CALAMOS NASDAQ AUTOCALL ETF (CAIQ) Institutional Shareholders
CALAMOS NASDAQ AUTOCALL ETF (CAIQ) 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 $125.45M in CAIQ holdings during the latest filing period.
Calamos Wealth Management Llc is currently the largest disclosed institutional shareholder of CAIQ tracked by InsiderSet, reporting ownership valued at approximately $33.72M 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 $32.08M, representing an estimated loss of -4.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% 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, Commonwealth Equity Services, 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
59
Total Reported Value
$125.45M
Largest Holder
Calamos Wealth Management Llc
Largest Position
$33.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
64
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 | 1.02% | 1,256,006 | $33,723,763 | $32,079,398 | -$1,644,365 | -4.88% | |
| United Capital Financial Advisors, Llc | 0.08% | 549,000 | $14,663,790 | $14,021,899 | -$641,891 | -4.38% | |
| Commonwealth Equity Services, Llc | 0.02% | 472,164 | $12,677,590 | $12,059,446 | -$618,144 | -4.88% | |
| Strategic Blueprint, Llc | 0.52% | 390,607 | $10,487,788 | $9,976,415 | -$511,373 | -4.88% | |
| Cornerstone Wealth, Llc/Tn | 3.71% | 280,638 | $7,344,549 | $7,167,719 | -$176,830 | -2.41% | |
| Intrepid Financial Planning Group Llc | 1.60% | 174,965 | $4,697,810 | $4,468,746 | -$229,064 | -4.88% | |
| Redhawk Wealth Advisors, Inc. | 0.39% | 147,611 | $3,963,351 | $3,770,103 | -$193,248 | -4.88% | |
| Anfield Capital Management, Llc | 0.95% | 145,564 | $3,469,867 | $3,717,821 | +$247,954 | +7.15% | |
| Brookwood Investment Group Llc | 0.38% | 122,314 | $3,284,131 | $3,123,997 | -$160,134 | -4.88% | |
| Pfg Investments, Llc | 0.12% | 119,562 | $3,210,236 | $3,053,709 | -$156,527 | -4.88% | |
| Millington Financial Advisors, Llc | 1.09% | 107,920 | $2,778,280 | $2,756,363 | -$21,917 | -0.79% | |
| Onyx Bridge Wealth Group Llc | 0.22% | 92,422 | $2,481,522 | $2,360,532 | -$120,990 | -4.88% | |
| Chicago Partners Investment Group Llc | 0.05% | 89,101 | $2,276,373 | $2,275,711 | -$662 | -0.03% | |
| Independent Financial Group, Llc | 0.03% | 58,965 | $1,583,210 | $1,506,013 | -$77,197 | -4.88% | |
| Greenberg Financial Group | 0.52% | 51,620 | $1,385,997 | $1,318,416 | -$67,581 | -4.88% | |
| Insigneo Advisory Services, Llc | 0.05% | 44,915 | $1,205,975 | $1,147,165 | -$58,810 | -4.88% | |
| Welch Financial Planning, Llc | 0.70% | 44,838 | $1,203,900 | $1,145,198 | -$58,702 | -4.88% | |
| Lexaurum Advisors, Llc | 0.13% | 41,658 | $1,118,517 | $1,063,979 | -$54,538 | -4.88% | |
| Waverly Advisors, Llc | 0.01% | 37,600 | $1,009,560 | $960,334 | -$49,226 | -4.88% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 37,199 | $998,793 | $950,092 | -$48,701 | -4.88% | |
| Snowden Capital Advisors Llc | 0.02% | 38,252 | $997,612 | $976,987 | -$20,625 | -2.07% | |
