Who owns CVRT?
Calamos Convertible Equity Alternative ETF · Calamos
18 institutions reported holding CVRT, worth $13.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CVRT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Client First Investment Management LLC | West Bend, WI | $3.2M | 62,004 | New position |
| Truist Financial Corp. | Charlotte, NC | $2.8M | 54,280 | +6,391 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $1.4M | 27,680 | +5,364 shares |
| Jane Street Group, LLC | New York, NY | $843K | 16,393 | −18,096 shares |
| Realta Investment Advisors | Wilmington, DE | $841K | 16,350 | +11,550 shares |
| IFP Advisors, Inc | Tampa, FL | $796K | 15,470 | −24 shares |
| Kestra Advisory Services, LLC | Austin, TX | $632K | 12,279 | −932 shares |
| Liberty Square Wealth Partners LLC | Bethlehem, PA | $617K | 12,000 | No change |
| Grantvest Financial Group LLC | Matawan, NJ | $576K | 11,206 | +2,955 shares |
| Centaurus Financial, Inc. | Anaheim, CA | $552K | 10,742 | 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 CVRT?
18 institutional managers reported holding CVRT in Form 13F filings for June 30, 2026, worth $13.8M in total. The largest reported position was held by Client First Investment Management LLC, at $3.2M.
Did institutions buy or sell CVRT last quarter?
Reported 13F value rose 90.6% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 1 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 CVRT 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.