Calamos Autocallable Inc. ETFCAIEETF

13F holders, Q3 2025 (September 30)
67holders +62
64new positions
1sold out
$27.46avg. 13F price*

At the end of Q3 2025, 67 institutions reported holding Calamos Autocallable Inc. ETF (CAIE) in their 13F filings, up 62 from Q2 2025. 64 opened new positions and 1 sold out. The largest holders were Wealth Watch Advisors, INC ($19.7M), Calamos Wealth Management LLC ($12.3M) and Gradient Investments LLC ($11.0M).

Company
Calamos Autocallable Inc. ETF
CUSIP
12811T571
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2025: 1Q1 2025Q2 2025: 5Q2 2025Q3 2025: 67Q3 2025Q4 2025: 105Q4 2025Q1 2026: 147Q1 2026Q2 2026: 169Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions64$131.3M
Exits1$451K

All 13F filers, Q2 2025 → Q3 2025: 4,869,419 shares bought and 17,565 shares sold, net +4,851,854 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 67 holders

Wealth Watch Advisors, INC 8.11% New 716,519 $19.7M
Calamos Wealth Management LLC 0.45% New 448,775 $12.3M
Gradient Investments LLC 0.18% New 401,393 $11.0M
Waverly Advisors, LLC 0.10% New 347,265 $9.5M
Wealthcare Advisory Partners LLC 0.14% New 251,545 $6.9M
Fortress Wealth Management, Inc. 2.49% New 203,465 $5.6M
Redhawk Wealth Advisors, Inc. 0.49% New 155,194 $4.3M
Intrepid Financial Planning Group LLC 1.60% New 152,536 $4.2M
Integrated Wealth Concepts LLC 0.03% New 112,214 $3.1M
Noble Wealth Management PBC 1.61% — 110,169 $3.0M
Strategic Blueprint, LLC 0.13% New 105,220 $2.9M
Corrado Advisors, LLC 1.52% New 102,842 $2.8M
Millington Financial Advisors, LLC 1.22% New 93,226 $2.5M
Pinion Investment Advisors, LLC 0.67% New 89,948 $2.5M
Steward Partners Investment Advisory, LLC 0.01% Add +87181.0% 87,281 $2.4M
BOS Asset Management, LLC 0.66% New 85,425 $2.3M
Cetera Investment Advisers 0.00% New 84,767 $2.3M
Harbour Investments, Inc. 0.05% New 79,118 $2.2M
Commonwealth Equity Services, LLC 0.00% New 77,631 $2.1M
Chicago Partners Investment Group LLC 0.05% New 76,090 $2.1M
Twelve Points Wealth Management LLC 0.50% New 73,771 $2.0M
WMG Financial Advisors, LLC 0.67% New 73,210 $2.0M
Institute for Wealth Management, LLC. 0.19% New 67,893 $1.9M
Cambridge Investment Research Advisors, Inc. 0.00% New 63,596 $1.7M
Summit Financial, LLC 0.02% New 59,175 $1.6M
McDonald Partners LLC 0.41% New 50,000 $1.4M
Brookstone Capital Management 0.02% New 48,368 $1.3M
Consolidated Portfolio Review Corp 0.16% New 45,896 $1.3M
Claro Advisors Inc. 0.18% New 45,469 $1.2M
Kestra Advisory Services, LLC 0.01% New 40,996 $1.1M
Oppenheimer & Co. Inc. 0.01% New 33,883 $931K
Capital Analysts, LLC 0.03% New 33,161 $911K
Grantvest Financial Group LLC 0.59% New 31,253 $859K
Insigneo Advisory Services, LLC 0.06% New 30,673 $843K
Kestra Private Wealth Services, LLC 0.01% New 29,578 $813K
Prime Capital Investment Advisors, LLC 0.01% New 29,189 $802K
PFG Investments, LLC 0.04% New 28,331 $778K
Channel Wealth LLC 0.19% New 26,002 $714K
IFP Advisors, Inc 0.02% New 25,857 $710K
Beacon Financial Advisory LLC 0.16% New 25,335 $696K
Insight Wealth Strategies, LLC 0.08% New 25,292 $695K
Harvest Investment Services, LLC 0.14% New 24,560 $675K
MML Investors Services, LLC 0.00% New 24,553 $674K
New Wave Wealth Advisors LLC 0.26% New 24,039 $660K
Wealth Enhancement Advisory Services, LLC 0.00% New 23,976 $656K
GoalVest Advisory LLC 0.13% New 21,990 $604K
Envestnet Asset Management Inc. 0.00% New 18,447 $507K
Allworth Financial LP 0.00% New 17,650 $485K
Silver Oak Securities, Incorporated 0.03% New 15,422 $424K
WealthTrust Asset Management, LLC 0.28% New 14,955 $411K
Matrix Trust Co 0.06% New 14,697 $404K
Private Advisor Group, LLC 0.00% New 14,520 $399K
Mid-American Wealth Advisory Group, Inc. 0.16% New 13,202 $363K
Calamos Advisors LLC 0.00% New 12,540 $344K
Wedbush Securities Inc. 0.01% New 12,260 $337K
Worth Asset Management, LLC 0.13% New 10,797 $297K
OneDigital Investment Advisors LLC 0.00% New 10,450 $287K
Triad Wealth Partners, LLC 0.04% New 9,986 $274K
Independent Financial Group, LLC 0.01% New 7,876 $216K
Collaborative Wealth Managment Inc. 0.08% New 7,571 $208K
Advisory Services Network, LLC 0.00% New 5,767 $158K
Osaic Holdings, Inc. 0.00% New 5,000 $137K
Legacy Wealth Managment, LLC 0.01% Add +6787.5% 551 $15K
UBS Group AG 0.00% New 371 $10K
Anfield Capital Management, LLC 0.00% New 361 $10K
Rothschild Investment LLC 0.00% New 354 $10K
Aptus Capital Advisors, LLC 0.00% New 250 $7K

"% of holder's portfolio" is CAIE's weight in each manager's 13F, not the share of Calamos Autocallable Inc. ETF the manager owns.