Who owns CCEF?
Calamos CEF Income & Arbitrage ETF · Calamos
24 institutions reported holding CCEF, worth $13.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CCEF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Beacon Financial Advisory LLC | Cleveland, OH | $2.7M | 90,112 | +756 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $1.5M | 51,471 | −13,532 shares |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $1.3M | 41,896 | +20,435 shares |
| Truist Financial Corp. | Charlotte, NC | $1.2M | 39,541 | +4,074 shares |
| Fearless Solutions, LLC dba Best Invest | San Antonio, TX | $923K | 30,845 | +4,023 shares |
| IFP Advisors, Inc | Tampa, FL | $820K | 27,407 | +10,170 shares |
| William Mack & Associates, Inc. | Troy, MI | $784K | 26,197 | New position |
| Ausdal Financial Partners, Inc. | Davenport, IA | $741K | 24,755 | +795 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $726K | 24,261 | +616 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $680K | 22,722 | New position |
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 CCEF?
24 institutional managers reported holding CCEF in Form 13F filings for June 30, 2026, worth $13.9M in total. The largest reported position was held by Beacon Financial Advisory LLC, at $2.7M.
Did institutions buy or sell CCEF last quarter?
Reported 13F value rose 33.6% from March 31, 2026, which includes price moves as well as buying and selling. 4 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 CCEF 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.