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CPRY Institutional Ownership

Calamos Russell 2000 Structured Alt Protection ETF – January
1W: +0.1% 1M: +0.1% 3M: +1.0% YTD: +4.7% 1Y: +8.4%
$28.27
+0.09 (+0.30%)
 
Weekly Expected Move ±0.3%
$28 $28 $28 $28 $28
ETF AMEX · AUM $36.7M

Institutional Ownership — CPRY

29
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
22M
Total Invested
2
New Positions
2
Increased
17
Reduced
10
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (31 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Crown Wealth Group, LLC 499,424 14M +24,787 +5.2% 4Q SEC ↗
2 HARBOUR INVESTMENTS, INC. 53,039 1M -302 -0.6% 6Q SEC ↗
3 COMMONWEALTH EQUITY SERVICES, LLC 28,194 797K -2,886 -9.3% 6Q SEC ↗
4 Calamos Wealth Management LLC 27,412 775K — +0.0% 6Q SEC ↗
5 MARIPAU WEALTH MANAGEMENT LLC 23,248 657K -1,009 -4.2% 6Q SEC ↗
6 Signal Advisors Wealth, LLC 23,248 657K -1,009 -4.2% 6Q SEC ↗
7 CENTAURUS FINANCIAL, INC. 21,199 599K -754 -3.4% 6Q SEC ↗
8 WEDBUSH SECURITIES INC 20,260 573K +140 +0.7% 6Q SEC ↗
9 OLD MISSION CAPITAL LLC NEW 19,255 544K — +0.0% 1Q SEC ↗
10 Capital Analysts, LLC 12,968 367K — +0.0% 4Q SEC ↗
11 Creative Planning 10,647 301K — +0.0% 2Q SEC ↗
12 SageView Advisory Group, LLC 10,647 301K — +0.0% 6Q SEC ↗
13 ADAMSBROWN WEALTH CONSULTANTS LLC 10,235 289K — +0.0% 3Q SEC ↗
14 CREATIVE FINANCIAL DESIGNS INC /ADV 7,373 208K -676 -8.4% 6Q SEC ↗
15 BURKETT FINANCIAL SERVICES, LLC 5,928 168K -1,441 -19.6% 6Q SEC ↗
16 Aptus Capital Advisors, LLC 1,230 35K — +0.0% 4Q SEC ↗
17 CX Institutional 374 11K — +0.0% 5Q SEC ↗
18 Essential Investment Partners LLC 300 8K — +0.0% 3Q SEC ↗
19 TUCKER ASSET MANAGEMENT LLC NEW 140 4K — +0.0% 1Q SEC ↗
20 GOLDMAN SACHS GROUP INC 0 0K -10,035 -100.0% 1Q SEC ↗
21 Calamos Advisors LLC 0 0K -27,412 -100.0% 1Q SEC ↗
22 UBS Group AG 0 0K -201 -100.0% 2Q SEC ↗
23 ENVESTNET ASSET MANAGEMENT INC 0 0K -354,964 -100.0% 5Q SEC ↗
24 Farther Finance Advisors, LLC 0 0K -79 -100.0% 2Q SEC ↗
25 VanWeelden Wealth Management, LLC 0 0K -359,687 -100.0% 3Q SEC ↗
26 Intrepid Financial Planning Group LLC 0 0K -65,931 -100.0% 5Q SEC ↗
27 OSAIC HOLDINGS, INC. 0 0K -1,250 -100.0% 3Q SEC ↗
28 GUARDIAN WEALTH ADVISORS, LLC / NC 0 0K -1,230 -100.0% 1Q SEC ↗
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 0K -42,402 -100.0% 6Q SEC ↗
30 Cambridge Investment Research Advisors 0 0K -88,052 -100.0% 4Q SEC ↗
31 Sound Income Strategies, LLC 0 0K -2,745 -100.0% 1Q SEC ↗
Biggest Increases (2)
HolderAddedChange %Total Shares
Crown Wealth Group, LLC +24,787 +5.2% 499,424
WEDBUSH SECURITIES INC +140 +0.7% 20,260
Biggest Decreases (7)
HolderReducedChange %Total Shares
COMMONWEALTH EQUITY SERVICES, LLC -2,886 -9.3% 28,194
BURKETT FINANCIAL SERVICES, LLC -1,441 -19.6% 5,928
Signal Advisors Wealth, LLC -1,009 -4.2% 23,248
MARIPAU WEALTH MANAGEMENT LLC -1,009 -4.2% 23,248
CENTAURUS FINANCIAL, INC. -754 -3.4% 21,199
CREATIVE FINANCIAL DESIGNS INC /ADV -676 -8.4% 7,373
HARBOUR INVESTMENTS, INC. -302 -0.6% 53,039

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms