CALAMOS AUTOCALLABLE INC ETF (CAIE) Institutional Ownership Changes & 13F Activity

CALAMOS AUTOCALLABLE INC ETF (CAIE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wealth Watch Advisors, Inc, Royal Bank Of Canada, Kingsview Wealth Management, Llc, Osaic Holdings, Inc., and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+2,916+10.7%30,192$821.52KQ2 2026Sep 09, 2026
Kingsview Wealth Management, LlcBuy+175,851+307.4%233,064$6.34MQ2 2026Aug 19, 2026
Centaurus Financial, Inc.Buy+56,140+151.9%93,103$2.53MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+31,550+6.2%537,750$14.61MQ2 2026Aug 17, 2026
Strive Financial Group ,LlcSell-7,563-7.9%88,422$2.41MQ2 2026Aug 17, 2026
Wealth Watch Advisors, IncBuy+465,034+56.0%1,295,093$35.24MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+291,701+44.5%947,329$25.78MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+89,363+474.1%108,210$2.94MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+87,05587,055$2.37MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-83,364-81.0%19,597$533.23KQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+81,435+18.2%528,430$14.38MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+42,55742,557$1.16MQ2 2026Aug 14, 2026
Harvest Investment Services, LlcBuy+33,382+72.1%79,671$2.17MQ2 2026Aug 14, 2026
Insigneo Advisory Services, LlcBuy+27,402+30.7%116,643$3.17MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+25,75725,757$700.00KQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+12,18612,186$331.58KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+11,843+30.3%50,896$1.38MQ2 2026Aug 14, 2026
&PartnersBuy+10,735+32.5%43,808$1.32MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+6,999+699900.0%7,000$190.48KQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+3,471+24.4%17,676$480.98KQ2 2026Aug 14, 2026
Beck Capital Management, LlcBuy+2,325+25.7%11,363$309.19KQ2 2026Aug 14, 2026
Element Wealth, LlcBuy+2,198+15.7%16,189$440.50KQ2 2026Aug 14, 2026
Murphy & Mullick Capital Management CorpBuy+36+3.6%1,036$28.20KQ2 2026Aug 14, 2026
Snowden Capital Advisors LlcBuy+57,523+132.1%101,068$2.69MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+43,474+23.2%230,670$6.28MQ2 2026Aug 13, 2026
Legacy Wealth Managment, Llc/IdBuy+13,08313,083$355.98KQ2 2026Aug 13, 2026
Quantinno Capital Management LpBuy+10,15310,153$276.28KQ2 2026Aug 13, 2026
Inspire Advisors, LlcSell-8,229-25.9%23,486$639.05KQ2 2026Aug 13, 2026
Cibc World Market Inc.Buy+6,513+27.1%30,542$831.05KQ2 2026Aug 13, 2026
Ankerstar Wealth, LlcBuy+5,607+126.0%10,056$273.62KQ2 2026Aug 13, 2026
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Frequently asked questions about CAIE activity

  • Which institutional owners are buying CAIE?

    Institutional owners buying CAIE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CAIE activity?

    "Buy" means an investor increased their reported position in CAIE compared to the prior reporting period. This reflects growing exposure to CALAMOS AUTOCALLABLE INC ETF (CAIE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CAIE increasing?

    Institutional interest in CAIE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.