CALAMOS ETF TR (CBTY)

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.

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 9 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

Holders9of 5,944

Avg: 68

Uncrowded69th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.67x

34th percentile

4 buying6 selling

+2

New

-2

Closed

+143K

Net shares

Ownership Concentration

Top 5: 99.2%Top 10: 100.0%

MBL Wealth,69.9%

SUSQUEHANNA INTERNATIONAL GROUP, LLP12.8%

Calamos Advisors11.7%

Calamos Wealth Management3.8%

Noble Wealth Management PBC1.0%

Others (4)0.8%

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

Institutional Trends (3 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.01%Avg weight: 0.06%Max: 0.47%High conviction (>1%): 0

MBL Wealth,

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Calamos Advisors

Calamos Wealth Management

Noble Wealth Management PBC

Anfield Capital Management,

Ankerstar Wealth,

IFP Advisors,

UBS Group AG

Crowding AnalysisModerate

Holders9of 5,944

Avg: 68

Uncrowded69th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.67x

34th percentile

4 buying6 selling

+2

New

-2

Closed

+143K

Net shares

Ownership Concentration

Top 5: 99.2%Top 10: 100.0%

MBL Wealth,69.9%

SUSQUEHANNA INTERNATIONAL GROUP, LLP12.8%

Calamos Advisors11.7%

Calamos Wealth Management3.8%

Noble Wealth Management PBC1.0%

Others (4)0.8%

Crowding AnalysisModerate

Holders9of 5,944

Avg: 68

Uncrowded69th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.67x

34th percentile

4 buying6 selling

+2

New

-2

Closed

+143K

Net shares

Ownership Concentration

Top 5: 99.2%Top 10: 100.0%

MBL Wealth,69.9%

SUSQUEHANNA INTERNATIONAL GROUP, LLP12.8%

Calamos Advisors11.7%

Calamos Wealth Management3.8%

Noble Wealth Management PBC1.0%

Others (4)0.8%

Ownership Map

Top 9 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 9 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

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