13F Insight
DOSSIER · 13F Holders · Q2 2026
CVRT

CALAMOS ETF TR

19 institutions still hold CALAMOS ETF TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 12811T308·19 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$14M
visible holders
Holders
19
filers reporting
Concentration
23.03%
Client First Investment Management LLC #1
top holder share
AI Holders Summary · Q2 2026

19 institutions reported CVRT in Q2 2026. Client First Investment Management LLC leads at 23.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Client First Investment Management LLC
CIK 0002018284
$3M62K1.34%Q2 202602
TRUIST FINANCIAL CORP
CIK 0000092230
$3M54K0.00%Q2 202603
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M34K0.00%Q1 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M28K0.00%Q2 202605
Realta Investment Advisors
CIK 0001776792
$841K16K0.26%Q2 202606
IFP Advisors, Inc
CIK 0001641866
$796K15K0.01%Q2 202607
Kestra Advisory Services, LLC
CIK 0001830819
$632K12K0.00%Q2 202608
LIBERTY SQUARE WEALTH PARTNERS LLC
CIK 0002057655
$617K12K0.15%Q2 202609
Grantvest Financial Group LLC
CIK 0002055216
$576K11K0.33%Q2 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$448K9K0.00%Q2 202611
Brookstone Capital Management
CIK 0001599584
$297K6K0.00%Q2 202612
Steward Partners Investment Advisory, LLC
CIK 0001723397
$245K5K0.00%Q2 202613
LPL Financial LLC
CIK 0001403438
$207K4K0.00%Q2 202614
Aurora Private Wealth, Inc.
CIK 0001802132
$200K5K0.14%Q1 202615
HUNTINGTON NATIONAL BANK
CIK 0000049205
$107K2K0.00%Q2 202616
Capital Investment Advisory Services, LLC
CIK 0001659203
$30K5800.00%Q2 202617
NBC SECURITIES, INC.
CIK 0000791540
$10K2000.00%Q2 202618
UBS Group AG
CIK 0001610520
$36070.00%Q2 202619
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025