CAGE Institutional Ownership & Shareholders
CALAMOS AUTOCALLA GRO ETF (CAGE) is currently held by 50 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $55.88M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Calamos Wealth Management Llc is currently the largest disclosed institutional shareholder of CAGE tracked by InsiderSet, reporting ownership valued at approximately $15.37M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.19M, representing an estimated loss of -1.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed CAGE value among the investors covered in this analysis. Major shareholders include Calamos Wealth Management Llc, Hub Investment Partners, Llc, Independent Financial Group, Llc, and several other long-term asset managers with concentrated positions in CALAMOS AUTOCALLA GRO ETF (CAGE).
This page ranks the largest institutional CAGE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
50
Total Reported Value
$55.88M
Largest Holder
Calamos Wealth Management Llc
Largest Position
$15.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
50
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Calamos Wealth Management Llc | 0.44% | 537,026 | $15,369,684 | $15,192,466 | -$177,218 | -1.15% | |
| Hub Investment Partners, Llc | 0.10% | 197,097 | $5,640,916 | $5,575,874 | -$65,042 | -1.15% | |
| Independent Financial Group, Llc | 0.06% | 117,958 | $3,375,969 | $3,337,032 | -$38,937 | -1.15% | |
| Newcorp Financial Services, Inc. | 2.29% | 105,737 | $3,026,179 | $2,991,300 | -$34,879 | -1.15% | |
| Onyx Bridge Wealth Group Llc | 0.24% | 94,327 | $2,699,639 | $2,668,511 | -$31,128 | -1.15% | |
| Gladstone Institutional Advisory Llc | 0.08% | 92,387 | $2,560,044 | $2,613,628 | +$53,584 | +2.09% | |
| Family Office Research Llc | 0.90% | 81,582 | $2,334,893 | $2,307,955 | -$26,938 | -1.15% | |
| Chicago Partners Investment Group Llc | 0.04% | 71,388 | $2,039,560 | $2,019,567 | -$19,993 | -0.98% | |
| Commonwealth Equity Services, Llc | 0.00% | 62,981 | $1,802,520 | $1,781,732 | -$20,788 | -1.15% | |
| Brookstone Capital Management | 0.02% | 54,964 | $1,573,080 | $1,554,932 | -$18,148 | -1.15% | |
| Claro Advisors Inc. | 0.15% | 52,437 | $1,500,747 | $1,483,443 | -$17,304 | -1.15% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 40,751 | $1,205,417 | $1,152,846 | -$52,571 | -4.36% | |
| Haven Private, Llc | 0.43% | 37,816 | $1,082,294 | $1,069,815 | -$12,479 | -1.15% | |
| Essex Financial Services, Inc. | 0.05% | 35,320 | $978,717 | $999,203 | +$20,486 | +2.09% | |
| Snowden Capital Advisors Llc | 0.02% | 28,214 | $781,810 | $798,174 | +$16,364 | +2.09% | |
| Diversify Advisory Services, Llc | 0.01% | 20,779 | $611,110 | $587,838 | -$23,272 | -3.81% | |
| Diversify Wealth Management, Llc | 0.01% | 20,779 | $611,110 | $587,838 | -$23,272 | -3.81% | |
| Commerce Advisors, Llc | 0.27% | 20,143 | $576,489 | $569,845 | -$6,644 | -1.15% | |
| Able Wealth Management Llc | 0.12% | 18,434 | $544,691 | $521,498 | -$23,193 | -4.26% | |
| Gsg Advisors Llc | 0.12% | 19,010 | $544,066 | $537,793 | -$6,273 | -1.15% | |
| Strategic Blueprint, Llc | 0.03% | 18,566 | $531,366 | $525,232 | -$6,134 | -1.15% | |
| Millington Financial Advisors, Llc | 0.20% | 18,709 | $514,872 | $529,278 | +$14,406 | +2.80% | |
| Silver Oak Securities, Incorporated | 0.03% | 18,151 | $502,964 | $513,492 | +$10,528 | +2.09% | |
| &Partners | 0.00% | 13,478 | $493,183 | $381,293 | -$111,890 | -22.69% | |
| Estate Planners Group, Llc | 0.21% | 16,947 | $469,607 | $479,431 | +$9,824 | +2.09% | |
| Redhawk Wealth Advisors, Inc. | 0.05% | 15,665 | $448,327 | $443,163 | -$5,164 | -1.15% | |
| Jpmorgan Chase & Co | 0.00% | 15,685 | $429,769 | $443,729 | +$13,960 | +3.25% | |
