CALAMOS AUTOCALLA GRO ETF (CAGE) Institutional Ownership Changes & 13F Activity

CALAMOS AUTOCALLA GRO ETF (CAGE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Calamos Wealth Management Llc, Newcorp Financial Services, Inc., Onyx Bridge Wealth Group Llc, Family Office Research Llc, and Chicago Partners Investment Group Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Hub Investment Partners, LlcBuy+37,969+23.9%197,097$5.64MQ3 2026Nov 03, 2026
Gsg Advisors LlcBuy+19,010—19,010$544.07KQ3 2026Nov 03, 2026
Calamos Wealth Management LlcBuy+487,681+988.3%537,026$15.37MQ3 2026Nov 02, 2026
Cambridge Investment Research Advisors, Inc.Buy+32,190—32,190$921.00Q3 2026Nov 02, 2026
Commonwealth Equity Services, LlcBuy+12,460+24.7%62,981$1.80MQ3 2026Nov 02, 2026
Claro Advisors Inc.Buy+9,970+23.5%52,437$1.50MQ3 2026Nov 02, 2026
Calamos Advisors LlcBuy+7,955—7,955$227.67KQ3 2026Nov 02, 2026
Capital Investment Advisory Services, LlcBuy+165—165$4.72KQ3 2026Oct 30, 2026
Chicago Partners Investment Group LlcBuy+51,535+259.6%71,388$2.04MQ3 2026Oct 27, 2026
Haven Private, LlcBuy+37,816—37,816$1.08MQ3 2026Oct 27, 2026
Vestgen Advisors, LlcBuy+14,531—14,531$415.88KQ3 2026Oct 27, 2026
Kingswood Wealth Advisors, LlcBuy+11,768—11,768$336.80KQ3 2026Oct 23, 2026
Brookstone Capital ManagementBuy+46,775+571.2%54,964$1.57MQ3 2026Oct 22, 2026
Strategic Blueprint, LlcBuy+8,378+82.2%18,566$531.37KQ3 2026Oct 22, 2026
Wealthtrust Asset Management, LlcBuy+7,202—7,202$206.12KQ3 2026Oct 22, 2026
Wedbush Securities IncBuy+1,500+18.3%9,689$277.00Q3 2026Oct 22, 2026
Beaumont Financial Advisors, LlcBuy+1,099+12.7%9,768$279.56KQ3 2026Oct 22, 2026
Wealthcare Advisory Partners LlcBuy+9,334—9,334$267.14KQ3 2026Oct 21, 2026
New Wave Wealth Advisors LlcBuy+10,228—10,228$305.82KQ3 2026Oct 19, 2026
Commerce Advisors, LlcBuy+5,900+41.4%20,143$576.49KQ3 2026Oct 19, 2026
Onyx Bridge Wealth Group LlcBuy+82,486+696.6%94,327$2.70MQ3 2026Oct 16, 2026
Wolff Wiese Magana LlcBuy+1,195+52.7%3,464$99.14KQ3 2026Oct 15, 2026
Newcorp Financial Services, Inc.Buy+105,737—105,737$3.03MQ3 2026Oct 14, 2026
Family Office Research LlcBuy+73,306+885.8%81,582$2.33MQ3 2026Oct 14, 2026
Redhawk Wealth Advisors, Inc.Buy+15,665—15,665$448.33KQ3 2026Oct 14, 2026
Realta Investment AdvisorsBuy+40+8.7%500$14.31KQ3 2026Oct 14, 2026
Wealth Enhancement Advisory Services, LlcBuy+28,483+232.2%40,751$1.21MQ3 2026Oct 13, 2026
Able Wealth Management LlcBuy+18,434—18,434$544.69KQ3 2026Oct 13, 2026
Independent Financial Group, LlcBuy+9,230+8.5%117,958$3.38MQ3 2026Oct 13, 2026
Goalvest Advisory LlcBuy+4,409—4,409$126.19KQ3 2026Oct 02, 2026
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Frequently asked questions about CAGE activity

  • Which institutional owners are buying CAGE?

    Institutional owners buying CAGE 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 CAGE activity?

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

  • Is institutional interest in CAGE increasing?

    Institutional interest in CAGE 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.

CAGE Institutional Ownership Changes and 13F Activity Q3 2026 | InsiderSet