DOSSIER · 13F Holders · Q2 2026
CPRY

Calamos Rus 2000 Structured Al

29 institutions still hold Calamos Rus 2000 Structured Al as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 12811T126·29 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$46M
visible holders
Holders
29
filers reporting
Concentration
30.06%
Crown Wealth Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

29 institutions reported CPRY in Q2 2026. Crown Wealth Group, LLC leads at 30.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Crown Wealth Group, LLC
CIK 0001845698
$14M499K3.56%Q2 2026
02
VanWeelden Wealth Management, LLC
CIK 0001740451
$10M360K7.78%Q1 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M355K0.00%Q1 2026
04
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M88K0.01%Q1 2026
05
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$1M53K0.02%Q1 2026
06
Intrepid Financial Planning Group LLC
CIK 0001641296
$1M66K0.58%Q1 2026
07
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M42K0.00%Q1 2026
08
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$843K31K0.00%Q1 2026
09
Calamos Wealth Management LLC
CIK 0001455258
$744K27K0.03%Q1 2026
10
Calamos Advisors LLC
CIK 0001316507
$744K27K0.00%Q1 2026
11
Signal Advisors Wealth, LLC
CIK 0002010926
$658K24K0.05%Q1 2026
12
MARIPAU WEALTH MANAGEMENT LLC
CIK 0001890698
$658K24K0.29%Q1 2026
13
WEDBUSH SECURITIES INC
CIK 0001142495
$546K20K0.02%Q1 2026
14
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$525K19K0.02%Q4 2025
15
GREENBERG FINANCIAL GROUP
CIK 0000946626
$494K18K0.20%Q4 2025
16
Capital Analysts, LLC
CIK 0001624758
$351K13K0.01%Q1 2026
17
Creative Planning
CIK 0001540235
$289K11K0.00%Q1 2026
18
SageView Advisory Group, LLC
CIK 0001914558
$287K11K0.01%Q4 2025
19
ADAMSBROWN WEALTH CONSULTANTS LLC
CIK 0001911244
$286K10K0.05%Q2 2026
20
GOLDMAN SACHS GROUP INC
CIK 0000886982
$272K10K0.00%Q1 2026
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