Calamos Autocalla Gro ETFCAGE ETF 13F holders, Q2 2026 (June 30) 38 holders
$27.80 avg. 13F price*
At the end of Q2 2026 , 38 institutions reported holding Calamos Autocalla Gro ETF (CAGE) in their 13F filings. The largest holders were HUB Investment Partners, LLC ($4.4M), Independent Financial Group, LLC ($3.0M) and Gladstone Institutional Advisory LLC ($2.6M).
Company Calamos Autocalla Gro ETF
CUSIP 12811T522
Latest filing quarter Q2 2026
Total Exit/New Position Q2 2026 Institutions Total Value New Positions 38 $23.5M Exits 0 $0
Ownership 38 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ HUB Investment Partners, LLC 0.08% New 159,128 $4.4M Independent Financial Group, LLC 0.06% New 108,728 $3.0M Gladstone Institutional Advisory LLC 0.08% New 92,387 $2.6M Commonwealth Equity Services, LLC 0.00% New 50,521 $1.4M Calamos Wealth Management LLC 0.04% New 49,345 $1.4M Claro Advisors Inc. 0.12% New 42,467 $1.2M Essex Financial Services, Inc. 0.05% New 35,320 $979K Snowden Capital Advisors LLC 0.02% New 28,214 $782K Diversify Advisory Services, LLC 0.01% New 20,779 $564K Diversify Wealth Management, LLC 0.01% New 20,779 $564K Chicago Partners Investment Group LLC 0.01% New 19,853 $534K Millington Financial Advisors, LLC 0.20% New 18,709 $515K Silver Oak Securities, Incorporated 0.03% New 18,151 $503K &partners 0.00% New 13,478 $493K Estate Planners Group, LLC 0.21% New 16,947 $470K JPMorgan Chase & Co. 0.00% New 15,685 $430K Commerce Advisors, LLC 0.21% New 14,243 $395K Wealth Enhancement Advisory Services, LLC 0.00% New 12,268 $347K Onyx Bridge Wealth Group LLC 0.03% New 11,841 $328K Innovative Asset Advisors Group, LLC 0.14% New 11,154 $309K Old Mission Capital LLC 0.01% New 10,335 $286K Strategic Blueprint, LLC 0.01% New 10,188 $282K Kingsview Wealth Management, LLC 0.00% New 10,097 $280K Captrust Financial Advisors 0.00% New 8,950 $248K Beaumont Financial Advisors, LLC 0.02% New 8,669 $240K Family Office Research LLC 0.09% New 8,276 $229K Wedbush Securities Inc. 0.01% New 8,189 $227K Brookstone Capital Management 0.00% New 8,189 $227K SHP Wealth Management 0.01% New 3,612 $100K Steward Partners Investment Advisory, LLC 0.00% New 3,217 $89K Wolff Wiese Magana LLC 0.03% New 2,269 $63K Essential Investment Partners LLC 0.03% New 1,520 $42K Tucker Asset Management LLC 0.00% New 631 $17K High Note Wealth, LLC 0.00% New 510 $14K Realta Investment Advisors 0.00% New 460 $13K Consultiva Wealth Management, Corp. 0.03% New 400 $11K Institute for Wealth Management, LLC. 0.00% New 374 $10K Acumen Wealth Advisors, LLC 0.00% New 25 $693
"% of holder's portfolio" is CAGE's weight in each manager's 13F, not the share of Calamos Autocalla Gro ETF the manager owns.