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Disclosery

SROI CALAMOS ETF TR

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ANTE GLOB SU ETF (fund)

9 managers (9 13F filers) reported a position in SROI shares at 2025-09-30, 257,669 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
9
13F filers
9
New
1
Added
2
Reduced
2
Sold out
1
Shares held by filers
257,669

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Arlington Financial Advisors, LLC156,901$5.18M0.76%-6813F-HRTimeline
FIGURE 8 INVESTMENT STRATEGIES LLC42,899$1.42M1.26%+19,33413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,939$1.32M<0.01%-3,06813F-HRTimelineGroup
Calamos Wealth Management LLCin group Calamos Advisors LLC10,130$335K0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,676$214K<0.01%+94113F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…750$24.8K<0.01%013F-HRTimelineGroup
Scarborough Advisors, LLC194$6.41K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC160$5.29K<0.01%new13F-HRTimeline
City State Bank20$661<0.01%013F-HRTimeline