IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

CAL S&P 500 SR at PR ETF (CPSN)

CUSIP: 12811T811 | NYSE | 28 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Calamos Advisors LLC459,725
0.0% of portfolio›$13.0M
Verdence Capital Advisors LLC59,178
0.1% of portfolio›$1.7M
Commonwealth Equity Services, LLC44,143
0.0% of portfolio›$1.2M
Advisor OS, LLC39,169
0.1% of portfolio›$1.1M
JIM Saulnier & Associates, LLC13,142
0.1% of portfolio›$370.9K
Calamos Wealth Management LLC10,512
0.0% of portfolio›$296.6K
Next Level Private LLC8,385
0.0% of portfolio›$236.6K
Burkett Financial Services, LLC3,980
0.0% of portfolio›$112.3K
Harbour Investments, Inc.1,459
0.0% of portfolio›$41.2K
Creative Financial Designs Inc1,456
0.0% of portfolio›$41.1K
New England Capital Financial Advisors LLC9
0.0% of portfolio›$254
StyleTurnoverLocationFiled
Calamos Advisors LLC
459,725$13.0M0.0%CoreMediumNaperville, IL2026-11-02
Verdence Capital Advisors LLC
59,178$1.7M0.1%CoreMediumHunt Valley, MD2026-10-26
Commonwealth Equity Services, LLC
44,143$1.2M0.0%ETFLowWaltham, MA2026-11-02
Advisor OS, LLC
39,169$1.1M0.1%ETFMediumChicago, IL2026-11-03
JIM Saulnier & Associates, LLC
13,142$370.9K0.1%ETFMediumFort Collins, CO2026-11-04
Calamos Wealth Management LLC
10,512$296.6K0.0%GrowthLowNaperville, IL2026-11-02
Next Level Private LLC
8,385$236.6K0.0%CoreVery LowHarrison, NY2026-10-20
Burkett Financial Services, LLC
3,980$112.3K0.0%ETFLowRock Hill, SC2026-10-01
Harbour Investments, Inc.
1,459$41.2K0.0%ETFLowMadison, WI2026-11-09
Creative Financial Designs Inc
1,456$41.1K0.0%ETFMediumKokomo, IN2026-11-04
New England Capital Financial Advisors LLC
9$2540.0%ETFVery LowMeriden, CT2026-11-03