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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +2,916 | +10.7% | 30,192 | $821.52K | Q2 2026 | Sep 09, 2026 |
| Kingsview Wealth Management, Llc | Buy | +175,851 | +307.4% | 233,064 | $6.34M | Q2 2026 | Aug 19, 2026 |
| Centaurus Financial, Inc. | Buy | +56,140 | +151.9% | 93,103 | $2.53M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +31,550 | +6.2% | 537,750 | $14.61M | Q2 2026 | Aug 17, 2026 |
| Strive Financial Group ,Llc | Sell | -7,563 | -7.9% | 88,422 | $2.41M | Q2 2026 | Aug 17, 2026 |
| Wealth Watch Advisors, Inc | Buy | +465,034 | +56.0% | 1,295,093 | $35.24M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +291,701 | +44.5% | 947,329 | $25.78M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +89,363 | +474.1% | 108,210 | $2.94M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +87,055 | — | 87,055 | $2.37M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -83,364 | -81.0% | 19,597 | $533.23K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +81,435 | +18.2% | 528,430 | $14.38M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +42,557 | — | 42,557 | $1.16M | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, Llc | Buy | +33,382 | +72.1% | 79,671 | $2.17M | Q2 2026 | Aug 14, 2026 |
| Insigneo Advisory Services, Llc | Buy | +27,402 | +30.7% | 116,643 | $3.17M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +25,757 | — | 25,757 | $700.00K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +12,186 | — | 12,186 | $331.58K | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +11,843 | +30.3% | 50,896 | $1.38M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +10,735 | +32.5% | 43,808 | $1.32M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +6,999 | +699900.0% | 7,000 | $190.48K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +3,471 | +24.4% | 17,676 | $480.98K | Q2 2026 | Aug 14, 2026 |
| Beck Capital Management, Llc | Buy | +2,325 | +25.7% | 11,363 | $309.19K | Q2 2026 | Aug 14, 2026 |
| Element Wealth, Llc | Buy | +2,198 | +15.7% | 16,189 | $440.50K | Q2 2026 | Aug 14, 2026 |
| Murphy & Mullick Capital Management Corp | Buy | +36 | +3.6% | 1,036 | $28.20K | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors Llc | Buy | +57,523 | +132.1% | 101,068 | $2.69M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +43,474 | +23.2% | 230,670 | $6.28M | Q2 2026 | Aug 13, 2026 |
| Legacy Wealth Managment, Llc/Id | Buy | +13,083 | — | 13,083 | $355.98K | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management Lp | Buy | +10,153 | — | 10,153 | $276.28K | Q2 2026 | Aug 13, 2026 |
| Inspire Advisors, Llc | Sell | -8,229 | -25.9% | 23,486 | $639.05K | Q2 2026 | Aug 13, 2026 |
| Cibc World Market Inc. | Buy | +6,513 | +27.1% | 30,542 | $831.05K | Q2 2026 | Aug 13, 2026 |
| Ankerstar Wealth, Llc | Buy | +5,607 | +126.0% | 10,056 | $273.62K | Q2 2026 | Aug 13, 2026 |
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.