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CPSL CALAMOS ETF TR

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LADD S&P 500 ETF (fund)

29 managers (29 13F filers) reported a position in CPSL shares at 2025-12-31, 1,706,762 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
29
13F filers
29
New
4
Added
12
Reduced
8
Sold out
2
Shares held by filers
1,706,762

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
BURKETT FINANCIAL SERVICES, LLC720,452$19.6M6.69%+1,32213F-HRTimeline
Mutual Advisors, LLC130,125$3.54M0.08%+13,58313F-HRTimeline
HighTower Advisors, LLC110,277$3M<0.01%+54,02513F-HRTimeline
Cetera Investment Advisers83,696$2.28M<0.01%+74,68513F-HRTimeline
Amplius Wealth Advisors, LLC79,139$2.15M0.18%-6,35613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC74,142$2.02M0.06%+7,06413F-HR/ATimelineGroup
Worth Asset Management, LLC68,120$1.85M0.79%-12,88513F-HRTimeline
CENTAURUS FINANCIAL, INC.66,556$1.81M0.08%+16,20213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC66,200$1.8M<0.01%+4,78713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,142$1.06M<0.01%-32,25213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.33,023$898K0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…32,695$889K<0.01%+13,58713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,699$781K<0.01%+15,32113F-HRTimelineGroup
Calamos Wealth Management LLCin group Calamos Advisors LLC28,319$770K0.03%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC27,691$753K<0.01%-10,89513F-HRTimeline
Garden State Investment Advisory Servic…24,365$663K0.16%+3,43013F-HRTimeline
Applied Capital LLC18,211$495K0.19%-1,86913F-HRTimeline
Crown Wealth Group, LLC13,261$361K0.1%+2,00613F-HRTimeline
ATX Financial Planning, LLC12,389$337K0.26%13F-HRTimeline
TD Capital Management LLC11,376$309K0.03%+5,78713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,212$278K<0.01%-1,60513F-HRTimeline
Leelyn Smith, LLC9,578$261K0.04%new13F-HRTimeline
SMITH, MOORE & CO.9,133$248K0.02%-15013F-HRTimeline
Geneos Wealth Management Inc.4,100$112K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,911$52K0.02%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,864$50.7K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,157$31.5K<0.01%-2013F-HRTimeline
Camelot Portfolios, LLC801$21.8K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG128$3.48K<0.01%new13F-HRTimelineGroup