| Vestgen Advisors, Llc | 0.01% | 14,531 | $415,878 | $411,082 | -$4,796 | -1.15% | |
| Kingswood Wealth Advisors, Llc | 0.01% | 11,768 | $336,800 | $332,917 | -$3,883 | -1.15% | |
| Innovative Asset Advisors Group, Llc | 0.14% | 11,154 | $309,077 | $315,547 | +$6,470 | +2.09% | |
| New Wave Wealth Advisors Llc | 0.08% | 10,228 | $305,824 | $289,350 | -$16,474 | -5.39% | |
| Old Mission Capital Llc | 0.01% | 10,335 | $286,382 | $292,377 | +$5,995 | +2.09% | |
| Kingsview Wealth Management, Llc | 0.00% | 10,097 | $279,788 | $285,644 | +$5,856 | +2.09% | |
| Beaumont Financial Advisors, Llc | 0.02% | 9,768 | $279,560 | $276,337 | -$3,223 | -1.15% | |
| Wealthcare Advisory Partners Llc | 0.00% | 9,334 | $267,139 | $264,059 | -$3,080 | -1.15% | |
| Captrust Financial Advisors | 0.00% | 8,950 | $248,004 | $253,196 | +$5,192 | +2.09% | |
| Calamos Advisors Llc | 0.00% | 7,955 | $227,672 | $225,047 | -$2,625 | -1.15% | |
| Wealthtrust Asset Management, Llc | 0.11% | 7,202 | $206,121 | $203,745 | -$2,376 | -1.15% | |
| Goalvest Advisory Llc | 0.02% | 4,409 | $126,186 | $124,731 | -$1,455 | -1.15% | |
| Shp Wealth Management | 0.01% | 3,612 | $100,083 | $102,183 | +$2,100 | +2.10% | |
| Wolff Wiese Magana Llc | 0.05% | 3,464 | $99,135 | $97,997 | -$1,138 | -1.15% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 3,217 | $89,143 | $91,009 | +$1,866 | +2.09% | |
| High Note Wealth, Llc | 0.00% | 510 | $14,596 | $14,428 | -$168 | -1.15% | |
| Realta Investment Advisors | 0.00% | 500 | $14,310 | $14,145 | -$165 | -1.15% | |
| Consultiva Wealth Management, Corp. | 0.02% | 400 | $11,084 | $11,316 | +$232 | +2.09% | |
| Institute For Wealth Management, Llc. | 0.00% | 374 | $10,364 | $10,580 | +$216 | +2.09% | |
| Capital Investment Advisory Services, Llc | 0.00% | 165 | $4,722 | $4,668 | -$54 | -1.15% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 32,190 | $921 | $910,655 | +$909,734 | +98776.78% | |
| Acumen Wealth Advisors, Llc | 0.00% | 25 | $693 | $707 | +$14 | +2.06% | |
| Wedbush Securities Inc | 0.01% | 9,689 | $277 | $274,102 | +$273,825 | +98853.72% |
Frequently asked questions about CAGE
Who are the largest institutional holders of CAGE?
The largest institutional holders of CAGE reported in the latest SEC Form 13F filings include Calamos Wealth Management Llc, Hub Investment Partners, Llc, Independent Financial Group, Llc, Newcorp Financial Services, Inc., and Onyx Bridge Wealth Group Llc. InsiderSet ranks institutional holders by their latest reported CAGE position.
What is CAGE institutional ownership?
This page tracks CAGE positions reported by institutional investment managers through SEC Form 13F. CALAMOS AUTOCALLA GRO ETF (CAGE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CAGE?
InsiderSet currently tracks 50 institutional managers reporting CAGE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CAGE shareholders.
How much CAGE stock do institutions own?
Institutional investment managers disclosed approximately $55.88M in CAGE holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CAGE institutional ownership last updated?
The latest CAGE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CAGE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CAGE position after the reporting date.
Are institutions buying or selling CAGE?
Institutional buying and selling can be analyzed by comparing CAGE positions across consecutive 13F reporting periods. InsiderSet's CAGE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CAGE ownership changes.
How has CAGE institutional ownership changed over time?
InsiderSet tracks CAGE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.