Calamos Autocallable Inc. ETFCAIEETF
13F holders, Q1 2026 (March 31)147holders +42
51new positions
12sold out
$25.41avg. 13F price*
At the end of Q1 2026, 147 institutions reported holding Calamos Autocallable Inc. ETF (CAIE) in their 13F filings, up 42 from Q4 2025. 51 opened new positions and 12 sold out. The largest holders were Calamos Advisors LLC ($41.5M), Calamos Wealth Management LLC ($41.0M) and VestGen Advisors, LLC ($30.2M).
- Company
- Calamos Autocallable Inc. ETF
- CUSIP
- 12811T571
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $37.1M |
| Exits | 12 | $3.7M |
All 13F filers, Q4 2025 → Q1 2026: 7,838,790 shares bought and 514,506 shares sold, net +7,324,284 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 147 holders
| Calamos Advisors LLC | 0.22% | Add +7816.4% | 1,651,916 | $41.5M |
| Calamos Wealth Management LLC | 1.43% | Add +70.8% | 1,629,526 | $41.0M |
| VestGen Advisors, LLC | 0.85% | Add +52.1% | 1,103,282 | $30.2M |
| Wealth Watch Advisors, INC | 8.75% | Reduce -0.1% | 830,059 | $20.9M |
| Cornerstone Wealth, LLC | 10.51% | — | 693,536 | $18.7M |
| Royal Bank of Canada | 0.00% | Add +299.1% | 655,628 | $16.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +252.1% | 616,185 | $15.5M |
| United Capital Financial Advisors, LLC | 0.08% | Add +51.1% | 506,200 | $12.7M |
| Prime Capital Investment Advisors, LLC | 0.14% | Add +146.7% | 471,706 | $11.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +89.5% | 465,246 | $11.7M |
| Waverly Advisors, LLC | 0.08% | Add +24.0% | 446,995 | $11.2M |
| Redhawk Wealth Advisors, Inc. | 1.04% | Reduce -23.8% | 375,418 | $9.4M |
| Strategic Blueprint, LLC | 0.54% | Add +118.4% | 367,217 | $9.2M |
| Pinion Investment Advisors, LLC | 1.92% | Add +57.8% | 327,205 | $8.2M |
| Farther Finance Advisors, LLC | 0.07% | Add +31.7% | 317,707 | $7.9M |
| Gradient Investments LLC | 0.12% | Reduce -23.8% | 309,408 | $7.8M |
| Intrepid Financial Planning Group LLC | 3.09% | Add +45.2% | 304,884 | $7.7M |
| Menard Financial Group LLC | 4.99% | New | 284,000 | $7.1M |
| Wealthcare Advisory Partners LLC | 0.14% | Add +4.7% | 280,552 | $7.1M |
| Brookstone Capital Management | 0.08% | Add +21.5% | 270,830 | $6.8M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +111.5% | 247,817 | $6.2M |
| Institute for Wealth Management, LLC. | 0.65% | Add +36.1% | 241,373 | $6.1M |
| Cornerstone Wealth Group, LLC | 0.37% | New | 215,049 | $5.7M |
| Chicago Partners Investment Group LLC | 0.12% | Add +28.0% | 200,078 | $5.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +21.4% | 187,196 | $4.7M |
| Kestra Investment Management, LLC | 0.07% | New | 168,151 | $4.2M |
| Anfield Capital Management, LLC | 1.10% | Add +117.5% | 158,548 | $4.0M |
| Independent Financial Group, LLC | 0.09% | Add +51.4% | 158,223 | $4.0M |
| BOS Asset Management, LLC | 0.99% | Add +24.7% | 153,676 | $3.9M |
| Millington Financial Advisors, LLC | 1.59% | Reduce -10.7% | 139,392 | $3.8M |
| Noble Wealth Management PBC | 1.83% | Reduce -9.7% | 142,071 | $3.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +36.1% | 139,313 | $3.5M |
| Oppenheimer & Co. Inc. | 0.04% | Add +217.3% | 130,601 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +273.3% | 121,235 | $3.0M |
| Corrado Advisors, LLC | 1.53% | Add +3.3% | 116,338 | $2.9M |
| Wedbush Securities Inc. | 0.08% | Add +466.6% | 113,763 | $2.9M |
| GoalVest Advisory LLC | 0.54% | Reduce -12.3% | 110,633 | $2.8M |
| Capital Analysts, LLC | 0.07% | Add +7.3% | 110,522 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Add +211.4% | 106,382 | $2.7M |
| Twelve Points Wealth Management LLC | 0.57% | Add +28.2% | 103,780 | $2.6M |
| Jane Street Group, LLC | 0.00% | Add +413.3% | 102,961 | $2.6M |
| Summit Financial, LLC | 0.03% | Add +42.4% | 102,747 | $2.6M |
| Sound Income Strategies, LLC | 0.12% | Add +19.1% | 102,716 | $2.6M |
| Strive Financial Group ,LLC | 1.28% | Add +62.3% | 95,985 | $2.4M |
