Who Owns CALAMOS ETF TR (CBOJ)?Hedge Fund & Institutional Holders
$23.80+0.04 (+0.17%)BATS
Institutional Holders
20
as of Q4 2025
Total Institutional Value
$1.4608566565624295e+32T
% of Float Held
—
QoQ Change in Holders
+10 / -2
Price History
CBOJ — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| ATX Financial Planning, LLC | New Position | +61K | +$1.5M |
| EVEXIA WEALTH LLC | New Position | +23K | +$562K |
| Calamos Advisors LLC | New Position | +18K | +$429K |
| Markin Asset Management, LP | New Position | +17K | +$417K |
| Delta Investment Management, LLC | New Position | +17K | +$401K |
| Ankerstar Wealth, LLC | New Position | +8K | +$195K |
| Camelot Portfolios, LLC | New Position | +2K | +$53K |
| Farther Finance Advisors, LLC | New Position | +430 | +$10K |
| Kestra Advisory Services, LLC | New Position | +963 | +$0 |
| DHJJ Financial Advisors, Ltd. | New Position | +8 | +$0 |
| UBS Group AG | Increased | +345 | +$-3.1M |
| Ausdal Financial Partners, Inc. | Increased | +264 | +$-219.3M |
| Moors & Cabot, Inc. | Increased | +300 | +$-266.6M |
CBOJ — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Decreased | -35K | -$1.7B |
| HARBOUR INVESTMENTS, INC. | Decreased | -3K | -$1.0B |
| OLD MISSION CAPITAL LLC | Decreased | -5K | -$841.6M |
| NewEdge Advisors, LLC | Decreased | -2K | -$463.9M |
| JANE STREET GROUP, LLC | Closed Position | -8K | -$204.3M |
| BURKETT FINANCIAL SERVICES, LLC | Closed Position | -2K | -$49.8M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ATX Financial Planning, LLC | 60,721 | $1.5M | 1.13% | Share |
| 2 | HARBOUR INVESTMENTS, INC. | 35,616 | $856K | 0.02% | Share |
| 3 | OLD MISSION CAPITAL LLC | 27,297 | $656K | 0.02% | Share |
| 4 | EVEXIA WEALTH LLC | 23,256 | $562K | 0.16% | Share |
| 5 | Calamos Advisors LLC | 17,854 | $429K | 0.00% | Share |
| 6 | Markin Asset Management, LP | 17,374 | $417K | 0.46% | Share |
| 7 | Delta Investment Management, LLC | 16,697 | $401K | 0.07% | Share |
| 8 | Ausdal Financial Partners, Inc. | 8,664 | $208K | 0.01% | Share |
| 9 | Ankerstar Wealth, LLC | 8,133 | $195K | 0.19% | Share |
| 10 | Camelot Portfolios, LLC | 2,204 | $53K | 0.03% | Share |
| 11 | UBS Group AG | 465 | $11K | 0.00% | Share |
| 12 | Farther Finance Advisors, LLC | 430 | $10K | 0.00% | Share |
| 13 | Truvestments Capital LLC | 200 | $4K | 0.00% | Share |
| 14 | Moors & Cabot, Inc. | 10,500 | $0 | 0.00% | Share |
| 15 | DHJJ Financial Advisors, Ltd. | 8 | $0 | 0.00% | Share |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31,022 | $0 | 0.00% | Share |
| 17 | IFP Advisors, Inc | 1,600 | $0 | 0.00% | Share |
| 18 | CENTAURUS FINANCIAL, INC. | 4,392 | $0 | 0.00% | Share |
| 19 | Kestra Advisory Services, LLC | 963 | $0 | 0.00% | Share |
| 20 | NewEdge Advisors, LLC | 15,750 | $0 | 0.00% | Share |
CBOJ Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 20 | $5.3M | +8 |
| Q3 2025 | 12 | $4.8B | -1 |
| Q2 2025 | 13 | $11.2B | -2 |
| Q1 2025 | 15 | $10.5B | — |
As of Q4 2025, 20 institutional investors hold CBOJ (CALAMOS ETF TR). The largest holder is ATX Financial Planning, LLC with $1.5M in shares. This quarter, 10 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own CBOJ?
As of Q4 2025, 20 institutional investors report holding CBOJ (CALAMOS ETF TR) in their 13F filings.
Who is the largest institutional holder of CBOJ?
The largest institutional holder of CBOJ is ATX Financial Planning, LLC with $1.5M in shares.
Is institutional ownership of CBOJ increasing or decreasing?
This quarter, 10 institutions opened new positions in CBOJ and 2 closed their positions.