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CAL S&P 500 ST ALT P ETF (CPSR)

CUSIP: 12811T761 | NYSE | 32 institutional holders

Quarters

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

Calamos Advisors LLC492,822
0.0% of portfolio›$12.9M
Calamos Wealth Management LLC71,688
0.1% of portfolio›$1.9M
Verdence Capital Advisors LLC66,865
0.1% of portfolio›$1.7M
Commonwealth Equity Services, LLC27,797
0.0% of portfolio›$727.5K
Blue Water Asset Management16,665
0.1% of portfolio›$436.1K
Fortitude Advisory Group L.L.C.15,712
0.2% of portfolio›$411.2K
Farther Finance Advisors, LLC15,612
0.0% of portfolio›$408.6K
Stolz & Associates, PS11,455
0.2% of portfolio›$299.8K
JIM Saulnier & Associates, LLC10,901
0.1% of portfolio›$285.3K
Adamsbrown Wealth Consultants LLC10,665
0.1% of portfolio›$279.1K
New England Capital Financial Advisors LLC2,118
0.0% of portfolio›$55.4K
Creative Financial Designs Inc272
0.0% of portfolio›$7.1K
StyleTurnoverLocationFiled
Calamos Advisors LLC
492,822$12.9M0.0%GrowthMediumNaperville, IL2026-11-02
Calamos Wealth Management LLC
71,688$1.9M0.1%GrowthMediumNaperville, IL2026-11-02
Verdence Capital Advisors LLC
66,865$1.7M0.1%CoreMediumHunt Valley, MD2026-10-26
Commonwealth Equity Services, LLC
27,797$727.5K0.0%ETFLowWaltham, MA2026-11-02
Blue Water Asset Management
16,665$436.1K0.1%ETFLowGrand Rapids, MI2026-11-04
Fortitude Advisory Group L.L.C.
15,712$411.2K0.2%GrowthMediumGig Harbor, WA2026-10-15
Farther Finance Advisors, LLC
15,612$408.6K0.0%IndexLowSan Francisco, CA2026-10-08
Stolz & Associates, PS
11,455$299.8K0.2%ETFLowTacoma, WA2026-11-05
JIM Saulnier & Associates, LLC
10,901$285.3K0.1%ETFLowFort Collins, CO2026-11-04
Adamsbrown Wealth Consultants LLC
10,665$279.1K0.1%ETFLowWichita, KS2026-10-20
New England Capital Financial Advisors LLC
2,118$55.4K0.0%ETFLowMeriden, CT2026-11-03
Creative Financial Designs Inc
272$7.1K0.0%ETFMediumKokomo, IN2026-11-04