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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 12811T860

CALAMOS ETF TR

34 institutions · $45.7M total · 1,796,383 shares

#ManagerSharesValue% of TotalPeriod
1VanWeelden Wealth Management, LLC632,609$16.1M35.21%2024-12-31
2ENVESTNET ASSET MANAGEMENT INC623,086$15.8M34.68%2024-12-31
3WEALTH ENHANCEMENT ADVISORY SERVICES, LLC109,722$2.8M6.10%2025-03-31
4Owen LaRue, LLC101,881$2.8M5.67%2025-12-31
5Calamos Wealth Management LLC56,292$1.5M3.13%2025-12-31
6JIM SAULNIER & ASSOCIATES, LLC42,088$1.1M2.34%2025-12-31
7COMMONWEALTH EQUITY SERVICES, LLC33,874$922.0K1.88%2025-12-31
8HARBOUR INVESTMENTS, INC.19,559$532.4K1.08%2025-12-31
9OLD MISSION CAPITAL LLC18,482$503.1K1.02%2025-12-31
10ADVISOR GROUP HOLDINGS, INC.15,248$415.0K0.84%2025-12-31
11SUSQUEHANNA INTERNATIONAL GROUP, LLP12,189$331.8K0.67%2025-12-31
12JANE STREET GROUP, LLC11,446$308.5K0.63%2025-09-30
13Claro Advisors LLC10,570$287.7K0.58%2025-12-31
14Pallas Capital Advisors LLC9,321$253.7K0.51%2025-12-31
15Sigma Planning Corp8,343$227.1K0.46%2025-12-31
16Creative Planning8,085$220.1K0.45%2025-12-31
17Leelyn Smith, LLC8,111$218.6K0.45%2025-09-30
18Berger Financial Group, Inc8,385$212.8K0.46%2024-12-31
19Maxwell Wealth Strategies Inc.8,085$205.2K0.45%2024-12-31
20Focus Financial Network, Inc.7,500$204.2K0.41%2025-12-31
21GREENBERG FINANCIAL GROUP7,380$200.9K0.41%2025-12-31
22Kestra Advisory Services, LLC7,054$192.0K0.39%2025-12-31
23PRINCIPAL SECURITIES, INC.4,517$121.7K0.25%2025-09-30
24BURKETT FINANCIAL SERVICES, LLC3,750$102.1K0.20%2025-12-31
25Aspire Wealth Management Corp1,692$42.4K0.09%2024-09-30
26Sound Income Strategies, LLC1,209$33.0K0.06%2025-12-31
27Farther Finance Advisors, LLC900$24.5K0.05%2025-12-31
28Steward Partners Investment Advisory, LLC810$22.0K0.04%2025-12-31
29CREATIVE FINANCIAL DESIGNS INC /ADV810$22.0K0.04%2025-12-31
30Camelot Portfolios, LLC250$6.8K0.01%2025-12-31
31UBS Group AG144$3.9K0.00%2025-12-31
32CENTAURUS FINANCIAL, INC.12,303$3350.68%2025-12-31
33Capital Analysts, LLC10,688$2910.59%2025-12-31
34CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30