CAIQ Institutional Ownership & Shareholders
CALAMOS NASDAQ AUTOCALL ETF (CAIQ) is currently held by 73 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $173.23M 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 CAIQ tracked by InsiderSet, reporting ownership valued at approximately $47.99M 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 $43.62M, representing an estimated loss of -9.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed CAIQ value among the investors covered in this analysis. Major shareholders include Calamos Wealth Management Llc, United Capital Financial Advisors, Llc, Strategic Blueprint, Llc, and several other long-term asset managers with concentrated positions in CALAMOS NASDAQ AUTOCALL ETF (CAIQ).
This page ranks the largest institutional CAIQ 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
73
Total Reported Value
$173.23M
Largest Holder
Calamos Wealth Management Llc
Largest Position
$47.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
78
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 | 1.38% | 1,832,214 | $47,985,686 | $43,619,152 | -$4,366,534 | -9.10% | |
| United Capital Financial Advisors, Llc | 0.08% | 549,000 | $14,663,790 | $13,069,933 | -$1,593,857 | -10.87% | |
| Strategic Blueprint, Llc | 0.53% | 412,475 | $10,802,726 | $9,819,710 | -$983,016 | -9.10% | |
| Cornerstone Wealth, Llc/Tn | 4.19% | 355,437 | $8,737,176 | $8,461,818 | -$275,358 | -3.15% | |
| Commonwealth Equity Services, Llc | 0.01% | 275,254 | $7,208,900 | $6,552,917 | -$655,983 | -9.10% | |
| Diversify Advisory Services, Llc | 0.11% | 280,977 | $7,134,658 | $6,689,163 | -$445,495 | -6.24% | |
| Diversify Wealth Management, Llc | 0.11% | 280,977 | $7,134,658 | $6,689,163 | -$445,495 | -6.24% | |
| Redhawk Wealth Advisors, Inc. | 0.54% | 204,845 | $5,364,884 | $4,876,704 | -$488,180 | -9.10% | |
| Haven Private, Llc | 2.00% | 193,111 | $5,057,577 | $4,597,355 | -$460,222 | -9.10% | |
| Intrepid Financial Planning Group Llc | 1.60% | 174,965 | $4,697,810 | $4,165,357 | -$532,453 | -11.33% | |
| Onyx Bridge Wealth Group Llc | 0.41% | 178,935 | $4,686,303 | $4,259,870 | -$426,433 | -9.10% | |
| Chicago Partners Investment Group Llc | 0.07% | 153,990 | $3,785,313 | $3,666,009 | -$119,304 | -3.15% | |
| Anfield Capital Management, Llc | 0.95% | 145,564 | $3,469,867 | $3,465,413 | -$4,454 | -0.13% | |
| Brookwood Investment Group Llc | 0.38% | 122,314 | $3,284,131 | $2,911,905 | -$372,226 | -11.33% | |
| Pfg Investments, Llc | 0.12% | 119,562 | $3,210,236 | $2,846,389 | -$363,847 | -11.33% | |
| Millington Financial Advisors, Llc | 1.09% | 107,920 | $2,778,280 | $2,569,230 | -$209,050 | -7.52% | |
| Independent Financial Group, Llc | 0.05% | 102,083 | $2,673,553 | $2,430,270 | -$243,283 | -9.10% | |
| Greenberg Financial Group | 0.91% | 96,320 | $2,522,621 | $2,293,071 | -$229,550 | -9.10% | |
| Brookstone Capital Management | 0.02% | 74,992 | $1,964,028 | $1,785,320 | -$178,708 | -9.10% | |
| Simplicity Wealth,Llc | 0.05% | 70,837 | $1,855,229 | $1,686,402 | -$168,827 | -9.10% | |
| Winnow Wealth Llc | 0.95% | 55,166 | $1,444,806 | $1,313,326 | -$131,480 | -9.10% | |
| Claro Advisors Inc. | 0.14% | 54,027 | $1,414,970 | $1,286,210 | -$128,760 | -9.10% | |
| Calamos Advisors Llc | 0.00% | 47,480 | $1,243,501 | $1,130,347 | -$113,154 | -9.10% | |
| Insigneo Advisory Services, Llc | 0.05% | 44,915 | $1,205,975 | $1,069,282 | -$136,693 | -11.33% | |
| Welch Financial Planning, Llc | 0.70% | 44,838 | $1,203,900 | $1,067,449 | -$136,451 | -11.33% | |
| Family Office Research Llc | 0.46% | 45,380 | $1,188,518 | $1,080,353 | -$108,165 | -9.10% | |
