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

CALAMOS ETF TR

26 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 12811T407·26 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$14M
visible holders
Holders
26
filers reporting
Concentration
19.30%
Beacon Financial Advisory LLC #1
top holder share
AI Holders Summary · Q2 2026

26 institutions reported CCEF in Q2 2026. Beacon Financial Advisory LLC leads at 19.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Beacon Financial Advisory LLC
CIK 0001800502
$3M90K0.53%Q2 202602
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M51K0.00%Q2 202603
Steward Partners Investment Advisory, LLC
CIK 0001723397
$1M42K0.01%Q2 202604
TRUIST FINANCIAL CORP
CIK 0000092230
$1M40K0.00%Q2 202605
Fearless Solutions, LLC dba Best Invest
CIK 0002094159
$923K31K0.49%Q2 202606
IFP Advisors, Inc
CIK 0001641866
$820K27K0.01%Q2 202607
William Mack & Associates, Inc.
CIK 0002096700
$784K26K0.28%Q2 202608
Ausdal Financial Partners, Inc.
CIK 0001667146
$741K25K0.03%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$726K24K0.00%Q2 202610
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$680K23K0.00%Q2 202611
Integrated Wealth Concepts LLC
CIK 0001737109
$419K14K0.00%Q2 202612
Cetera Investment Advisers
CIK 0001666741
$401K13K0.00%Q2 202613
Aurora Private Wealth, Inc.
CIK 0001802132
$377K13K0.27%Q1 202614
Kingsview Wealth Management, LLC
CIK 0001791965
$351K12K0.00%Q2 202615
Sonoma Private Wealth LLC
CIK 0001965757
$327K11K0.35%Q2 202616
Prosperity Wealth Management, Inc.
CIK 0001991463
$308K11K0.10%Q4 202517
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$243K9K0.00%Q1 202618
Capital Analysts, LLC
CIK 0001624758
$107K4K0.00%Q1 202619
KERR FINANCIAL PLANNING Corp
CIK 0002095947
$53K2K0.06%Q2 202620
Global Retirement Partners, LLC
CIK 0001749744
$39K1K0.00%Q2 2026
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