CAIQ Calamos Nasdaq Autocallable Income ETF
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Détenteurs institutionnels (13F) 60 déclarants · $123.7M total · Au 30 juin 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
Activité institutionnelle — Q2 2026 vs trimestre précédent
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 24 (0 vs T. préc.) | 5 (+4 vs T. préc.) | 28 (+16 vs T. préc.) | 4 (+2 vs T. préc.) | +1.2M |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| Calamos Wealth Management LLC | $33 723 763 | 1 256 006 | 27,26% | Actions |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $14 663 790 | 549 000 | 11,85% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $12 677 590 | 472 164 | 10,25% | Actions |
| Strategic Blueprint, LLC | $10 487 788 | 390 607 | 8,48% | Actions |
| Cornerstone Wealth, LLC/TN | $7 344 549 | 280 638 | 5,94% | Actions |
| Intrepid Financial Planning Group LLC | $4 697 810 | 174 965 | 3,80% | Actions |
| Redhawk Wealth Advisors, Inc. | $3 963 351 | 147 611 | 3,20% | Actions |
| Anfield Capital Management, LLC | $3 469 867 | 145 564 | 2,80% | Actions |
| Brookwood Investment Group LLC | $3 284 131 | 122 314 | 2,65% | Actions |
| PFG Investments, LLC | $3 210 236 | 119 562 | 2,59% | Actions |
| Millington Financial Advisors, LLC | $2 778 280 | 107 920 | 2,25% | Actions |
| Onyx Bridge Wealth Group LLC | $2 481 522 | 92 422 | 2,01% | Actions |
| Chicago Partners Investment Group LLC | $2 276 373 | 89 101 | 1,84% | Actions |
| INDEPENDENT FINANCIAL GROUP, LLC | $1 583 210 | 58 965 | 1,28% | Actions |
| INSIGNEO ADVISORY SERVICES, LLC | $1 205 975 | 44 915 | 0,97% | Actions |
| Welch Financial Planning, LLC | $1 203 900 | 44 838 | 0,97% | Actions |
| LexAurum Advisors, LLC | $1 118 517 | 41 658 | 0,90% | Actions |
| Waverly Advisors, LLC | $1 009 560 | 37 600 | 0,82% | Actions |
| Steward Partners Investment Advisory, LLC | $998 793 | 37 199 | 0,81% | Actions |
| Snowden Capital Advisors LLC | $997 612 | 38 252 | 0,81% | Actions |
| WINNACLE WEALTH LLC | $742 741 | 27 663 | 0,60% | Actions |
| Beacon Financial Advisory LLC | $720 160 | 26 822 | 0,58% | Actions |
| Brookstone Capital Management | $652 288 | 24 294 | 0,53% | Actions |
| Haven Private, LLC | $638 923 | 23 796 | 0,52% | Actions |
| Claro Advisors Inc. | $631 398 | 23 516 | 0,51% | Actions |
| KINGSWOOD WEALTH ADVISORS, LLC | $543 014 | 20 224 | 0,44% | Actions |
| Garden State Investment Advisory Services LLC | $473 903 | 17 650 | 0,38% | Actions |
| Family Office Research LLC | $455 851 | 16 978 | 0,37% | Actions |
| Secure Asset Management, LLC | $430 221 | 16 023 | 0,35% | Actions |
| Grantvest Financial Group LLC | $418 547 | 15 588 | 0,34% | Actions |
| ROYAL BANK OF CANADA | $403 000 | 15 000 | 0,33% | Actions |
| Estate Planners Group, LLC | $380 085 | 14 156 | 0,31% | Actions |
| CAPTRUST FINANCIAL ADVISORS | $318 038 | 11 845 | 0,26% | Actions |
| SILVER OAK SECURITIES, INCORPORATED | $310 708 | 11 572 | 0,25% | Actions |
| RPS ADVISORY SOLUTIONS LLC | $309 231 | 11 517 | 0,25% | Actions |
| Innovative Asset Advisors Group, LLC | $293 600 | 10 935 | 0,24% | Actions |
| WealthTrust Asset Management, LLC | $277 817 | 10 347 | 0,22% | Actions |
| CHANNEL WEALTH LLC | $274 031 | 10 206 | 0,22% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $266 728 | 9 934 | 0,22% | Actions |
| Palacios Wealth Management, LLC | $239 180 | 8 908 | 0,19% | Actions |
| Wealthcare Advisory Partners LLC | $231 330 | 8 616 | 0,19% | Actions |
| OSAIC HOLDINGS, INC. | $229 181 | 8 536 | 0,19% | Actions |
| Able Wealth Management LLC | $213 296 | 7 944 | 0,17% | Actions |
| Summit Financial, LLC | $209 555 | 7 805 | 0,17% | Actions |
| MRA Advisory Group | $201 429 | 7 502 | 0,16% | Actions |
| IFP Advisors, Inc | $199 979 | 7 448 | 0,16% | Actions |
| Institute for Wealth Management, LLC. | $183 605 | 6 838 | 0,15% | Actions |
| Allworth Financial LP | $149 636 | 5 573 | 0,12% | Actions |
| Integrated Wealth Concepts LLC | $50 515 | 1 881 | 0,04% | Actions |
| WOLFF WIESE MAGANA LLC | $44 840 | 1 670 | 0,04% | Actions |
| TUCKER ASSET MANAGEMENT LLC | $14 914 | 582 | 0,01% | Actions |
| Realta Investment Advisors | $12 620 | 470 | 0,01% | Actions |
| Farther Finance Advisors, LLC | $10 310 | 384 | 0,01% | Actions |
| HARBOUR INVESTMENTS, INC. | $9 827 | 366 | 0,01% | Actions |
| Cambridge Investment Research Advisors, Inc. | $570 | 21 238 | 0,00% | Actions |
| WEDBUSH SECURITIES INC | $296 | 11 020 | 0,00% | Actions |
| Acumen Wealth Advisors, LLC | $135 | 5 | 0,00% | Actions |
| MORGAN STANLEY | $46 | 1 | 0,00% | Actions |
| Capital Analysts, LLC | $16 | 595 | 0,00% | Actions |
| WELLS FARGO & COMPANY/MN | $6 | 0 | 0,00% | Actions |