| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 3.7% | -28% | $997,805 | -$21,999 | 34,562 | -2.2% | TRUIST FINANCIAL CORP | 31 Dec 2025 |
As of 30 Sep 2025, 21 institutional investors reported holding 311,913 shares of Calamos ETF Trust - Exchange Traded Fund (CCEF). This represents 33% of the company’s total 934,108 outstanding shares.
The largest institutional shareholders of Calamos ETF Trust - Exchange Traded Fund (CCEF) together control 33% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Beacon Financial Advisory LLC | 9.7% | 90,914 | +1.2% | 0.61% | $2,644,685 |
| COMMONWEALTH EQUITY SERVICES, LLC | 6% | 56,126 | +7.2% | 0% | $1,633,000 |
| TRUIST FINANCIAL CORP | 3.8% | 35,324 | -4.6% | 0% | $1,027,575 |
| OSAIC HOLDINGS, INC. | 2.3% | 21,430 | -2.4% | 0% | $623,360 |
| Ausdal Financial Partners, Inc. | 1.8% | 16,360 | +23% | 0.02% | $475,912 |
| Sonoma Private Wealth LLC | 1.5% | 14,099 | -8.5% | 0.49% | $410,148 |
| Integrated Wealth Concepts LLC | 1.5% | 13,910 | 0% | 0% | $404,642 |
| Consolidated Portfolio Review Corp | 1.3% | 12,179 | +50% | 0.04% | $354,280 |
| Prosperity Wealth Management, Inc. | 1.1% | 10,662 | +5.9% | 0.11% | $310,158 |
| Cambridge Investment Research Advisors, Inc. | 0.9% | 8,424 | +2.4% | 0% | $245,000 |
| ENVESTNET ASSET MANAGEMENT INC | 0.82% | 7,635 | -18% | 0% | $222,102 |
| Brookwood Investment Group LLC | 0.78% | 7,288 | +0.32% | 0.03% | $212,012 |
| Kingsview Wealth Management, LLC | 0.78% | 7,271 | -0.42% | 0% | $211,513 |
| Capital Analysts, LLC | 0.31% | 2,925 | 0% | 0% | $85,000 |
| MORGAN STANLEY | 0.24% | 2,276 | 0% | $66,209 | |
| Steward Partners Investment Advisory, LLC | 0.21% | 2,000 | 0% | 0% | $58,180 |
| Global Retirement Partners, LLC | 0.13% | 1,217 | -2.9% | 0% | $35,399 |
| NBC SECURITIES, INC. | 0.09% | 850 | 0% | 0% | $24,726 |
| BANK OF AMERICA CORP /DE/ | 0.06% | 580 | 0% | $16,872 | |
| Aptus Capital Advisors, LLC | 0.04% | 400 | 0% | $11,636 | |
| SBI Securities Co., Ltd. | 0% | 43 | -4.4% | 0% | $1,251 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 26,048 | $750,722 | +$540,669 | $28.82 | 2 |
| 2025 Q3 | 311,913 | $9,073,660 | +$312,384 | $29.09 | 21 |
| 2025 Q2 | 301,175 | $8,572,522 | +$172,598 | $28.47 | 18 |
| 2025 Q1 | 294,253 | $8,185,848 | -$736,449 | $27.82 | 16 |
| 2024 Q4 | 314,762 | $8,679,469 | +$1,245,710 | $27.58 | 14 |
| 2024 Q3 | 269,519 | $7,787,640 | +$286,181 | $28.90 | 15 |
| 2024 Q2 | 262,729 | $7,080,411 | +$3,362,211 | $26.97 | 15 |
| 2024 Q1 | 137,971 | $3,659,415 | +$3,659,415 | $26.63 | 10 |