13F Insight
DOSSIER · 13F Holders · Q3 2025
CBOJ

CALAMOS ETF TR

16 institutions still hold CALAMOS ETF TR as of Q3 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 12811T688·16 13F holders·last filed Sep 30, 2025
Market cap
—
13F value held
$14M
visible holders
Holders
16
filers reporting
Concentration
48.99%
Copperleaf Capital, LLC #1
top holder share
AI Holders Summary · Q3 2025

16 institutions reported CBOJ in Q3 2025. Copperleaf Capital, LLC leads at 49.0% 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
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$847K36K0.01%Q2 202604
EVEXIA WEALTH LLC
CIK 0001975710
$782K33K0.21%Q2 202605
Calamos Advisors LLC
CIK 0001316507
$582K25K0.00%Q2 202606
Markin Asset Management, LP
CIK 0002110806
$353K15K0.30%Q2 202607
PFG Advisors
CIK 0001694435
$351K15K0.02%Q2 202608
ATX Financial Planning, LLC
CIK 0002111013
$343K15K0.23%Q2 202609
Sigma Planning Corp
CIK 0001449126
$202K9K0.01%Q2 202610
Ankerstar Wealth, LLC
CIK 0002053917
$191K8K0.16%Q2 202611
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$106K4K0.00%Q4 202512
Capital Investment Advisory Services, LLC
CIK 0001659203
$25K1K0.00%Q2 202613
UBS Group AG
CIK 0001610520
$5K2300.00%Q2 202614
Farther Finance Advisors, LLC
CIK 0001992825
$4K1650.00%Q2 202615
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$18980.00%Q2 202616
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025