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CPSL CALAMOS ETF TR

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LADD S&P 500 ETF (fund)

20 managers (20 13F filers) reported a position in CPSL shares at 2025-06-30, 2,109,789 shares in all. 6 filers opened a position and 1 filer sold out during the quarter.

Managers
20
13F filers
20
New
6
Added
11
Reduced
1
Sold out
1
Shares held by filers
2,109,789

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Amplius Wealth Advisors, LLC839,093$22.1M2.05%+817,95613F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC706,878$18.6M6.7%+26713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC228,849$6.02M0.01%+8,51713F-HRTimeline
Worth Asset Management, LLC78,422$2.06M1.02%+43,10513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,794$1.07M<0.01%+31,98113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC38,956$1.02M0.03%+16,45213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC37,740$993K<0.01%+3,78313F-HRTimeline
Garden State Investment Advisory Servic…32,628$858K0.23%new13F-HRTimeline
HighTower Advisors, LLC31,641$832K<0.01%+11,64613F-HRTimeline
HARBOUR INVESTMENTS, INC.31,273$823K0.02%+1,92513F-HRTimeline
Cambridge Investment Research Advisors,…12,786$336K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,817$312K<0.01%new13F-HRTimeline
Cetera Investment Advisers9,011$237K<0.01%+46013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,929$103K0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC1,911$50.3K0.03%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,911$50.3K0.03%-513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA950$25K<0.01%new13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO800$21K<0.01%+40013F-HRTimelineGroup
Geneos Wealth Management Inc.400$10.5K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.