Calamos Bitcoin 90 P ETF JAN (CBXJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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MGO One Seven LLC

DECREASED

Shares231,559 from 236,278

Change-4,719 (-2%)

Value$5.1M (+$437.2K)

Filed 2026-10-28

Calamos Advisors LLC

UNCHANGED

Shares37,299 from 37,299

Change0 (0%)

Value$822.8K (+$85.4K)

Filed 2026-11-02

Titleist Asset Management, LLC

INCREASED

Shares19,159 from 17,997

Change+1,162 (+6%)

Value$422.7K (+$66.9K)

Filed 2026-10-08

IFP Advisors, Inc

DECREASED

Shares17,955 from 19,150

Change-1,195 (-6%)

Value$396.1K (+$17.5K)

Filed 2026-10-16

Diligent Investors, LLC

UNCHANGED

Shares11,010 from 11,010

Change0 (0%)

Value$242.9K (+$25.2K)

Filed 2026-10-21

NBZ Investment Advisors LLC

UNCHANGED

Shares808 from 808

Change0 (0%)

Value$17.8K (+$1.9K)

Filed 2026-10-30

3Edge Asset Management, LP

CLOSED

Shares0 from 13,191

Change-13,191 (-100%)

Value$0 (-$260.8K)

Filed 2026-10-30

Susquehanna International Group, LLP

N/A

Shares— from 117,269

Change-117,269 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 33,584

Change-33,584 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Truvestments Capital LLC

N/A

Shares— from 4,430

Change-4,430 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 2,956

Change-2,956 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 1,907

Change-1,907 (-100%)

Value—

Beaird Harris Wealth Management, LLC

N/A

Shares— from 1,023

Change-1,023 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 852

Change-852 (-100%)

Value—

N/A

Shares— from 473

Change-473 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 400

Change-400 (-100%)

Value—

	Status
MGO One Seven LLC	DECREASED	231,559	236,278	-4,719	-2%	$4.7M	$5.1M	+$437.2K	2026-10-28
Calamos Advisors LLC	UNCHANGED	37,299	37,299	0	0%	$737.4K	$822.8K	+$85.4K	2026-11-02
Titleist Asset Management, LLC	INCREASED	19,159	17,997	+1,162	+6%	$355.8K	$422.7K	+$66.9K	2026-10-08
IFP Advisors, Inc	DECREASED	17,955	19,150	-1,195	-6%	$378.6K	$396.1K	+$17.5K	2026-10-16
Diligent Investors, LLC	UNCHANGED	11,010	11,010	0	0%	$217.7K	$242.9K	+$25.2K	2026-10-21
NBZ Investment Advisors LLC	UNCHANGED	808	808	0	0%	$16.0K	$17.8K	+$1.9K	2026-10-30
3Edge Asset Management, LP	CLOSED	0	13,191	-13,191	-100%	$260.8K	$0	-$260.8K	2026-10-30
Susquehanna International Group, LLP	N/A	—	117,269	-117,269	-100%	$2.3M	—	—	—
Jane Street Group, LLC	N/A	—	33,584	-33,584	-100%	$664.0K	—	—	—
NewEdge Advisors, LLC	N/A	—	10,000	-10,000	-100%	$197.7K	—	—	—
Truvestments Capital LLC	N/A	—	4,430	-4,430	-100%	$87.6K	—	—	—
Ankerstar Wealth, LLC	N/A	—	2,956	-2,956	-100%	$58.4K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	1,907	-1,907	-100%	$37.7K	—	—	—
Beaird Harris Wealth Management, LLC	N/A	—	1,023	-1,023	-100%	$20.2K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	852	-852	-100%	$16.8K	—	—	—
UBS Group AG	N/A	—	473	-473	-100%	$9.4K	—	—	—
Fiduciary Financial Advisors	N/A	—	400	-400	-100%	$7.9K	—	—	—

Showing 17 of 17 institutions