Calamos Nasdaq Equity & IncoCANQETF

13F holders, Q4 2025 (December 31)
13holders +2
4new positions
3sold out
$29.77avg. 13F price*

At the end of Q4 2025, 13 institutions reported holding Calamos Nasdaq Equity & Inco (CANQ) in their 13F filings, up 2 from Q3 2025. 4 opened new positions and 3 sold out. The largest holders were Mutual Advisors, LLC ($9.3M), Calamos Wealth Management LLC ($4.0M) and Cambridge Investment Research Advisors, Inc. ($2.5M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions4$666K
Exits3$504K

All 13F filers, Q3 2025 → Q4 2025: 134,456 shares bought and 18,767 shares sold, net +115,689 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 13 holders

Mutual Advisors, LLC 0.20% Add +3.8% 310,729 $9.3M
Calamos Wealth Management LLC 0.14% Add +252.0% 134,448 $4.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.7% 82,757 $2.5M
IFP Advisors, Inc 0.02% Add +6.1% 23,973 $714K
Brookwood Investment Group LLC 0.05% Add +25.8% 14,856 $442K
Commonwealth Equity Services, LLC 0.00% Reduce -1.1% 12,449 $371K
Prosperity Wealth Management, Inc. 0.10% Reduce -3.9% 9,727 $290K
Susquehanna International Group, LLP 0.00% New 9,659 $288K
Sound Income Strategies, LLC 0.01% New 9,048 $270K
Farther Finance Advisors, LLC 0.00% New 3,660 $109K
Osaic Holdings, Inc. 0.00% Reduce -27.4% 2,390 $71K
Essential Investment Partners LLC 0.00% — 175 $5K
SageView Advisory Group, LLC 0.00% New 3 $90

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