| Winnow Wealth Llc | 0.51% | 27,663 | $742,741 | $706,535 | -$36,206 | -4.87% | |
| Beacon Financial Advisory Llc | 0.14% | 26,822 | $720,160 | $685,055 | -$35,105 | -4.87% | |
| Brookstone Capital Management | 0.01% | 24,294 | $652,288 | $620,488 | -$31,800 | -4.88% | |
| Haven Private, Llc | 0.24% | 23,796 | $638,923 | $607,769 | -$31,154 | -4.88% | |
| Claro Advisors Inc. | 0.07% | 23,516 | $631,398 | $600,617 | -$30,781 | -4.87% | |
| Kingswood Wealth Advisors, Llc | 0.02% | 20,224 | $543,014 | $516,537 | -$26,477 | -4.88% | |
| Garden State Investment Advisory Services Llc | 0.09% | 17,650 | $473,903 | $450,795 | -$23,108 | -4.88% | |
| Grantvest Financial Group Llc | 0.27% | 17,369 | $466,358 | $443,618 | -$22,740 | -4.88% | |
| Family Office Research Llc | 0.17% | 16,978 | $455,851 | $433,632 | -$22,219 | -4.87% | |
| Secure Asset Management, Llc | 0.06% | 16,023 | $430,221 | $409,240 | -$20,981 | -4.88% | |
| Royal Bank Of Canada | 0.00% | 15,000 | $403,000 | $383,112 | -$19,888 | -4.93% | |
| Estate Planners Group, Llc | 0.17% | 14,156 | $380,085 | $361,556 | -$18,529 | -4.88% | |
| Captrust Financial Advisors | 0.00% | 11,845 | $318,038 | $302,531 | -$15,507 | -4.88% | |
| Silver Oak Securities, Incorporated | 0.02% | 11,572 | $310,708 | $295,558 | -$15,150 | -4.88% | |
| Rps Advisory Solutions Llc | 0.20% | 11,517 | $309,231 | $294,153 | -$15,078 | -4.88% | |
| Wedbush Securities Inc | 0.01% | 11,020 | $296,000 | $281,460 | -$14,540 | -4.91% | |
| Innovative Asset Advisors Group, Llc | 0.13% | 10,935 | $293,600 | $279,289 | -$14,311 | -4.87% | |
| Wealthtrust Asset Management, Llc | 0.15% | 10,347 | $277,817 | $264,271 | -$13,546 | -4.88% | |
| Channel Wealth Llc | 0.06% | 10,206 | $274,031 | $260,669 | -$13,362 | -4.88% | |
| Envestnet Asset Management Inc | 0.00% | 9,934 | $266,728 | $253,722 | -$13,006 | -4.88% | |
| Osaic Holdings, Inc. | 0.00% | 8,913 | $239,303 | $227,645 | -$11,658 | -4.87% | |
| Palacios Wealth Management, Llc | 0.14% | 8,908 | $239,180 | $227,517 | -$11,663 | -4.88% | |
| Wealthcare Advisory Partners Llc | 0.00% | 8,616 | $231,330 | $220,060 | -$11,270 | -4.87% | |
| Able Wealth Management Llc | 0.05% | 7,944 | $213,296 | $202,896 | -$10,400 | -4.88% | |
| Summit Financial, Llc | 0.00% | 7,805 | $209,555 | $199,346 | -$10,209 | -4.87% | |
| Mra Advisory Group | 0.07% | 7,502 | $201,429 | $191,607 | -$9,822 | -4.88% | |
| Ifp Advisors, Inc | 0.00% | 7,448 | $199,979 | $190,228 | -$9,751 | -4.88% | |
| Institute For Wealth Management, Llc. | 0.02% | 6,838 | $183,605 | $174,648 | -$8,957 | -4.88% | |
| Allworth Financial Lp | 0.00% | 5,573 | $149,636 | $142,339 | -$7,297 | -4.88% |
Frequently asked questions about CAIQ
Who owns the most CAIQ stock?
The largest holders of CAIQ 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 NASDAQ AUTOCALL ETF (CAIQ).
Is CAIQ widely held by superinvestors?
Many widely followed stocks like CAIQ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CAIQ 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.