AI Holders Summary · Q2 2026

20 institutions reported CPST in Q2 2026. Calamos Advisors LLC leads at 46.4% 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

$10M345K0.03%Q2 2026 02

Calamos Wealth Management LLC

CIK 0001455258

$3M98K0.08%Q2 2026 03

OSAIC HOLDINGS, INC.

CIK 0001677044

$3M94K0.00%Q2 2026 04

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$2M64K0.00%Q2 2026 05

Camelot Portfolios, LLC

CIK 0001569766

$693K25K0.48%Q2 2026 06

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$570K20K0.00%Q2 2026 07

ACTION POINT FINANCIAL PLANNING, LLC

CIK 0002116119

$558K20K0.06%Q2 2026 08

Blue Water Asset Management

CIK 0002033384

$450K16K0.15%Q2 2026 09

Capital Analysts, LLC

CIK 0001624758

$371K14K0.01%Q1 2026 10

Spartan Wealth Advisory Services LLC

CIK 0002075193

$298K11K0.02%Q2 2026 11

Grantvest Financial Group LLC

CIK 0002055216

$258K9K0.15%Q2 2026 12

HOHIMER WEALTH MANAGEMENT, LLC

CIK 0001802533

$240K9K0.03%Q1 2026 13

Sterling Financial Planning, Inc.

CIK 0001844278

$223K8K0.06%Q2 2026 14

Innovative Asset Advisors Group, LLC

CIK 0002127147

$112K4K0.05%Q2 2026 15

BURKETT FINANCIAL SERVICES, LLC

CIK 0001762716

$95K3K0.03%Q2 2026 16

Motiv8 Investments LLC

CIK 0002024873

$36K1K0.02%Q4 2025 17

UBS Group AG

CIK 0001610520

$28K1K0.00%Q2 2026 18

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$26K9390.00%Q2 2026 19

CREATIVE FINANCIAL DESIGNS INC /ADV

CIK 0000819864

$8K3010.00%Q2 2026 20

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CIK 0000752798

$00—Q2 2025