Who owns CPSL?
Calamos Laddered S&P 500 Structured Alt Protection ETF · Calamos
33 institutions reported holding CPSL, worth $59.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CPSL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Burkett Financial Services, LLC | Rock Hill, SC | $21.2M | 759,599 | +19,289 shares |
| Harbour Investments, Inc. | Madison, WI | $4.5M | 161,079 | −9,733 shares |
| Mutual Advisors, LLC | Omaha, NE | $4.3M | 153,497 | +18,030 shares |
| HighTower Advisors, LLC | Chicago, IL | $3.8M | 137,543 | +1,551 shares |
| Prime Capital Investment Advisors, LLC | Overland Park, KS | $3.7M | 134,220 | +17,021 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $3.2M | 114,410 | +30,230 shares |
| Innovative Asset Advisors Group, LLC | Shelton, CT | $2.4M | 86,761 | New position |
| Capital Analysts, LLC | Fort Washington, PA | $2.3M | 81,559 | +4,858 shares |
| Centaurus Financial, Inc. | Anaheim, CA | $2.1M | 76,916 | −1 shares |
| Amplius Wealth Advisors, LLC | Blue Bell, PA | $2.1M | 73,449 | −2,799 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 CPSL?
33 institutional managers reported holding CPSL in Form 13F filings for June 30, 2026, worth $59.7M in total. The largest reported position was held by Burkett Financial Services, LLC, at $21.2M.
Did institutions buy or sell CPSL last quarter?
Reported 13F value rose 7.5% from March 31, 2026, which includes price moves as well as buying and selling. 8 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 CPSL 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.