CPSF Institutional Ownership & Shareholders
CALMS S&P 500 S PR ETF - FEB (CPSF) is currently held by 23 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $18.48M 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 CPSF tracked by InsiderSet, reporting ownership valued at approximately $12.91M 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 $12.97M, representing an estimated gain of +0.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed CPSF value among the investors covered in this analysis. Major shareholders include Calamos Advisors Llc, Verdence Capital Advisors Llc, Bradley Foster & Sargent Inc/Ct, and several other long-term asset managers with concentrated positions in CALMS S&P 500 S PR ETF - FEB (CPSF).
This page ranks the largest institutional CPSF 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
23
Total Reported Value
$18.48M
Largest Holder
Calamos Advisors Llc
Largest Position
$12.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Calamos Advisors Llc | 0.04% | 485,132 | $12,914,214 | $12,972,915 | +$58,701 | +0.45% | |
| Verdence Capital Advisors Llc | 0.06% | 51,525 | $1,371,580 | $1,377,830 | +$6,250 | +0.46% | |
| Bradley Foster & Sargent Inc/Ct | 0.02% | 46,082 | $1,207,579 | $1,232,279 | +$24,700 | +2.05% | |
| Calamos Wealth Management Llc | 0.03% | 44,305 | $1,179,399 | $1,184,760 | +$5,361 | +0.45% | |
| Commonwealth Equity Services, Llc | 0.00% | 22,973 | $611,530 | $614,321 | +$2,791 | +0.46% | |
| Susquehanna International Group, Llp | 0.00% | 22,091 | $578,895 | $590,735 | +$11,840 | +2.05% | |
| Capital Analysts, Llc | 0.01% | 20,712 | $543,000 | $553,860 | +$10,860 | +2.00% | |
| Jim Saulnier & Associates, Llc | 0.18% | 17,469 | $457,775 | $467,139 | +$9,364 | +2.05% | |
| Mml Investors Services, Llc | 0.00% | 15,795 | $413,908 | $422,374 | +$8,466 | +2.05% | |
| Grantvest Financial Group Llc | 0.21% | 13,577 | $361,416 | $363,063 | +$1,647 | +0.46% | |
| Greenberg Financial Group | 0.13% | 13,549 | $360,670 | $362,314 | +$1,644 | +0.46% | |
| Stolz & Associates, Ps | 0.19% | 11,761 | $308,197 | $314,501 | +$6,304 | +2.05% | |
| Old Mission Capital Llc | 0.01% | 11,543 | $302,484 | $308,671 | +$6,187 | +2.05% | |
| Camelot Portfolios, Llc | 0.21% | 11,312 | $296,431 | $302,494 | +$6,063 | +2.05% | |
| Centaurus Financial, Inc. | 0.01% | 10,540 | $276,000 | $281,850 | +$5,850 | +2.12% | |
| Raymond James Financial Inc | 0.00% | 8,080 | $211,736 | $216,067 | +$4,331 | +2.05% | |
| Osaic Holdings, Inc. | 0.00% | 6,775 | $177,563 | $181,170 | +$3,607 | +2.03% | |
| Aptus Capital Advisors, Llc | 0.00% | 2,072 | $54,297 | $55,407 | +$1,110 | +2.04% | |
| Creative Financial Designs Inc | 0.00% | 834 | $21,855 | $22,302 | +$447 | +2.05% | |
| New England Capital Financial Advisors Llc | 0.00% | 793 | $20,781 | $21,206 | +$425 | +2.04% | |
| Burkett Financial Services, Llc | 0.01% | 775 | $20,630 | $20,724 | +$94 | +0.46% | |
| Harbour Investments, Inc. | 0.00% | 165 | $4,324 | $4,412 | +$88 | +2.04% | |
| Ifp Advisors, Inc | 0.00% | 10 | $266 | $267 | +$1 | +0.53% |
Frequently asked questions about CPSF
Who are the largest institutional holders of CPSF?
The largest institutional holders of CPSF reported in the latest SEC Form 13F filings include Calamos Advisors Llc, Verdence Capital Advisors Llc, Bradley Foster & Sargent Inc/Ct, Calamos Wealth Management Llc, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported CPSF position.
What is CPSF institutional ownership?
This page tracks CPSF positions reported by institutional investment managers through SEC Form 13F. CALMS S&P 500 S PR ETF - FEB (CPSF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CPSF?
InsiderSet currently tracks 23 institutional managers reporting CPSF 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 CPSF shareholders.
How much CPSF stock do institutions own?
Institutional investment managers disclosed approximately $18.48M in CPSF holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CPSF institutional ownership last updated?
The latest CPSF 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 CPSF 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 CPSF position after the reporting date.
Are institutions buying or selling CPSF?
Institutional buying and selling can be analyzed by comparing CPSF positions across consecutive 13F reporting periods. InsiderSet's CPSF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CPSF ownership changes.
How has CPSF institutional ownership changed over time?
InsiderSet tracks CPSF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.