CALAMOS ETF TR (CBTJ)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

Ownership Map

Top 22 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders22of 5,944

Avg: 68

Uncrowded76th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.53x

43th percentile

8 buying15 selling

+4

New

-4

Closed

-112,904

Net shares

Ownership Concentration

Top 5: 69.3%Top 10: 91.1%

MBL Wealth,20.8%

Betterment18.6%

Calamos Advisors11.9%

Beacon Pointe Advisors,10.0%

NBZ Investment Advisors8.0%

Others (17)30.7%

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No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

No collected fundamentals for a debt & leverage analysis.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Institutional Trends (5 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.05%Max: 0.30%High conviction (>1%): 0

MBL Wealth,

Betterment

Calamos Advisors

Beacon Pointe Advisors,

NBZ Investment Advisors

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Calamos Wealth Management

MCDONALD PARTNERS

Cambridge Investment Research Advisors,

JANE STREET GROUP,

Crowding AnalysisCrowded

Holders22of 5,944

Avg: 68

Uncrowded76th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.53x

43th percentile

8 buying15 selling

+4

New

-4

Closed

-112,904

Net shares

Ownership Concentration

Top 5: 69.3%Top 10: 91.1%

MBL Wealth,20.8%

Betterment18.6%

Calamos Advisors11.9%

Beacon Pointe Advisors,10.0%

NBZ Investment Advisors8.0%

Others (17)30.7%

Crowding AnalysisCrowded

Holders22of 5,944

Avg: 68

Uncrowded76th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.53x

43th percentile

8 buying15 selling

+4

New

-4

Closed

-112,904

Net shares

Ownership Concentration

Top 5: 69.3%Top 10: 91.1%

MBL Wealth,20.8%

Betterment18.6%

Calamos Advisors11.9%

Beacon Pointe Advisors,10.0%

NBZ Investment Advisors8.0%

Others (17)30.7%

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Ownership Map

Top 22 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 22 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position