Calamos Bitcoin 80 P ETF JanCBTJETF

13F holders, Q2 2025 (June 30)
15holders −1
3new positions
4sold out
$26.81avg. 13F price*

At the end of Q2 2025, 15 institutions reported holding Calamos Bitcoin 80 P ETF Jan (CBTJ) in their 13F filings, down 1 from Q1 2025. 3 opened new positions and 4 sold out. The largest holders were MBL Wealth, LLC ($7.4M), Betterment LLC ($2.2M) and Old Mission Capital LLC ($1.3M).

Company
Calamos Bitcoin 80 P ETF Jan
CUSIP
12811T720
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2025: 16Q1 2025Q2 2025: 15Q2 2025Q3 2025: 16Q3 2025Q4 2025: 22Q4 2025Q1 2026: 22Q1 2026Q2 2026: 21Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions3$7.9M
Exits4$1.7M

All 13F filers, Q1 2025 → Q2 2025: 398,327 shares bought and 114,000 shares sold, net +284,327 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 15 holders

MBL Wealth, LLC 0.71% New 274,712 $7.4M
Betterment LLC 0.00% Add +667.6% 79,734 $2.2M
Old Mission Capital LLC 0.03% Add +386.9% 46,360 $1.3M
Copperleaf Capital, LLC 0.53% Add +0.6% 39,025 $1.1M
NBZ Investment Advisors LLC 0.56% No change 36,237 $980K
Susquehanna International Group, LLP 0.00% Reduce -58.1% 27,170 $735K
Calamos Wealth Management LLC 0.03% Reduce -0.7% 25,336 $685K
Harbour Investments, Inc. 0.01% Reduce -3.6% 13,239 $358K
McDonald Partners LLC 0.08% Add +6.2% 12,526 $339K
Cambridge Investment Research Advisors, Inc. 0.00% New 10,056 $272K
Greenberg Financial Group 0.09% Reduce -1.4% 14,396 $249K
UBS Group AG 0.00% New 5,987 $162K
IFP Advisors, Inc 0.00% Add +16.6% 3,090 $84K
Osaic Holdings, Inc. 0.00% Reduce -50.0% 500 $14K
DHJJ Financial Advisors, Ltd. 0.00% Reduce -64.3% 50 $1K

"% of holder's portfolio" is CBTJ's weight in each manager's 13F, not the share of Calamos Bitcoin 80 P ETF Jan the manager owns.