Who owns CPRY?
Calamos Russell 2000 Structured Alt Protection ETF - January · Calamos
20 institutions reported holding CPRY, worth $22.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CPRY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Crown Wealth Group, LLC | Charlotte, NC | $14.0M | 499,424 | +24,787 shares |
| Harbour Investments, Inc. | Madison, WI | $1.5M | 53,039 | −302 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $789K | 28,194 | −2,886 shares |
| Calamos Wealth Management LLC | Naperville, IL | $767K | 27,412 | No change |
| Signal Advisors Wealth, LLC | Detroit, MI | $651K | 23,248 | −1,009 shares |
| Maripau Wealth Management LLC | Fort Wayne, IN | $651K | 23,248 | −1,009 shares |
| Centaurus Financial, Inc. | Anaheim, CA | $593K | 21,199 | −754 shares |
| Wedbush Securities Inc. | Pasadena, CA | $567K | 20,260 | +140 shares |
| Old Mission Capital LLC | Chicago, IL | $539K | 19,255 | New position |
| Greenberg Financial Group | Tucson, AZ | $414K | 14,796 | −2,766 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 CPRY?
20 institutional managers reported holding CPRY in Form 13F filings for June 30, 2026, worth $22.1M in total. The largest reported position was held by Crown Wealth Group, LLC, at $14.0M.
Did institutions buy or sell CPRY last quarter?
Reported 13F value fell 51.7% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 10 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 CPRY 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.