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Calm LAD S&P 500 STR A P ETF (CPSL)

CUSIP: 12811T738 | NYSE | 51 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Burkett Financial Services, LLC772,621
6.6% of portfolio›$21.8M
Prime Capital Investment Advisors, LLC140,468
0.0% of portfolio›$4.0M
Commonwealth Equity Services, LLC91,182
0.0% of portfolio›$2.6M
Worth Asset Management, LLC85,463
0.7% of portfolio›$2.4M
Family Office Research LLC78,674
0.9% of portfolio›$2.2M
BIP Wealth, LLC51,766
0.0% of portfolio›$1.5M
Cambridge Investment Research Advisors, Inc.38,504
0.0% of portfolio›$1.1M
Amplius Wealth Advisors, LLC27,588
0.1% of portfolio›$780.2K
Verdence Capital Advisors LLC22,675
0.0% of portfolio›$641.2K
Calamos Wealth Management LLC21,841
0.0% of portfolio›$617.7K
SeaCrest Wealth Management, LLC17,505
0.1% of portfolio›$495.0K
Leelyn Smith, LLC9,578
0.0% of portfolio›$270.9K
Armstrong Advisory Group, Inc1,864
0.0% of portfolio›$52.7K
William Mack & Associates, Inc.20
0.0% of portfolio›$566
SBI Securities Co., Ltd.4
0.0% of portfolio›$113
StyleTurnoverLocationFiled
Burkett Financial Services, LLC
772,621$21.8M6.6%ETFLowRock Hill, SC2026-10-01
Prime Capital Investment Advisors, LLC
140,468$4.0M0.0%ETFLowOverland Park, KS2026-10-20
Commonwealth Equity Services, LLC
91,182$2.6M0.0%ETFLowWaltham, MA2026-11-02
Worth Asset Management, LLC
85,463$2.4M0.7%ETFHighDallas, TX2026-10-07
Family Office Research LLC
78,674$2.2M0.9%ETFLowBethesda, MD2026-10-14
BIP Wealth, LLC
51,766$1.5M0.0%ETFMediumAtlanta, GA2026-10-22
Cambridge Investment Research Advisors, Inc.
38,504$1.1M0.0%ETFLowFairfield, IA2026-11-02
Amplius Wealth Advisors, LLC
27,588$780.2K0.1%ETFLowBlue Bell, PA2026-10-20
Verdence Capital Advisors LLC
22,675$641.2K0.0%CoreMediumHunt Valley, MD2026-10-26
Calamos Wealth Management LLC
21,841$617.7K0.0%GrowthMediumNaperville, IL2026-11-02
SeaCrest Wealth Management, LLC
17,505$495.0K0.1%GrowthLowPurchase, NY2026-10-21
Leelyn Smith, LLC
9,578$270.9K0.0%GrowthLowGeneva, IL2026-11-03
Armstrong Advisory Group, Inc
1,864$52.7K0.0%ETFHighNeedham, MA2026-10-09
William Mack & Associates, Inc.
20$5660.0%ETFLowTroy, MI2026-10-27
SBI Securities Co., Ltd.
4$1130.0%Agg GrowthLowTokyo, Mexico2026-10-22