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Clmos R 2000 S A P ETF - JAN (CPRY)

CUSIP: 12811T126 | NYSE | 37 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Crown Wealth Group, LLC495,791
3.5% of portfolio›$14.0M
Commonwealth Equity Services, LLC28,149
0.0% of portfolio›$794.1K
Calamos Wealth Management LLC23,392
0.0% of portfolio›$659.9K
Wedbush Securities Inc20,260
0.0% of portfolio›$572.0K
Creative Planning10,647
0.0% of portfolio›$300.4K
Signal Advisors Wealth, LLC9,071
0.0% of portfolio›$255.9K
Creative Financial Designs Inc7,822
0.0% of portfolio›$220.7K
Burkett Financial Services, LLC5,500
0.0% of portfolio›$155.2K
CX Institutional374
0.0% of portfolio›$11
Essential Investment Partners LLC300
0.0% of portfolio›$8.5K
StyleTurnoverLocationFiled
Crown Wealth Group, LLC
495,791$14.0M3.5%ETFMediumCharlotte, NC2026-10-19
Commonwealth Equity Services, LLC
28,149$794.1K0.0%ETFLowWaltham, MA2026-11-02
Calamos Wealth Management LLC
23,392$659.9K0.0%GrowthMediumNaperville, IL2026-11-02
Wedbush Securities Inc
20,260$572.0K0.0%CoreLowPasadena, CA2026-10-22
Creative Planning
10,647$300.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Signal Advisors Wealth, LLC
9,071$255.9K0.0%ETFLowDetroit, MI2026-10-13
Creative Financial Designs Inc
7,822$220.7K0.0%ETFMediumKokomo, IN2026-11-04
Burkett Financial Services, LLC
5,500$155.2K0.0%ETFLowRock Hill, SC2026-10-01
CX Institutional
374$110.0%CoreMediumAuburn, IN2026-10-02
Essential Investment Partners LLC
300$8.5K0.0%GrowthLowEnglewood, CO2026-10-27