Calamos Nsdq100 ALT ETF (CPNJ)

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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Commonwealth Equity Services, LLC

INCREASED

Shares88,229 from 30,365

Change+57,864 (+191%)

Value$2.5M (+$1.6M)

Filed 2026-11-02

JIM Saulnier & Associates, LLC

UNCHANGED

Shares49,128 from 49,128

Change0 (0%)

Value$1.4M (+$9.4K)

Filed 2026-11-04

Calamos Wealth Management LLC

DECREASED

Shares24,247 from 24,703

Change-456 (-2%)

Value$674.6K (-$8.0K)

Filed 2026-11-02

WealthTrust Asset Management, LLC

UNCHANGED

Shares20,029 from 20,029

Change0 (0%)

Value$557.2K (+$3.8K)

Filed 2026-10-22

LPL Financial LLC

INCREASED

Shares15,266 from 14,963

Change+303 (+2%)

Value$424.7K (+$11.3K)

Filed 2026-11-06

Investment Partners Asset Management, Inc.

UNCHANGED

Shares12,012 from 12,012

Change0 (0%)

Value$334.2K (+$2.3K)

Filed 2026-10-09

Advus Financial Partners, LLC

INCREASED

Shares11,768 from 11,568

Change+200 (+2%)

Value$327.4K (+$7.8K)

Filed 2026-10-20

Concurrent Investment Advisors, LLC

UNCHANGED

Shares9,552 from 9,552

Change0 (0%)

Value$265.7K (+$1.8K)

Filed 2026-10-16

NBZ Investment Advisors LLC

UNCHANGED

Shares9,515 from 9,515

Change0 (0%)

Value$264.7K (+$1.8K)

Filed 2026-10-30

Amplius Wealth Advisors, LLC

DECREASED

Shares9,000 from 20,500

Change-11,500 (-56%)

Value$250.4K (-$316.0K)

Filed 2026-10-20

Cyr Financial Inc.

UNCHANGED

Shares8,132 from 8,132

Change0 (0%)

Value$226.2K (+$1.5K)

Filed 2026-10-16

Cyndeo Wealth Partners, LLC

INCREASED

Shares7,725 from 7,700

Change+25 (+0%)

Value$214.9K (+$2.2K)

Filed 2026-10-16

Sound Income Strategies, LLC

DECREASED

Shares7,558 from 9,672

Change-2,114 (-22%)

Value$210.9K (-$56.4K)

Filed 2026-10-09

Ashton Thomas Private Wealth, LLC

UNCHANGED

Shares5,799 from 5,799

Change0 (0%)

Value$161.3K (+$1.1K)

Filed 2026-11-03

Armstrong Advisory Group, Inc

NEW

Shares3,621

Change+3,621

Value$100.7K

Filed 2026-10-09

IFP Advisors, Inc

UNCHANGED

Shares850 from 850

Change0 (0%)

Value$23.6K (+$161)

Filed 2026-10-16

Creative Financial Designs Inc

UNCHANGED

Shares238 from 238

Change0 (0%)

Value$6.6K (+$45)

Filed 2026-11-04

Cambridge Investment Research Advisors, Inc.

CLOSED

Shares0 from 89,269

Change-89,269 (-100%)

Value$0 (-$2.5M)

Filed 2026-11-02

PFG Advisors

CLOSED

Shares0 from 19,433

Change-19,433 (-100%)

Value$0 (-$536.9K)

Filed 2026-10-16

Advisor OS, LLC

CLOSED

Shares0 from 7,760

Change-7,760 (-100%)

Value$0 (-$214.4K)

Filed 2026-11-03

Burkett Financial Services, LLC

CLOSED

Shares0 from 1,484

Change-1,484 (-100%)

Value$0 (-$41.0K)

Filed 2026-10-01

Cetera Investment Advisers

N/A

Shares— from 62,675

Change-62,675 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 31,321

Change-31,321 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 26,121

Change-26,121 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 16,818

Change-16,818 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 14,650

Change-14,650 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 14,234

Change-14,234 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 12,032

Change-12,032 (-100%)

Value—

Innovative Asset Advisors Group, LLC

N/A

Shares— from 10,690

Change-10,690 (-100%)

Value—

MJP Associates Inc

N/A

Shares— from 7,760

Change-7,760 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 3,816

Change-3,816 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 2,418

Change-2,418 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 1,865

Change-1,865 (-100%)

