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Cals RUS 2000 S A P ETF OCT (CPRO)

CUSIP: 12811T118 | NYSE | 38 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC75,624
0.0% of portfolio›$2.2M
Wealth Enhancement Advisory Services, LLC24,492
0.0% of portfolio›$701.6K
Calamos Wealth Management LLC23,024
0.0% of portfolio›$658.5K
Rooted Wealth Advisors, Inc.12,546
0.1% of portfolio›$353.5K
Sloy Dahl & Holst, LLC10,150
0.0% of portfolio›$290.3K
Stolz & Associates, PS9,530
0.2% of portfolio›$272.6K
MGO One Seven LLC9,000
0.0% of portfolio›$257.4K
Montgomery Financial Services LLC2,416
0.1% of portfolio›$69.1K
Creative Financial Designs Inc1,651
0.0% of portfolio›$47.2K
Burkett Financial Services, LLC1,600
0.0% of portfolio›$45.8K
Assetmark, Inc405
0.0% of portfolio›$11.6K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
75,624$2.2M0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
24,492$701.6K0.0%CoreLowPlymouth, MN2026-10-13
Calamos Wealth Management LLC
23,024$658.5K0.0%GrowthMediumNaperville, IL2026-11-02
Rooted Wealth Advisors, Inc.
12,546$353.5K0.1%ETFLowBourbonnais, IL2026-11-03
Sloy Dahl & Holst, LLC
10,150$290.3K0.0%Agg GrowthVery LowVancouver, WA2026-10-14
Stolz & Associates, PS
9,530$272.6K0.2%ETFLowTacoma, WA2026-11-05
MGO One Seven LLC
9,000$257.4K0.0%GrowthLowBeachwood, OH2026-10-28
Montgomery Financial Services LLC
2,416$69.1K0.1%ETFN/AOcean City, MD2026-11-03
Creative Financial Designs Inc
1,651$47.2K0.0%ETFMediumKokomo, IN2026-11-04
Burkett Financial Services, LLC
1,600$45.8K0.0%ETFLowRock Hill, SC2026-10-01
Assetmark, Inc
405$11.6K0.0%ETFLowConcord, CA2026-10-21