Clms S&P STR ALT DEC (CPSD)

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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Calamos Advisors LLC

INCREASED

Shares476,707 from 359,149

Change+117,558 (+33%)

Value$12.9M (+$3.3M)

Filed 2026-11-02

Verdence Capital Advisors LLC

NEW

Shares120,600

Change+120,600

Value$3.3M

Filed 2026-10-26

Calamos Wealth Management LLC

DECREASED

Shares80,997 from 88,023

Change-7,026 (-8%)

Value$2.2M (-$152.0K)

Filed 2026-11-02

Commonwealth Equity Services, LLC

DECREASED

Shares57,785 from 58,264

Change-479 (-1%)

Value$1.6M (+$13.2K)

Filed 2026-11-02

New England Capital Financial Advisors LLC

DECREASED

Shares54,021 from 54,586

Change-565 (-1%)

Value$1.5M (+$9.2K)

Filed 2026-11-03

Burkett Financial Services, LLC

UNCHANGED

Shares51,373 from 51,373

Change0 (0%)

Value$1.4M (+$23.1K)

Filed 2026-10-01

Advisor OS, LLC

UNCHANGED

Shares41,476 from 41,476

Change0 (0%)

Value$1.1M (+$18.7K)

Filed 2026-11-03

Stolz & Associates, PS

UNCHANGED

Shares40,039 from 40,039

Change0 (0%)

Value$1.1M (+$18.0K)

Filed 2026-11-05

Cyr Financial Inc.

DECREASED

Shares33,819 from 37,495

Change-3,676 (-10%)

Value$918.0K (-$82.9K)

Filed 2026-10-16

Creative Planning

UNCHANGED

Shares27,060 from 27,060

Change0 (0%)

Value$734.5K (+$12.2K)

Filed 2026-11-02

Blue Water Asset Management

DECREASED

Shares22,906 from 24,974

Change-2,068 (-8%)

Value$621.8K (-$44.9K)

Filed 2026-11-04

Claro Advisors Inc.

DECREASED

Shares15,536 from 15,776

Change-240 (-2%)

Value$421.7K (+$583)

Filed 2026-11-02

Sloy Dahl & Holst, LLC

INCREASED

Shares14,525 from 13,025

Change+1,500 (+12%)

Value$394.3K (+$46.6K)

Filed 2026-10-14

Wedbush Securities Inc

UNCHANGED

Shares10,784 from 10,784

Change0 (0%)

Value$293.0K (+$5.0K)

Filed 2026-10-22

Adamsbrown Wealth Consultants LLC

DECREASED

Shares10,316 from 10,500

Change-184 (-2%)

Value$280.0K (-$277)

Filed 2026-10-20

Grantvest Financial Group LLC

UNCHANGED

Shares8,805 from 8,805

Change0 (0%)

Value$239.0K (+$4.0K)

Filed 2026-10-21

WealthTrust Asset Management, LLC

UNCHANGED

Shares7,939 from 7,939

Change0 (0%)

Value$215.5K (+$3.6K)

Filed 2026-10-22

Creative Financial Designs Inc

UNCHANGED

Shares807 from 807

Change0 (0%)

Value$21.9K (+$363)

Filed 2026-11-04

CX Institutional

UNCHANGED

Shares374 from 374

Change0 (0%)

Value$10 (-$10.0K)

Filed 2026-10-02

Signal Advisors Wealth, LLC

CLOSED

Shares0 from 12,827

Change-12,827 (-100%)

Value$0 (-$342.4K)

Filed 2026-10-13

LPL Financial LLC

N/A

Shares— from 45,525

Change-45,525 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 22,921

Change-22,921 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 15,307

Change-15,307 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 14,612

Change-14,612 (-100%)

Value—

Maripau Wealth Management LLC

N/A

Shares— from 12,827

Change-12,827 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 12,185

Change-12,185 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 11,876

Change-11,876 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 8,456

Change-8,456 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 8,276

Change-8,276 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 4,000

Change-4,000 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 1,649

Change-1,649 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 625

Change-625 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 621

Change-621 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 500

Change-500 (-100%)

