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Calamos CEF Income & Arbitrage ETF (CCEF) Institutional Ownership

$29.44 +0.03 (+0.10%)
As of 07/24/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Calamos CEF Income & Arbitrage ETF (NYSEARCA:CCEF)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$3.50M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$551.21K
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CCEF Institutional Buying and Selling by Quarter

Calamos CEF Income & Arbitrage ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 William Mack & Associates Inc.26,197$784K0.3%N/A2.382%
4/29/2026 KERR FINANCIAL PLANNING Corp1,757$51K0.1%N/A0.160%
4/28/2026Beacon Financial Advisory LLC89,356$2.52M0.6%-1.0%8.123%
4/16/2026 Aurora Private Wealth Inc.13,069$377K0.3%-49.0%1.188%
2/17/2026Osaic Holdings Inc.22,305$643K0.0%+4.1%2.231%
2/17/2026Beacon Financial Advisory LLC90,260$2.60M0.6%-0.7%9.026%
2/13/2026Kestra Advisory Services LLC1,050$30K0.0%N/A0.105%
2/13/2026Ausdal Financial Partners Inc.20,640$595K0.0%+26.2%2.064%
2/12/2026Commonwealth Equity Services LLC63,127$1.82M0.0%+12.5%6.313%
2/12/2026Steward Partners Investment Advisory LLC8,365$241K0.0%+318.3%0.837%
2/11/2026Capital Analysts LLC3,792$109K0.0%+29.6%0.379%
2/9/2026Kingsview Wealth Management LLC9,521$274K0.0%+30.9%0.952%
2/9/2026 William Mack & Associates Inc.7,616$219K0.1%N/A0.762%
2/2/2026Truist Financial Corp34,562$996K0.0%-2.2%3.456%
2/2/2026 Aurora Private Wealth Inc.25,631$742K0.5%N/A2.563%
1/20/2026 Fearless Solutions LLC dba Best Invest19,061$549K0.3%N/A2.118%
11/17/2025Prosperity Wealth Management Inc.10,662$310K0.1%+5.9%1.523%
11/17/2025Ausdal Financial Partners Inc.16,360$476K0.0%+22.6%2.337%
11/12/2025 Consolidated Portfolio Review Corp12,179$354K0.0%+50.1%1.740%
11/5/2025Envestnet Asset Management Inc.7,635$222K0.0%-18.2%1.091%
11/3/2025Truist Financial Corp35,324$1.03M0.0%-4.6%5.046%
10/29/2025Beacon Financial Advisory LLC90,914$2.65M0.6%+1.2%12.988%
9/4/2025Osaic Holdings Inc.21,957$625K0.0%-4.9%3.660%
8/14/2025Ausdal Financial Partners Inc.13,345$380K0.0%+12.7%2.224%
8/8/2025Kingsview Wealth Management LLC7,302$208K0.0%N/A1.217%
7/22/2025Beacon Financial Advisory LLC89,802$2.56M0.7%+2.1%14.967%
7/18/2025 Consolidated Portfolio Review Corp8,115$231K0.0%-6.7%1.353%
7/18/2025Truist Financial Corp37,021$1.05M0.0%+10.2%6.170%
5/6/2025Brookwood Investment Group LLC7,338$204K0.0%N/A1.276%
4/24/2025Beacon Financial Advisory LLC87,937$2.45M0.7%-0.6%14.070%
4/23/2025Consolidated Portfolio Review Corp8,702$242K0.0%N/A1.392%
4/22/2025Cambridge Investment Research Advisors Inc.15,931$443K0.0%-72.4%2.549%
2/14/2025Capital Analysts LLC2,925$81K0.0%+55.4%0.731%
2/14/2025Integrated Wealth Concepts LLC13,910$384K0.0%-7.5%3.478%
2/12/2025Ausdal Financial Partners Inc.9,860$272K0.0%+14.1%2.465%
2/10/2025Commonwealth Equity Services LLC44,404$1.22M0.0%+23.1%11.101%
1/31/2025Truist Financial Corp25,849$713K0.0%+21.1%6.462%
1/27/2025Beacon Financial Advisory LLC88,507$2.44M0.8%+10.4%22.127%
10/30/2024Beacon Financial Advisory LLC80,176$2.32M0.8%-5.9%20.044%
10/17/2024Sonoma Private Wealth LLC18,359$531K0.8%+17.6%4.590%
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8/21/2024Truist Financial Corp21,049$568K0.0%N/A5.262%
8/13/2024AE Wealth Management LLC15,034$405K0.0%N/A3.759%
7/26/2024Beacon Financial Advisory LLC85,159$2.30M0.9%+101.2%21.290%
7/22/2024Onyx Bridge Wealth Group LLC11,000$297K0.0%-31.3%2.750%
4/29/2024Onyx Bridge Wealth Group LLC16,000$412K0.1%N/A5.333%


CCEF Institutional Ownership - Frequently Asked Questions

During the previous two years, 21 institutional investors and hedge funds held shares of Calamos CEF Income & Arbitrage ETF. The most heavily invested institutionals were Beacon Financial Advisory LLC ($2.52M), Commonwealth Equity Services LLC ($1.82M), Truist Financial Corp ($996K), William Mack & Associates Inc. ($784K), Osaic Holdings Inc. ($643K), Ausdal Financial Partners Inc. ($595K), and Fearless Solutions LLC dba Best Invest ($549K).Learn more on Calamos CEF Income & Arbitrage ETF's institutional investors.

Of the 18 institutional investors that purchased Calamos CEF Income & Arbitrage ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beacon Financial Advisory LLC ($54.15K), William Mack & Associates Inc. ($33.81K), Truist Financial Corp ($28.99K), Aurora Private Wealth Inc. ($25.63K), Fearless Solutions LLC dba Best Invest ($19.06K), Commonwealth Equity Services LLC ($15.34K), and AE Wealth Management LLC ($15.03K).

Institutional investors have bought a total of 120,540 shares in the last 24 months. This purchase volume represents approximately $3.50M in transactions.

The following institutional investors have sold Calamos CEF Income & Arbitrage ETF stock in the last 24 months: Aurora Private Wealth Inc. ($12.56K), Truist Financial Corp ($2.46K), Envestnet Asset Management Inc. ($1.70K), Beacon Financial Advisory LLC ($1.56K), and Osaic Holdings Inc. ($1.13K).

Institutional investors have sold a total of 19,407 shares in the last 24 months. This volume of shares sold represents approximately $551.21K in transactions.


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This page (NYSEARCA:CCEF) was last updated on 7/25/2026 by MarketBeat.com Staff.
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