10K0.22%Q3 202609
Sigma Planning Corp
CIK 0001449126
$211K9K0.01%Q3 202610
Moors & Cabot, Inc.
CIK 0001607239
$211K9K0.01%Q3 202611
Ankerstar Wealth, LLC
CIK 0002053917
$195K8K0.15%Q3 202612
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$82K3K0.00%Q3 202613
Capital Investment Advisory Services, LLC
CIK 0001659203
$26K1K0.00%Q3 202614
UBS Group AG
CIK 0001610520
$13K5230.00%Q3 202615
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$19680.00%Q3 202616
Farther Finance Advisors, LLC
CIK 0001992825
$2410.00%Q3 202617
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025