Value—

	Status
Calamos Advisors LLC	INCREASED	476,707	359,149	+117,558	+33%	$9.6M	$12.9M	+$3.3M	2026-11-02
Verdence Capital Advisors LLC	NEW	120,600	—	+120,600	—	—	$3.3M	—	2026-10-26
Calamos Wealth Management LLC	DECREASED	80,997	88,023	-7,026	-8%	$2.4M	$2.2M	-$152.0K	2026-11-02
Commonwealth Equity Services, LLC	DECREASED	57,785	58,264	-479	-1%	$1.6M	$1.6M	+$13.2K	2026-11-02
New England Capital Financial Advisors LLC	DECREASED	54,021	54,586	-565	-1%	$1.5M	$1.5M	+$9.2K	2026-11-03
Burkett Financial Services, LLC	UNCHANGED	51,373	51,373	0	0%	$1.4M	$1.4M	+$23.1K	2026-10-01
Advisor OS, LLC	UNCHANGED	41,476	41,476	0	0%	$1.1M	$1.1M	+$18.7K	2026-11-03
Stolz & Associates, PS	UNCHANGED	40,039	40,039	0	0%	$1.1M	$1.1M	+$18.0K	2026-11-05
Cyr Financial Inc.	DECREASED	33,819	37,495	-3,676	-10%	$1.0M	$918.0K	-$82.9K	2026-10-16
Creative Planning	UNCHANGED	27,060	27,060	0	0%	$722.4K	$734.5K	+$12.2K	2026-11-02
Blue Water Asset Management	DECREASED	22,906	24,974	-2,068	-8%	$666.7K	$621.8K	-$44.9K	2026-11-04
Claro Advisors Inc.	DECREASED	15,536	15,776	-240	-2%	$421.1K	$421.7K	+$583	2026-11-02
Sloy Dahl & Holst, LLC	INCREASED	14,525	13,025	+1,500	+12%	$347.7K	$394.3K	+$46.6K	2026-10-14
Wedbush Securities Inc	UNCHANGED	10,784	10,784	0	0%	$288.0K	$293.0K	+$5.0K	2026-10-22
Adamsbrown Wealth Consultants LLC	DECREASED	10,316	10,500	-184	-2%	$280.3K	$280.0K	-$277	2026-10-20
Grantvest Financial Group LLC	UNCHANGED	8,805	8,805	0	0%	$235.1K	$239.0K	+$4.0K	2026-10-21
WealthTrust Asset Management, LLC	UNCHANGED	7,939	7,939	0	0%	$211.9K	$215.5K	+$3.6K	2026-10-22
Creative Financial Designs Inc	UNCHANGED	807	807	0	0%	$21.5K	$21.9K	+$363	2026-11-04
CX Institutional	UNCHANGED	374	374	0	0%	$10.0K	$10	-$10.0K	2026-10-02
Signal Advisors Wealth, LLC	CLOSED	0	12,827	-12,827	-100%	$342.4K	$0	-$342.4K	2026-10-13
LPL Financial LLC	N/A	—	45,525	-45,525	-100%	$1.2M	—	—	—
SageView Advisory Group, LLC	N/A	—	22,921	-22,921	-100%	$611.9K	—	—	—
Envestnet Asset Management Inc	N/A	—	15,307	-15,307	-100%	$408.6K	—	—	—
Susquehanna International Group, LLP	N/A	—	14,612	-14,612	-100%	$390.1K	—	—	—
Maripau Wealth Management LLC	N/A	—	12,827	-12,827	-100%	$342.4K	—	—	—
HighTower Advisors, LLC	N/A	—	12,185	-12,185	-100%	$325.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	11,876	-11,876	-100%	$317.1K	—	—	—
Old Mission Capital LLC	N/A	—	8,456	-8,456	-100%	$225.7K	—	—	—
Waverly Advisors, LLC	N/A	—	8,276	-8,276	-100%	$220.9K	—	—	—
Centaurus Financial, Inc.	N/A	—	4,000	-4,000	-100%	$107.0K	—	—	—
Capital Analysts, LLC	N/A	—	1,649	-1,649	-100%	$44.0K	—	—	—
Fiduciary Financial Advisors	N/A	—	625	-625	-100%	$16.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	621	-621	-100%	$16.6K	—	—	—
Morgan Stanley	N/A	—	500	-500	-100%	$13.3K	—	—	—

Showing 34 of 34 institutions