Calamos Autocallable Inc. ETFCAIEETF
13F holders, Q2 2025 (June 30)5holders +4
4new positions
0sold out
$26.99avg. 13F price*
At the end of Q2 2025, 5 institutions reported holding Calamos Autocallable Inc. ETF (CAIE) in their 13F filings, up 4 from Q1 2025. 4 opened new positions and 0 sold out. The largest holders were Greenberg Financial Group ($2.9M), Garden State Investment Advisory Services LLC ($451K) and Steward Partners Investment Advisory, LLC ($3K).
- Company
- Calamos Autocallable Inc. ETF
- CUSIP
- 12811T571
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $454K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 112,698 shares bought, net +112,698 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Greenberg Financial Group | 1.07% | Add +950.3% | 105,025 | $2.9M |
| Garden State Investment Advisory Services LLC | 0.12% | New | 17,565 | $451K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 100 | $3K |
| Legacy Investment Solutions, LLC | 0.00% | — | 8 | $206 |
| Legacy Wealth Managment, LLC | 0.00% | New | 8 | $206 |
"% of holder's portfolio" is CAIE's weight in each manager's 13F, not the share of Calamos Autocallable Inc. ETF the manager owns.