ETF Holders

Who owns CBXY?

Buffer or defined outcome

Calamos Bitcoin 90 Series Structured Alt Protection ETF - July · Calamos

8 institutions reported holding CBXY, worth $2.3M, in Form 13F filings for June 30, 2026.

13F holders
8
Institutional value
$2.3M
Change from prior quarter
-57.8%
−$3.1M, with price moves
New and sold-out firms
2 / 3
1 added, 3 trimmed

Top 8 institutional holders of CBXY

FirmLocationValueSharesChange
Susquehanna International Group, LLPBala Cynwyd, PA$834K37,859−4,017 shares
Cambridge Investment Research Advisors, Inc.Fairfield, IA$598K27,128+12,474 shares
Calamos Advisors LLCNaperville, IL$372K16,912−13,739 shares
Calamos Wealth Management LLCNaperville, IL$277K12,569No change
VIMA LLCTroy, MI$88K3,990New position
UBS Group AGZurich, Switzerland$46K2,100New position
Ankerstar Wealth, LLCLeander, TX$44K2,012−368 shares
Aptus Capital Advisors, LLCFairhope, AL$10K475No change

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 CBXY?

8 institutional managers reported holding CBXY in Form 13F filings for June 30, 2026, worth $2.3M in total. The largest reported position was held by Susquehanna International Group, LLP, at $834K.

Did institutions buy or sell CBXY last quarter?

Reported 13F value fell 57.8% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 3 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 CBXY 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.