CBOX Institutional Ownership & Shareholders
CALAMOS TAX-AWARE CLTRAL ETF (CBOX) is currently held by 8 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.63B based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Calamos Advisors Llc is currently the largest disclosed institutional shareholder of CBOX tracked by InsiderSet, reporting ownership valued at approximately $1.61B in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.62B, representing an estimated gain of +0.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed CBOX value among the investors covered in this analysis. Major shareholders include Calamos Advisors Llc, Chicago Partners Investment Group Llc, Calamos Wealth Management Llc, and several other long-term asset managers with concentrated positions in CALAMOS TAX-AWARE CLTRAL ETF (CBOX).
This page ranks the largest institutional CBOX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
8
Total Reported Value
$1.63B
Largest Holder
Calamos Advisors Llc
Largest Position
$1.61B
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
8
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Calamos Advisors Llc | 5.41% | 15,828,162 | $1,610,990,328 | $1,618,429,565 | +$7,439,237 | +0.46% | |
| Chicago Partners Investment Group Llc | 0.13% | 66,990 | $6,844,368 | $6,849,728 | +$5,360 | +0.08% | |
| Calamos Wealth Management Llc | 0.17% | 57,238 | $5,825,684 | $5,852,586 | +$26,902 | +0.46% | |
| Old Mission Capital Llc | 0.05% | 21,248 | $2,141,798 | $2,172,608 | +$30,810 | +1.44% | |
| Susquehanna International Group, Llp | 0.00% | 16,485 | $1,661,688 | $1,685,591 | +$23,903 | +1.44% | |
| &Partners | 0.00% | 2,980 | $401,184 | $304,705 | -$96,479 | -24.05% | |
| Wolff Wiese Magana Llc | 0.02% | 493 | $50,178 | $50,409 | +$231 | +0.46% | |
| Signaturefd, Llc | 0.00% | 129 | $13,130 | $13,190 | +$60 | +0.46% |
Frequently asked questions about CBOX
Who are the largest institutional holders of CBOX?
The largest institutional holders of CBOX reported in the latest SEC Form 13F filings include Calamos Advisors Llc, Chicago Partners Investment Group Llc, Calamos Wealth Management Llc, Old Mission Capital Llc, and Susquehanna International Group, Llp. InsiderSet ranks institutional holders by their latest reported CBOX position.
What is CBOX institutional ownership?
This page tracks CBOX positions reported by institutional investment managers through SEC Form 13F. CALAMOS TAX-AWARE CLTRAL ETF (CBOX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CBOX?
InsiderSet currently tracks 8 institutional managers reporting CBOX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CBOX shareholders.
How much CBOX stock do institutions own?
Institutional investment managers disclosed approximately $1.63B in CBOX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CBOX institutional ownership last updated?
The latest CBOX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CBOX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CBOX position after the reporting date.
Are institutions buying or selling CBOX?
Institutional buying and selling can be analyzed by comparing CBOX positions across consecutive 13F reporting periods. InsiderSet's CBOX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CBOX ownership changes.
How has CBOX institutional ownership changed over time?
InsiderSet tracks CBOX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.