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

CALAMOS ETF TR

CVRT
Institutions
19
Combined AUM (Q2 2026)
$13.9M
Combined Shares (Q2 2026)
269,848
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+116,361
14 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-20,841
4 · 1 Exit · ≈
⚖️ Net
+95,520
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$13.9M
Institutions
19
New Buys
8
Adds
6
Reduces
3
Exits
1
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Client First Investment Management LLC
1.34%#1$3.2M62,004$00+62,004New Buy
TRUIST FINANCIAL CORP
<0.01%<0.01%#8$2.8M54,280$2.0M47,889+6,391+13.35%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#12$1.4M27,680$927,56922,316+5,364+24.04%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#17$843,14916,393$1.4M34,489-18,096-52.47%Reduce
Realta Investment Advisors
0.26%0.07%#3$840,93816,350$199,5054,800+11,550+240.63%Add
IFP Advisors, Inc
0.01%0.01%#7$795,67615,470$643,98515,494-24-0.15%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#10$631,55412,279$549,10813,211-932-7.05%Reduce
LIBERTY SQUARE WEALTH PARTNERS LLC
0.15%0.14%#5$617,20212,000$498,76212,00000.00%Unchanged
Grantvest Financial Group LLC
0.33%0.22%#2$576,34011,206$342,9248,251+2,955+35.81%Add
CENTAURUS FINANCIAL, INC.
0.02%#6$552,49910,742$00+10,742New Buy
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#16$448,4708,719$358,9188,635+84+0.97%Add
Brookstone Capital Management
<0.01%#9$297,4095,782$00+5,782New Buy
Aurora Private Wealth, Inc.
0.17%0.14%#4$271,6205,281$200,0005,254+27+0.51%Add
Steward Partners Investment Advisory, LLC
<0.01%#13$245,4414,772$00+4,772New Buy
LPL Financial LLC
<0.01%#18$206,9174,023$00+4,023New Buy
HUNTINGTON NATIONAL BANK
<0.01%#15$106,9822,080$00+2,080New Buy
Capital Investment Advisory Services, LLC
<0.01%#11$29,831580$00+580New Buy
LANARK FINANCIAL, INC.
<0.01%<0.01%#14$10,286200$8,31220000.00%Unchanged
UBS Group AG
<0.01%#19$3607$00+7New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow