CAIE Institutional Ownership & Shareholders
CALAMOS AUTOCALLABLE INC ETF (CAIE) is currently held by 188 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $652.21M 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 CAIE tracked by InsiderSet, reporting ownership valued at approximately $66.85M 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 $65.90M, representing an estimated loss of -1.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 41% 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
188
Total Reported Value
$652.21M
Largest Holder
Calamos Wealth Management Llc
Largest Position
$66.85M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
79
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 | 1.92% | 2,511,321 | $66,851,369 | $65,897,063 | -$954,306 | -1.43% | |
| Wealth Watch Advisors, Inc | 11.46% | 1,295,093 | $35,239,487 | $33,983,240 | -$1,256,247 | -3.56% | |
| Vestgen Advisors, Llc | 1.04% | 1,271,064 | $33,835,723 | $33,352,719 | -$483,004 | -1.43% | |
| Royal Bank Of Canada | 0.00% | 947,329 | $25,777,000 | $24,857,913 | -$919,087 | -3.57% | |
| Menard Financial Group Llc | 10.30% | 695,646 | $18,928,528 | $18,253,751 | -$674,777 | -3.56% | |
| Cornerstone Wealth, Llc/Tn | 8.70% | 689,790 | $18,148,382 | $18,100,090 | -$48,292 | -0.27% | |
| Simplicity Wealth,Llc | 0.51% | 663,092 | $17,651,516 | $17,399,534 | -$251,982 | -1.43% | |
| Pinion Investment Advisors, Llc | 3.10% | 656,676 | $17,480,719 | $17,231,178 | -$249,541 | -1.43% | |
| Prime Capital Investment Advisors, Llc | 0.17% | 640,021 | $17,037,347 | $16,794,151 | -$243,196 | -1.43% | |
| Brookstone Capital Management | 0.16% | 620,741 | $16,524,121 | $16,288,244 | -$235,877 | -1.43% | |
| Strategic Blueprint, Llc | 0.79% | 606,338 | $16,140,710 | $15,910,309 | -$230,401 | -1.43% | |
| Commonwealth Equity Services, Llc | 0.02% | 562,468 | $14,972,890 | $14,759,160 | -$213,730 | -1.43% | |
| United Capital Financial Advisors, Llc | 0.08% | 537,750 | $14,610,668 | $14,110,560 | -$500,108 | -3.42% | |
| Waverly Advisors, Llc | 0.08% | 528,430 | $14,378,567 | $13,866,003 | -$512,564 | -3.56% | |
| Farther Finance Advisors, Llc | 0.08% | 438,828 | $11,681,612 | $11,514,847 | -$166,765 | -1.43% | |
| Intrepid Financial Planning Group Llc | 3.74% | 404,833 | $11,015,516 | $10,622,818 | -$392,698 | -3.56% | |
| Chicago Partners Investment Group Llc | 0.20% | 409,200 | $10,766,061 | $10,737,408 | -$28,653 | -0.27% | |
| Redhawk Wealth Advisors, Inc. | 1.02% | 379,102 | $10,091,707 | $9,947,636 | -$144,071 | -1.43% | |
| Innovative Asset Advisors Group, Llc | 4.38% | 367,930 | $10,011,371 | $9,654,483 | -$356,888 | -3.56% | |
| Elevation Point Wealth Partners, Llc | 0.17% | 346,810 | $9,232,095 | $9,100,294 | -$131,801 | -1.43% | |
| Wealthcare Advisory Partners Llc | 0.15% | 322,998 | $8,598,210 | $8,475,468 | -$122,742 | -1.43% | |
| Kingswood Wealth Advisors, Llc | 0.33% | 318,097 | $8,467,744 | $8,346,865 | -$120,879 | -1.43% | |
| Gradient Investments Llc | 0.12% | 305,117 | $8,122,221 | $8,006,270 | -$115,951 | -1.43% | |
| Mgo One Seven Llc | 0.13% | 289,849 | $7,715,780 | $7,605,638 | -$110,142 | -1.43% | |
| Matters Capital Llc | 5.25% | 275,500 | $7,496,355 | $7,229,120 | -$267,235 | -3.56% | |
| Institute For Wealth Management, Llc. | 0.66% | 280,922 | $7,478,149 | $7,371,393 | -$106,756 | -1.43% | |
| Independent Financial Group, Llc | 0.12% | 248,450 | $6,613,740 | $6,519,328 | -$94,412 | -1.43% | |
| Goalvest Advisory Llc | 1.14% | 248,398 | $6,612,355 | $6,517,964 | -$94,391 | -1.43% | |
| Kestra Advisory Services, Llc | 0.02% | 247,019 | $6,575,636 | $6,481,779 | -$93,857 | -1.43% | |