| Insigneo Advisory Services, LLC | 0.16% | Add +32.5% | 89,241 | $2.2M |
| 3EDGE Asset Management, LP | 0.10% | Add +8.6% | 86,195 | $2.2M |
| Cetera Investment Advisers | 0.00% | Reduce -3.8% | 83,030 | $2.1M |
| Channel Wealth LLC | 0.50% | Add +13.7% | 82,458 | $2.1M |
| Grantvest Financial Group LLC | 1.27% | Add +32.4% | 77,909 | $2.0M |
| IFP Advisors, Inc | 0.04% | Add +104.7% | 74,989 | $1.9M |
| New Wave Wealth Advisors LLC | 0.65% | Add +56.7% | 73,453 | $1.8M |
| Claro Advisors Inc. | 0.22% | Add +2.0% | 71,589 | $1.8M |
| Sowell Financial Services LLC | 0.06% | New | 69,222 | $1.7M |
| Savvy Advisors, Inc. | 0.04% | Add +524.5% | 58,489 | $1.5M |
| Beacon Financial Advisory LLC | 0.33% | Add +51.6% | 57,855 | $1.5M |
| Kingsview Wealth Management, LLC | 0.02% | New | 57,213 | $1.4M |
| McDonald Partners LLC | 0.34% | Add +3.1% | 56,702 | $1.4M |
| PFG Investments, LLC | 0.06% | Add +31.6% | 49,612 | $1.2M |
| Aurora Private Wealth, Inc. | 0.88% | Add +46.1% | 47,530 | $1.2M |
| Clear Creek Financial Management, LLC | 0.09% | Add +87.0% | 46,730 | $1.2M |
| Harvest Investment Services, LLC | 0.21% | Add +57.3% | 46,289 | $1.2M |
| Principal Securities, Inc. | 0.02% | New | 45,558 | $1.1M |
| Allworth Financial LP | 0.00% | Add +28.5% | 45,288 | $1.1M |
| Insight Wealth Strategies, LLC | 0.12% | Add +38.5% | 43,590 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | New | 43,545 | $1.1M |
| Palacios Wealth Management, LLC | 0.64% | New | 37,342 | $1.0M |
| Silver Oak Securities, Incorporated | 0.07% | Add +25.0% | 39,358 | $989K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +124.7% | 39,053 | $982K |
| Centaurus Financial, Inc. | 0.04% | New | 36,963 | $929K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.5% | 37,176 | $927K |
| Able Wealth Management LLC | 0.24% | Add +44.6% | 35,377 | $889K |
| TrueWealth Advisors, LLC | 0.22% | Add +112.3% | 34,421 | $865K |
| Harbour Investments, Inc. | 0.01% | Reduce -65.3% | 33,906 | $852K |
| WealthTrust Asset Management, LLC | 0.51% | Add +20.9% | 33,835 | $851K |
| Trask Adam Roland | 0.79% | — | 33,100 | $832K |
| &partners | 0.00% | Add +40.5% | 33,073 | $831K |
| Belpointe Asset Management LLC | 0.03% | New | 31,910 | $802K |
| Inspire Advisors, LLC | 0.07% | New | 31,715 | $797K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +65.9% | 30,771 | $774K |
| Integrated Wealth Concepts LLC | 0.01% | New | 27,276 | $686K |
| Simplicity Wealth,LLC | 0.04% | New | 27,021 | $679K |
| Fulcrum Wealth Advisors, LLC | 0.51% | New | 24,363 | $612K |
| Cibc World Market Inc. | 0.00% | New | 24,029 | $604K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -42.5% | 22,815 | $574K |
| Mid-American Wealth Advisory Group, Inc. | 0.24% | No change | 21,433 | $573K |
| Next Level Private LLC | 0.13% | Add +68.7% | 22,779 | $573K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 19,693 | $495K |
| Osaic Holdings, Inc. | 0.00% | Add +263.5% | 18,847 | $474K |
| Focus Partners Wealth | 0.00% | Add +1.8% | 18,834 | $473K |
| OneDigital Investment Advisors LLC | 0.00% | Add +26.8% | 18,586 | $467K |
| Bright Futures Wealth Management, LLC. | 0.32% | New | 18,497 | $465K |
| Belvedere Trading LLC | 0.06% | New | 18,337 | $461K |
| Triad Wealth Partners, LLC | 0.03% | Add +3.8% | 16,879 | $424K |
| Liberty Atlantic Advisors LLC | 0.36% | New | 16,818 | $423K |
| Winnacle Wealth LLC | 0.32% | New | 16,678 | $419K |
| Astoria Portfolio Advisors LLC. | 0.09% | Add +68.1% | 15,180 | $412K |
| M Holdings Securities, Inc. | 0.03% | New | 14,818 | $406K |
| Chapin Davis, Inc. | 0.09% | New | 16,000 | $402K |
| Garden State Investment Advisory Services LLC | 0.09% | Add +4.3% | 14,780 | $372K |
| Encompass More Asset Management | 0.06% | Add +12.1% | 14,609 | $367K |
"% of holder's portfolio" is CAIE's weight in each manager's 13F, not the share of Calamos Autocallable Inc. ETF the manager owns.