Calamos Nasdaq Equity & IncoCANQETF

13F holders, Q3 2025 (September 30)
11holders +2
5new positions
3sold out
$30.15avg. 13F price*

At the end of Q3 2025, 11 institutions reported holding Calamos Nasdaq Equity & Inco (CANQ) in their 13F filings, up 2 from Q2 2025. 5 opened new positions and 3 sold out. The largest holders were Mutual Advisors, LLC ($9.0M), Cambridge Investment Research Advisors, Inc. ($2.5M) and Calamos Wealth Management LLC ($1.2M).

Company
Calamos Nasdaq Equity & Inco
CUSIP
12811T506
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 2Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 3Q4 2024Q1 2025: 7Q1 2025Q2 2025: 9Q2 2025Q3 2025: 11Q3 2025Q4 2025: 13Q4 2025Q1 2026: 15Q1 2026Q2 2026: 12Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions5$10.8M
Exits3$1.2M

All 13F filers, Q2 2025 → Q3 2025: 363,346 shares bought and 54,662 shares sold, net +308,684 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 11 holders

Mutual Advisors, LLC 0.20% New 299,312 $9.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.7% 83,349 $2.5M
Calamos Wealth Management LLC 0.04% New 38,193 $1.2M
IFP Advisors, Inc 0.02% Add +17.1% 22,603 $681K
Commonwealth Equity Services, LLC 0.00% Reduce -45.7% 12,593 $380K
Brookwood Investment Group LLC 0.05% New 11,812 $356K
Prosperity Wealth Management, Inc. 0.10% Add +14.2% 10,119 $305K
Sulzberger Capital Advisors, Inc. 0.29% Reduce -5.0% 8,630 $260K
WMG Financial Advisors, LLC 0.08% New 7,886 $238K
Osaic Holdings, Inc. 0.00% Reduce -12.9% 3,290 $96K
Ameritas Advisory Services, LLC 0.00% New 223 $7K

"% of holder's portfolio" is CANQ's weight in each manager's 13F, not the share of Calamos Nasdaq Equity & Inco the manager owns.