Calamos Conv Eqty ALT ETF (CVRT): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of CVRT (all 13F filers)
- Client First Investment Management62 KType not verified+62 K
- Truist Financial54 KBank or trading desk+6,391
- Osaic Holdings28 KWealth adviser+5,364
- Jane Street Group16 KBank or trading desk−18 K
- Realta Investment Advisors16 KType not verified+12 K
- IFP Advisors15 KType not verified−24
- Kestra Advisory Services12 KWealth adviser−932
- Liberty Square Wealth Partners12 KWealth adviser0
- Grantvest Financial Group11 KType not verified+2,955
- Centaurus Financial11 KType not verified+11 K
- Client First Investment Management
- Shares
- 62 K
- Change
- +62 K
See more
- Type
- Type not verified
- Value
- $3.2M
- Shares
- 54 K
- Change
- +6,391
See more
- Type
- Bank or trading desk
- Value
- $2.8M
- Shares
- 28 K
- Change
- +5,364
See more
- Type
- Wealth adviser
- Value
- $1.4M
- Shares
- 16 K
- Change
- −18 K
See more
- Type
- Bank or trading desk
- Value
- $843K
- Realta Investment Advisors
- Shares
- 16 K
- Change
- +12 K
See more
- Type
- Type not verified
- Value
- $841K
- Shares
- 15 K
- Change
- −24
See more
- Type
- Type not verified
- Value
- $796K
- Shares
- 12 K
- Change
- −932
See more
- Type
- Wealth adviser
- Value
- $632K
- Liberty Square Wealth Partners
- Shares
- 12 K
- Change
- 0
See more
- Type
- Wealth adviser
- Value
- $617K
- Grantvest Financial Group
- Shares
- 11 K
- Change
- +2,955
See more
- Type
- Type not verified
- Value
- $576K
- Shares
- 11 K
- Change
- +11 K
See more
- Type
- Type not verified
- Value
- $552K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Truist Financial6.2%13G · amendmentfiling ↗Event: Sep 30, 2026 · filed: Oct 20, 2026
- Truist Financial8.4%13G · amendmentfiling ↗Event: Jun 30, 2026 · filed: Jul 8, 2026
- Truist Financial11.2%13G · amendmentfiling ↗Event: Dec 31, 2025 · filed: Jan 20, 2026
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