| Waverly Advisors, Llc | 0.01% | 37,600 | $1,009,560 | $895,136 | -$114,424 | -11.33% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 37,199 | $998,793 | $885,589 | -$113,204 | -11.33% | |
| Snowden Capital Advisors Llc | 0.02% | 38,252 | $997,612 | $910,658 | -$86,954 | -8.72% | |
| Lexaurum Advisors, Llc | 0.10% | 35,658 | $933,883 | $848,903 | -$84,980 | -9.10% | |
| Kingswood Wealth Advisors, Llc | 0.03% | 33,462 | $876,371 | $796,623 | -$79,748 | -9.10% | |
| Beacon Financial Advisory Llc | 0.15% | 31,249 | $818,407 | $743,939 | -$74,468 | -9.10% | |
| Secure Asset Management, Llc | 0.10% | 29,466 | $771,703 | $701,491 | -$70,212 | -9.10% | |
| Vestgen Advisors, Llc | 0.02% | 26,406 | $691,567 | $628,642 | -$62,925 | -9.10% | |
| Grantvest Financial Group Llc | 0.40% | 26,291 | $688,579 | $625,905 | -$62,674 | -9.10% | |
| World Equity Group, Inc. | 0.22% | 20,000 | $523,800 | $476,136 | -$47,664 | -9.10% | |
| Wealthcare Advisory Partners Llc | 0.01% | 19,879 | $520,634 | $473,255 | -$47,379 | -9.10% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 19,561 | $509,003 | $465,685 | -$43,318 | -8.51% | |
| Garden State Investment Advisory Services Llc | 0.09% | 17,650 | $473,903 | $420,190 | -$53,713 | -11.33% | |
| Hbw Advisory Services Llc | 0.04% | 16,744 | $438,532 | $398,621 | -$39,911 | -9.10% | |
| Palacios Wealth Management, Llc | 0.23% | 16,559 | $433,677 | $394,217 | -$39,460 | -9.10% | |
| Royal Bank Of Canada | 0.00% | 15,000 | $403,000 | $357,102 | -$45,898 | -11.39% | |
| Corecap Advisors, Llc | 0.01% | 14,550 | $381,065 | $346,389 | -$34,676 | -9.10% | |
| Estate Planners Group, Llc | 0.17% | 14,156 | $380,085 | $337,009 | -$43,076 | -11.33% | |
| Captrust Financial Advisors | 0.00% | 11,845 | $318,038 | $281,992 | -$36,046 | -11.33% | |
| Silver Oak Securities, Incorporated | 0.02% | 11,572 | $310,708 | $275,492 | -$35,216 | -11.33% | |
| Rps Advisory Solutions Llc | 0.20% | 11,517 | $309,231 | $274,183 | -$35,048 | -11.33% | |
| Accurate Wealth Management, Llc | 0.03% | 11,555 | $298,996 | $275,088 | -$23,908 | -8.00% | |
| Kestra Private Wealth Services, Llc | 0.00% | 11,335 | $296,871 | $269,850 | -$27,021 | -9.10% | |
| Innovative Asset Advisors Group, Llc | 0.13% | 10,935 | $293,600 | $260,327 | -$33,273 | -11.33% |
Frequently asked questions about CAIQ
Who are the largest institutional holders of CAIQ?
The largest institutional holders of CAIQ reported in the latest SEC Form 13F filings include Calamos Wealth Management Llc, United Capital Financial Advisors, Llc, Strategic Blueprint, Llc, Cornerstone Wealth, Llc/Tn, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported CAIQ position.
What is CAIQ institutional ownership?
This page tracks CAIQ positions reported by institutional investment managers through SEC Form 13F. CALAMOS NASDAQ AUTOCALL ETF (CAIQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CAIQ?
InsiderSet currently tracks 73 institutional managers reporting CAIQ 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 CAIQ shareholders.
How much CAIQ stock do institutions own?
Institutional investment managers disclosed approximately $173.23M in CAIQ holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CAIQ institutional ownership last updated?
The latest CAIQ 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 CAIQ 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 CAIQ position after the reporting date.
Are institutions buying or selling CAIQ?
Institutional buying and selling can be analyzed by comparing CAIQ positions across consecutive 13F reporting periods. InsiderSet's CAIQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CAIQ ownership changes.
How has CAIQ institutional ownership changed over time?
InsiderSet tracks CAIQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.