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

CALAMOS ETF TR

CPSM
Institutions
30
Combined AUM (Q2 2026)
$28.2M
Combined Shares (Q2 2026)
965,309
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+96,701
15 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-81,234
10 · 4 Exit · ≈
⚖️ Net
+15,467
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$28.2M
Institutions
30
New Buys
8
Adds
7
Reduces
6
Exits
4
Unchanged
9
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Calamos Advisors LLC
0.03%0.03%#10$9.6M327,705$9.4M326,775+930+0.28%Add
CENTAURUS FINANCIAL, INC.
0.11%0.13%#7$2.9M97,576$2.8M97,241+335+0.34%Add
Amplius Wealth Advisors, LLC
0.16%0.2%#4$2.2M73,632$2.4M82,863-9,231-11.14%Reduce
Advisory Services Network, LLC
0.02%0.02%#13$1.5M51,113$1.5M51,623-510-0.99%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#19$1.5M50,831$1.4M46,915+3,916+8.35%Add
Grantvest Financial Group LLC
0.71%#2$1.2M41,820$00+41,820New Buy
Sugar Maple Asset Management, LLC
0.74%0.68%#1$1.1M39,000$1.1M39,00000.00%Unchanged
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#22$1.1M38,800$1.1M38,80000.00%Unchanged
BCGM Wealth Management, LLC
0.22%0.26%#3$1.0M35,650$1.0M35,65000.00%Unchanged
Cetera Investment Advisers
<0.01%<0.01%#24$978,12433,431$996,40934,531-1,100-3.19%Reduce
LPL Financial LLC
<0.01%<0.01%#27$599,96420,506$456,09015,806+4,700+29.74%Add
Calamos Wealth Management LLC
0.02%0.01%#12$573,05719,585$414,71814,370+5,215+36.29%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#26$475,69016,258$259,9309,008+7,250+80.48%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#29$475,64716,257$534,26018,515-2,258-12.20%Reduce
Blue Water Asset Management
0.15%0.16%#5$467,01615,962$460,59115,96200.00%Unchanged
JPMORGAN CHASE & CO
<0.01%<0.01%#30$369,53612,664$727,65225,288-12,624-49.92%Reduce
Jessup Wealth Management, Inc
0.1%#8$336,43811,499$00+11,499New Buy
HARBOUR INVESTMENTS, INC.
<0.01%0.01%#18$332,31211,358$480,50216,652-5,294-31.79%Reduce
NBZ Investment Advisors LLC
0.12%0.14%#6$320,25810,946$315,85210,94600.00%Unchanged
Mutual Advisors, LLC
0.01%0.01%#17$295,12510,087$291,06510,08700.00%Unchanged
Wick Capital Partners, LLC
0.04%0.05%#9$260,7478,912$257,1608,91200.00%Unchanged
Concurrent Investment Advisors, LLC
<0.01%#21$221,3517,566$00+7,566New Buy
Secure Asset Management, LLC
0.03%#11$206,2697,050$00+7,050New Buy
FIDUCIARY FINANCIAL ADVISORS
0.01%#16$75,3382,575$00+2,575New Buy
ARMSTRONG ADVISORY GROUP, INC
<0.01%#20$50,1491,714$00+1,714New Buy
New England Capital Financial Advisors LLC
0.01%<0.01%#14$38,2111,306$5,223181+1,125+621.55%Add
Sunrise Financial Services, LLC
0.01%#15$15,097516$00+516New Buy
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%#25$14,336490$00+490New Buy
Pinnacle Wealth Planning Services, Inc.
<0.01%<0.01%#23$11,703400$11,54240000.00%Unchanged
IFP Advisors, Inc
<0.01%<0.01%#28$2,926100$2,88610000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow