DOSSIER · 13F Holders · Q2 2026
CPNM

CALAMOS ETF TR

15 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 12811T845·15 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$6M
visible holders
Holders
15
filers reporting
Concentration
28.72%
JIM SAULNIER & ASSOCIATES, LLC #1
top holder share
AI Holders Summary · Q2 2026

15 institutions reported CPNM in Q2 2026. JIM SAULNIER & ASSOCIATES, LLC leads at 28.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
JIM SAULNIER & ASSOCIATES, LLC
CIK 0002044420
$2M60K0.65%Q2 2026
02
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$1M39K0.01%Q2 2026
03
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$575K21K0.00%Q2 2026
04
Owen LaRue, LLC
CIK 0001965328
$510K19K0.18%Q2 2026
05
Calamos Wealth Management LLC
CIK 0001455258
$492K18K0.01%Q2 2026
06
Capital Analysts, LLC
CIK 0001624758
$374K14K0.01%Q1 2026
07
Fortitude Advisory Group L.L.C.
CIK 0001928999
$366K14K0.14%Q2 2026
08
Cetera Investment Advisers
CIK 0001666741
$297K11K0.00%Q2 2026
09
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$154K6K0.01%Q4 2025
10
OSAIC HOLDINGS, INC.
CIK 0001677044
$77K3K0.00%Q2 2026
11
ACTION POINT FINANCIAL PLANNING, LLC
CIK 0002116119
$59K2K0.01%Q2 2026
12
Sunrise Financial Services, LLC
CIK 0002110891
$25K9520.02%Q2 2026
13
Aptus Capital Advisors, LLC
CIK 0001664193
$22K8170.00%Q2 2026
14
BURKETT FINANCIAL SERVICES, LLC
CIK 0001762716
$1K440.00%Q2 2026
15
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025