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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 12811T720

CALAMOS ETF TR

28 institutions · $10.3M total · 563,245 shares

#ManagerSharesValue% of TotalPeriod
1MBL Wealth, LLC157,377$3.4M27.94%2025-12-31
2JANE STREET GROUP, LLC52,584$1.2M9.33%2025-12-31
3NBZ Investment Advisors LLC35,859$784.6K6.36%2025-12-31
4ATX Financial Planning, LLC33,933$742.5K6.02%2025-12-31
5SUSQUEHANNA INTERNATIONAL GROUP, LLP26,322$575.9K4.67%2025-12-31
6Calamos Wealth Management LLC20,812$455.4K3.69%2025-12-31
7Calamos Advisors LLC16,440$359.7K2.91%2025-12-31
8GREENBERG FINANCIAL GROUP16,388$358.6K2.90%2025-12-31
9EVEXIA WEALTH LLC12,259$297.4K2.17%2025-12-31
10OLD MISSION CAPITAL LLC13,491$295.2K2.39%2025-12-31
11MCDONALD PARTNERS LLC12,097$264.7K2.14%2025-12-31
12Kingsview Wealth Management, LLC9,163$262.1K1.62%2025-09-30
13Copperleaf Capital, LLC9,145$261.5K1.62%2025-09-30
14Claro Advisors LLC10,211$237.1K1.81%2025-03-31
15HARBOUR INVESTMENTS, INC.10,436$228.3K1.85%2025-12-31
16MML INVESTORS SERVICES, LLC9,161$200.4K1.62%2025-12-31
17IFP Advisors, Inc6,340$138.7K1.12%2025-12-31
18Ankerstar Wealth, LLC3,410$74.6K0.60%2025-12-31
19UBS Group AG1,900$41.6K0.33%2025-12-31
20Wealthspire Advisors, LLC1,199$34.3K0.21%2025-09-30
21Aptus Capital Advisors, LLC1,500$32.8K0.26%2025-12-31
22JPMORGAN CHASE & CO1,410$32.7K0.25%2025-03-31
23ADVISOR GROUP HOLDINGS, INC.507$11.1K0.09%2025-12-31
24Betterment LLC87,843$1.9K15.59%2025-12-31
25DHJJ Financial Advisors, Ltd.50$1.1K0.00%2025-12-31
26Cambridge Investment Research Advisors, Inc.13,402$2932.37%2025-12-31
27Legacy Wealth Managment, LLC/ID6$1400.00%2025-03-31
28CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30