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CPSL CALAMOS ETF TR

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LADD S&P 500 ETF (fund)

14 managers (14 13F filers) reported a position in CPSL shares at 2025-03-31, 1,109,881 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
14
13F filers
14
New
3
Added
5
Reduced
4
Sold out
3
Shares held by filers
1,109,881

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BURKETT FINANCIAL SERVICES, LLC706,611$18M7.32%+57,84813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC220,332$5.6M0.01%+82,27813F-HRTimeline
Worth Asset Management, LLC35,317$898K0.49%new13F-HRTimeline
MML INVESTORS SERVICES, LLC33,957$864K<0.01%+25,55913F-HRTimeline
HARBOUR INVESTMENTS, INC.29,348$746K0.02%-39413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC22,504$572K0.02%+15,26213F-HRTimelineGroup
Amplius Wealth Advisors, LLC21,137$538K0.06%-7,00013F-HRTimeline
HighTower Advisors, LLC19,995$508K<0.01%+10,32013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,813$224K<0.01%-26,32313F-HRTimelineGroup
Cetera Investment Advisers8,551$217K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,916$48.7K0.04%-8,51013F-HRTimelineGroup
Continuum Advisory, LLC1,000$25.4K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO400$10.2K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.