Who Owns CALAMOS ETF TR (CAGE)? -- Institutional Holders (2026-06-30)

38 institutions reported holding $23.5M of CALAMOS ETF TR (CAGE) in SEC 13F filings for 2026-06-30. Largest institutional holders: HUB Investment Partners, LLC ($4.4M), INDEPENDENT FINANCIAL GROUP, LLC ($3.0M), Gladstone Institutional Advisory LLC ($2.6M), COMMONWEALTH EQUITY SERVICES, LLC ($1.4M), Calamos Wealth Management LLC ($1.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1HUB Investment Partners, LLC$4.4M159,128New
2INDEPENDENT FINANCIAL GROUP, LLC$3.0M108,728New
3Gladstone Institutional Advisory LLC$2.6M92,387New
4COMMONWEALTH EQUITY SERVICES, LLC$1.4M50,521New
5Calamos Wealth Management LLC$1.4M49,345New
6Claro Advisors LLC$1.2M42,467New
7Essex Financial Services, Inc.$978,71735,320New
8Snowden Capital Advisors LLC$781,81028,214New
9Diversify Advisory Services, LLC$563,73420,779New
10DIVERSIFY WEALTH MANAGEMENT, LLC$563,73420,779New
11Chicago Partners Investment Group LLC$534,24419,853New
12Millington Financial Advisors, LLC$514,87218,709New
13SILVER OAK SECURITIES, INCORPORATED$502,96418,151New
14&PARTNERS$493,18313,478New
15Estate Planners Group, LLC$469,60716,947New
16JPMORGAN CHASE & CO$429,76915,685New
17Commerce Advisors, LLC$394,67014,243New
18WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$346,57112,268New
19Onyx Bridge Wealth Group LLC$328,11411,841New
20Innovative Asset Advisors Group, LLC$309,07711,154New
21OLD MISSION CAPITAL LLC$286,38210,335New
22Strategic Blueprint, LLC$282,30910,188New
23Kingsview Wealth Management, LLC$279,78810,097New
24CAPTRUST FINANCIAL ADVISORS$248,0048,950New
25Beaumont Financial Advisors, LLC$240,2188,669New

Source: SEC Form 13F filings · as of 2026-06-30