CBXJ Institutional Ownership
Calamos Bitcoin 90 Series Structured Alt Protection ETF - January
1W: +0.3%
YTD: +3.5%
$22.16
-0.07 (-0.29%)
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — CBXJ
23
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
10M
Total Invested
3
New Positions
4
Increased
10
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (23 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MGO ONE SEVEN LLC NEW | 236,278 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 117,269 | $3M | +102,048 | +670.4% | 2Q | SEC ↗ |
| 3 | Calamos Advisors LLC | 37,299 | $826K | +1,751 | +4.9% | 6Q | SEC ↗ |
| 4 | JANE STREET GROUP, LLC | 33,584 | $744K | -21,712 | -39.3% | 2Q | SEC ↗ |
| 5 | IFP Advisors, Inc | 19,150 | $424K | +1,000 | +5.5% | 6Q | SEC ↗ |
| 6 | TITLEIST ASSET MANAGEMENT, LLC | 17,997 | $399K | -392 | -2.1% | 3Q | SEC ↗ |
| 7 | 3EDGE Asset Management, LP | 13,191 | $292K | -9,240 | -41.2% | 2Q | SEC ↗ |
| 8 | Diligent Investors, LLC | 11,010 | $244K | — | +0.0% | 5Q | SEC ↗ |
| 9 | NewEdge Advisors, LLC | 10,000 | $222K | — | +0.0% | 5Q | SEC ↗ |
| 10 | Truvestments Capital LLC | 4,430 | $98K | — | +0.0% | 6Q | SEC ↗ |
| 11 | Ankerstar Wealth, LLC | 2,956 | $65K | -394 | -11.8% | 3Q | SEC ↗ |
| 12 | Aptus Capital Advisors, LLC | 1,907 | $42K | +181 | +10.5% | 4Q | SEC ↗ |
| 13 | Beaird Harris Wealth Management, LLC | 1,023 | $23K | — | +0.0% | 6Q | SEC ↗ |
| 14 | Steward Partners Investment Advisory, | 852 | $19K | — | +0.0% | 4Q | SEC ↗ |
| 15 | NBZ Investment Advisors LLC | 808 | $18K | — | +0.0% | 6Q | SEC ↗ |
| 16 | UBS Group AG NEW | 473 | $10K | — | +0.0% | 1Q | SEC ↗ |
| 17 | FIDUCIARY FINANCIAL ADVISORS NEW | 400 | $9K | — | +0.0% | 1Q | SEC ↗ |
| 18 | AE Wealth Management LLC | 0 | $0K | -554 | -100.0% | 1Q | SEC ↗ |
| 19 | Legacy Wealth Managment, LLC/ID | 0 | $0K | -3,576 | -100.0% | 4Q | SEC ↗ |
| 20 | OLD MISSION CAPITAL LLC | 0 | $0K | -10,488 | -100.0% | 1Q | SEC ↗ |
| 21 | Bedel Financial Consulting, Inc. | 0 | $0K | -12,061 | -100.0% | 4Q | SEC ↗ |
| 22 | EVEXIA WEALTH LLC | 0 | $0K | -10,573 | -100.0% | 2Q | SEC ↗ |
| 23 | GUARDIAN WEALTH ADVISORS, LLC / NC | 0 | $0K | -1,726 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| MGO ONE SEVEN LLC | 236,278 | $5M |
| UBS Group AG | 473 | $10K |
| FIDUCIARY FINANCIAL ADVISORS | 400 | $9K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Bedel Financial Consulting, Inc. | 12,061 | $267K |
| EVEXIA WEALTH LLC | 10,573 | $234K |
| OLD MISSION CAPITAL LLC | 10,488 | $232K |
| Legacy Wealth Managment, LLC/ID | 3,576 | $79K |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1,726 | $38K |
| AE Wealth Management LLC | 554 | $12K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +102,048 | +670.4% | 117,269 |
| Calamos Advisors LLC | +1,751 | +4.9% | 37,299 |
| IFP Advisors, Inc | +1,000 | +5.5% | 19,150 |
| Aptus Capital Advisors, LLC | +181 | +10.5% | 1,907 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -21,712 | -39.3% | 33,584 |
| 3EDGE Asset Management, LP | -9,240 | -41.2% | 13,191 |
| Ankerstar Wealth, LLC | -394 | -11.8% | 2,956 |
| TITLEIST ASSET MANAGEMENT, LLC | -392 | -2.1% | 17,997 |