13F Insight
DOSSIER · 13F Holders · Q2 2026
CBTJ

CALAMOS ETF TR

24 institutions still hold CALAMOS ETF TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 12811T720·24 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$18M
visible holders
Holders
24
filers reporting
Concentration
44.32%
MBL Wealth, LLC #1
top holder share
AI Holders Summary · Q2 2026

24 institutions reported CBTJ in Q2 2026. MBL Wealth, LLC leads at 44.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MBL Wealth, LLC
CIK 0001845785
$8M450K0.53%Q2 202602
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M145K0.00%Q2 202603
Betterment LLC
CIK 0001633901
$2M84K0.00%Q1 202604
Calamos Advisors LLC
CIK 0001316507
$1M74K0.00%Q2 202605
Beacon Pointe Advisors, LLC
CIK 0001744317
$772K45K0.00%Q2 202606
NBZ Investment Advisors LLC
CIK 0001998018
$619K36K0.24%Q2 202607
DWM Financial Group, Inc.
CIK 0001759545
$423K19K0.38%Q2 202608
GREENBERG FINANCIAL GROUP
CIK 0000946626
$359K16K0.15%Q4 202509
Calamos Wealth Management LLC
CIK 0001455258
$322K19K0.01%Q2 202610
MCDONALD PARTNERS LLC
CIK 0001331074
$318K18K0.08%Q2 202611
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$310K16K0.00%Q1 202612
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$274K15K0.00%Q1 202613
Copperleaf Capital, LLC
CIK 0001802225
$262K9K0.13%Q3 202514
EVEXIA WEALTH LLC
CIK 0001975710
$233K13K0.06%Q2 202615
TITLEIST ASSET MANAGEMENT, LLC
CIK 0001977759
$181K10K0.01%Q2 202616
MML INVESTORS SERVICES, LLC
CIK 0000701059
$173K10K0.00%Q2 202617
IFP Advisors, Inc
CIK 0001641866
$95K6K0.00%Q2 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$17K1K0.00%Q2 202619
Aptus Capital Advisors, LLC
CIK 0001664193
$17K1K0.00%Q2 202620
Farther Finance Advisors, LLC
CIK 0001992825
$17K1K0.00%Q2 2026
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