Cals RUS 2000 S A P ETF - JL (CPRJ)

CUSIP: 12811T837 | NYSE | 49 institutional holders

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Institutional Holders — Q3 2026

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Commonwealth Equity Services, LLC64,645

0.0% of portfolio$1.8M

Harbour Investments, Inc.60,117

0.0% of portfolio$1.6M

Crown Wealth Group, LLC56,301

0.4% of portfolio$1.5M

Verdence Capital Advisors LLC39,175

0.0% of portfolio$1.1M

JIM Saulnier & Associates, LLC35,903

0.4% of portfolio$981.4K

Calamos Wealth Management LLC33,774

0.0% of portfolio$923.4K

Camelot Portfolios, LLC25,896

0.5% of portfolio$707.9K

Investment Partners Asset Management, Inc.22,016

0.3% of portfolio$601.8K

Amplius Wealth Advisors, LLC20,356

0.0% of portfolio$556.4K

Sigma Planning Corp17,383

0.0% of portfolio$475.2K

Able Wealth Management LLC9,230

0.1% of portfolio$253.2K

Sound Income Strategies, LLC7,710

0.0% of portfolio$210.8K

Advisor OS, LLC7,595

0.0% of portfolio$207.6K

Armstrong Advisory Group, Inc3,597

0.0% of portfolio$98.3K

Creative Financial Designs Inc3,051

0.0% of portfolio$83.4K

Sunrise Financial Services, LLC1,446

0.0% of portfolio$39.5K

Farther Finance Advisors, LLC1,080

0.0% of portfolio$29.5K

Planning Strategies Inc.500

0.0% of portfolio$13.7K

Burkett Financial Services, LLC234

0.0% of portfolio$6.4K

IFP Advisors, Inc133

0.0% of portfolio$3.6K

				Style	Turnover	Location	Filed
Commonwealth Equity Services, LLC	64,645	$1.8M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Harbour Investments, Inc.	60,117	$1.6M	0.0%	ETF	Low	Madison, WI	2026-11-09
Crown Wealth Group, LLC	56,301	$1.5M	0.4%	ETF	Medium	Charlotte, NC	2026-10-19
Verdence Capital Advisors LLC	39,175	$1.1M	0.0%	Core	Medium	Hunt Valley, MD	2026-10-26
JIM Saulnier & Associates, LLC	35,903	$981.4K	0.4%	ETF	Medium	Fort Collins, CO	2026-11-04
Calamos Wealth Management LLC	33,774	$923.4K	0.0%	Growth	Low	Naperville, IL	2026-11-02
Camelot Portfolios, LLC	25,896	$707.9K	0.5%	Deep Value	Medium	Maumee, OH	2026-11-09
Investment Partners Asset Management, Inc.	22,016	$601.8K	0.3%	Core	Low	Metuchen, NJ	2026-10-09
Amplius Wealth Advisors, LLC	20,356	$556.4K	0.0%	ETF	Low	Blue Bell, PA	2026-10-20
Sigma Planning Corp	17,383	$475.2K	0.0%	Core	Medium	Ann Arbor, MI	2026-10-23
Able Wealth Management LLC	9,230	$253.2K	0.1%	ETF	Medium	Toms River, NJ	2026-10-13
Sound Income Strategies, LLC	7,710	$210.8K	0.0%	Yield	Medium	Ft Lauderdale, FL	2026-10-09
Advisor OS, LLC	7,595	$207.6K	0.0%	ETF	Medium	Chicago, IL	2026-11-03
Armstrong Advisory Group, Inc	3,597	$98.3K	0.0%	ETF	High	Needham, MA	2026-10-09
Creative Financial Designs Inc	3,051	$83.4K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Sunrise Financial Services, LLC	1,446	$39.5K	0.0%	ETF	Medium	Burien, WA	2026-10-21
Farther Finance Advisors, LLC	1,080	$29.5K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Planning Strategies Inc.	500	$13.7K	0.0%	ETF	N/A	Lancaster, PA	2026-10-02
Burkett Financial Services, LLC	234	$6.4K	0.0%	ETF	Low	Rock Hill, SC	2026-10-01
IFP Advisors, Inc	133	$3.6K	0.0%	Core	Low	Tampa, FL	2026-10-16