Clmos R 2000 S A P ETF - JanCPRYETF
13F holders, Q2 2026 (June 30)19holders −8
2new positions
10sold out
$27.98avg. 13F price*
At the end of Q2 2026, 19 institutions reported holding Clmos R 2000 S A P ETF - Jan (CPRY) in their 13F filings, down 8 from Q1 2026. 2 opened new positions and 10 sold out. The largest holders were Crown Wealth Group, LLC ($14.0M), Harbour Investments, Inc. ($1.5M) and Commonwealth Equity Services, LLC ($789K).
- Company
- Clmos R 2000 S A P ETF - Jan
- Filed as
- CALAMOS ETF TR (Q2 2026)
- CUSIP
- 12811T126
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $543K |
| Exits | 10 | $25.5M |
All 13F filers, Q1 2026 → Q2 2026: 44,322 shares bought and 960,614 shares sold, net −916,292 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Crown Wealth Group, LLC | 3.56% | Add +5.2% | 499,424 | $14.0M |
| Harbour Investments, Inc. | 0.02% | Reduce -0.6% | 53,039 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.3% | 28,194 | $789K |
| Calamos Wealth Management LLC | 0.02% | No change | 27,412 | $767K |
| Maripau Wealth Management LLC | 0.23% | Reduce -4.2% | 23,248 | $651K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -4.2% | 23,248 | $651K |
| Centaurus Financial, Inc. | 0.02% | Reduce -3.4% | 21,199 | $593K |
| Wedbush Securities Inc. | 0.01% | Add +0.7% | 20,260 | $567K |
| Old Mission Capital LLC | 0.01% | New | 19,255 | $539K |
| Capital Analysts, LLC | 0.01% | No change | 12,968 | $363K |
| SageView Advisory Group, LLC | 0.01% | No change | 10,647 | $298K |
| Creative Planning | 0.00% | No change | 10,647 | $298K |
| Adamsbrown Wealth Consultants LLC | 0.05% | No change | 10,235 | $286K |
| Creative Financial Designs Inc. | 0.01% | Reduce -8.4% | 7,373 | $206K |
| Burkett Financial Services, LLC | 0.05% | Reduce -19.6% | 5,928 | $166K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,230 | $34K |
| CX Institutional | 0.00% | No change | 374 | $10K |
| Essential Investment Partners LLC | 0.01% | No change | 300 | $8K |
| Tucker Asset Management LLC | 0.00% | New | 140 | $4K |
"% of holder's portfolio" is CPRY's weight in each manager's 13F, not the share of Clmos R 2000 S A P ETF - Jan the manager owns.