CBTJ Institutional Ownership
Calamos Bitcoin 80 Series Structured Alt Protection ETF - January
1W: +0.4%
YTD: +6.6%
$20.87
-0.06 (-0.27%)
Overview
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Institutional Ownership — CBTJ
26
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
16M
Total Invested
4
New Positions
8
Increased
11
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (26 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MBL Wealth, LLC | 450,072 | 9M | +356,518 | +381.1% | 5Q | SEC ↗ |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 145,380 | 3M | +117,422 | +420.0% | 6Q | SEC ↗ |
| 3 | Calamos Advisors LLC | 74,312 | 2M | +20,826 | +38.9% | 3Q | SEC ↗ |
| 4 | Betterment LLC | 54,926 | 1M | -28,643 | -34.3% | 6Q | SEC ↗ |
| 5 | Beacon Pointe Advisors, LLC | 44,723 | 933K | -29 | -0.1% | 2Q | SEC ↗ |
| 6 | NBZ Investment Advisors LLC | 35,859 | 748K | — | +0.0% | 6Q | SEC ↗ |
| 7 | JANE STREET GROUP, LLC | 29,652 | 619K | +15,114 | +104.0% | 4Q | SEC ↗ |
| 8 | DWM Financial Group, Inc. NEW | 19,311 | 403K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Calamos Wealth Management LLC | 18,631 | 389K | -2,136 | -10.3% | 6Q | SEC ↗ |
| 10 | MCDONALD PARTNERS LLC | 18,412 | 384K | — | +0.0% | 6Q | SEC ↗ |
| 11 | Cambridge Investment Research Advisors | 16,909 | 353K | +453 | +2.8% | 5Q | SEC ↗ |
| 12 | EVEXIA WEALTH LLC | 13,178 | 275K | -1,338 | -9.2% | 3Q | SEC ↗ |
| 13 | TITLEIST ASSET MANAGEMENT, LLC NEW | 10,474 | 219K | — | +0.0% | 1Q | SEC ↗ |
| 14 | MML INVESTORS SERVICES, LLC NEW | 10,007 | 209K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Integrated Wealth Concepts LLC NEW | 6,000 | 125K | — | +0.0% | 1Q | SEC ↗ |
| 16 | IFP Advisors, Inc | 5,530 | 115K | +160 | +3.0% | 6Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 1,007 | 21K | +507 | +101.4% | 6Q | SEC ↗ |
| 18 | Farther Finance Advisors, LLC | 1,000 | 21K | — | +0.0% | 2Q | SEC ↗ |
| 19 | Aptus Capital Advisors, LLC | 1,000 | 21K | -500 | -33.3% | 4Q | SEC ↗ |
| 20 | HARBOUR INVESTMENTS, INC. | 399 | 8K | -332 | -45.4% | 6Q | SEC ↗ |
| 21 | UBS Group AG | 208 | 4K | +180 | +642.9% | 3Q | SEC ↗ |
| 22 | DHJJ Financial Advisors, Ltd. | 10 | 0K | -40 | -80.0% | 6Q | SEC ↗ |
| 23 | Ankerstar Wealth, LLC | 0 | 0K | -115 | -100.0% | 2Q | SEC ↗ |
| 24 | Estate Planners Group, LLC | 0 | 0K | -11,301 | -100.0% | 2Q | SEC ↗ |
| 25 | AE Wealth Management LLC | 0 | 0K | -3,313 | -100.0% | 1Q | SEC ↗ |
| 26 | GUARDIAN WEALTH ADVISORS, LLC / NC | 0 | 0K | -1,500 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| DWM Financial Group, Inc. | 19,311 | 403K |
| TITLEIST ASSET MANAGEMENT, LLC | 10,474 | 219K |
| MML INVESTORS SERVICES, LLC | 10,007 | 209K |
| Integrated Wealth Concepts LLC | 6,000 | 125K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Estate Planners Group, LLC | 11,301 | 236K |
| AE Wealth Management LLC | 3,313 | 69K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1,500 | 31K |
| Ankerstar Wealth, LLC | 115 | 2K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MBL Wealth, LLC | +356,518 | +381.1% | 450,072 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +117,422 | +420.0% | 145,380 |
| Calamos Advisors LLC | +20,826 | +38.9% | 74,312 |
| JANE STREET GROUP, LLC | +15,114 | +104.0% | 29,652 |
| OSAIC HOLDINGS, INC. | +507 | +101.4% | 1,007 |
| Cambridge Investment Research Advis | +453 | +2.8% | 16,909 |
| UBS Group AG | +180 | +642.9% | 208 |
| IFP Advisors, Inc | +160 | +3.0% | 5,530 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Betterment LLC | -28,643 | -34.3% | 54,926 |
| Calamos Wealth Management LLC | -2,136 | -10.3% | 18,631 |
| EVEXIA WEALTH LLC | -1,338 | -9.2% | 13,178 |
| Aptus Capital Advisors, LLC | -500 | -33.3% | 1,000 |
| HARBOUR INVESTMENTS, INC. | -332 | -45.4% | 399 |
| DHJJ Financial Advisors, Ltd. | -40 | -80.0% | 10 |
| Beacon Pointe Advisors, LLC | -29 | -0.1% | 44,723 |