AI Holders Summary · Q2 2026

23 institutions reported CPSO in Q2 2026. Calamos Advisors LLC leads at 59.6% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

Calamos Advisors LLC

CIK 0001316507

$10M344K0.03%Q2 2026 02

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$2M57K0.00%Q2 2026 03

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$670K24K0.00%Q2 2026 04

Blue Water Asset Management

CIK 0002033384

$570K20K0.18%Q2 2026 05

Calamos Wealth Management LLC

CIK 0001455258

$553K20K0.02%Q2 2026 06

Rooted Wealth Advisors, Inc.

CIK 0001963732

$348K12K0.09%Q2 2026 07

Grantvest Financial Group LLC

CIK 0002055216

$331K12K0.19%Q2 2026 08

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$320K12K0.00%Q2 2026 09

OLD MISSION CAPITAL LLC

CIK 0001455915

$319K11K0.01%Q2 2026 10

ACTION POINT FINANCIAL PLANNING, LLC

CIK 0002116119

$308K11K0.03%Q2 2026 11

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$307K11K0.00%Q1 2026 12

Capital Analysts, LLC

CIK 0001624758

$301K11K0.01%Q1 2026 13

Sloy Dahl & Holst, LLC

CIK 0001690295

$299K11K0.04%Q2 2026 14

Security Financial Services, INC.

CIK 0001913590

$282K10K0.04%Q2 2026 15

Spire Wealth Management

CIK 0001858740

$67K2K0.00%Q2 2026 16

OSAIC HOLDINGS, INC.

CIK 0001677044

$57K2K0.00%Q2 2026 17

MORGAN STANLEY

CIK 0000895421

$56K2K0.00%Q2 2026 18

TUCKER ASSET MANAGEMENT LLC

CIK 0001870012

$50K2K0.01%Q2 2026 19

Motiv8 Investments LLC

CIK 0002024873

$36K1K0.02%Q4 2025 20

Regatta Research & Money Management

CIK 0002137529

$30K1K0.03%Q2 2026

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