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Calamos Lddr Bitcoin 80 SER (CBTL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
CGN Advisors LLC
INCREASED
Shares17,310 from 16,259
Change+1,051 (+6%)
Value$343.6K (+$62.3K)
Filed 2026-10-21
Mcdonald Partners LLC
UNCHANGED
Shares455 from 455
Change0 (0%)
Value$9.0K (+$1.2K)
Filed 2026-11-03
ATX Financial Planning, LLC
CLOSED
Shares0 from 30,571
Change-30,571 (-100%)
Value$0 (-$529.0K)
Filed 2026-10-14
Winnacle Wealth LLC
CLOSED
Shares0 from 13,142
Change-13,142 (-100%)
Value$0 (-$227.4K)
Filed 2026-10-15
Susquehanna International Group, LLP
N/A
Shares— from 153,012
Change-153,012 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,907
Change-14,907 (-100%)
Value—
UBS Group AG
N/A
Shares— from 98
Change-98 (-100%)
Value—
Status
CGN Advisors LLC
INCREASED17,31016,259+1,051+6%$281.4K$343.6K+$62.3K2026-10-21
Mcdonald Partners LLC
UNCHANGED45545500%$7.9K$9.0K+$1.2K2026-11-03
ATX Financial Planning, LLC
CLOSED030,571-30,571-100%$529.0K$0-$529.0K2026-10-14
Winnacle Wealth LLC
CLOSED013,142-13,142-100%$227.4K$0-$227.4K2026-10-15
Susquehanna International Group, LLP
N/A—153,012-153,012-100%$2.6M———
Jane Street Group, LLC
N/A—14,907-14,907-100%$258.0K———
UBS Group AG
N/A—98-98-100%$1.7K———
Showing 7 of 7 institutions