CALAMOS ETF TR (CBTO)

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.

Institutional Trends (2 Quarters)

No trend data available for this metric.

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

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

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.

Ownership Map

Top 13 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 AnalysisModerate

Holders13of 5,944

Avg: 68

Uncrowded72th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.5x

44th percentile

9 buying6 selling

+6

New

-3

Closed

-151,054

Net shares

Ownership Concentration

Top 5: 94.6%Top 10: 99.9%

Oasis Advisors,61.9%

Orion Porfolio Solutions,10.8%

Calamos Advisors9.6%

SUSQUEHANNA INTERNATIONAL GROUP, LLP7.7%

Ankerstar Wealth,4.6%

Others (8)5.4%

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Crowding AnalysisModerate

Holders13of 5,944

Avg: 68

Uncrowded72th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.5x

44th percentile

9 buying6 selling

+6

New

-3

Closed

-151,054

Net shares

Ownership Concentration

Top 5: 94.6%Top 10: 99.9%

Oasis Advisors,61.9%

Orion Porfolio Solutions,10.8%

Calamos Advisors9.6%

SUSQUEHANNA INTERNATIONAL GROUP, LLP7.7%

Ankerstar Wealth,4.6%

Others (8)5.4%

Crowding AnalysisModerate

Holders13of 5,944

Avg: 68

Uncrowded72th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.5x

44th percentile

9 buying6 selling

+6

New

-3

Closed

-151,054

Net shares

Ownership Concentration

Top 5: 94.6%Top 10: 99.9%

Oasis Advisors,61.9%

Orion Porfolio Solutions,10.8%

Calamos Advisors9.6%

SUSQUEHANNA INTERNATIONAL GROUP, LLP7.7%

Ankerstar Wealth,4.6%

Others (8)5.4%

Conviction-Weighted Ownership

Median weight: 0.01%Avg weight: 0.18%Max: 1.26%High conviction (>1%): 1

Oasis Advisors,

Orion Porfolio Solutions,

Calamos Advisors

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Ankerstar Wealth,

Calamos Wealth Management

IFP Advisors,

HARBOUR INVESTMENTS,

Noble Wealth Management PBC

Sound Income Strategies,

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

Ownership Map

Top 13 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 13 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