CALAMOSSP500STRCALTPRTCTNMAY (CPSM) Institutional Shareholders
CALAMOSSP500STRCALTPRTCTNMAY (CPSM) 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 $26.74M in CPSM holdings during the latest filing period.
Calamos Advisors Llc is currently the largest disclosed institutional shareholder of CPSM 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 $9.68M, representing an estimated gain of +0.92% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed CPSM value among the investors covered in this analysis. Major shareholders include Calamos Advisors Llc, Centaurus Financial, Inc., Amplius Wealth Advisors, Llc, and several other long-term asset managers with concentrated positions in CALAMOSSP500STRCALTPRTCTNMAY (CPSM).
This page ranks the largest institutional CPSM 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
$26.74M
Largest Holder
Calamos Advisors Llc
Largest Position
$9.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Calamos Advisors Llc | 0.03% | 327,705 | $9,588,648 | $9,677,129 | +$88,481 | +0.92% | |
| Centaurus Financial, Inc. | 0.11% | 97,576 | $2,855,000 | $2,881,419 | +$26,419 | +0.93% | |
| Amplius Wealth Advisors, Llc | 0.16% | 73,632 | $2,154,314 | $2,174,353 | +$20,039 | +0.93% | |
| Advisory Services Network, Llc | 0.02% | 51,113 | $1,495,464 | $1,509,367 | +$13,903 | +0.93% | |
| Grantvest Financial Group Llc | 0.71% | 41,820 | $1,223,570 | $1,234,945 | +$11,375 | +0.93% | |
| Sugar Maple Asset Management, Llc | 0.74% | 39,000 | $1,141,062 | $1,151,670 | +$10,608 | +0.93% | |
| Commonwealth Equity Services, Llc | 0.00% | 38,800 | $1,135,211 | $1,145,764 | +$10,553 | +0.93% | |
| Bcgm Wealth Management, Llc | 0.22% | 35,650 | $1,043,048 | $1,052,745 | +$9,697 | +0.93% | |
| Cetera Investment Advisers | 0.00% | 33,431 | $978,124 | $987,217 | +$9,093 | +0.93% | |
| Lpl Financial Llc | 0.00% | 20,506 | $599,964 | $605,542 | +$5,578 | +0.93% | |
| Calamos Wealth Management Llc | 0.02% | 19,585 | $573,057 | $578,345 | +$5,288 | +0.92% | |
| Osaic Holdings, Inc. | 0.00% | 16,258 | $475,690 | $480,099 | +$4,409 | +0.93% | |
| Susquehanna International Group, Llp | 0.00% | 16,257 | $475,647 | $480,069 | +$4,422 | +0.93% | |
| Blue Water Asset Management | 0.15% | 15,962 | $467,016 | $471,358 | +$4,342 | +0.93% | |
| Jpmorgan Chase & Co | 0.00% | 12,664 | $369,536 | $373,968 | +$4,432 | +1.20% | |
| Jessup Wealth Management, Inc | 0.10% | 11,499 | $336,438 | $339,565 | +$3,127 | +0.93% | |
| Harbour Investments, Inc. | 0.00% | 11,358 | $332,312 | $335,402 | +$3,090 | +0.93% | |
| Nbz Investment Advisors Llc | 0.13% | 10,946 | $320,258 | $323,235 | +$2,977 | +0.93% | |
| Mutual Advisors, Llc | 0.01% | 10,087 | $295,125 | $297,869 | +$2,744 | +0.93% | |
| Wick Capital Partners, Llc | 0.04% | 8,912 | $260,747 | $263,171 | +$2,424 | +0.93% | |
| Concurrent Investment Advisors, Llc | 0.00% | 7,566 | $221,351 | $223,424 | +$2,073 | +0.94% | |
| Secure Asset Management, Llc | 0.03% | 7,050 | $206,269 | $208,187 | +$1,918 | +0.93% | |
| Action Point Financial Planning, Llc | 0.01% | 2,140 | $62,611 | $63,194 | +$583 | +0.93% | |
| Armstrong Advisory Group, Inc | 0.00% | 1,714 | $50,149 | $50,614 | +$465 | +0.93% | |
| New England Capital Financial Advisors Llc | 0.01% | 1,306 | $38,211 | $38,566 | +$355 | +0.93% | |
| Sunrise Financial Services, Llc | 0.01% | 516 | $15,097 | $15,237 | +$140 | +0.93% | |
| Creative Financial Designs Inc | 0.00% | 490 | $14,336 | $14,470 | +$134 | +0.93% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 400 | $11,703 | $11,812 | +$109 | +0.93% | |
| Ifp Advisors, Inc | 0.00% | 100 | $2,926 | $2,953 | +$27 | +0.92% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 50,831 | $1,487 | $1,501,039 | +$1,499,552 | +100844.14% |
Frequently asked questions about CPSM
Who owns the most CPSM stock?
The largest holders of CPSM 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 CALAMOSSP500STRCALTPRTCTNMAY (CPSM).
Is CPSM widely held by superinvestors?
Many widely followed stocks like CPSM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CPSM 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.