13FBOX
CALAMOS S&P 500 STRUCTURED ALT · 13F Institutional Holdings
Options Calculator Rankings
C

CALAMOS S&P 500 STRUCTURED ALT

CPSN
Institutions
17
Combined AUM (Q2 2026)
$18.1M
Combined Shares (Q2 2026)
654,231
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+92,097
2 · 0 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-48,714
9 · 2 Exit · ≈
⚖️ Net
+43,383
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$18.1M
Institutions
17
New Buys
0
Adds
2
Reduces
7
Exits
2
Unchanged
8
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Calamos Advisors LLC
0.03%0.03%#5$9.6M346,379$9.6M356,813-10,434-2.92%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#14$2.8M102,458$278,43510,401+92,057+885.08%Add
HARBOUR INVESTMENTS, INC.
0.02%0.02%#6$1.3M47,654$1.6M60,271-12,617-20.93%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#11$1.3M46,143$1.3M48,143-2,000-4.15%Reduce
Advisor OS, LLC
0.07%0.08%#2$1.1M39,263$1.1M39,361-98-0.25%Reduce
OLD MISSION CAPITAL LLC
0.01%0.01%#8$381,77613,790$401,71015,006-1,216-8.10%Reduce
JIM SAULNIER & ASSOCIATES, LLC
0.15%0.17%#1$363,83613,142$353,09613,190-48-0.36%Reduce
Calamos Wealth Management LLC
0.01%0.02%#7$330,47211,939$657,52524,562-12,623-51.39%Reduce
Next Level Private LLC
0.05%0.05%#3$232,1398,385$224,4668,38500.00%Unchanged
Waverly Advisors, LLC
<0.01%<0.01%#12$220,3737,960$213,0897,96000.00%Unchanged
BURKETT FINANCIAL SERVICES, LLC
0.03%0.04%#4$110,1863,980$106,5443,98000.00%Unchanged
CENTAURUS FINANCIAL, INC.
<0.01%<0.01%#9$108,5813,922$105,0003,92200.00%Unchanged
ROYAL BANK OF CANADA
<0.01%<0.01%#16$108,0003,899$104,0003,89900.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#17$55,3702,000$53,2102,00000.00%Unchanged
Capital Analysts, LLC
<0.01%<0.01%#13$51,2731,852$50,0001,85200.00%Unchanged
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#10$40,3091,456$37,9061,416+40+2.82%Add
New England Capital Financial Advisors LLC
<0.01%<0.01%#15$2509$241900.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow