Clms S&P STR ALT DEC (CPSD)

CUSIP: 12811T795 | NYSE | 53 institutional holders

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

Institutional Holders — Q3 2026

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Calamos Advisors LLC476,707

0.0% of portfolio$12.9M

Verdence Capital Advisors LLC120,600

0.1% of portfolio$3.3M

Calamos Wealth Management LLC80,997

0.1% of portfolio$2.2M

Commonwealth Equity Services, LLC57,785

0.0% of portfolio$1.6M

New England Capital Financial Advisors LLC54,021

0.3% of portfolio$1.5M

Burkett Financial Services, LLC51,373

0.4% of portfolio$1.4M

Advisor OS, LLC41,476

0.1% of portfolio$1.1M

Stolz & Associates, PS40,039

0.6% of portfolio$1.1M

Cyr Financial Inc.33,819

0.4% of portfolio$918.0K

Creative Planning27,060

0.0% of portfolio$734.5K

Blue Water Asset Management22,906

0.2% of portfolio$621.8K

Claro Advisors Inc.15,536

0.0% of portfolio$421.7K

Sloy Dahl & Holst, LLC14,525

0.1% of portfolio$394.3K

Wedbush Securities Inc10,784

0.0% of portfolio$293.0K

Adamsbrown Wealth Consultants LLC10,316

0.1% of portfolio$280.0K

Grantvest Financial Group LLC8,805

0.1% of portfolio$239.0K

WealthTrust Asset Management, LLC7,939

0.1% of portfolio$215.5K

Creative Financial Designs Inc807

0.0% of portfolio$21.9K

CX Institutional374

0.0% of portfolio$10

				Style	Turnover	Location	Filed
Calamos Advisors LLC	476,707	$12.9M	0.0%	Growth	Medium	Naperville, IL	2026-11-02
Verdence Capital Advisors LLC	120,600	$3.3M	0.1%	Core	Medium	Hunt Valley, MD	2026-10-26
Calamos Wealth Management LLC	80,997	$2.2M	0.1%	Growth	Medium	Naperville, IL	2026-11-02
Commonwealth Equity Services, LLC	57,785	$1.6M	0.0%	ETF	Low	Waltham, MA	2026-11-02
New England Capital Financial Advisors LLC	54,021	$1.5M	0.3%	ETF	Low	Meriden, CT	2026-11-03
Burkett Financial Services, LLC	51,373	$1.4M	0.4%	ETF	Low	Rock Hill, SC	2026-10-01
Advisor OS, LLC	41,476	$1.1M	0.1%	ETF	Medium	Chicago, IL	2026-11-03
Stolz & Associates, PS	40,039	$1.1M	0.6%	ETF	Low	Tacoma, WA	2026-11-05
Cyr Financial Inc.	33,819	$918.0K	0.4%	ETF	Low	Hennepin, IL	2026-10-16
Creative Planning	27,060	$734.5K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Blue Water Asset Management	22,906	$621.8K	0.2%	ETF	Low	Grand Rapids, MI	2026-11-04
Claro Advisors Inc.	15,536	$421.7K	0.0%	Core	Low	Boston, MA	2026-11-02
Sloy Dahl & Holst, LLC	14,525	$394.3K	0.1%	Agg Growth	Very Low	Vancouver, WA	2026-10-14
Wedbush Securities Inc	10,784	$293.0K	0.0%	Core	Low	Pasadena, CA	2026-10-22
Adamsbrown Wealth Consultants LLC	10,316	$280.0K	0.1%	ETF	Low	Wichita, KS	2026-10-20
Grantvest Financial Group LLC	8,805	$239.0K	0.1%	ETF	Low	Matawan, NJ	2026-10-21
WealthTrust Asset Management, LLC	7,939	$215.5K	0.1%	GARP	Medium	Destin, FL	2026-10-22
Creative Financial Designs Inc	807	$21.9K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
CX Institutional	374	$10	0.0%	Core	Medium	Auburn, IN	2026-10-02