DOSSIER · 13F Holders · Q2 2026
CPRY

Calamos Rus 2000 Structured Al

23 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 12811T126·23 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$25M
visible holders
Holders
23
filers reporting
Concentration
56.60%
Crown Wealth Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

23 institutions reported CPRY in Q2 2026. Crown Wealth Group, LLC leads at 56.6% 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
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M88K0.01%Q1 2026
03
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$1M53K0.02%Q2 2026
04
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$789K28K0.00%Q2 2026
05
Calamos Wealth Management LLC
CIK 0001455258
$767K27K0.02%Q2 2026
06
Signal Advisors Wealth, LLC
CIK 0002010926
$651K23K0.03%Q2 2026
07
MARIPAU WEALTH MANAGEMENT LLC
CIK 0001890698
$651K23K0.23%Q2 2026
08
WEDBUSH SECURITIES INC
CIK 0001142495
$546K20K0.02%Q1 2026
09
OLD MISSION CAPITAL LLC
CIK 0001455915
$539K19K0.01%Q2 2026
10
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$525K19K0.02%Q4 2025
11
GREENBERG FINANCIAL GROUP
CIK 0000946626
$494K18K0.20%Q4 2025
12
Capital Analysts, LLC
CIK 0001624758
$351K13K0.01%Q1 2026
13
SageView Advisory Group, LLC
CIK 0001914558
$298K11K0.01%Q2 2026
14
Creative Planning
CIK 0001540235
$298K11K0.00%Q2 2026
15
ADAMSBROWN WEALTH CONSULTANTS LLC
CIK 0001911244
$286K10K0.05%Q2 2026
16
NAPATREE CAPITAL LLC
CIK 0002015964
$231K9K0.13%Q1 2025
17
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$206K7K0.01%Q2 2026
18
BURKETT FINANCIAL SERVICES, LLC
CIK 0001762716
$166K6K0.05%Q2 2026
19
Aptus Capital Advisors, LLC
CIK 0001664193
$34K1K0.00%Q2 2026
20
CX Institutional
CIK 0001737089
$10K3740.00%Q2 2026
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