Calamos Autocallable Inc. ETFCAIEETF
13F holders, Q4 2025 (December 31)105holders +38
41new positions
6sold out
$26.75avg. 13F price*
At the end of Q4 2025, 105 institutions reported holding Calamos Autocallable Inc. ETF (CAIE) in their 13F filings, up 38 from Q3 2025. 41 opened new positions and 6 sold out. The largest holders were Calamos Wealth Management LLC ($25.5M), Wealth Watch Advisors, INC ($22.2M) and VestGen Advisors, LLC ($19.4M).
- Company
- Calamos Autocallable Inc. ETF
- CUSIP
- 12811T571
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $55.6M |
| Exits | 6 | $6.8M |
All 13F filers, Q3 2025 → Q4 2025: 5,242,969 shares bought and 246,939 shares sold, net +4,996,030 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 105 holders
| Calamos Wealth Management LLC | 0.89% | Add +112.6% | 954,045 | $25.5M |
| Wealth Watch Advisors, INC | 8.25% | Add +16.0% | 830,881 | $22.2M |
| VestGen Advisors, LLC | 0.83% | New | 725,554 | $19.4M |
| Redhawk Wealth Advisors, Inc. | 1.48% | Add +217.5% | 492,677 | $13.2M |
| Gradient Investments LLC | 0.17% | Add +1.1% | 405,937 | $10.9M |
| Waverly Advisors, LLC | 0.08% | Add +3.8% | 360,542 | $9.6M |
| United Capital Financial Advisors, LLC | 0.05% | New | 334,950 | $9.0M |
| Wealthcare Advisory Partners LLC | 0.14% | Add +6.5% | 267,912 | $7.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +286.0% | 245,454 | $6.6M |
| Farther Finance Advisors, LLC | 0.07% | New | 241,203 | $6.4M |
| Brookstone Capital Management | 0.07% | Add +360.8% | 222,859 | $6.0M |
| Intrepid Financial Planning Group LLC | 2.13% | Add +37.6% | 209,928 | $5.6M |
| Pinion Investment Advisors, LLC | 1.35% | Add +130.5% | 207,327 | $5.5M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +555.0% | 191,197 | $5.1M |
| Institute for Wealth Management, LLC. | 0.50% | Add +161.2% | 177,338 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +125.4% | 175,004 | $4.7M |
| Strategic Blueprint, LLC | 0.27% | Add +59.8% | 168,151 | $4.5M |
| Royal Bank of Canada | 0.00% | New | 164,277 | $4.4M |
| Chicago Partners Investment Group LLC | 0.10% | Add +105.4% | 156,268 | $4.2M |
| Noble Wealth Management PBC | 2.11% | Add +42.8% | 157,304 | $4.2M |
| Millington Financial Advisors, LLC | 1.85% | Add +67.3% | 156,002 | $4.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +76.7% | 154,197 | $4.1M |
| GoalVest Advisory LLC | 0.65% | Add +473.6% | 126,139 | $3.4M |
| BOS Asset Management, LLC | 0.89% | Add +44.2% | 123,211 | $3.3M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +296.0% | 117,142 | $3.1M |
| Corrado Advisors, LLC | 1.51% | Add +9.5% | 112,657 | $3.0M |
| Independent Financial Group, LLC | 0.06% | Add +1227.3% | 104,534 | $2.8M |
| Capital Analysts, LLC | 0.08% | Add +210.7% | 103,039 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +149.6% | 102,328 | $2.7M |
| Harbour Investments, Inc. | 0.05% | Add +23.6% | 97,817 | $2.6M |
| Sound Income Strategies, LLC | 0.11% | New | 86,254 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +1.8% | 86,261 | $2.3M |
| Twelve Points Wealth Management LLC | 0.50% | Add +9.7% | 80,937 | $2.2M |
| 3EDGE Asset Management, LP | 0.11% | New | 79,364 | $2.1M |
| Anfield Capital Management, LLC | 0.61% | Add +20097.2% | 72,912 | $1.9M |
| Channel Wealth LLC | 0.49% | Add +179.0% | 72,556 | $1.9M |
| Summit Financial, LLC | 0.03% | Add +22.0% | 72,172 | $1.9M |
| Claro Advisors Inc. | 0.26% | Add +54.3% | 70,179 | $1.9M |
| Insigneo Advisory Services, LLC | 0.13% | Add +119.5% | 67,325 | $1.8M |
| Strive Financial Group ,LLC | 0.84% | — | 59,146 | $1.6M |
| Grantvest Financial Group LLC | 1.01% | Add +88.3% | 58,861 | $1.6M |
| McDonald Partners LLC | 0.46% | Add +10.0% | 55,000 | $1.5M |
| CacheTech Inc. | 0.24% | New | 48,653 | $1.3M |
