CALAMOSSP500STRCALTPRTCTNMAY (CPSM) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $22.52M 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 $9.43M in its March 31, 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 $9.54M, representing an estimated gain of +1.13% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed CPSM value among the investors covered in this analysis. Major shareholders include Calamos Advisors Llc, Amplius Wealth Advisors, Llc, Advisory Services Network, 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

25

Total Reported Value

$22.52M

Largest Holder

Calamos Advisors Llc

Largest Position

$9.43M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

31

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Calamos Advisors Llc0.04%326,775$9,430,726$9,536,896+$106,170+1.13%
Amplius Wealth Advisors, Llc0.20%82,863$2,391,042$2,418,348+$27,306+1.14%
Advisory Services Network, Llc0.02%51,623$1,489,607$1,506,612+$17,005+1.14%
Sugar Maple Asset Management, Llc0.68%39,000$1,125,365$1,138,211+$12,846+1.14%
Commonwealth Equity Services, Llc0.00%38,800$1,119,590$1,132,374+$12,784+1.14%
Bcgm Wealth Management, Llc0.26%35,650$1,028,699$1,040,442+$11,743+1.14%
Cetera Investment Advisers0.00%34,531$996,409$1,007,784+$11,375+1.14%
Old Mission Capital Llc0.02%23,905$689,790$697,665+$7,875+1.14%
Susquehanna International Group, Llp0.00%18,515$534,260$540,358+$6,098+1.14%
Harbour Investments, Inc.0.01%16,652$480,502$485,987+$5,485+1.14%
Blue Water Asset Management0.16%15,962$460,591$465,849+$5,258+1.14%
Leclair Wealth Partners Llc0.16%15,962$460,591$465,849+$5,258+1.14%
Lpl Financial Llc0.00%15,806$456,090$461,297+$5,207+1.14%
Calamos Wealth Management Llc0.01%14,370$414,718$419,387+$4,669+1.13%
Nbz Investment Advisors Llc0.14%10,946$315,852$319,458+$3,606+1.14%
Mutual Advisors, Llc0.01%10,087$291,065$294,388+$3,323+1.14%
Osaic Holdings, Inc.0.00%9,008$259,930$262,898+$2,968+1.14%
Wick Capital Partners, Llc0.05%8,912$257,160$260,096+$2,936+1.14%
Vista Investment Partners Llc0.06%7,550$217,859$220,346+$2,487+1.14%
Farther Finance Advisors, Llc0.00%2,800$80,948$81,718+$770+0.95%
Pinnacle Wealth Planning Services, Inc.0.00%400$11,542$11,674+$132+1.14%
New England Capital Financial Advisors Llc0.00%181$5,223$5,282+$59+1.14%
Ifp Advisors, Inc0.00%100$2,886$2,918+$32+1.13%
Centaurus Financial, Inc.0.13%97,241$2,806$2,837,969+$2,835,163+101039.30%
Cambridge Investment Research Advisors, Inc.0.00%46,915$1,354$1,369,210+$1,367,856+101023.31%

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.