DOSSIER · 13F Holders · Q4 2025
CPRO

CALAMOS ETF TR

24 institutions still hold CALAMOS ETF TR as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 12811T118·24 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$13M
visible holders
Holders
24
filers reporting
Concentration
18.70%
CENTAURUS FINANCIAL, INC. #1
top holder share
AI Holders Summary · Q4 2025

24 institutions reported CPRO in Q4 2025. CENTAURUS FINANCIAL, INC. leads at 18.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$2M91K0.11%Q4 2025
02
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M80K0.00%Q2 2026
03
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M75K0.00%Q2 2026
04
Owen LaRue, LLC
CIK 0001965328
$2M54K0.53%Q2 2026
05
Calamos Wealth Management LLC
CIK 0001455258
$781K28K0.02%Q2 2026
06
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$735K26K0.00%Q2 2026
07
OLD MISSION CAPITAL LLC
CIK 0001455915
$482K17K0.01%Q2 2026
08
Capital Analysts, LLC
CIK 0001624758
$472K17K0.01%Q1 2026
09
Rooted Wealth Advisors, Inc.
CIK 0001963732
$353K13K0.09%Q2 2026
10
ACTION POINT FINANCIAL PLANNING, LLC
CIK 0002116119
$298K11K0.03%Q2 2026
11
Sloy Dahl & Holst, LLC
CIK 0001690295
$286K10K0.04%Q2 2026
12
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$270K10K0.00%Q2 2026
13
Astoria Portfolio Advisors LLC.
CIK 0001931642
$270K10K0.05%Q2 2026
14
STOLZ & ASSOCIATES, PS
CIK 0002108989
$269K10K0.17%Q2 2026
15
MGO ONE SEVEN LLC
CIK 0001731444
$254K9K0.00%Q2 2026
16
UBS Group AG
CIK 0001610520
$122K4K0.00%Q2 2026
17
Montgomery Financial Services LLC
CIK 0002149844
$68K2K0.06%Q2 2026
18
Farther Finance Advisors, LLC
CIK 0001992825
$57K2K0.00%Q2 2026
19
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$47K2K0.00%Q2 2026
20
BURKETT FINANCIAL SERVICES, LLC
CIK 0001762716
$45K2K0.01%Q2 2026
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