DOSSIER · 13F Holders · Q1 2026
CBTO

CALAMOS ETF TR

13 institutions still hold CALAMOS ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 12811T589·13 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$10M
visible holders
Holders
13
filers reporting
Concentration
62.30%
Oasis Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

13 institutions reported CBTO in Q1 2026. Oasis Advisors, LLC leads at 62.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Oasis Advisors, LLC
CIK 0002124777
$6M319K1.26%Q1 2026
02
Orion Porfolio Solutions, LLC
CIK 0001360533
$1M56K0.01%Q1 2026
03
Calamos Advisors LLC
CIK 0001316507
$995K50K0.00%Q1 2026
04
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$791K39K0.00%Q1 2026
05
Ankerstar Wealth, LLC
CIK 0002053917
$478K24K0.50%Q1 2026
06
Calamos Wealth Management LLC
CIK 0001455258
$229K11K0.01%Q1 2026
07
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$86K4K0.00%Q1 2026
08
IFP Advisors, Inc
CIK 0001641866
$84K4K0.00%Q2 2026
09
Noble Wealth Management PBC
CIK 0002055065
$75K4K0.03%Q2 2026
10
VIMA LLC
CIK 0002012155
$16K8320.02%Q2 2026
11
GUARDIAN WEALTH ADVISORS, LLC / NC
CIK 0001901403
$3K1600.00%Q1 2026
12
Aptus Capital Advisors, LLC
CIK 0001664193
$3K1600.00%Q1 2026
13
SWAN Capital LLC
CIK 0001952722
$000.00%Q1 2026