Calamos Nasdaq Autocall ETFCAIQETF
13F holders, Q2 2026 (June 30)58holders +17
24new positions
5sold out
$26.73avg. 13F price*
At the end of Q2 2026, 58 institutions reported holding Calamos Nasdaq Autocall ETF (CAIQ) in their 13F filings, up 17 from Q1 2026. 24 opened new positions and 5 sold out. The largest holders were Calamos Wealth Management LLC ($33.7M), United Capital Financial Advisors, LLC ($14.7M) and Commonwealth Equity Services, LLC ($12.7M).
- Company
- Calamos Nasdaq Autocall ETF
- CUSIP
- 12811T530
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $12.1M |
| Exits | 5 | $13.2M |
All 13F filers, Q1 2026 → Q2 2026: 1,947,588 shares bought and 574,690 shares sold, net +1,372,898 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| Calamos Wealth Management LLC | 1.03% | Add +164.2% | 1,256,006 | $33.7M |
| United Capital Financial Advisors, LLC | 0.08% | Add +6.1% | 549,000 | $14.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.8% | 472,164 | $12.7M |
| Strategic Blueprint, LLC | 0.52% | Add +72.6% | 390,607 | $10.5M |
| Cornerstone Wealth, LLC | 3.71% | Add +39.3% | 280,638 | $7.3M |
| Intrepid Financial Planning Group LLC | 1.60% | Add +78.3% | 174,965 | $4.7M |
| Redhawk Wealth Advisors, Inc. | 0.39% | Add +27.1% | 147,611 | $4.0M |
| Brookwood Investment Group LLC | 0.38% | New | 122,314 | $3.3M |
| PFG Investments, LLC | 0.12% | Add +206.1% | 119,562 | $3.2M |
| Millington Financial Advisors, LLC | 1.09% | Add +23.9% | 107,920 | $2.8M |
| Onyx Bridge Wealth Group LLC | 0.22% | New | 92,422 | $2.5M |
| Chicago Partners Investment Group LLC | 0.05% | Add +101.1% | 89,101 | $2.3M |
| Independent Financial Group, LLC | 0.03% | Add +389.3% | 58,965 | $1.6M |
| Insigneo Advisory Services, LLC | 0.05% | Add +51.2% | 44,915 | $1.2M |
| Welch Financial Planning, LLC | 0.70% | New | 44,838 | $1.2M |
| LexAurum Advisors, LLC | 0.13% | No change | 41,658 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Reduce -25.1% | 37,600 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +11.6% | 37,199 | $999K |
| Snowden Capital Advisors LLC | 0.02% | Add +212.2% | 38,252 | $998K |
| Winnacle Wealth LLC | 0.51% | Add +57.5% | 27,663 | $743K |
| Beacon Financial Advisory LLC | 0.14% | Add +2.9% | 26,822 | $720K |
| Brookstone Capital Management | 0.01% | Add +68.4% | 24,294 | $652K |
| Haven Private, LLC | 0.24% | New | 23,796 | $639K |
| Claro Advisors Inc. | 0.07% | Add +103.0% | 23,516 | $631K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +75.3% | 21,238 | $570K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +74.7% | 20,224 | $543K |
| Garden State Investment Advisory Services LLC | 0.09% | New | 17,650 | $474K |
| Grantvest Financial Group LLC | 0.27% | Add +53.2% | 17,369 | $466K |
| Family Office Research LLC | 0.17% | Add +101.8% | 16,978 | $456K |
| Secure Asset Management, LLC | 0.06% | New | 16,023 | $430K |
| Royal Bank of Canada | 0.00% | Add +48.9% | 15,000 | $403K |
| Estate Planners Group, LLC | 0.17% | New | 14,156 | $380K |
| Captrust Financial Advisors | 0.00% | New | 11,845 | $318K |
| Silver Oak Securities, Incorporated | 0.02% | New | 11,572 | $311K |
| RPS Advisory Solutions LLC | 0.20% | New | 11,517 | $309K |
| Wedbush Securities Inc. | 0.01% | New | 11,020 | $296K |
| Innovative Asset Advisors Group, LLC | 0.13% | New | 10,935 | $294K |
| WealthTrust Asset Management, LLC | 0.15% | Reduce -2.7% | 10,347 | $278K |
| Channel Wealth LLC | 0.06% | Add +1.3% | 10,206 | $274K |
| Envestnet Asset Management Inc. | 0.00% | New | 9,934 | $267K |
| Osaic Holdings, Inc. | 0.00% | Add +3465.2% | 8,913 | $239K |
| Palacios Wealth Management, LLC | 0.14% | New | 8,908 | $239K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 8,616 | $231K |
| Able Wealth Management LLC | 0.05% | New | 7,944 | $213K |
| Summit Financial, LLC | 0.00% | New | 7,805 | $210K |
| MRA Advisory Group | 0.07% | New | 7,502 | $201K |
| IFP Advisors, Inc | 0.00% | Add +47.5% | 7,448 | $200K |
| Institute for Wealth Management, LLC. | 0.02% | New | 6,838 | $184K |
| Allworth Financial LP | 0.00% | Add +36.8% | 5,573 | $150K |
| Tucker Asset Management LLC | 0.02% | New | 2,575 | $69K |
| Capital Analysts, LLC | 0.00% | No change | 1,980 | $53K |
| Wolff Wiese Magana LLC | 0.02% | New | 1,670 | $45K |
| Essential Investment Partners LLC | 0.03% | Add +1.1% | 1,350 | $36K |
| Realta Investment Advisors | 0.00% | Add +104.3% | 470 | $13K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -11.3% | 384 | $10K |
| Harbour Investments, Inc. | 0.00% | Reduce -96.0% | 366 | $10K |
| Acumen Wealth Advisors, LLC | 0.00% | New | 5 | $135 |
| Morgan Stanley | 0.00% | New | 1 | $46 |
"% of holder's portfolio" is CAIQ's weight in each manager's 13F, not the share of Calamos Nasdaq Autocall ETF the manager owns.