Calamos Nasdaq Autocall ETFCAIQ ETF 13F holders, Q1 2026 (March 31) 41 holders +23
23 new positions
2 sold out
$24.09 avg. 13F price*
At the end of Q1 2026 , 41 institutions reported holding Calamos Nasdaq Autocall ETF (CAIQ) in their 13F filings, up 23 from Q4 2025. 23 opened new positions and 2 sold out. The largest holders were United Capital Financial Advisors, LLC ($12.3M), Calamos Wealth Management LLC ($11.3M) and Calamos Advisors LLC ($11.3M).
Company Calamos Nasdaq Autocall ETF
CUSIP 12811T530
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026 Institutions Total Value New Positions 23 $24.1M Exits 2 $15K
All 13F filers, Q4 2025 → Q1 2026: 2,350,705 shares bought and 7,829 shares sold, net +2,342,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders Portfolio Manager % of Holder's Portfolio Change vs Q4 2025 Shares Value ▼ United Capital Financial Advisors, LLC 0.08% Add +45.5% 517,600 $12.3M Calamos Wealth Management LLC 0.39% Add +772.0% 475,423 $11.3M Calamos Advisors LLC 0.06% New 475,423 $11.3M Commonwealth Equity Services, LLC 0.02% Add +895.2% 459,125 $10.9M Strategic Blueprint, LLC 0.31% Add +1041.0% 226,359 $5.4M Cornerstone Wealth, LLC 2.99% — 201,439 $5.3M Anfield Capital Management, LLC 0.95% New 145,564 $3.5M Redhawk Wealth Advisors, Inc. 0.31% Add +142.3% 116,166 $2.8M Intrepid Financial Planning Group LLC 0.94% New 98,146 $2.3M Millington Financial Advisors, LLC 0.97% Reduce -5.6% 87,135 $2.3M Waverly Advisors, LLC 0.01% New 50,200 $1.2M Chicago Partners Investment Group LLC 0.03% Add +172.2% 44,297 $1.2M LexAurum Advisors, LLC 0.13% — 41,658 $993K PFG Investments, LLC 0.04% New 39,065 $931K Private Advisor Group, LLC 0.00% New 34,004 $811K Steward Partners Investment Advisory, LLC 0.00% Add +193.5% 33,323 $794K Insigneo Advisory Services, LLC 0.05% Add +121.2% 29,702 $708K Beacon Financial Advisory LLC 0.14% New 26,075 $622K Jane Street Group, LLC 0.00% Add +4.5% 19,624 $468K Winnacle Wealth LLC 0.32% New 17,565 $419K Brookstone Capital Management 0.00% New 14,428 $344K Old Mission Capital LLC 0.01% Reduce -14.0% 12,523 $299K Snowden Capital Advisors LLC 0.01% New 12,251 $292K Cambridge Investment Research Advisors, Inc. 0.00% New 12,114 $289K Independent Financial Group, LLC 0.01% New 12,052 $287K Claro Advisors Inc. 0.03% New 11,587 $276K Kingswood Wealth Advisors, LLC 0.01% New 11,578 $276K Truist Financial Corp. 0.00% Add +3.1% 11,511 $274K Grantvest Financial Group LLC 0.17% New 11,336 $270K WealthTrust Asset Management, LLC 0.15% Add +20.6% 10,633 $253K Channel Wealth LLC 0.06% Add +0.8% 10,077 $240K Royal Bank of Canada 0.00% New 10,072 $240K Harbour Investments, Inc. 0.00% New 9,036 $215K Family Office Research LLC 0.09% New 8,414 $201K IFP Advisors, Inc 0.00% New 5,050 $120K Allworth Financial LP 0.00% New 4,073 $97K Capital Analysts, LLC 0.00% Add +80.2% 1,980 $47K Essential Investment Partners LLC 0.03% New 1,335 $32K Farther Finance Advisors, LLC 0.00% New 433 $10K Osaic Holdings, Inc. 0.00% No change 250 $6K Realta Investment Advisors 0.00% New 230 $5K
"% of holder's portfolio" is CAIQ's weight in each manager's 13F, not the share of Calamos Nasdaq Autocall ETF the manager owns.