| New Wave Wealth Advisors LLC | 0.46% | Add +95.0% | 46,865 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +90.5% | 46,786 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +21.5% | 41,165 | $1.1M |
| Axxcess Wealth Management, LLC | 0.02% | New | 39,673 | $1.1M |
| Beacon Financial Advisory LLC | 0.24% | Add +50.7% | 38,174 | $1.0M |
| PFG Investments, LLC | 0.05% | Add +33.1% | 37,699 | $1.0M |
| IFP Advisors, Inc | 0.02% | Add +41.7% | 36,635 | $980K |
| Allworth Financial LP | 0.00% | Add +99.7% | 35,252 | $943K |
| Private Advisor Group, LLC | 0.00% | Add +135.3% | 34,165 | $914K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +37.9% | 33,055 | $896K |
| Elequin Capital, LP | 0.14% | New | 33,015 | $883K |
| Aurora Private Wealth, Inc. | 0.57% | — | 32,527 | $870K |
| Envestnet Asset Management Inc. | 0.00% | Add +76.1% | 32,479 | $868K |
| Silver Oak Securities, Incorporated | 0.06% | Add +104.1% | 31,476 | $850K |
| Insight Wealth Strategies, LLC | 0.10% | Add +24.5% | 31,480 | $842K |
| Harvest Investment Services, LLC | 0.15% | Add +19.8% | 29,433 | $787K |
| WealthTrust Asset Management, LLC | 0.52% | Add +87.1% | 27,981 | $748K |
| Clear Creek Financial Management, LLC | 0.05% | New | 24,995 | $668K |
| Able Wealth Management LLC | 0.21% | New | 24,463 | $654K |
| &partners | 0.00% | New | 23,548 | $630K |
| Mid-American Wealth Advisory Group, Inc. | 0.24% | Add +62.4% | 21,433 | $573K |
| Calamos Advisors LLC | 0.00% | Add +66.4% | 20,867 | $558K |
| Wedbush Securities Inc. | 0.02% | Add +63.8% | 20,078 | $537K |
| Jane Street Group, LLC | 0.00% | New | 20,059 | $536K |
| Focus Partners Wealth | 0.00% | New | 18,500 | $499K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 18,548 | $496K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 17,378 | $465K |
| Triad Wealth Partners, LLC | 0.04% | Add +62.9% | 16,266 | $435K |
| TrueWealth Advisors, LLC | 0.11% | New | 16,212 | $434K |
| OneDigital Investment Advisors LLC | 0.00% | Add +40.3% | 14,662 | $392K |
| Worth Asset Management, LLC | 0.17% | Add +34.9% | 14,563 | $389K |
| Garden State Investment Advisory Services LLC | 0.09% | New | 14,171 | $379K |
| Next Level Private LLC | 0.09% | New | 13,501 | $361K |
| Focused Alpha, LLC | 0.10% | — | 13,308 | $356K |
| Encompass More Asset Management | 0.06% | New | 13,036 | $349K |
| Old Mission Capital LLC | 0.01% | New | 13,002 | $348K |
| Rovin Capital /Ut/ | 0.09% | New | 12,773 | $342K |
| Janney Montgomery Scott LLC | 0.00% | New | 12,296 | $329K |
| Financial Management Network Inc. | 0.05% | New | 10,872 | $291K |
| Element Wealth, LLC | 0.12% | New | 10,493 | $281K |
| Collaborative Wealth Managment Inc. | 0.09% | Add +29.4% | 9,796 | $262K |
| Brown Wealth Management, LLC | 0.07% | New | 9,611 | $257K |
| Savvy Advisors, Inc. | 0.01% | New | 9,366 | $250K |
| Advisory Services Network, LLC | 0.00% | Add +60.1% | 9,231 | $247K |
| Moors & Cabot, Inc. | 0.01% | New | 9,000 | $241K |
| Astoria Portfolio Advisors LLC. | 0.05% | New | 9,029 | $239K |
| Beck Capital Management, LLC | 0.05% | New | 8,516 | $228K |
| Seneca House Advisors | 0.08% | New | 7,912 | $212K |
| Cyr Financial Inc. | 0.12% | New | 7,485 | $200K |
| Osaic Holdings, Inc. | 0.00% | Add +3.7% | 5,185 | $139K |
| Greenline Wealth Management LLC | 0.12% | — | 4,444 | $119K |
| Aptus Capital Advisors, LLC | 0.00% | Add +485.6% | 1,464 | $39K |
| Tucker Asset Management LLC | 0.01% | New | 852 | $23K |
| JPMorgan Chase & Co. | 0.00% | New | 550 | $15K |
| Nvwm, LLC | 0.00% | New | 400 | $11K |
| Rothschild Investment LLC | 0.00% | Add +4.8% | 371 | $10K |
| Essential Investment Partners LLC | 0.00% | — | 190 | $5K |
"% of holder's portfolio" is CAIE's weight in each manager's 13F, not the share of Calamos Autocallable Inc. ETF the manager owns.