CALAMOS AUTOCALLABLE INC ETF (CAIE) Institutional Shareholders
CALAMOS AUTOCALLABLE INC ETF (CAIE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $556.10M in CAIE holdings during the latest filing period.
Calamos Wealth Management Llc is currently the largest disclosed institutional shareholder of CAIE tracked by InsiderSet, reporting ownership valued at approximately $51.83M in its June 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 $50.75M, representing an estimated loss of -2.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed CAIE value among the investors covered in this analysis. Major shareholders include Calamos Wealth Management Llc, Wealth Watch Advisors, Inc, Vestgen Advisors, Llc, and several other long-term asset managers with concentrated positions in CALAMOS AUTOCALLABLE INC ETF (CAIE).
This page ranks the largest institutional CAIE 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
163
Total Reported Value
$556.10M
Largest Holder
Calamos Wealth Management Llc
Largest Position
$51.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
96
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 | 1.57% | 1,904,900 | $51,832,325 | $50,746,536 | -$1,085,789 | -2.09% | |
| Wealth Watch Advisors, Inc | 11.46% | 1,295,093 | $35,239,487 | $34,501,278 | -$738,209 | -2.09% | |
| Vestgen Advisors, Llc | 0.88% | 1,102,235 | $29,991,823 | $29,363,540 | -$628,283 | -2.09% | |
| Royal Bank Of Canada | 0.00% | 947,329 | $25,777,000 | $25,236,845 | -$540,155 | -2.10% | |
| Cornerstone Wealth, Llc/Tn | 9.79% | 713,398 | $19,361,622 | $19,004,923 | -$356,699 | -1.84% | |
| Menard Financial Group Llc | 10.30% | 695,646 | $18,928,528 | $18,532,009 | -$396,519 | -2.09% | |
| Prime Capital Investment Advisors, Llc | 0.16% | 609,896 | $16,595,278 | $16,247,629 | -$347,649 | -2.09% | |
| Strategic Blueprint, Llc | 0.77% | 563,020 | $15,319,764 | $14,998,853 | -$320,911 | -2.09% | |
| United Capital Financial Advisors, Llc | 0.08% | 537,750 | $14,610,668 | $14,325,660 | -$285,008 | -1.95% | |
| Waverly Advisors, Llc | 0.08% | 528,430 | $14,378,567 | $14,077,375 | -$301,192 | -2.09% | |
| Brookstone Capital Management | 0.14% | 511,532 | $13,918,794 | $13,627,212 | -$291,582 | -2.09% | |
| Pinion Investment Advisors, Llc | 2.36% | 456,973 | $12,434,223 | $12,173,761 | -$260,462 | -2.09% | |
| Commonwealth Equity Services, Llc | 0.01% | 413,085 | $11,240,050 | $11,004,584 | -$235,466 | -2.09% | |
| Intrepid Financial Planning Group Llc | 3.74% | 404,833 | $11,015,516 | $10,784,751 | -$230,765 | -2.09% | |
| Farther Finance Advisors, Llc | 0.08% | 380,933 | $10,365,200 | $10,148,055 | -$217,145 | -2.09% | |
| Innovative Asset Advisors Group, Llc | 4.38% | 367,930 | $10,011,371 | $9,801,655 | -$209,716 | -2.09% | |
| Redhawk Wealth Advisors, Inc. | 0.94% | 350,730 | $9,543,362 | $9,343,447 | -$199,915 | -2.09% | |
| Gradient Investments Llc | 0.12% | 313,587 | $8,532,701 | $8,353,958 | -$178,743 | -2.09% | |
| Wealthcare Advisory Partners Llc | 0.15% | 294,935 | $8,025,169 | $7,857,068 | -$168,101 | -2.09% | |
| Mgo One Seven Llc | 0.13% | 286,117 | $7,785,232 | $7,622,157 | -$163,075 | -2.09% | |
| Institute For Wealth Management, Llc. | 0.68% | 283,681 | $7,718,965 | $7,557,262 | -$161,703 | -2.09% | |
