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Calamos Bitcoin 80 P ETF JAN (CBTJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
MBL Wealth, LLC
INCREASED
Shares499,664 from 450,072
Change+49,592 (+11%)
Value$10.4M (+$2.6M)
Filed 2026-10-22
NBZ Investment Advisors LLC
DECREASED
Shares35,739 from 35,859
Change-120 (0%)
Value$740.4K (+$121.4K)
Filed 2026-10-30
Calamos Advisors LLC
DECREASED
Shares31,122 from 74,312
Change-43,190 (-58%)
Value$644.8K (-$637.8K)
Filed 2026-11-02
Titleist Asset Management, LLC
INCREASED
Shares29,527 from 10,474
Change+19,053 (+182%)
Value$611.7K (+$430.9K)
Filed 2026-10-08
Mcdonald Partners LLC
INCREASED
Shares21,678 from 18,412
Change+3,266 (+18%)
Value$449.1K (+$131.3K)
Filed 2026-11-03
Calamos Wealth Management LLC
DECREASED
Shares18,090 from 18,631
Change-541 (-3%)
Value$374.8K (+$53.3K)
Filed 2026-11-02
DWM Financial Group, Inc.
DECREASED
Shares15,313 from 19,311
Change-3,998 (-21%)
Value$317.3K (-$105.3K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares15,070 from 16,909
Change-1,839 (-11%)
Value$312.0K (+$20.0K)
Filed 2026-11-02
Evexia Wealth LLC
DECREASED
Shares12,806 from 13,178
Change-372 (-3%)
Value$255.7K (+$22.9K)
Filed 2026-11-05
M Holdings Securities, Inc.
NEW
Shares10,086
Change+10,086
Value$209.0K
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares2,280 from 5,530
Change-3,250 (-59%)
Value$47.2K (-$48.2K)
Filed 2026-10-16
Farther Finance Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$20.7K (+$3.5K)
Filed 2026-10-08
Dhjj Financial Advisors, Ltd.
DECREASED
Shares5 from 10
Change-5 (-50%)
Value$104 (-$69)
Filed 2026-10-23
Susquehanna International Group, LLP
N/A
Shares— from 145,380
Change-145,380 (-100%)
Value—
Betterment LLC
N/A
Shares— from 54,926
Change-54,926 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 44,723
Change-44,723 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 29,652
Change-29,652 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 10,007
Change-10,007 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 399
Change-399 (-100%)
Value—
UBS Group AG
N/A
Shares— from 208
Change-208 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 44
Change-44 (-100%)
Value—
Status
MBL Wealth, LLC
INCREASED499,664450,072+49,592+11%$7.8M$10.4M+$2.6M2026-10-22
NBZ Investment Advisors LLC
DECREASED35,73935,859-1200%$619.1K$740.4K+$121.4K2026-10-30
Calamos Advisors LLC
DECREASED31,12274,312-43,190-58%$1.3M$644.8K-$637.8K2026-11-02
Titleist Asset Management, LLC
INCREASED29,52710,474+19,053+182%$180.8K$611.7K+$430.9K2026-10-08
Mcdonald Partners LLC
INCREASED21,67818,412+3,266+18%$317.9K$449.1K+$131.3K2026-11-03
Calamos Wealth Management LLC
DECREASED18,09018,631-541-3%$321.6K$374.8K+$53.3K2026-11-02
DWM Financial Group, Inc.
DECREASED15,31319,311-3,998-21%$422.5K$317.3K-$105.3K2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED15,07016,909-1,839-11%$292.0K$312.0K+$20.0K2026-11-02
Evexia Wealth LLC
DECREASED12,80613,178-372-3%$232.9K$255.7K+$22.9K2026-11-05
M Holdings Securities, Inc.
NEW10,086—+10,086——$209.0K—2026-11-03
IFP Advisors, Inc
DECREASED2,2805,530-3,250-59%$95.5K$47.2K-$48.2K2026-10-16
Farther Finance Advisors, LLC
UNCHANGED1,0001,00000%$17.3K$20.7K+$3.5K2026-10-08
Dhjj Financial Advisors, Ltd.
DECREASED510-5-50%$173$104-$692026-10-23
Susquehanna International Group, LLP
N/A—145,380-145,380-100%$2.5M———
Betterment LLC
N/A—54,926-54,926-100%$948.0K———
Beacon Pointe Advisors, LLC
N/A—44,723-44,723-100%$772.1K———
Jane Street Group, LLC
N/A—29,652-29,652-100%$511.9K———
MML Investors Services, LLC
N/A—10,007-10,007-100%$172.8K———
Osaic Holdings, Inc.
N/A—1,007-1,007-100%$17.4K———
Aptus Capital Advisors, LLC
N/A—1,000-1,000-100%$17.3K———
Harbour Investments, Inc.
N/A—399-399-100%$6.9K———
UBS Group AG
N/A—208-208-100%$3.6K———
BFC Planning, Inc.
N/A—44-44-100%$760———
Showing 23 of 23 institutions