CBTJ Institutional Ownership & Shareholders
CALAMOS BITCOIN 80 P ETF JAN (CBTJ) is currently held by 20 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $18.89M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Mbl Wealth, Llc is currently the largest disclosed institutional shareholder of CBTJ tracked by InsiderSet, reporting ownership valued at approximately $10.35M 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 $9.66M, representing an estimated loss of -6.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed CBTJ value among the investors covered in this analysis. Major shareholders include Mbl Wealth, Llc, Susquehanna International Group, Llp, Calamos Advisors Llc, and several other long-term asset managers with concentrated positions in CALAMOS BITCOIN 80 P ETF JAN (CBTJ).
This page ranks the largest institutional CBTJ 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
20
Total Reported Value
$18.89M
Largest Holder
Mbl Wealth, Llc
Largest Position
$10.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mbl Wealth, Llc | 0.62% | 499,664 | $10,352,040 | $9,662,103 | -$689,937 | -6.66% | |
| Susquehanna International Group, Llp | 0.00% | 145,380 | $2,509,869 | $2,811,242 | +$301,373 | +12.01% | |
| Calamos Advisors Llc | 0.00% | 74,312 | $1,282,625 | $1,436,986 | +$154,361 | +12.03% | |
| Betterment Llc | 0.00% | 54,926 | $948,000 | $1,062,115 | +$114,115 | +12.04% | |
| Beacon Pointe Advisors, Llc | 0.00% | 44,723 | $772,107 | $864,818 | +$92,711 | +12.01% | |
| Nbz Investment Advisors Llc | 0.29% | 35,739 | $740,441 | $691,092 | -$49,349 | -6.66% | |
| Titleist Asset Management, Llc | 0.04% | 29,527 | $611,740 | $570,970 | -$40,770 | -6.66% | |
| Jane Street Group, Llc | 0.00% | 29,652 | $511,918 | $573,387 | +$61,469 | +12.01% | |
| Calamos Wealth Management Llc | 0.01% | 18,631 | $321,571 | $360,271 | +$38,700 | +12.03% | |
| Mcdonald Partners Llc | 0.08% | 18,412 | $317,868 | $356,037 | +$38,169 | +12.01% | |
| Evexia Wealth Llc | 0.06% | 13,178 | $232,856 | $254,826 | +$21,970 | +9.43% | |
| Mml Investors Services, Llc | 0.00% | 10,007 | $172,760 | $193,507 | +$20,747 | +12.01% | |
| Ifp Advisors, Inc | 0.00% | 2,280 | $47,237 | $44,089 | -$3,148 | -6.66% | |
| Farther Finance Advisors, Llc | 0.00% | 1,000 | $20,718 | $19,337 | -$1,381 | -6.66% | |
| Osaic Holdings, Inc. | 0.00% | 1,007 | $17,383 | $19,473 | +$2,090 | +12.02% | |
| Aptus Capital Advisors, Llc | 0.00% | 1,000 | $17,264 | $19,337 | +$2,073 | +12.01% | |
| Harbour Investments, Inc. | 0.00% | 399 | $6,888 | $7,716 | +$828 | +12.01% | |
| Ubs Group Ag | 0.00% | 208 | $3,591 | $4,022 | +$431 | +12.01% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 16,909 | $292 | $326,973 | +$326,681 | +111876.96% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 5 | $104 | $97 | -$7 | -7.03% |
Frequently asked questions about CBTJ
Who are the largest institutional holders of CBTJ?
The largest institutional holders of CBTJ reported in the latest SEC Form 13F filings include Mbl Wealth, Llc, Susquehanna International Group, Llp, Calamos Advisors Llc, Betterment Llc, and Beacon Pointe Advisors, Llc. InsiderSet ranks institutional holders by their latest reported CBTJ position.
What is CBTJ institutional ownership?
This page tracks CBTJ positions reported by institutional investment managers through SEC Form 13F. CALAMOS BITCOIN 80 P ETF JAN (CBTJ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CBTJ?
InsiderSet currently tracks 20 institutional managers reporting CBTJ 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 CBTJ shareholders.
How much CBTJ stock do institutions own?
Institutional investment managers disclosed approximately $18.89M in CBTJ holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CBTJ institutional ownership last updated?
The latest CBTJ 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 CBTJ 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 CBTJ position after the reporting date.
Are institutions buying or selling CBTJ?
Institutional buying and selling can be analyzed by comparing CBTJ positions across consecutive 13F reporting periods. InsiderSet's CBTJ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CBTJ ownership changes.
How has CBTJ institutional ownership changed over time?
InsiderSet tracks CBTJ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.