| Kingsview Wealth Management, Llc | 0.08% | 233,064 | $6,341,671 | $6,115,599 | -$226,072 | -3.56% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 230,670 | $6,276,531 | $6,052,781 | -$223,750 | -3.56% | |
| Cornerstone Wealth Group, Llc | 0.33% | 215,596 | $5,739,160 | $5,657,239 | -$81,921 | -1.43% | |
| Envestnet Asset Management Inc | 0.00% | 177,760 | $4,836,859 | $4,664,422 | -$172,437 | -3.57% | |
| Haven Private, Llc | 1.73% | 164,538 | $4,380,002 | $4,317,477 | -$62,525 | -1.43% | |
| Kestra Private Wealth Services, Llc | 0.05% | 163,584 | $4,354,607 | $4,292,444 | -$62,163 | -1.43% | |
| Millington Financial Advisors, Llc | 1.62% | 154,290 | $4,131,879 | $4,048,570 | -$83,309 | -2.02% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 151,284 | $4,042,317 | $3,969,692 | -$72,625 | -1.80% | |
| Anfield Capital Management, Llc | 1.10% | 158,548 | $3,985,897 | $4,160,300 | +$174,403 | +4.38% | |
| Greenberg Financial Group | 1.41% | 147,851 | $3,935,794 | $3,879,610 | -$56,184 | -1.43% | |
| Kestra Investment Management, Llc | 0.07% | 147,370 | $3,922,993 | $3,866,989 | -$56,004 | -1.43% | |
| New Wave Wealth Advisors Llc | 1.02% | 144,403 | $3,882,988 | $3,789,135 | -$93,853 | -2.42% | |
| Oppenheimer & Co Inc | 0.04% | 140,907 | $3,750,944 | $3,697,400 | -$53,544 | -1.43% | |
| Diversify Advisory Services, Llc | 0.06% | 138,773 | $3,712,177 | $3,641,404 | -$70,773 | -1.91% | |
| Diversify Wealth Management, Llc | 0.06% | 138,773 | $3,712,177 | $3,641,404 | -$70,773 | -1.91% | |
| Twelve Points Wealth Management Llc | 0.68% | 139,563 | $3,662,140 | $3,662,133 | -$7 | -0.00% | |
| Sound Income Strategies, Llc | 0.16% | 130,999 | $3,500,293 | $3,437,414 | -$62,879 | -1.80% | |
| Grantvest Financial Group Llc | 1.89% | 123,548 | $3,288,845 | $3,241,900 | -$46,945 | -1.43% | |
| Merit Financial Group, Llc | 0.02% | 119,803 | $3,189,163 | $3,143,631 | -$45,532 | -1.43% | |
| Summit Financial, Llc | 0.03% | 117,067 | $3,185,387 | $3,071,838 | -$113,549 | -3.56% | |
| Insigneo Advisory Services, Llc | 0.12% | 116,643 | $3,173,857 | $3,060,712 | -$113,145 | -3.56% |
Frequently asked questions about CAIE
Who are the largest institutional holders of CAIE?
The largest institutional holders of CAIE reported in the latest SEC Form 13F filings include Calamos Wealth Management Llc, Wealth Watch Advisors, Inc, Vestgen Advisors, Llc, Royal Bank Of Canada, and Menard Financial Group Llc. InsiderSet ranks institutional holders by their latest reported CAIE position.
What is CAIE institutional ownership?
This page tracks CAIE positions reported by institutional investment managers through SEC Form 13F. CALAMOS AUTOCALLABLE INC ETF (CAIE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CAIE?
InsiderSet currently tracks 188 institutional managers reporting CAIE 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 CAIE shareholders.
How much CAIE stock do institutions own?
Institutional investment managers disclosed approximately $652.21M in CAIE holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CAIE institutional ownership last updated?
The latest CAIE 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 CAIE 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 CAIE position after the reporting date.
Are institutions buying or selling CAIE?
Institutional buying and selling can be analyzed by comparing CAIE positions across consecutive 13F reporting periods. InsiderSet's CAIE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CAIE ownership changes.
How has CAIE institutional ownership changed over time?
InsiderSet tracks CAIE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.