Who owns CBTJ?
Calamos Bitcoin 80 Series Structured Alt Protection ETF - January · Calamos
23 institutions reported holding CBTJ, worth $17.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CBTJ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| MBL Wealth, LLC | Charlotte, NC | $7.8M | 450,072 | +356,518 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $2.5M | 145,380 | +117,422 shares |
| Calamos Advisors LLC | Naperville, IL | $1.3M | 74,312 | +20,826 shares |
| Betterment LLC | New York, NY | $948K | 54,926 | −28,643 shares |
| Beacon Pointe Advisors, LLC | Newport Beach, CA | $772K | 44,723 | −29 shares |
| NBZ Investment Advisors LLC | Knoxville, TN | $619K | 35,859 | No change |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $584K | 33,818 | +17,362 shares |
| Jane Street Group, LLC | New York, NY | $512K | 29,652 | +15,114 shares |
| DWM Financial Group, Inc. | Palatine, IL | $423K | 19,311 | New position |
| Calamos Wealth Management LLC | Naperville, IL | $322K | 18,631 | −2,136 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CBTJ?
23 institutional managers reported holding CBTJ in Form 13F filings for June 30, 2026, worth $17.2M in total. The largest reported position was held by MBL Wealth, LLC, at $7.8M.
Did institutions buy or sell CBTJ last quarter?
Reported 13F value rose 95.8% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CBTJ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.