SROI CALAMOS ETF TR
FollowANTE GLOB SU ETF (fund)
8 managers (8 13F filers) reported a position in SROI shares at 2025-12-31, 244,744 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 1
- Added
- 3
- Reduced
- 2
- Sold out
- 2
- Shares held by filers
- 244,744
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Arlington Financial Advisors, LLC | 151,138 | $5.07M | 0.73% | -5,763 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 62,001 | $2.08M | <0.01% | +22,062 | 13F-HRTimelineGroup |
| Calamos Wealth Management LLCin group Calamos Advisors LLC | 10,130 | $340K | 0.01% | 0 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 7,887 | $265K | <0.01% | +1,211 | 13F-HRTimelineGroup |
| FIGURE 8 INVESTMENT STRATEGIES LLC | 6,980 | $234K | 0.21% | -35,919 | 13F-HRTimeline |
| SITTNER & NELSON, LLC | 6,393 | $222K | 0.08% | new | 13F-HRTimeline |
| Scarborough Advisors, LLC | 195 | $6.55K | <0.01% | +1 | 13F-HRTimeline |
| City State Bank | 20 | $671 | <0.01% | 0 | 13F-HRTimeline |