CALAMOSSP500STRCALTPRTCTNMAY (CPSM) Institutional Ownership Changes & 13F Activity
CALAMOSSP500STRCALTPRTCTNMAY (CPSM). 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 Grantvest Financial Group Llc, Old Mission Capital Llc, Leclair Wealth Partners Llc, Jpmorgan Chase & Co, and Jessup Wealth Management, Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Centaurus Financial, Inc. | Buy | +335 | +0.3% | 97,576 | $2.85M | Q2 2026 | Aug 17, 2026 |
| Osaic Holdings, Inc. | Buy | +7,250 | +80.5% | 16,258 | $475.69K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -2,258 | -12.2% | 16,257 | $475.65K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +2,140 | — | 2,140 | $62.61K | Q2 2026 | Aug 14, 2026 |
| Jpmorgan Chase & Co | Buy | +12,664 | — | 12,664 | $369.54K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -5,294 | -31.8% | 11,358 | $332.31K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -1,100 | -3.2% | 33,431 | $978.12K | Q2 2026 | Aug 12, 2026 |
| Sunrise Financial Services, Llc | Buy | +516 | — | 516 | $15.10K | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Sell | -510 | -1.0% | 51,113 | $1.50M | Q2 2026 | Aug 12, 2026 |
| Jessup Wealth Management, Inc | Buy | +11,499 | — | 11,499 | $336.44K | Q2 2026 | Aug 11, 2026 |
| Grantvest Financial Group Llc | Buy | +41,820 | — | 41,820 | $1.22M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +4,700 | +29.7% | 20,506 | $599.96K | Q2 2026 | Aug 07, 2026 |
| Calamos Wealth Management Llc | Buy | +5,215 | +36.3% | 19,585 | $573.06K | Q2 2026 | Jul 31, 2026 |
| Calamos Advisors Llc | Buy | +930 | +0.3% | 327,705 | $9.59M | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +3,916 | +8.3% | 50,831 | $1.49K | Q2 2026 | Jul 30, 2026 |
| Creative Financial Designs Inc | Buy | +490 | — | 490 | $14.34K | Q2 2026 | Jul 28, 2026 |
| Concurrent Investment Advisors, Llc | Buy | +7,566 | — | 7,566 | $221.35K | Q2 2026 | Jul 27, 2026 |
| New England Capital Financial Advisors Llc | Buy | +1,125 | +621.5% | 1,306 | $38.21K | Q2 2026 | Jul 27, 2026 |
| Amplius Wealth Advisors, Llc | Sell | -9,231 | -11.1% | 73,632 | $2.15M | Q2 2026 | Jul 17, 2026 |
| Secure Asset Management, Llc | Buy | +7,050 | — | 7,050 | $206.27K | Q2 2026 | Jul 15, 2026 |
| Armstrong Advisory Group, Inc | Buy | +1,714 | — | 1,714 | $50.15K | Q2 2026 | Jul 13, 2026 |
| Old Mission Capital Llc | Sell | -23,905 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Leclair Wealth Partners Llc | Sell | -15,962 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Vista Investment Partners Llc | Sell | -7,550 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 09, 2026 |
| Farther Finance Advisors, Llc | Sell | -2,800 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 07, 2026 |
Frequently asked questions about CPSM activity
Which institutional owners are buying CPSM?
Institutional owners buying CPSM 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 CPSM activity?
"Buy" means an investor increased their reported position in CPSM compared to the prior reporting period. This reflects growing exposure to CALAMOSSP500STRCALTPRTCTNMAY (CPSM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CPSM increasing?
Institutional interest in CPSM 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.