CLMS S&P STR ALT DEC (CPSD) Institutional Ownership Changes & 13F Activity
CLMS S&P STR ALT DEC (CPSD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Calamos Advisors Llc, Creative Planning, Leclair Wealth Partners Llc, Cetera Investment Advisers, and Susquehanna International Group, Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -362 | -2.3% | 15,307 | $408.62K | Q2 2026 | Sep 23, 2026 |
| Centaurus Financial, Inc. | Sell | -558 | -12.2% | 4,000 | $107.00K | Q2 2026 | Aug 17, 2026 |
| Susquehanna International Group, Llp | Buy | +14,612 | — | 14,612 | $390.07K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +11,002 | +1258.8% | 11,876 | $317.09K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -7,498 | -47.0% | 8,456 | $225.73K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +625 | — | 625 | $16.68K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +500 | — | 500 | $13.35K | Q2 2026 | Aug 13, 2026 |
| Maripau Wealth Management Llc | Sell | -1,038 | -7.5% | 12,827 | $342.42K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +1,435 | +3.3% | 45,525 | $1.22M | Q2 2026 | Aug 07, 2026 |
| Signal Advisors Wealth, Llc | Sell | -1,038 | -7.5% | 12,827 | $342.42K | Q2 2026 | Aug 04, 2026 |
| Calamos Advisors Llc | Sell | -76,341 | -17.5% | 359,149 | $9.59M | Q2 2026 | Jul 31, 2026 |
| Calamos Wealth Management Llc | Sell | -3,773 | -4.1% | 88,023 | $2.35M | Q2 2026 | Jul 31, 2026 |
| Claro Advisors Inc. | Sell | -610 | -3.7% | 15,776 | $421.14K | Q2 2026 | Jul 30, 2026 |
| Stolz & Associates, Ps | Sell | -2,052 | -4.9% | 40,039 | $1.07M | Q2 2026 | Jul 29, 2026 |
| Commonwealth Equity Services, Llc | Sell | -509 | -0.9% | 58,264 | $1.56M | Q2 2026 | Jul 29, 2026 |
| Creative Financial Designs Inc | Sell | -2,239 | -73.5% | 807 | $21.54K | Q2 2026 | Jul 28, 2026 |
| Wedbush Securities Inc | Buy | +84 | +0.8% | 10,784 | $288.00K | Q2 2026 | Jul 28, 2026 |
| New England Capital Financial Advisors Llc | Sell | -2,000 | -3.5% | 54,586 | $1.46M | Q2 2026 | Jul 27, 2026 |
| Cyr Financial Inc. | Sell | -1,562 | -4.0% | 37,495 | $1.00M | Q2 2026 | Jul 20, 2026 |
| Burkett Financial Services, Llc | Sell | -873 | -1.7% | 51,373 | $1.37M | Q2 2026 | Jul 02, 2026 |
| Cetera Investment Advisers | Sell | -17,367 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Creative Planning | Sell | -27,060 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Leclair Wealth Partners Llc | Sell | -24,974 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Hightower Advisors, Llc | Sell | -12,185 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about CPSD activity
Which institutional owners are buying CPSD?
Institutional owners buying CPSD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CPSD activity?
"Buy" means an investor increased their reported position in CPSD compared to the prior reporting period. This reflects growing exposure to CLMS S&P STR ALT DEC (CPSD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CPSD increasing?
Institutional interest in CPSD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.