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CPRY CALAMOS ETF TR

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RUSSE 2000 JANUA (fund)

26 managers (26 13F filers) reported a position in CPRY shares at 2025-12-31, 2,159,170 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.

Managers
26
13F filers
26
New
3
Added
3
Reduced
11
Sold out
0
Shares held by filers
2,159,170

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VanWeelden Wealth Management, LLC635,045$17.1M13.46%-25,19913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC614,931$16.6M<0.01%-48,62013F-HRTimelineGroup
Crown Wealth Group, LLC469,915$12.7M3.54%+31,53313F-HRTimeline
Cambridge Investment Research Advisors,…89,051$2.4M0.01%+6013F-HRTimeline
Intrepid Financial Planning Group LLC71,561$1.93M0.73%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC49,420$1.33M<0.01%-6,49013F-HRTimeline
HARBOUR INVESTMENTS, INC.26,865$725K0.01%-15,77713F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC26,672$720K0.02%-2,01513F-HRTimelineGroup
Signal Advisors Wealth, LLC26,072$704K0.06%-5,77213F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC24,536$662K0.3%-7,30813F-HRTimeline
WEDBUSH SECURITIES INC20,120$543K0.02%013F-HRTimeline
CENTAURUS FINANCIAL, INC.19,449$525K0.02%-3,39713F-HRTimeline
GREENBERG FINANCIAL GROUP18,312$494K0.2%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,297$386K<0.01%-34,03213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC12,968$350K0.01%013F-HR/ATimelineGroup
SageView Advisory Group, LLC10,647$287K0.01%013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC10,235$276K0.08%new13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC7,922$214K0.07%-3,98513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,598$205K0.01%-1313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,250$33.7K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC1,210$32.7K<0.01%013F-HRTimeline
CX Institutional374$10K<0.01%013F-HRTimeline
Essential Investment Partners LLC300$8.1K0.01%13F-HRTimeline
UBS Group AGin group UBS Group AG201$5.42K<0.01%+16813F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC140$3.78K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC79$2.13K<0.01%new13F-HRTimeline