Vault-13

CALAMOS ETF TR CBTJ

CALAMOS BIT 80 S · ETP · CUSIP 12811T720

22 institutional holders +0 vs Q1 2026
973,909973.9k shares reported held*
$16.9mreported value*
3 new 8 added 7 reduced 4 sold out net bought ≈ $8.7m (+505.3k 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 ≈ $17.36.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q1 25: 17Q2 25: 16Q3 25: 16Q4 25: 22Q1 26: 22Q2 26: 2222Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q1 202517
Q2 202516
Q3 202516
Q4 202522
Q1 202622
Q2 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 26Q2 26: 11 bought or addedQ2 26: 11 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q2 2025810
Q3 202596
Q4 2025109
Q1 2026814
Q2 20261111

Biggest buyers

MBL Wealth, LLC Added +356,518+356.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +117,422+117.4k
Calamos Advisors LLC Added +20,826+20.8k
Cambridge Investment Research Advisors, Inc. Added +17,362+17.4k
JANE STREET GROUP, LLC Added +15,114+15.1k
TITLEIST ASSET MANAGEMENT, LLC New +10,474+10.5k
MML INVESTORS SERVICES, LLC New +10,007+10.0k
Integrated Wealth Concepts LLC New +6,000+6.0k
OSAIC HOLDINGS, INC. Added +507+507
UBS Group AG Added +180+180

Biggest sellers

Betterment LLC Reduced -28,643-28.6k
Estate Planners Group, LLC Sold out -11,301-11.3k
AE Wealth Management LLC Sold out -3,313-3.3k
Calamos Wealth Management LLC Reduced -2,136-2.1k
GUARDIAN WEALTH ADVISORS, LLC / NC Sold out -1,500-1.5k
EVEXIA WEALTH LLC Reduced -1,338-1.3k
Aptus Capital Advisors, LLC Reduced -500-500
HARBOUR INVESTMENTS, INC. Reduced -332-332
Ankerstar Wealth, LLC Sold out -115-115
DHJJ Financial Advisors, Ltd. Reduced -40-40

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MBL Wealth, LLC 0.53% of their portfolio CHARLOTTE, NC 450,072450.1k $7.8m $7.8m 0.53% Added +356.5k +356,518
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 145,380145.4k $2.5m $2.5m 0.00% Added +117.4k +117,422
3 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 74,31274.3k $1.3m $1.3m 0.00% Added +20.8k +20,826
4 Betterment LLC 0.00% of their portfolio NEW YORK, NY 54,92654.9k $948.0k $948.0k 0.00% Reduced -28.6k -28,643
5 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 44,72344.7k $772.1k $772.1k 0.00% Reduced -29 -29
6 NBZ Investment Advisors LLC 0.24% of their portfolio KNOXVILLE, TN 35,85935.9k $619.1k $619.1k 0.24% Unchanged
7 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 33,81833.8k $584.0k $584.0k 0.00% Added +17.4k +17,362
8 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 29,65229.7k $511.9k $511.9k 0.00% Added +15.1k +15,114
9 DWM Financial Group, Inc. 0.38% of their portfolio PALATINE, IL 19,31119.3k $422.5k $422.5k 0.38% First filing
10 Calamos Wealth Management LLC 0.01% of their portfolio NAPERVILLE, IL 18,63118.6k $321.6k $321.6k 0.01% Reduced -2.1k -2,136
11 MCDONALD PARTNERS LLC 0.08% of their portfolio CLEVELAND, OH 18,41218.4k $317.9k $317.9k 0.08% Unchanged
12 EVEXIA WEALTH LLC 0.06% of their portfolio STEVENS POINT, WI 13,17813.2k $232.9k $232.9k 0.06% Reduced -1.3k -1,338
13 TITLEIST ASSET MANAGEMENT, LLC 0.01% of their portfolio SAN ANTONIO, TX 10,47410.5k $180.8k $180.8k 0.01% New
14 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 10,00710.0k $172.8k $172.8k 0.00% New
15 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 6,0006.0k $103.6k $103.6k 0.00% New
16 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 5,5305.5k $95.5k $95.5k 0.00% Added +160 +160
17 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,0071.0k $17.4k $17.4k 0.00% Added +507 +507
18 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,0001.0k $17.3k $17.3k 0.00% Reduced -500 -500
19 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,0001.0k $17.3k $17.3k 0.00% Unchanged
20 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 399399 $6.9k $6.9k 0.00% Reduced -332 -332
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 208208 $3.6k $3.6k 0.00% Added +180 +180
22 DHJJ Financial Advisors, Ltd. 0.00% of their portfolio NAPERVILLE, IL 1010 $173 $173 0.00% Reduced -40 -40