13FBOX
CALAMOS ETF TR · 13F Institutional Holdings
Options Calculator Rankings
C

CALAMOS ETF TR

CPSD
Institutions
34
Combined AUM (Q2 2026)
$27.3M
Combined Shares (Q2 2026)
1.0M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+51,999
8 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-142,794
16 · 2 Exit · ≈
⚖️ Net
-90,795
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$27.3M
Institutions
34
New Buys
5
Adds
3
Reduces
14
Exits
2
Unchanged
12
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Calamos Advisors LLC
0.03%0.04%#14$9.6M359,149$11.3M435,490-76,341-17.53%Reduce
Calamos Wealth Management LLC
0.07%0.08%#10$2.4M88,023$2.4M91,796-3,773-4.11%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#20$1.6M58,264$1.5M58,773-509-0.87%Reduce
New England Capital Financial Advisors LLC
0.35%0.4%#4$1.5M54,586$1.5M56,586-2,000-3.53%Reduce
BURKETT FINANCIAL SERVICES, LLC
0.43%0.46%#3$1.4M51,373$1.4M52,246-873-1.67%Reduce
LPL Financial LLC
<0.01%<0.01%#29$1.2M45,525$1.1M44,090+1,435+3.25%Add
Advisor OS, LLC
0.07%0.08%#9$1.1M41,476$1.1M41,47600.00%Unchanged
STOLZ & ASSOCIATES, PS
0.67%0.77%#1$1.1M40,039$1.1M42,091-2,052-4.88%Reduce
Cyr Financial Inc.
0.52%0.6%#2$1.0M37,495$1.0M39,057-1,562-4.00%Reduce
Creative Planning
<0.01%<0.01%#25$722,35527,060$701,25927,06000.00%Unchanged
Blue Water Asset Management
0.22%0.22%#5$666,68124,974$647,21124,97400.00%Unchanged
SageView Advisory Group, LLC
0.02%#15$611,86522,921$00+22,921New Buy
Claro Advisors Inc.
0.04%0.05%#12$421,14115,776$424,65016,386-610-3.72%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#31$408,62015,307$406,06815,669-362-2.31%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#33$390,06714,612$00+14,612New Buy
Sloy Dahl & Holst, LLC
0.04%0.05%#13$347,70313,025$337,54913,02500.00%Unchanged
MARIPAU WEALTH MANAGEMENT LLC
0.12%0.16%#7$342,41712,827$359,31713,865-1,038-7.49%Reduce
Signal Advisors Wealth, LLC
0.02%0.02%#16$342,41712,827$359,31713,865-1,038-7.49%Reduce
HighTower Advisors, LLC
<0.01%<0.01%#27$325,27912,185$315,77912,18500.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#26$317,08911,876$22,653874+11,002+1,258.81%Add
WEDBUSH SECURITIES INC
0.01%0.01%#17$287,87910,784$277,00010,700+84+0.79%Add
ADAMSBROWN WEALTH CONSULTANTS LLC
0.05%0.07%#11$280,29810,500$272,11210,50000.00%Unchanged
Grantvest Financial Group LLC
0.14%0.15%#6$235,0508,805$228,1858,80500.00%Unchanged
OLD MISSION CAPITAL LLC
<0.01%0.01%#19$225,7328,456$413,45415,954-7,498-47.00%Reduce
Waverly Advisors, LLC
<0.01%<0.01%#22$220,9288,276$214,4768,27600.00%Unchanged
WealthTrust Asset Management, LLC
0.11%0.12%#8$211,9327,939$205,7427,93900.00%Unchanged
CENTAURUS FINANCIAL, INC.
<0.01%0.01%#18$106,7804,000$118,0004,558-558-12.24%Reduce
Capital Analysts, LLC
<0.01%<0.01%#24$44,0201,649$43,0001,64900.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#30$21,890820$00+820New Buy
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#23$21,543807$78,9383,046-2,239-73.51%Reduce
FIDUCIARY FINANCIAL ADVISORS
<0.01%#21$16,684625$00+625New Buy
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#32$16,578621$16,09362100.00%Unchanged
MORGAN STANLEY
<0.01%#34$13,348500$00+500New Buy
CX Institutional
<0.01%<0.01%#28$9,984374$10,00037400.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow