Who owns SROI?
Calamos Antetokounmpo Global Sustainable Equities ETF · Calamos
10 institutions reported holding SROI, worth $8.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SROI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Arlington Financial Advisors, LLC | Santa Barbara, CA | $5.8M | 153,958 | −479 shares |
| Jane Street Group, LLC | New York, NY | $1.2M | 32,070 | −5,897 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $690K | 18,440 | +7,146 shares |
| Calamos Wealth Management LLC | Naperville, IL | $379K | 10,130 | No change |
| Citadel Advisors LLC | Miami, FL | $242K | 6,465 | −47,742 shares |
| Sittner & Nelson, LLC | Eugene, OR | $239K | 6,393 | No change |
| Harbour Investments, Inc. | Madison, WI | $1K | 30 | No change |
| UBS Group AG | Zurich, Switzerland | $749 | 20 | New position |
| City State Bank | Norwalk, IA | $749 | 20 | No change |
| SBI Securities Co., Ltd. | Tokyo, Japan | $561 | 15 | 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 SROI?
10 institutional managers reported holding SROI in Form 13F filings for June 30, 2026, worth $8.5M in total. The largest reported position was held by Arlington Financial Advisors, LLC, at $5.8M.
Did institutions buy or sell SROI last quarter?
Reported 13F value fell 8.6% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 2 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 SROI 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.