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Calamos Nsdq 100 ALT Sept (CPNS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
JIM Saulnier & Associates, LLC
INCREASED
Shares68,117 from 39,141
Change+28,976 (+74%)
Value$1.9M (+$846.1K)
Filed 2026-11-04
Harbour Investments, Inc.
NEW
Shares39,161
Change+39,161
Value$1.1M
Filed 2026-11-09
Commonwealth Equity Services, LLC
INCREASED
Shares36,321 from 33,127
Change+3,194 (+10%)
Value$1.0M (+$106.6K)
Filed 2026-11-02
Verdence Capital Advisors LLC
NEW
Shares33,000
Change+33,000
Value$942.9K
Filed 2026-10-26
Calamos Wealth Management LLC
DECREASED
Shares22,719 from 26,666
Change-3,947 (-15%)
Value$649.1K (-$100.5K)
Filed 2026-11-02
Claro Advisors Inc.
DECREASED
Shares10,167 from 10,417
Change-250 (-2%)
Value$290.5K (-$2.3K)
Filed 2026-11-02
Sigma Planning Corp
UNCHANGED
Shares8,343 from 8,343
Change0 (0%)
Value$238.4K (+$3.9K)
Filed 2026-10-23
Creative Planning
UNCHANGED
Shares8,085 from 8,085
Change0 (0%)
Value$231.0K (+$3.8K)
Filed 2026-11-02
Focus Financial Network, Inc.
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$214.3K (+$3.5K)
Filed 2026-10-14
Burkett Financial Services, LLC
INCREASED
Shares4,918 from 3,750
Change+1,168 (+31%)
Value$140.5K (+$35.1K)
Filed 2026-10-01
Creative Financial Designs Inc
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$23.1K (+$376)
Filed 2026-11-04
Owen LaRue, LLC
N/A
Shares— from 73,800
Change-73,800 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 38,366
Change-38,366 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 13,057
Change-13,057 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 12,303
Change-12,303 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 10,688
Change-10,688 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 9,248
Change-9,248 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,548
Change-8,548 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 4,044
Change-4,044 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 810
Change-810 (-100%)
Value—
Status
JIM Saulnier & Associates, LLC
INCREASED68,11739,141+28,976+74%$1.1M$1.9M+$846.1K2026-11-04
Harbour Investments, Inc.
NEW39,161—+39,161——$1.1M—2026-11-09
Commonwealth Equity Services, LLC
INCREASED36,32133,127+3,194+10%$931.2K$1.0M+$106.6K2026-11-02
Verdence Capital Advisors LLC
NEW33,000—+33,000——$942.9K—2026-10-26
Calamos Wealth Management LLC
DECREASED22,71926,666-3,947-15%$749.6K$649.1K-$100.5K2026-11-02
Claro Advisors Inc.
DECREASED10,16710,417-250-2%$292.8K$290.5K-$2.3K2026-11-02
Sigma Planning Corp
UNCHANGED8,3438,34300%$234.5K$238.4K+$3.9K2026-10-23
Creative Planning
UNCHANGED8,0858,08500%$227.3K$231.0K+$3.8K2026-11-02
Focus Financial Network, Inc.
UNCHANGED7,5007,50000%$210.8K$214.3K+$3.5K2026-10-14
Burkett Financial Services, LLC
INCREASED4,9183,750+1,168+31%$105.4K$140.5K+$35.1K2026-10-01
Creative Financial Designs Inc
UNCHANGED81081000%$22.8K$23.1K+$3762026-11-04
Owen LaRue, LLC
N/A—73,800-73,800-100%$2.1M———
Old Mission Capital LLC
N/A—38,366-38,366-100%$1.1M———
Osaic Holdings, Inc.
N/A—13,057-13,057-100%$367.0K———
Centaurus Financial, Inc.
N/A—12,303-12,303-100%$346.0K———
Capital Analysts, LLC
N/A—10,688-10,688-100%$300.0K———
Fiduciary Financial Advisors
N/A—9,248-9,248-100%$259.9K———
Susquehanna International Group, LLP
N/A—8,548-8,548-100%$240.3K———
Innovative Asset Advisors Group, LLC
N/A—4,044-4,044-100%$113.7K———
Steward Partners Investment Advisory, LLC
N/A—810-810-100%$22.8K———
Showing 20 of 20 institutions