13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
CPRY

Calamos Rus 2000 Structured Al

30 institutions still hold Calamos Rus 2000 Structured Al as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 12811T126·30 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.6%
vs prior quarter
13F value held
$43M
62.0% inst. owned
of float
Holders
30
+87 QoQ
filers reporting
Activity
+8 / −46
+917 added · −788 reduced
this quarter
Concentration
30.13%
Crown Wealth Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

30 institutions reported CPRY in Q1 2026. Crown Wealth Group, LLC leads at 30.1% of the visible book. +87 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Crown Wealth Group, LLC
CIK 0001845698
$13M475K3.78%Q1 202602
VanWeelden Wealth Management, LLC
CIK 0001740451
$10M360K7.78%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M355K0.00%Q1 202604
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$1M53K0.02%Q1 202605
Intrepid Financial Planning Group LLC
CIK 0001641296
$1M66K0.58%Q1 202606
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M42K0.00%Q1 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$843,37031K0.00%Q1 202608
Calamos Wealth Management LLC
CIK 0001455258
$743,96227K0.03%Q1 202609
Calamos Advisors LLC
CIK 0001316507
$743,96227K0.00%Q1 202610
Signal Advisors Wealth, LLC
CIK 0002010926
$658,22824K0.05%Q1 202611
MARIPAU WEALTH MANAGEMENT LLC
CIK 0001890698
$658,22824K0.29%Q1 202612
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$525,00019K0.02%Q4 202513
GREENBERG FINANCIAL GROUP
CIK 0000946626
$494,16618K0.20%Q4 202514
Creative Planning
CIK 0001540235
$288,90711K0.00%Q1 202615
SageView Advisory Group, LLC
CIK 0001914558
$287,31411K0.01%Q4 202516
ADAMSBROWN WEALTH CONSULTANTS LLC
CIK 0001911244
$277,73310K0.07%Q1 202617
GOLDMAN SACHS GROUP INC
CIK 0000886982
$272,30610K0.00%Q1 202618
NAPATREE CAPITAL LLC
CIK 0002015964
$230,9559K0.13%Q1 202519
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$218,4148K0.01%Q1 202620
BURKETT FINANCIAL SERVICES, LLC
CIK 0001762716
$199,9627K0.07%Q1 2026
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