Calamos Alternative Nasdaq & Bond

CANQ • NASDAQ

Calamos Alternative Nasdaq & Bond is an exchange-traded fund on NASDAQ. As of Q3 2025, 11 institutional investors hold shares in this ETF, with total holdings valued at $15.0M. Mutual Advisors, LLC is the largest holder with a position valued at $9.0M.

Overview

Overview of institutional ownership in CANQ as of Q3 2025

All Institutions

Institutions: 11
Value Held: $15.0M
Shares Held: 498.0K
Avg Position: $1.4M
Median Position: $356.0K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in CANQ as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Mutual Advisors, LLC RIA/Wealth	Aaron T Jasper CEO	$9.0M 0.20% of portfolio	299.3K shares	Q3 2025 Held for 2 months	$4.5B
Cambridge Investment Research Advisors, Inc. RIA/Wealth	Amy Lynn Webber CEO	$2.5M 0.01% of portfolio	83.3K shares	Q1 2025 Held for 8 months	$33.5B
C Calamos Wealth Management LLC RIA/Wealth	John Spiro Koudounis CEO	$1.2M 0.04% of portfolio	38.2K shares	Q3 2025 Held for 2 months	$2.7B
IFP Advisors, Inc RIA/Wealth	William Eugene Hamm CEO	$681.3K 0.02% of portfolio	22.6K shares	Q4 2024 Held for 11 months	$3.8B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$379.5K 0.00% of portfolio	12.6K shares	Q1 2025 Held for 8 months	$71.1B
Brookwood Investment Group LLC RIA/Wealth	Robert William Raimondo CEO	$356.0K 0.05% of portfolio	11.8K shares	Q3 2025 Held for 2 months	$738.2M
P Prosperity Wealth Management, Inc. RIA/Wealth	Gregory John Bentley Owner	$304.9K 0.11% of portfolio	10.1K shares	Q2 2025 Held for 5 months	$287.4M
Sulzberger Capital Advisors, Inc. RIA/Wealth	Eugene Charles Sulzberger President	$260.1K 0.30% of portfolio	8.6K shares	Q1 2025 Held for 8 months	$86.0M
W WMG Financial Advisors, LLC RIA/Wealth	D William Bergner CEO	$237.6K 0.08% of portfolio	7.9K shares	Q3 2025 Held for 2 months	$298.5M
A Advisor Group Holdings, Inc. Institution	-	$96.5K 0.00% of portfolio	3.3K shares	Q1 2025 Held for 8 months	$71.0B

Net Capital Flow

Institutional buying and selling activity for CANQ in Q3 2025

Traded: +$9.4M
Buyers: 8
Sellers: 6
Total Bought: +$11.0M
Total Sold: −$1.6M
Avg Position: $1.1M

Biggest Buyers

Institution	Net Bought	Current Position
Mutual Advisors, LLC RIA/Wealth	+$9.0M +299.3K shares	$9.0M 299.3K shares
C Calamos Wealth Management LLC RIA/Wealth	+$1.2M +38.2K shares	$1.2M 38.2K shares
Brookwood Investment Group LLC RIA/Wealth	+$356.0K +11.8K shares	$356.0K 11.8K shares
W WMG Financial Advisors, LLC RIA/Wealth	+$237.6K +7.9K shares	$237.6K 7.9K shares
IFP Advisors, Inc RIA/Wealth	+$99.4K +3.3K shares	$681.3K 22.6K shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	+$41.3K +1.4K shares	$2.5M 83.3K shares
P Prosperity Wealth Management, Inc. RIA/Wealth	+$37.9K +1.3K shares	$304.9K 10.1K shares
Ameritas Advisory Services, LLC RIA/Wealth	+$6.7K +223.0 shares	$6.7K 223.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
Golden State Equity Partners RIA/Wealth	−$641.4K −22.2K shares	Sold Off 0 shares
J JANE STREET GROUP, LLC Institution	−$381.5K −13.2K shares	Sold Off 0 shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$319.3K −10.6K shares	$379.5K 12.6K shares
W WOLVERINE TRADING, LLC Institution	−$221.1K −7.7K shares	Sold Off 0 shares
A Advisor Group Holdings, Inc. Institution	−$14.3K −488.0 shares	$96.5K 3.3K shares
Sulzberger Capital Advisors, Inc. RIA/Wealth	−$13.6K −451.0 shares	$260.1K 8.6K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CANQ in Q3 2025

New Positions: 5
New Value: $10.8M
Exited Positions: 3
Exited Value: $1.2M

New Positions

Institution	Position Value
Mutual Advisors, LLC RIA/Wealth	$9.0M 299.3K shares
C Calamos Wealth Management LLC RIA/Wealth	$1.2M 38.2K shares
Brookwood Investment Group LLC RIA/Wealth	$356.0K 11.8K shares
W WMG Financial Advisors, LLC RIA/Wealth	$237.6K 7.9K shares
Ameritas Advisory Services, LLC RIA/Wealth	$6.7K 223.0 shares

Exited Positions

Institution	Previous Position
Golden State Equity Partners RIA/Wealth	$641.4K 22.2K shares
J JANE STREET GROUP, LLC Institution	$381.5K 13.2K shares
W WOLVERINE TRADING, LLC Institution	$221.1K 7.7K shares

Options Activity

Institutions with the largest Call and Put options positions in CANQ as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with CANQ as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Sulzberger Capital Advisors, Inc. RIA/Wealth	Eugene Charles Sulzberger President	0.30% $260.1K	8.6K shares	Q1 2025 Held for 8 months	$86.0M
Mutual Advisors, LLC RIA/Wealth	Aaron T Jasper CEO	0.20% $9.0M	299.3K shares	Q3 2025 Held for 2 months	$4.5B
P Prosperity Wealth Management, Inc. RIA/Wealth	Gregory John Bentley Owner	0.11% $304.9K	10.1K shares	Q2 2025 Held for 5 months	$287.4M
W WMG Financial Advisors, LLC RIA/Wealth	D William Bergner CEO	0.08% $237.6K	7.9K shares	Q3 2025 Held for 2 months	$298.5M
Brookwood Investment Group LLC RIA/Wealth	Robert William Raimondo CEO	0.05% $356.0K	11.8K shares	Q3 2025 Held for 2 months	$738.2M
C Calamos Wealth Management LLC RIA/Wealth	John Spiro Koudounis CEO	0.04% $1.2M	38.2K shares	Q3 2025 Held for 2 months	$2.7B
IFP Advisors, Inc RIA/Wealth	William Eugene Hamm CEO	0.02% $681.3K	22.6K shares	Q4 2024 Held for 11 months	$3.8B
Cambridge Investment Research Advisors, Inc. RIA/Wealth	Amy Lynn Webber CEO	0.01% $2.5M	83.3K shares	Q1 2025 Held for 8 months	$33.5B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	0.00% $379.5K	12.6K shares	Q1 2025 Held for 8 months	$71.1B
Ameritas Advisory Services, LLC RIA/Wealth	Richard Aaron Berthold President	0.00% $6.7K	223.0 shares	Q3 2025 Held for 2 months	$1.5B