CALAMOS AUTOCALLABLE INC ETF CAIE
$26.92
-0.3% 52w: $21.86 – $27.48
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data21.8624.6727.48
Jun 25, 2025 Jul 2, 2026
Institutional holders
146
+41 QoQ
13F value
$455.4M
+72.3% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
0.2×
$332K calls / $1.8M puts
Institutional value by quarter
Number of holders
Who owns CAIE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Calamos Advisors LLC | Other | 1.7M | $41.5M | 0.2% | +7816.4% |
| Calamos Wealth Management LLC | Other | 1.6M | $41.0M | 1.4% | +70.8% |
| VestGen Advisors, LLC | Wealth advisor | 1.1M | $30.2M | 0.8% | +52.1% |
| Wealth Watch Advisors, INC | Wealth advisor | 830.1K | $20.9M | 8.7% | -0.1% |
| Cornerstone Wealth, LLC/TN | Wealth advisor | 693.5K | $18.7M | 10.5% | — |
| ROYAL BANK OF CANADA | Bank broker | 655.6K | $16.5M | 0.0% | +299.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 616.2K | $15.5M | 0.0% | +252.1% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 506.2K | $12.7M | 0.1% | +51.1% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 471.7K | $11.9M | 0.1% | +146.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 465.2K | $11.7M | 0.0% | +89.5% |
| Waverly Advisors, LLC | Wealth advisor | 447.0K | $11.2M | 0.1% | +24.0% |
| Redhawk Wealth Advisors, Inc. | Wealth advisor | 375.4K | $9.4M | 1.0% | -23.8% |
| Strategic Blueprint, LLC | Wealth advisor | 367.2K | $9.2M | 0.5% | +118.4% |
| Pinion Investment Advisors, LLC | Wealth advisor | 327.2K | $8.2M | 1.9% | +57.8% |
| Farther Finance Advisors, LLC | Wealth advisor | 317.7K | $7.9M | 0.1% | +31.7% |
| Gradient Investments LLC | Wealth advisor | 309.4K | $7.8M | 0.1% | -23.8% |
| Intrepid Financial Planning Group LLC | Wealth advisor | 304.9K | $7.7M | 3.1% | +45.2% |
| Menard Financial Group LLC | Other | 284.0K | $7.1M | 5.0% | New |
| Wealthcare Advisory Partners LLC | Wealth advisor | 280.6K | $7.1M | 0.1% | +4.7% |
| Brookstone Capital Management | Wealth advisor | 270.8K | $6.8M | 0.1% | +21.5% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 247.8K | $6.2M | 0.1% | +111.6% |
| Institute for Wealth Management, LLC. | Other | 241.4K | $6.1M | 0.7% | +36.1% |
| Cornerstone Wealth Group, LLC | Other | 215.0K | $5.7M | 0.4% | New |
| Chicago Partners Investment Group LLC | Wealth advisor | 200.1K | $5.4M | 0.1% | +28.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 187.2K | $4.7M | 0.0% | +21.4% |
| Kestra Investment Management, LLC | Wealth advisor | 168.2K | $4.2M | 0.1% | New |
| Anfield Capital Management, LLC | Wealth advisor | 158.5K | $4.0M | 1.1% | +117.5% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 158.2K | $4.0M | 0.1% | +51.4% |
| BOS Asset Management, LLC | Wealth advisor | 153.7K | $3.9M | 1.0% | +24.7% |
| Millington Financial Advisors, LLC | Wealth advisor | 139.4K | $3.8M | 1.6% | -10.6% |
| Noble Wealth Management PBC | Wealth advisor | 142.1K | $3.6M | 1.8% | -9.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 139.3K | $3.5M | 0.0% | +36.1% |
| OPPENHEIMER & CO INC | Diversified mechanical | 130.6K | $3.3M | 0.0% | +217.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 121.2K | $3.0M | 0.0% | +273.3% |
| CORRADO ADVISORS, LLC | Wealth advisor | 116.3K | $2.9M | 1.5% | +3.3% |
| WEDBUSH SECURITIES INC | Diversified mechanical | 113.8K | $2.9M | 0.1% | +466.6% |
| GoalVest Advisory LLC | Wealth advisor | 110.6K | $2.8M | 0.5% | -12.3% |
| Capital Analysts, LLC | Wealth advisor | 110.5K | $2.8M | 0.1% | +7.3% |
| Private Advisor Group, LLC | Wealth advisor | 106.4K | $2.7M | 0.0% | +211.4% |
| Twelve Points Wealth Management LLC | Wealth advisor | 103.8K | $2.6M | 0.6% | +28.2% |
| JANE STREET GROUP, LLC | Market maker | 103.0K | $2.6M | 0.0% | +413.3% |
| Summit Financial, LLC | Wealth advisor | 102.7K | $2.6M | 0.0% | +42.4% |
| Sound Income Strategies, LLC | Diversified mechanical | 102.7K | $2.6M | 0.1% | +19.1% |
| Strive Financial Group ,LLC | Other | 96.0K | $2.4M | 1.3% | +62.3% |
| INSIGNEO ADVISORY SERVICES, LLC | Other | 89.2K | $2.2M | 0.2% | +32.6% |
| 3EDGE Asset Management, LP | Wealth advisor | 86.2K | $2.2M | 0.1% | +8.6% |
| Cetera Investment Advisers | Wealth advisor | 83.0K | $2.1M | 0.0% | -3.7% |
| CHANNEL WEALTH LLC | Other | 82.5K | $2.1M | 0.5% | +13.6% |
| Grantvest Financial Group LLC | Wealth advisor | 77.9K | $2.0M | 1.3% | +32.4% |
| IFP Advisors, Inc | Wealth advisor | 75.0K | $1.9M | 0.0% | +104.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding CAIE