Who Owns Calamos Antetokounmpo Global Sustainable Equities ETF (SROI)?Hedge Fund & Institutional Holders
Institutional Holders
10
as of Q4 2025
Total Institutional Value
$5069200033923.4T
% of Float Held
—
QoQ Change in Holders
+5 / -1
Price History
SROI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Calamos Wealth Management LLC | New Position | +10K | +$339K |
| FIGURE 8 INVESTMENT STRATEGIES LLC | New Position | +7K | +$234K |
| SITTNER & NELSON, LLC | New Position | +6K | +$221K |
| Scarborough Advisors, LLC | New Position | +389 | +$12K |
| City State Bank | New Position | +20 | +$0 |
| OSAIC HOLDINGS, INC. | Increased | +1K | +$-214.5M |
| CITADEL ADVISORS LLC | Increased | +22K | +$-1.3B |
SROI — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Arlington Financial Advisors, LLC | Decreased | -6K | -$5.2B |
| Wealthspire Advisors, LLC | Closed Position | -160 | -$5.3M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Arlington Financial Advisors, LLC | 151,138 | $5.1M | 0.73% | Share |
| 2 | CITADEL ADVISORS LLC | 62,001 | $2.0M | 0.00% | Share |
| 3 | Calamos Wealth Management LLC | 10,130 | $339K | 0.01% | Share |
| 4 | FIGURE 8 INVESTMENT STRATEGIES LLC | 6,980 | $234K | 0.21% | Share |
| 5 | SITTNER & NELSON, LLC | 6,393 | $221K | 0.08% | Share |
| 6 | Scarborough Advisors, LLC | 194 | $6K | 0.00% | Share |
| 7 | Scarborough Advisors, LLC | 195 | $6K | 0.00% | Share |
| 8 | OSAIC HOLDINGS, INC. | 6,676 | $0 | 0.00% | Share |
| 9 | OSAIC HOLDINGS, INC. | 1,211 | $0 | 0.00% | Share |
| 10 | City State Bank | 20 | $0 | 0.00% | Share |
SROI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 8 | $7.9M | +4 |
| Q3 2025 | 4 | $6.7B | -5 |
| Q2 2025 | 9 | $7.5B | +2 |
| Q1 2025 | 7 | $5.9B | +2 |
| Q4 2024 | 5 | $298.7B | +0 |
| Q3 2024 | 5 | $984.0B | +1 |
| Q2 2024 | 4 | $1.1T | -3 |
| Q1 2024 | 7 | $745.0B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 10 institutional investors hold SROI (Calamos Antetokounmpo Global Sustainable Equities ETF). The largest holder is Arlington Financial Advisors, LLC with $5.1M in shares. This quarter, 5 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own SROI?
As of Q4 2025, 10 institutional investors report holding SROI (Calamos Antetokounmpo Global Sustainable Equities ETF) in their 13F filings.
Who is the largest institutional holder of SROI?
The largest institutional holder of SROI is Arlington Financial Advisors, LLC with $5.1M in shares.
Is institutional ownership of SROI increasing or decreasing?
This quarter, 5 institutions opened new positions in SROI and 1 closed their positions.