CLMS S&P STR ALT DEC (CPSD) Institutional Shareholders

CLMS S&P STR ALT DEC (CPSD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $25.64M in CPSD holdings during the latest filing period.

Calamos Advisors Llc is currently the largest disclosed institutional shareholder of CPSD tracked by InsiderSet, reporting ownership valued at approximately $9.59M in its June 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 $9.75M, representing an estimated gain of +1.66% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed CPSD value among the investors covered in this analysis. Major shareholders include Calamos Advisors Llc, Calamos Wealth Management Llc, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in CLMS S&P STR ALT DEC (CPSD).

This page ranks the largest institutional CPSD 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

30

Total Reported Value

$25.64M

Largest Holder

Calamos Advisors Llc

Largest Position

$9.59M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

38

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Calamos Advisors Llc0.03%359,149$9,589,278$9,748,202+$158,924+1.66%
Calamos Wealth Management Llc0.07%88,023$2,350,214$2,389,164+$38,950+1.66%
Commonwealth Equity Services, Llc0.00%58,264$1,555,359$1,581,431+$26,072+1.68%
New England Capital Financial Advisors Llc0.35%54,586$1,457,183$1,481,601+$24,418+1.68%
Burkett Financial Services, Llc0.43%51,373$1,371,402$1,394,392+$22,990+1.68%
Lpl Financial Llc0.00%45,525$1,215,290$1,235,662+$20,372+1.68%
Advisor Os, Llc0.07%41,476$1,107,202$1,125,762+$18,560+1.68%
Stolz & Associates, Ps0.67%40,039$1,068,841$1,086,759+$17,918+1.68%
Cyr Financial Inc.0.52%37,495$1,000,929$1,017,708+$16,779+1.68%
Blue Water Asset Management0.22%24,974$666,681$677,857+$11,176+1.68%
Claro Advisors Inc.0.04%15,776$421,141$428,200+$7,059+1.68%
Envestnet Asset Management Inc0.00%15,307$408,620$415,470+$6,850+1.68%
Susquehanna International Group, Llp0.00%14,612$390,067$396,606+$6,539+1.68%
Sloy Dahl & Holst, Llc0.04%13,025$347,703$353,531+$5,828+1.68%
Maripau Wealth Management Llc0.12%12,827$342,417$348,157+$5,740+1.68%
Signal Advisors Wealth, Llc0.02%12,827$342,417$348,157+$5,740+1.68%
Osaic Holdings, Inc.0.00%11,876$317,089$322,344+$5,255+1.66%
Wedbush Securities Inc0.01%10,784$288,000$292,705+$4,705+1.63%
Adamsbrown Wealth Consultants Llc0.05%10,500$280,298$284,996+$4,698+1.68%
Grantvest Financial Group Llc0.14%8,805$235,050$238,990+$3,940+1.68%
Old Mission Capital Llc0.01%8,456$225,732$229,517+$3,785+1.68%
Waverly Advisors, Llc0.00%8,276$220,928$224,631+$3,703+1.68%
Wealthtrust Asset Management, Llc0.11%7,939$211,932$215,484+$3,552+1.68%
Centaurus Financial, Inc.0.00%4,000$107,000$108,570+$1,570+1.47%
Capital Analysts, Llc0.00%1,649$44,000$44,758+$758+1.72%
Creative Financial Designs Inc0.00%807$21,543$21,904+$361+1.68%
Action Point Financial Planning, Llc0.00%625$16,684$16,964+$280+1.68%
Steward Partners Investment Advisory, Llc0.00%621$16,578$16,855+$277+1.67%
Morgan Stanley0.00%500$13,348$13,571+$223+1.67%
Cx Institutional0.00%374$10,000$10,151+$151+1.51%
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Frequently asked questions about CPSD

  • Who owns the most CPSD stock?

    The largest holders of CPSD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CLMS S&P STR ALT DEC (CPSD).

  • Is CPSD widely held by superinvestors?

    Many widely followed stocks like CPSD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CPSD is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.