CAIQ Calamos Nasdaq Autocallable Income ETF
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Pemilik institusional (13F) 60 pengaju · $123.7M total · Per tanggal 30 Juni 2026
Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.
Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
| Posisi baru | Posisi yang keluar | Meningkat | Menurun | Perubahan bersih saham |
|---|---|---|---|---|
| 24 (-1 vs Kuartal sebelumnya) | 5 (+4 vs Kuartal sebelumnya) | 28 (+16 vs Kuartal sebelumnya) | 4 (+2 vs Kuartal sebelumnya) | +1.2M |
Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.
| Institusi | Nilai | Saham | % dari 13F yang dilacak | Tipe |
|---|---|---|---|---|
| Calamos Wealth Management LLC | $33.723.763 | 1.256.006 | 27,26% | Saham |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $14.663.790 | 549.000 | 11,85% | Saham |
| COMMONWEALTH EQUITY SERVICES, LLC | $12.677.590 | 472.164 | 10,25% | Saham |
| Strategic Blueprint, LLC | $10.487.788 | 390.607 | 8,48% | Saham |
| Cornerstone Wealth, LLC/TN | $7.344.549 | 280.638 | 5,94% | Saham |
| Intrepid Financial Planning Group LLC | $4.697.810 | 174.965 | 3,80% | Saham |
| Redhawk Wealth Advisors, Inc. | $3.963.351 | 147.611 | 3,20% | Saham |
| Anfield Capital Management, LLC | $3.469.867 | 145.564 | 2,80% | Saham |
| Brookwood Investment Group LLC | $3.284.131 | 122.314 | 2,65% | Saham |
| PFG Investments, LLC | $3.210.236 | 119.562 | 2,59% | Saham |
| Millington Financial Advisors, LLC | $2.778.280 | 107.920 | 2,25% | Saham |
| Onyx Bridge Wealth Group LLC | $2.481.522 | 92.422 | 2,01% | Saham |
| Chicago Partners Investment Group LLC | $2.276.373 | 89.101 | 1,84% | Saham |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.583.210 | 58.965 | 1,28% | Saham |
| INSIGNEO ADVISORY SERVICES, LLC | $1.205.975 | 44.915 | 0,97% | Saham |
| Welch Financial Planning, LLC | $1.203.900 | 44.838 | 0,97% | Saham |
| LexAurum Advisors, LLC | $1.118.517 | 41.658 | 0,90% | Saham |
| Waverly Advisors, LLC | $1.009.560 | 37.600 | 0,82% | Saham |
| Steward Partners Investment Advisory, LLC | $998.793 | 37.199 | 0,81% | Saham |
| Snowden Capital Advisors LLC | $997.612 | 38.252 | 0,81% | Saham |
| WINNACLE WEALTH LLC | $742.741 | 27.663 | 0,60% | Saham |
| Beacon Financial Advisory LLC | $720.160 | 26.822 | 0,58% | Saham |
| Brookstone Capital Management | $652.288 | 24.294 | 0,53% | Saham |
| Haven Private, LLC | $638.923 | 23.796 | 0,52% | Saham |
| Claro Advisors Inc. | $631.398 | 23.516 | 0,51% | Saham |
| KINGSWOOD WEALTH ADVISORS, LLC | $543.014 | 20.224 | 0,44% | Saham |
| Garden State Investment Advisory Services LLC | $473.903 | 17.650 | 0,38% | Saham |
| Family Office Research LLC | $455.851 | 16.978 | 0,37% | Saham |
| Secure Asset Management, LLC | $430.221 | 16.023 | 0,35% | Saham |
| Grantvest Financial Group LLC | $418.547 | 15.588 | 0,34% | Saham |
| ROYAL BANK OF CANADA | $403.000 | 15.000 | 0,33% | Saham |
| Estate Planners Group, LLC | $380.085 | 14.156 | 0,31% | Saham |
| CAPTRUST FINANCIAL ADVISORS | $318.038 | 11.845 | 0,26% | Saham |
| SILVER OAK SECURITIES, INCORPORATED | $310.708 | 11.572 | 0,25% | Saham |
| RPS ADVISORY SOLUTIONS LLC | $309.231 | 11.517 | 0,25% | Saham |
| Innovative Asset Advisors Group, LLC | $293.600 | 10.935 | 0,24% | Saham |
| WealthTrust Asset Management, LLC | $277.817 | 10.347 | 0,22% | Saham |
| CHANNEL WEALTH LLC | $274.031 | 10.206 | 0,22% | Saham |
| ENVESTNET ASSET MANAGEMENT INC | $266.728 | 9.934 | 0,22% | Saham |
| Palacios Wealth Management, LLC | $239.180 | 8.908 | 0,19% | Saham |
| Wealthcare Advisory Partners LLC | $231.330 | 8.616 | 0,19% | Saham |
| OSAIC HOLDINGS, INC. | $229.181 | 8.536 | 0,19% | Saham |
| Able Wealth Management LLC | $213.296 | 7.944 | 0,17% | Saham |
| Summit Financial, LLC | $209.555 | 7.805 | 0,17% | Saham |
| MRA Advisory Group | $201.429 | 7.502 | 0,16% | Saham |
| IFP Advisors, Inc | $199.979 | 7.448 | 0,16% | Saham |
| Institute for Wealth Management, LLC. | $183.605 | 6.838 | 0,15% | Saham |
| Allworth Financial LP | $149.636 | 5.573 | 0,12% | Saham |
| Integrated Wealth Concepts LLC | $50.515 | 1.881 | 0,04% | Saham |
| WOLFF WIESE MAGANA LLC | $44.840 | 1.670 | 0,04% | Saham |
| TUCKER ASSET MANAGEMENT LLC | $14.914 | 582 | 0,01% | Saham |
| Realta Investment Advisors | $12.620 | 470 | 0,01% | Saham |
| Farther Finance Advisors, LLC | $10.310 | 384 | 0,01% | Saham |
| HARBOUR INVESTMENTS, INC. | $9.827 | 366 | 0,01% | Saham |
| Cambridge Investment Research Advisors, Inc. | $570 | 21.238 | 0,00% | Saham |
| WEDBUSH SECURITIES INC | $296 | 11.020 | 0,00% | Saham |
| Acumen Wealth Advisors, LLC | $135 | 5 | 0,00% | Saham |
| MORGAN STANLEY | $46 | 1 | 0,00% | Saham |
| Capital Analysts, LLC | $16 | 595 | 0,00% | Saham |
| WELLS FARGO & COMPANY/MN | $6 | 0 | 0,00% | Saham |