Vault-13

CALAMOS ETF TR CBTJ

CALAMOS BIT 80 S · ETP · CUSIP 12811T720

22 institutional holders +0 vs Q4 2025
449,275449.3k shares reported held*
$8.5mreported value*
4 new 4 added 11 reduced 3 sold out net sold ≈ $1.8m (-96.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $18.89.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q1 25: 17Q2 25: 16Q3 25: 16Q4 25: 22Q1 26: 2222Q1 25Q2 25Q3 25Q4 25Q1 26
Numbers
QuarterHolders
Q1 202517
Q2 202516
Q3 202516
Q4 202522
Q1 202622

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q2 25: 8 bought or addedQ2 25: 10 cut or sold outQ2 25Q3 25: 9 bought or addedQ3 25: 6 cut or sold outQ3 25Q4 25: 10 bought or addedQ4 25: 9 cut or sold outQ4 25Q1 26: 8 bought or addedQ1 26: 14 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2025810
Q3 202596
Q4 2025109
Q1 2026814

Biggest buyers

Beacon Pointe Advisors, LLC New +44,752+44.8k
Calamos Advisors LLC Added +37,046+37.0k
MCDONALD PARTNERS LLC Added +6,315+6.3k
AE Wealth Management LLC New +3,313+3.3k
Cambridge Investment Research Advisors, Inc. Added +3,054+3.1k
EVEXIA WEALTH LLC Added +2,257+2.3k
GUARDIAN WEALTH ADVISORS, LLC / NC New +1,500+1.5k
Farther Finance Advisors, LLC New +1,000+1.0k

Biggest sellers

MBL Wealth, LLC Reduced -63,823-63.8k
JANE STREET GROUP, LLC Reduced -38,046-38.0k
ATX Financial Planning, LLC Sold out -33,933-33.9k
OLD MISSION CAPITAL LLC Sold out -13,491-13.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -12,911-12.9k
HARBOUR INVESTMENTS, INC. Reduced -9,705-9.7k
MML INVESTORS SERVICES, LLC Sold out -9,161-9.2k
Betterment LLC Reduced -4,274-4.3k
Estate Planners Group, LLC Reduced -4,220-4.2k
Ankerstar Wealth, LLC Reduced -3,295-3.3k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MBL Wealth, LLC 0.13% of their portfolio CHARLOTTE, NC 93,55493.6k $1.8m $1.8m 0.13% Reduced -63.8k -63,823
2 Betterment LLC 0.00% of their portfolio NEW YORK, NY 83,56983.6k $1.6m $1.6m 0.00% Reduced -4.3k -4,274
3 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 53,48653.5k $1.0m $1.0m 0.00% Added +37.0k +37,046
4 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 44,75244.8k $844.3k $844.3k 0.00% New
5 NBZ Investment Advisors LLC 0.30% of their portfolio KNOXVILLE, TN 35,85935.9k $676.5k $676.5k 0.30% Unchanged
6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 27,95828.0k $527.4k $527.4k 0.00% Reduced -12.9k -12,911
7 Calamos Wealth Management LLC 0.01% of their portfolio NAPERVILLE, IL 20,76720.8k $391.9k $391.9k 0.01% Reduced -45 -45
8 MCDONALD PARTNERS LLC 0.08% of their portfolio CLEVELAND, OH 18,41218.4k $347.3k $347.3k 0.08% Added +6.3k +6,315
9 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 16,45616.5k $310.0k $310.0k 0.00% Added +3.1k +3,054
10 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 14,53814.5k $274.3k $274.3k 0.00% Reduced -38.0k -38,046
11 EVEXIA WEALTH LLC 0.08% of their portfolio STEVENS POINT, WI 14,51614.5k $283.8k $283.8k 0.08% Added +2.3k +2,257
12 Estate Planners Group, LLC 0.10% of their portfolio YARDLEY, PA 11,30111.3k $213.2k $213.2k 0.10% Reduced -4.2k -4,220
13 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 5,3705.4k $101.3k $101.3k 0.00% Reduced -970 -970
14 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3,3133.3k $62.5k $62.5k 0.00% New
15 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,5001.5k $28.3k $28.3k 0.00% Unchanged
16 GUARDIAN WEALTH ADVISORS, LLC / NC 0.00% of their portfolio RALEIGH, NC 1,5001.5k $28.3k $28.3k 0.00% New
17 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,0001.0k $18.9k $18.9k 0.00% New
18 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 731731 $13.8k $13.8k 0.00% Reduced -9.7k -9,705
19 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 500500 $9.4k $9.4k 0.00% Reduced -7 -7
20 Ankerstar Wealth, LLC 0.00% of their portfolio LEANDER, TX 115115 $2.2k $2.2k 0.00% Reduced -3.3k -3,295
21 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 5050 $944 $944 0.00% Unchanged
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 2828 $528 $528 0.00% Reduced -1.9k -1,872