Value—

	Status
Commonwealth Equity Services, LLC	INCREASED	88,229	30,365	+57,864	+191%	$839.0K	$2.5M	+$1.6M	2026-11-02
JIM Saulnier & Associates, LLC	UNCHANGED	49,128	49,128	0	0%	$1.4M	$1.4M	+$9.4K	2026-11-04
Calamos Wealth Management LLC	DECREASED	24,247	24,703	-456	-2%	$682.5K	$674.6K	-$8.0K	2026-11-02
WealthTrust Asset Management, LLC	UNCHANGED	20,029	20,029	0	0%	$553.4K	$557.2K	+$3.8K	2026-10-22
LPL Financial LLC	INCREASED	15,266	14,963	+303	+2%	$413.4K	$424.7K	+$11.3K	2026-11-06
Investment Partners Asset Management, Inc.	UNCHANGED	12,012	12,012	0	0%	$331.9K	$334.2K	+$2.3K	2026-10-09
Advus Financial Partners, LLC	INCREASED	11,768	11,568	+200	+2%	$319.6K	$327.4K	+$7.8K	2026-10-20
Concurrent Investment Advisors, LLC	UNCHANGED	9,552	9,552	0	0%	$263.9K	$265.7K	+$1.8K	2026-10-16
NBZ Investment Advisors LLC	UNCHANGED	9,515	9,515	0	0%	$262.9K	$264.7K	+$1.8K	2026-10-30
Amplius Wealth Advisors, LLC	DECREASED	9,000	20,500	-11,500	-56%	$566.4K	$250.4K	-$316.0K	2026-10-20
Cyr Financial Inc.	UNCHANGED	8,132	8,132	0	0%	$224.7K	$226.2K	+$1.5K	2026-10-16
Cyndeo Wealth Partners, LLC	INCREASED	7,725	7,700	+25	+0%	$212.8K	$214.9K	+$2.2K	2026-10-16
Sound Income Strategies, LLC	DECREASED	7,558	9,672	-2,114	-22%	$267.2K	$210.9K	-$56.4K	2026-10-09
Ashton Thomas Private Wealth, LLC	UNCHANGED	5,799	5,799	0	0%	$160.2K	$161.3K	+$1.1K	2026-11-03
Armstrong Advisory Group, Inc	NEW	3,621	—	+3,621	—	—	$100.7K	—	2026-10-09
IFP Advisors, Inc	UNCHANGED	850	850	0	0%	$23.5K	$23.6K	+$161	2026-10-16
Creative Financial Designs Inc	UNCHANGED	238	238	0	0%	$6.6K	$6.6K	+$45	2026-11-04
Cambridge Investment Research Advisors, Inc.	CLOSED	0	89,269	-89,269	-100%	$2.5M	$0	-$2.5M	2026-11-02
PFG Advisors	CLOSED	0	19,433	-19,433	-100%	$536.9K	$0	-$536.9K	2026-10-16
Advisor OS, LLC	CLOSED	0	7,760	-7,760	-100%	$214.4K	$0	-$214.4K	2026-11-03
Burkett Financial Services, LLC	CLOSED	0	1,484	-1,484	-100%	$41.0K	$0	-$41.0K	2026-10-01
Cetera Investment Advisers	N/A	—	62,675	-62,675	-100%	$1.7M	—	—	—
Centaurus Financial, Inc.	N/A	—	31,321	-31,321	-100%	$865.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	26,121	-26,121	-100%	$721.7K	—	—	—
Harbour Investments, Inc.	N/A	—	16,818	-16,818	-100%	$464.7K	—	—	—
Old Mission Capital LLC	N/A	—	14,650	-14,650	-100%	$404.8K	—	—	—
Mutual Advisors, LLC	N/A	—	14,234	-14,234	-100%	$393.3K	—	—	—
Jane Street Group, LLC	N/A	—	12,032	-12,032	-100%	$332.4K	—	—	—
Innovative Asset Advisors Group, LLC	N/A	—	10,690	-10,690	-100%	$295.4K	—	—	—
MJP Associates Inc	N/A	—	7,760	-7,760	-100%	$214.4K	—	—	—
Fiduciary Financial Advisors	N/A	—	3,816	-3,816	-100%	$105.4K	—	—	—
Capital Analysts, LLC	N/A	—	2,418	-2,418	-100%	$67.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	1,865	-1,865	-100%	$51.5K	—	—	—

Showing 33 of 33 institutions