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Calamos CEF Inc & Arbitr ETF (CCEF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Beacon Financial Advisory LLC
INCREASED
Shares90,721 from 90,112
Change+609 (+1%)
Value$2.6M (-$98.2K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
INCREASED
Shares52,031 from 51,471
Change+560 (+1%)
Value$1.5M (-$50.0K)
Filed 2026-11-02
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares40,063 from 30,845
Change+9,218 (+30%)
Value$1.1M (+$224.5K)
Filed 2026-10-14
Truist Financial Corp
DECREASED
Shares39,346 from 39,541
Change-195 (0%)
Value$1.1M (-$56.3K)
Filed 2026-10-30
William Mack & Associates, Inc.
INCREASED
Shares29,866 from 26,197
Change+3,669 (+14%)
Value$855.6K (+$71.5K)
Filed 2026-10-27
IFP Advisors, Inc
DECREASED
Shares23,424 from 27,407
Change-3,983 (-15%)
Value$671.0K (-$149.3K)
Filed 2026-10-16
Brookstone Capital Management
NEW
Shares14,502
Change+14,502
Value$415.4K
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares8,677 from 8,778
Change-101 (-1%)
Value$249.0K (-$14.0K)
Filed 2026-11-02
Aurora Private Wealth, Inc.
INCREASED
Shares7,505 from 7,363
Change+142 (+2%)
Value$215.0K (-$5.0K)
Filed 2026-10-20
Lanark Financial, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$28.6K (-$1.3K)
Filed 2026-10-26
SBI Securities Co., Ltd.
DECREASED
Shares58 from 153
Change-95 (-62%)
Value$1.7K (-$2.9K)
Filed 2026-10-22
Elevated Capital Advisors, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$954 (-$23)
Filed 2026-11-04
Steward Partners Investment Advisory, LLC
N/A
Shares— from 41,896
Change-41,896 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 24,755
Change-24,755 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 24,261
Change-24,261 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 22,722
Change-22,722 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 14,012
Change-14,012 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 13,400
Change-13,400 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 11,711
Change-11,711 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 10,931
Change-10,931 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,328
Change-5,328 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 300
Change-300 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Status
Beacon Financial Advisory LLC
INCREASED90,72190,112+609+1%$2.7M$2.6M-$98.2K2026-10-16
Commonwealth Equity Services, LLC
INCREASED52,03151,471+560+1%$1.5M$1.5M-$50.0K2026-11-02
Fearless Solutions, LLC dba Best Invest
INCREASED40,06330,845+9,218+30%$923.2K$1.1M+$224.5K2026-10-14
Truist Financial Corp
DECREASED39,34639,541-1950%$1.2M$1.1M-$56.3K2026-10-30
William Mack & Associates, Inc.
INCREASED29,86626,197+3,669+14%$784.1K$855.6K+$71.5K2026-10-27
IFP Advisors, Inc
DECREASED23,42427,407-3,983-15%$820.3K$671.0K-$149.3K2026-10-16
Brookstone Capital Management
NEW14,502—+14,502——$415.4K—2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED8,6778,778-101-1%$263.0K$249.0K-$14.0K2026-11-02
Aurora Private Wealth, Inc.
INCREASED7,5057,363+142+2%$220.0K$215.0K-$5.0K2026-10-20
Lanark Financial, Inc.
UNCHANGED1,0001,00000%$29.9K$28.6K-$1.3K2026-10-26
SBI Securities Co., Ltd.
DECREASED58153-95-62%$4.6K$1.7K-$2.9K2026-10-22
Elevated Capital Advisors, LLC
UNCHANGED333300%$977$954-$232026-11-04
Steward Partners Investment Advisory, LLC
N/A—41,896-41,896-100%$1.3M———
Ausdal Financial Partners, Inc.
N/A—24,755-24,755-100%$740.9K———
Osaic Holdings, Inc.
N/A—24,261-24,261-100%$726.1K———
Susquehanna International Group, LLP
N/A—22,722-22,722-100%$680.1K———
Integrated Wealth Concepts LLC
N/A—14,012-14,012-100%$419.4K———
Cetera Investment Advisers
N/A—13,400-13,400-100%$401.1K———
Kingsview Wealth Management, LLC
N/A—11,711-11,711-100%$350.5K———
Sonoma Private Wealth LLC
N/A—10,931-10,931-100%$327.2K———
Capital Analysts, LLC
N/A—5,328-5,328-100%$159.0K———
Kerr Financial Planning Corp
N/A—1,757-1,757-100%$52.6K———
Global Retirement Partners, LLC
N/A—1,290-1,290-100%$38.6K———
Atlantic Union Bankshares Corp
N/A—300-300-100%$9.0K———
Private Wealth Asset Management, LLC
N/A—25-25-100%$748———
Showing 25 of 25 institutions