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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 12811T829

CALAMOS ETF TR

29 institutions · $27.9M total · 1,171,481 shares

#ManagerSharesValue% of TotalPeriod
1Calamos Advisors LLC286,646$7.8M24.46%2025-12-31
2VanWeelden Wealth Management, LLC225,027$5.7M19.20%2024-12-31
3ENVESTNET ASSET MANAGEMENT INC221,348$5.6M18.89%2024-12-31
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC102,197$2.6M8.72%2025-03-31
5Blue Water Asset Management30,966$838.1K2.64%2025-12-31
6SUSQUEHANNA INTERNATIONAL GROUP, LLP29,006$785.0K2.47%2025-12-31
7Calamos Wealth Management LLC25,915$701.3K2.21%2025-12-31
8COMMONWEALTH EQUITY SERVICES, LLC25,756$697.1K2.19%2025-12-31
9HARBOUR INVESTMENTS, INC.21,128$572.4K1.80%2025-12-31
10OLD MISSION CAPITAL LLC17,494$473.5K1.49%2025-12-31
11TrustBank15,100$408.7K1.28%2025-12-31
12Rooted Wealth Advisors, Inc.12,486$339.0K1.06%2025-12-31
13Sloy Dahl & Holst, LLC10,740$290.7K0.91%2025-12-31
14Grantvest Financial Group LLC10,175$275.4K0.86%2025-12-31
15Security Financial Services, INC.10,132$274.2K0.86%2025-12-31
16Cetera Investment Advisers8,486$215.3K0.72%2025-03-31
17Spire Wealth Management2,401$65.0K0.20%2025-12-31
18ADVISOR GROUP HOLDINGS, INC.2,046$55.4K0.17%2025-12-31
19MORGAN STANLEY2,000$54.1K0.17%2025-12-31
20TUCKER ASSET MANAGEMENT LLC1,782$48.2K0.15%2025-12-31
21Camelot Portfolios, LLC1,615$43.7K0.13%2025-12-31
22CREATIVE FINANCIAL DESIGNS INC /ADV838$22.7K0.07%2025-12-31
23New England Capital Financial Advisors LLC448$12.1K0.03%2025-12-31
24UBS Group AG100$2.7K0.00%2025-12-31
25CENTAURUS FINANCIAL, INC.83,166$2.1K7.09%2025-03-31
26Cambridge Investment Research Advisors, Inc.11,989$3241.02%2025-12-31
27Capital Analysts, LLC11,151$3020.95%2025-12-31
28Motiv8 Investments LLC1,343$360.11%2025-12-31
29CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30