DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
CPSL

CALAMOS ETF TR

30 institutions still hold CALAMOS ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 12811T738·30 13F holders·last filed Mar 31, 2026
Market cap
7.8%
vs prior quarter
13F value held
$51M
69.0% inst. owned
of float
Holders
30
-102 QoQ
filers reporting
Activity
+8 / −83
+949 added · −849 reduced
this quarter
Concentration
39.26%
BURKETT FINANCIAL SERVICES, LLC #1
top holder share
AI Holders Summary · Q1 2026

30 institutions reported CPSL in Q1 2026. BURKETT FINANCIAL SERVICES, LLC leads at 39.3% of the visible book. -102 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BURKETT FINANCIAL SERVICES, LLC
CIK 0001762716
$20M740K6.91%Q1 2026
02
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$5M171K0.07%Q1 2026
03
HighTower Advisors, LLC
CIK 0001462245
$4M136K0.00%Q1 2026
04
Mutual Advisors, LLC
CIK 0001694080
$4M135K0.08%Q1 2026
05
Prime Capital Investment Advisors, LLC
CIK 0001731446
$3M117K0.04%Q1 2026
06
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M84K0.00%Q1 2026
07
Cetera Investment Advisers
CIK 0001666741
$2M81K0.00%Q1 2026
08
Amplius Wealth Advisors, LLC
CIK 0001900584
$2M76K0.17%Q1 2026
09
Worth Asset Management, LLC
CIK 0001927285
$2M67K0.68%Q1 2026
10
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$2M67K0.08%Q4 2025
11
Applied Capital LLC
CIK 0001862965
$810,33530K0.30%Q1 2026
12
Calamos Advisors LLC
CIK 0001316507
$803,66630K0.00%Q1 2026
13
Calamos Wealth Management LLC
CIK 0001455258
$803,66630K0.03%Q1 2026
14
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$651,90024K0.00%Q1 2026
15
OSAIC HOLDINGS, INC.
CIK 0001677044
$572,43421K0.00%Q1 2026
16
GOLDMAN SACHS GROUP INC
CIK 0000886982
$551,73420K0.00%Q1 2026
17
ROYAL BANK OF CANADA
CIK 0001000275
$535,00020K0.00%Q1 2026
18
TD Capital Management LLC
CIK 0001483824
$384,68014K0.03%Q1 2026
19
MML INVESTORS SERVICES, LLC
CIK 0000701059
$372,50714K0.00%Q1 2026
20
Leelyn Smith, LLC
CIK 0001777817
$260,84710K0.04%Q1 2026
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