Clmos R 2000 S A P ETF - JanCPRYETF
13F holders, Q4 2025 (December 31)26holders +5
3new positions
0sold out
$26.99avg. 13F price*
At the end of Q4 2025, 26 institutions reported holding Clmos R 2000 S A P ETF - Jan (CPRY) in their 13F filings, up 5 from Q3 2025. 3 opened new positions and 0 sold out. The largest holders were VanWeelden Wealth Management, LLC ($17.1M), Envestnet Asset Management Inc. ($16.6M) and Crown Wealth Group, LLC ($12.7M).
- Company
- Clmos R 2000 S A P ETF - Jan
- Filed as
- CALAMOS ETF TR (Q4 2025)
- CUSIP
- 12811T126
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $282K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 42,215 shares bought and 152,608 shares sold, net −110,393 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| VanWeelden Wealth Management, LLC | 13.46% | Reduce -3.8% | 635,045 | $17.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.3% | 614,931 | $16.6M |
| Crown Wealth Group, LLC | 3.54% | Add +7.2% | 469,915 | $12.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.1% | 89,051 | $2.4M |
| Intrepid Financial Planning Group LLC | 0.73% | No change | 71,561 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.6% | 49,420 | $1.3M |
| Harbour Investments, Inc. | 0.01% | Reduce -37.0% | 26,865 | $725K |
| Calamos Wealth Management LLC | 0.03% | Reduce -7.0% | 26,672 | $720K |
| Signal Advisors Wealth, LLC | 0.06% | Reduce -18.1% | 26,072 | $704K |
| Maripau Wealth Management LLC | 0.30% | Reduce -22.9% | 24,536 | $662K |
| Wedbush Securities Inc. | 0.02% | No change | 20,120 | $543K |
| Centaurus Financial, Inc. | 0.02% | Reduce -14.9% | 19,449 | $525K |
| Greenberg Financial Group | 0.20% | — | 18,312 | $494K |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.4% | 14,297 | $386K |
| Capital Analysts, LLC | 0.01% | No change | 12,968 | $350K |
| SageView Advisory Group, LLC | 0.01% | No change | 10,647 | $287K |
| Adamsbrown Wealth Consultants LLC | 0.08% | New | 10,235 | $276K |
| Burkett Financial Services, LLC | 0.07% | Reduce -33.5% | 7,922 | $214K |
| Creative Financial Designs Inc. | 0.01% | Reduce -0.2% | 7,598 | $205K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,250 | $34K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,210 | $33K |
| CX Institutional | 0.00% | No change | 374 | $10K |
| Essential Investment Partners LLC | 0.01% | — | 300 | $8K |
| UBS Group AG | 0.00% | Add +509.1% | 201 | $5K |
| Tucker Asset Management LLC | 0.00% | New | 140 | $4K |
| Farther Finance Advisors, LLC | 0.00% | New | 79 | $2K |
"% 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.