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Calamos Conv Eqty ALT ETF (CVRT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
NEW
Shares117,500
Change+117,500
Value$5.4M
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares55,455 from 54,280
Change+1,175 (+2%)
Value$2.6M (-$220.2K)
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares15,519 from 15,470
Change+49 (+0%)
Value$719.7K (-$76.0K)
Filed 2026-10-16
Grantvest Financial Group LLC
INCREASED
Shares11,967 from 11,206
Change+761 (+7%)
Value$555.0K (-$21.4K)
Filed 2026-10-21
Kestra Advisory Services, LLC
DECREASED
Shares10,520 from 12,279
Change-1,759 (-14%)
Value$487.8K (-$143.7K)
Filed 2026-11-02
Realta Investment Advisors
DECREASED
Shares10,200 from 16,350
Change-6,150 (-38%)
Value$473.0K (-$367.9K)
Filed 2026-10-14
Brookstone Capital Management
DECREASED
Shares5,361 from 5,782
Change-421 (-7%)
Value$248.6K (-$48.8K)
Filed 2026-10-22
Aurora Private Wealth, Inc.
INCREASED
Shares5,298 from 5,281
Change+17 (+0%)
Value$246.0K (-$26.0K)
Filed 2026-10-20
LPL Financial LLC
INCREASED
Shares4,640 from 4,023
Change+617 (+15%)
Value$215.2K (+$8.3K)
Filed 2026-11-06
Wealth Enhancement Trust Services, Inc.
NEW
Shares948
Change+948
Value$44.0K
Filed 2026-10-07
Capital Investment Advisory Services, LLC
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$26.9K (-$2.9K)
Filed 2026-10-30
Lanark Financial, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$9.3K (-$1.0K)
Filed 2026-10-26
Client First Investment Management LLC
CLOSED
Shares0 from 62,004
Change-62,004 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-09
Osaic Holdings, Inc.
N/A
Shares— from 27,680
Change-27,680 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 16,393
Change-16,393 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 10,742
Change-10,742 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 8,719
Change-8,719 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,772
Change-4,772 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,080
Change-2,080 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 163
Change-163 (-100%)
Value—
UBS Group AG
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Wealth Enhancement Advisory Services, LLC
NEW117,500—+117,500——$5.4M—2026-10-13
Truist Financial Corp
INCREASED55,45554,280+1,175+2%$2.8M$2.6M-$220.2K2026-10-30
IFP Advisors, Inc
INCREASED15,51915,470+49+0%$795.7K$719.7K-$76.0K2026-10-16
Grantvest Financial Group LLC
INCREASED11,96711,206+761+7%$576.3K$555.0K-$21.4K2026-10-21
Kestra Advisory Services, LLC
DECREASED10,52012,279-1,759-14%$631.6K$487.8K-$143.7K2026-11-02
Realta Investment Advisors
DECREASED10,20016,350-6,150-38%$840.9K$473.0K-$367.9K2026-10-14
Brookstone Capital Management
DECREASED5,3615,782-421-7%$297.4K$248.6K-$48.8K2026-10-22
Aurora Private Wealth, Inc.
INCREASED5,2985,281+17+0%$272.0K$246.0K-$26.0K2026-10-20
LPL Financial LLC
INCREASED4,6404,023+617+15%$206.9K$215.2K+$8.3K2026-11-06
Wealth Enhancement Trust Services, Inc.
NEW948—+948——$44.0K—2026-10-07
Capital Investment Advisory Services, LLC
UNCHANGED58058000%$29.8K$26.9K-$2.9K2026-10-30
Lanark Financial, Inc.
UNCHANGED20020000%$10.3K$9.3K-$1.0K2026-10-26
Client First Investment Management LLC
CLOSED062,004-62,004-100%$3.2M$0-$3.2M2026-10-09
Osaic Holdings, Inc.
N/A—27,680-27,680-100%$1.4M———
Jane Street Group, LLC
N/A—16,393-16,393-100%$843.1K———
Liberty Square Wealth Partners LLC
N/A—12,000-12,000-100%$617.2K———
Centaurus Financial, Inc.
N/A—10,742-10,742-100%$552.0K———
Envestnet Asset Management Inc
N/A—8,719-8,719-100%$448.5K———
Steward Partners Investment Advisory, LLC
N/A—4,772-4,772-100%$245.4K———
Huntington National Bank
N/A—2,080-2,080-100%$107.0K———
BFC Planning, Inc.
N/A—163-163-100%$8.4K———
UBS Group AG
N/A—7-7-100%$360———
Showing 22 of 22 institutions