CALM LAD S&P 500 STR A P ETF (CPSL) Institutional Ownership Changes & 13F Activity
CALM LAD S&P 500 STR A P ETF (CPSL). 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 Innovative Asset Advisors Group, Llc, Cetera Investment Advisers, Commonwealth Equity Services, Llc, Goldman Sachs Group Inc, and Burkett Financial Services, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Centaurus Financial, Inc. | Sell | -1 | -0.0% | 76,916 | $2.15M | Q2 2026 | Aug 17, 2026 |
| Mutual Advisors, Llc | Buy | +18,030 | +13.3% | 153,497 | $4.29M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +11,788 | — | 11,788 | $329.12K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -9,706 | -40.5% | 14,231 | $397.33K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -2,117 | -10.8% | 17,522 | $489.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -1,000 | -4.8% | 20,020 | $558.96K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +60 | — | 60 | $1.68K | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | Sell | -63,259 | -78.1% | 17,731 | $495.05K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -9,733 | -5.7% | 161,079 | $4.50M | Q2 2026 | Aug 12, 2026 |
| Smith, Moore & Co. | Sell | -200 | -2.4% | 8,183 | $228.47K | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Buy | +72 | +6.2% | 1,229 | $34.31K | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Buy | +13,103 | — | 13,103 | $365.84K | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Sell | -2,538 | -18.6% | 11,140 | $311.03K | Q2 2026 | Aug 07, 2026 |
| Td Capital Management Llc | Buy | +4,327 | +30.6% | 18,452 | $515.18K | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | Buy | +1,650 | +40.2% | 5,750 | $160.54K | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, Llc | Buy | +1,000 | — | 1,000 | $27.92K | Q2 2026 | Aug 06, 2026 |
| Innovative Asset Advisors Group, Llc | Buy | +86,761 | — | 86,761 | $2.42M | Q2 2026 | Aug 05, 2026 |
| Prime Capital Investment Advisors, Llc | Buy | +17,021 | +14.5% | 134,220 | $3.75M | Q2 2026 | Aug 05, 2026 |
| Capital Analysts, Llc | Buy | +4,858 | +6.3% | 81,559 | $2.28M | Q2 2026 | Aug 05, 2026 |
| Calamos Wealth Management Llc | Buy | +4,355 | +14.8% | 33,869 | $945.62K | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -8,705 | -20.9% | 32,908 | $919.00 | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +30,230 | +35.9% | 114,410 | $3.19M | Q2 2026 | Jul 29, 2026 |
| Sbi Securities Co., Ltd. | Buy | +4 | — | 4 | $112.00 | Q2 2026 | Jul 23, 2026 |
| Blue Trust, Inc. | Buy | +4,363 | — | 4,363 | $121.81K | Q2 2026 | Jul 21, 2026 |
| Applied Capital Llc | Sell | -3,642 | -12.2% | 26,113 | $729.06K | Q2 2026 | Jul 21, 2026 |
| Amplius Wealth Advisors, Llc | Sell | -2,799 | -3.7% | 73,449 | $2.05M | Q2 2026 | Jul 17, 2026 |
| Worth Asset Management, Llc | Buy | +2,996 | +4.5% | 69,990 | $1.95M | Q2 2026 | Jul 08, 2026 |
| Burkett Financial Services, Llc | Buy | +19,289 | +2.6% | 759,599 | $21.21M | Q2 2026 | Jul 02, 2026 |
| Goldman Sachs Group Inc | Sell | -20,259 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Guardian Wealth Advisors, Llc / Nc | Sell | -1,157 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
Frequently asked questions about CPSL activity
Which institutional owners are buying CPSL?
Institutional owners buying CPSL 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 CPSL activity?
"Buy" means an investor increased their reported position in CPSL compared to the prior reporting period. This reflects growing exposure to CALM LAD S&P 500 STR A P ETF (CPSL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CPSL increasing?
Institutional interest in CPSL 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.