| Matters Capital Llc | 5.25% | 275,500 | $7,496,355 | $7,339,320 | -$157,035 | -2.09% | |
| Chicago Partners Investment Group Llc | 0.15% | 279,179 | $7,426,158 | $7,437,329 | +$11,171 | +0.15% | |
| Kestra Advisory Services, Llc | 0.02% | 246,477 | $6,706,632 | $6,566,147 | -$140,485 | -2.09% | |
| Kingsview Wealth Management, Llc | 0.08% | 233,064 | $6,341,671 | $6,208,825 | -$132,846 | -2.09% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 230,670 | $6,276,531 | $6,145,049 | -$131,482 | -2.09% | |
| Cornerstone Wealth Group, Llc | 0.35% | 218,798 | $5,953,498 | $5,828,779 | -$124,719 | -2.09% | |
| Kestra Private Wealth Services, Llc | 0.06% | 198,571 | $5,403,125 | $5,289,931 | -$113,194 | -2.09% | |
| Envestnet Asset Management Inc | 0.00% | 177,760 | $4,836,859 | $4,735,526 | -$101,333 | -2.10% | |
| Independent Financial Group, Llc | 0.09% | 176,904 | $4,813,567 | $4,712,723 | -$100,844 | -2.10% | |
| Millington Financial Advisors, Llc | 1.62% | 154,290 | $4,131,879 | $4,110,286 | -$21,593 | -0.52% | |
| Kingswood Wealth Advisors, Llc | 0.16% | 149,787 | $4,075,714 | $3,990,326 | -$85,388 | -2.10% | |
| Wedbush Securities Inc | 0.10% | 148,705 | $4,046,000 | $3,961,501 | -$84,499 | -2.09% | |
| Anfield Capital Management, Llc | 1.10% | 158,548 | $3,985,897 | $4,223,719 | +$237,822 | +5.97% | |
| Oppenheimer & Co Inc | 0.04% | 135,127 | $3,676,806 | $3,599,783 | -$77,023 | -2.09% | |
| Goalvest Advisory Llc | 0.65% | 129,010 | $3,510,362 | $3,436,826 | -$73,536 | -2.09% | |
| Twelve Points Wealth Management Llc | 0.68% | 125,120 | $3,404,508 | $3,333,197 | -$71,311 | -2.09% | |
| Sound Income Strategies, Llc | 0.15% | 120,321 | $3,273,934 | $3,205,351 | -$68,583 | -2.09% | |
| Corrado Advisors, Llc | 1.48% | 117,941 | $3,209,163 | $3,141,948 | -$67,215 | -2.09% | |
| Summit Financial, Llc | 0.03% | 117,067 | $3,185,387 | $3,118,665 | -$66,722 | -2.09% | |
| Insigneo Advisory Services, Llc | 0.12% | 116,643 | $3,173,857 | $3,107,370 | -$66,487 | -2.09% | |
| Noble Wealth Management Pbc | 1.44% | 116,303 | $3,164,605 | $3,098,312 | -$66,293 | -2.09% | |
| Capital Analysts, Llc | 0.07% | 110,811 | $3,015,000 | $2,952,005 | -$62,995 | -2.09% | |
| Osaic Holdings, Inc. | 0.00% | 108,210 | $2,944,421 | $2,882,714 | -$61,707 | -2.10% | |
| Savvy Advisors, Inc. | 0.06% | 105,307 | $2,865,406 | $2,805,378 | -$60,028 | -2.09% | |
| Greenberg Financial Group | 1.07% | 105,025 | $2,857,730 | $2,797,866 | -$59,864 | -2.09% | |
| New Wave Wealth Advisors Llc | 0.78% | 104,946 | $2,855,584 | $2,795,761 | -$59,823 | -2.09% | |
| Snowden Capital Advisors Llc | 0.06% | 101,068 | $2,686,387 | $2,692,452 | +$6,065 | +0.23% | |
| Centaurus Financial, Inc. | 0.10% | 93,103 | $2,533,000 | $2,480,264 | -$52,736 | -2.08% | |
| Grantvest Financial Group Llc | 1.45% | 91,768 | $2,496,999 | $2,444,700 | -$52,299 | -2.09% |
Frequently asked questions about CAIE
Who owns the most CAIE stock?
The largest holders of CAIE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CALAMOS AUTOCALLABLE INC ETF (CAIE).
Is CAIE widely held by superinvestors?
Many widely followed stocks like CAIE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CAIE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.