CALAMOS CONV EQTY ALT ETF (CVRT) Institutional Shareholders
CALAMOS CONV EQTY ALT ETF (CVRT) 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 $13.61M in CVRT holdings during the latest filing period.
Client First Investment Management Llc is currently the largest disclosed institutional shareholder of CVRT tracked by InsiderSet, reporting ownership valued at approximately $3.19M 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 $2.89M, representing an estimated loss of -9.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed CVRT value among the investors covered in this analysis. Major shareholders include Client First Investment Management Llc, Truist Financial Corp, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in CALAMOS CONV EQTY ALT ETF (CVRT).
This page ranks the largest institutional CVRT 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
18
Total Reported Value
$13.61M
Largest Holder
Client First Investment Management Llc
Largest Position
$3.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
21
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Client First Investment Management Llc | 1.34% | 62,004 | $3,189,083 | $2,891,848 | -$297,235 | -9.32% | |
| Truist Financial Corp | 0.00% | 54,280 | $2,791,785 | $2,531,603 | -$260,182 | -9.32% | |
| Osaic Holdings, Inc. | 0.00% | 27,680 | $1,423,696 | $1,290,987 | -$132,709 | -9.32% | |
| Jane Street Group, Llc | 0.00% | 16,393 | $843,149 | $764,565 | -$78,584 | -9.32% | |
| Realta Investment Advisors | 0.26% | 16,350 | $840,938 | $762,559 | -$78,379 | -9.32% | |
| Ifp Advisors, Inc | 0.01% | 15,470 | $795,676 | $721,516 | -$74,160 | -9.32% | |
| Kestra Advisory Services, Llc | 0.00% | 12,279 | $631,554 | $572,689 | -$58,865 | -9.32% | |
| Liberty Square Wealth Partners Llc | 0.15% | 12,000 | $617,202 | $559,676 | -$57,526 | -9.32% | |
| Grantvest Financial Group Llc | 0.33% | 11,206 | $576,340 | $522,644 | -$53,696 | -9.32% | |
| Centaurus Financial, Inc. | 0.02% | 10,742 | $552,000 | $501,004 | -$50,996 | -9.24% | |
| Envestnet Asset Management Inc | 0.00% | 8,719 | $448,470 | $406,652 | -$41,818 | -9.32% | |
| Brookstone Capital Management | 0.00% | 5,782 | $297,409 | $269,671 | -$27,738 | -9.33% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 4,772 | $245,441 | $222,565 | -$22,876 | -9.32% | |
| Lpl Financial Llc | 0.00% | 4,023 | $206,917 | $187,632 | -$19,285 | -9.32% | |
| Huntington National Bank | 0.00% | 2,080 | $106,982 | $97,011 | -$9,971 | -9.32% | |
| Capital Investment Advisory Services, Llc | 0.00% | 580 | $29,831 | $27,051 | -$2,780 | -9.32% | |
| Nbc Securities, Inc. | 0.00% | 200 | $10,286 | $9,328 | -$958 | -9.31% | |
| Ubs Group Ag | 0.00% | 7 | $360 | $326 | -$34 | -9.31% |
Frequently asked questions about CVRT
Who owns the most CVRT stock?
The largest holders of CVRT 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 CALAMOS CONV EQTY ALT ETF (CVRT).
Is CVRT widely held by superinvestors?
Many widely followed stocks like CVRT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CVRT 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.