Calamos Nasdaq Autocall ETFCAIQETF

13F holders, Q4 2025 (December 31)
18holders +17
18new positions
0sold out
$25.56avg. 13F price*

At the end of Q4 2025, 18 institutions reported holding Calamos Nasdaq Autocall ETF (CAIQ) in their 13F filings, up 17 from Q2 2025. 18 opened new positions and 0 sold out. The largest holders were United Capital Financial Advisors, LLC ($9.1M), Millington Financial Advisors, LLC ($2.3M) and Calamos Wealth Management LLC ($1.4M).

Company
Calamos Nasdaq Autocall ETF
CUSIP
12811T530
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q2 2025: 1Q2 2025Q4 2025: 18Q4 2025Q1 2026: 41Q1 2026Q2 2026: 58Q2 2026

Total Exit/New Position Q2 2025 → Q4 2025

InstitutionsTotal Value
New Positions18$18.5M
Exits0$0

All 13F filers, Q2 2025 → Q4 2025: 722,883 shares bought, net +722,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders

United Capital Financial Advisors, LLC 0.06% New 355,800 $9.1M
Millington Financial Advisors, LLC 1.03% New 92,338 $2.3M
Calamos Wealth Management LLC 0.05% New 54,520 $1.4M
Redhawk Wealth Advisors, Inc. 0.14% New 47,937 $1.2M
Commonwealth Equity Services, LLC 0.00% New 46,136 $1.2M
Strategic Blueprint, LLC 0.03% New 19,838 $508K
Jane Street Group, LLC 0.00% New 18,776 $481K
Chicago Partners Investment Group LLC 0.01% New 16,275 $421K
Old Mission Capital LLC 0.01% New 14,566 $373K
Insigneo Advisory Services, LLC 0.02% New 13,428 $344K
Steward Partners Investment Advisory, LLC 0.00% New 11,355 $291K
Truist Financial Corp. 0.00% New 11,168 $286K
Channel Wealth LLC 0.06% New 9,998 $256K
WealthTrust Asset Management, LLC 0.16% New 8,816 $226K
Capital Analysts, LLC 0.00% New 1,099 $28K
Tucker Asset Management LLC 0.00% New 582 $15K
Osaic Holdings, Inc. 0.00% New 250 $6K
FMR LLC 0.00% New 1 $26

"% of holder's portfolio" is CAIQ's weight in each manager's 13F, not the share of Calamos Nasdaq Autocall ETF the manager owns.