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CPSL CALAMOS ETF TR

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LADD S&P 500 ETF (fund)

28 managers (29 13F filers) reported a position in CPSL shares at 2026-03-31, 2,040,808 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
28
13F filers
29
New
6
Added
11
Reduced
7
Sold out
6
Shares held by filers
2,040,808

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC740,310$20.2M6.91%+19,85813F-HRTimeline
HARBOUR INVESTMENTS, INC.170,812$4.65M0.07%+137,78913F-HRTimeline
HighTower Advisors, LLC135,992$3.7M<0.01%+25,71513F-HRTimeline
Mutual Advisors, LLC135,467$3.69M0.08%+5,34213F-HRTimeline
Prime Capital Investment Advisors, LLC117,199$3.19M0.04%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC84,180$2.29M<0.01%+17,98013F-HRTimeline
Cetera Investment Advisers80,990$2.21M<0.01%-2,70613F-HRTimeline
CENTAURUS FINANCIAL, INC.76,917$2.1M0.1%+10,36113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC76,701$2.09M0.05%+2,55913F-HRTimelineGroup
Amplius Wealth Advisors, LLC76,248$2.08M0.17%-2,89113F-HRTimeline
Worth Asset Management, LLC66,994$1.82M0.68%-1,12613F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding59,028$1.61M+30,709Timeline
Cambridge Investment Research Advisors,…41,613$1.13M<0.01%+8,91813F-HRTimeline
Applied Capital LLC29,755$810K0.3%+11,54413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,937$652K<0.01%-15,20513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,020$572K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,259$552K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,639$535K<0.01%-9,06013F-HRTimelineGroup
TD Capital Management LLC14,125$385K0.03%+2,74913F-HRTimeline
MML INVESTORS SERVICES, LLC13,678$373K<0.01%-14,01313F-HRTimeline
Leelyn Smith, LLC9,578$261K0.04%013F-HRTimeline
SMITH, MOORE & CO.8,383$228K0.02%-75013F-HRTimeline
Family Office Research LLC7,794$212K0.09%new13F-HRTimeline
Geneos Wealth Management Inc.4,100$112K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,911$52K0.03%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,864$50.8K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,157$31.5K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,157$31.5K<0.01%new13F-HRTimeline