CAIQ Calamos Nasdaq Autocallable Income ETF
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Institutional owners (13F) 60 filers · $123.7M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 24 (0 vs prior Q) | 5 (+4 vs prior Q) | 28 (+16 vs prior Q) | 4 (+2 vs prior Q) | +1.2M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Calamos Wealth Management LLC | $33,723,763 | 1,256,006 | 27.26% | Shares |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $14,663,790 | 549,000 | 11.85% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $12,677,590 | 472,164 | 10.25% | Shares |
| Strategic Blueprint, LLC | $10,487,788 | 390,607 | 8.48% | Shares |
| Cornerstone Wealth, LLC/TN | $7,344,549 | 280,638 | 5.94% | Shares |
| Intrepid Financial Planning Group LLC | $4,697,810 | 174,965 | 3.80% | Shares |
| Redhawk Wealth Advisors, Inc. | $3,963,351 | 147,611 | 3.20% | Shares |
| Anfield Capital Management, LLC | $3,469,867 | 145,564 | 2.80% | Shares |
| Brookwood Investment Group LLC | $3,284,131 | 122,314 | 2.65% | Shares |
| PFG Investments, LLC | $3,210,236 | 119,562 | 2.59% | Shares |
| Millington Financial Advisors, LLC | $2,778,280 | 107,920 | 2.25% | Shares |
| Onyx Bridge Wealth Group LLC | $2,481,522 | 92,422 | 2.01% | Shares |
| Chicago Partners Investment Group LLC | $2,276,373 | 89,101 | 1.84% | Shares |
| INDEPENDENT FINANCIAL GROUP, LLC | $1,583,210 | 58,965 | 1.28% | Shares |
| INSIGNEO ADVISORY SERVICES, LLC | $1,205,975 | 44,915 | 0.97% | Shares |
| Welch Financial Planning, LLC | $1,203,900 | 44,838 | 0.97% | Shares |
| LexAurum Advisors, LLC | $1,118,517 | 41,658 | 0.90% | Shares |
| Waverly Advisors, LLC | $1,009,560 | 37,600 | 0.82% | Shares |
| Steward Partners Investment Advisory, LLC | $998,793 | 37,199 | 0.81% | Shares |
| Snowden Capital Advisors LLC | $997,612 | 38,252 | 0.81% | Shares |
| WINNACLE WEALTH LLC | $742,741 | 27,663 | 0.60% | Shares |
| Beacon Financial Advisory LLC | $720,160 | 26,822 | 0.58% | Shares |
| Brookstone Capital Management | $652,288 | 24,294 | 0.53% | Shares |
| Haven Private, LLC | $638,923 | 23,796 | 0.52% | Shares |
| Claro Advisors Inc. | $631,398 | 23,516 | 0.51% | Shares |
| KINGSWOOD WEALTH ADVISORS, LLC | $543,014 | 20,224 | 0.44% | Shares |
| Garden State Investment Advisory Services LLC | $473,903 | 17,650 | 0.38% | Shares |
| Family Office Research LLC | $455,851 | 16,978 | 0.37% | Shares |
| Secure Asset Management, LLC | $430,221 | 16,023 | 0.35% | Shares |
| Grantvest Financial Group LLC | $418,547 | 15,588 | 0.34% | Shares |
| ROYAL BANK OF CANADA | $403,000 | 15,000 | 0.33% | Shares |
| Estate Planners Group, LLC | $380,085 | 14,156 | 0.31% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $318,038 | 11,845 | 0.26% | Shares |
| SILVER OAK SECURITIES, INCORPORATED | $310,708 | 11,572 | 0.25% | Shares |
| RPS ADVISORY SOLUTIONS LLC | $309,231 | 11,517 | 0.25% | Shares |
| Innovative Asset Advisors Group, LLC | $293,600 | 10,935 | 0.24% | Shares |
| WealthTrust Asset Management, LLC | $277,817 | 10,347 | 0.22% | Shares |
| CHANNEL WEALTH LLC | $274,031 | 10,206 | 0.22% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $266,728 | 9,934 | 0.22% | Shares |
| Palacios Wealth Management, LLC | $239,180 | 8,908 | 0.19% | Shares |
| Wealthcare Advisory Partners LLC | $231,330 | 8,616 | 0.19% | Shares |
| OSAIC HOLDINGS, INC. | $229,181 | 8,536 | 0.19% | Shares |
| Able Wealth Management LLC | $213,296 | 7,944 | 0.17% | Shares |
| Summit Financial, LLC | $209,555 | 7,805 | 0.17% | Shares |
| MRA Advisory Group | $201,429 | 7,502 | 0.16% | Shares |
| IFP Advisors, Inc | $199,979 | 7,448 | 0.16% | Shares |
| Institute for Wealth Management, LLC. | $183,605 | 6,838 | 0.15% | Shares |
| Allworth Financial LP | $149,636 | 5,573 | 0.12% | Shares |
| Integrated Wealth Concepts LLC | $50,515 | 1,881 | 0.04% | Shares |
| WOLFF WIESE MAGANA LLC | $44,840 | 1,670 | 0.04% | Shares |
| TUCKER ASSET MANAGEMENT LLC | $14,914 | 582 | 0.01% | Shares |
| Realta Investment Advisors | $12,620 | 470 | 0.01% | Shares |
| Farther Finance Advisors, LLC | $10,310 | 384 | 0.01% | Shares |
| HARBOUR INVESTMENTS, INC. | $9,827 | 366 | 0.01% | Shares |
| Cambridge Investment Research Advisors, Inc. | $570 | 21,238 | 0.00% | Shares |
| WEDBUSH SECURITIES INC | $296 | 11,020 | 0.00% | Shares |
| Acumen Wealth Advisors, LLC | $135 | 5 | 0.00% | Shares |
| MORGAN STANLEY | $46 | 1 | 0.00% | Shares |
| Capital Analysts, LLC | $16 | 595 | 0.00% | Shares |
| WELLS FARGO & COMPANY/MN | $6 | 0 | 0.00% | Shares |