Who Owns CALAMOS US EQ AUTOCALLABLE INCOME ETF (CAIE)? -- Institutional Holders (2026-06-30)

99 institutions reported holding $311.3M of CALAMOS US EQ AUTOCALLABLE INCOME ETF (CAIE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Calamos Wealth Management LLC ($51.8M), Cambridge Investment Research Advisors, Inc. ($28.7M), Cornerstone Wealth, LLC/TN ($19.4M), Strategic Blueprint, LLC ($15.3M), Brookstone Capital Management ($13.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Calamos Wealth Management LLC$51.8M1.9MAdded
2Cambridge Investment Research Advisors, Inc.$28.7M1.1MAdded
3Cornerstone Wealth, LLC/TN$19.4M713,398Added
4Strategic Blueprint, LLC$15.3M563,020Added
5Brookstone Capital Management$13.9M511,532Added
6COMMONWEALTH EQUITY SERVICES, LLC$11.2M413,085Trimmed
7Farther Finance Advisors, LLC$10.4M380,933Added
8Redhawk Wealth Advisors, Inc.$9.5M350,730Trimmed
9Gradient Investments LLC$8.5M313,587Added
10Wealthcare Advisory Partners LLC$8.0M294,935Added
11MGO ONE SEVEN LLC$7.8M286,117New
12Institute for Wealth Management, LLC.$7.7M283,681Added
13Chicago Partners Investment Group LLC$7.4M279,179Added
14Kestra Advisory Services, LLC$6.7M246,477Added
15Cornerstone Wealth Group, LLC$6.0M218,798Added
16KESTRA PRIVATE WEALTH SERVICES, LLC$5.4M198,571Trimmed
17ENVESTNET ASSET MANAGEMENT INC$4.8M177,760Added
18INDEPENDENT FINANCIAL GROUP, LLC$4.8M176,904Added
19KINGSWOOD WEALTH ADVISORS, LLC$4.1M149,787Added
20WEDBUSH SECURITIES INC$4.0M148,705Added
21OPPENHEIMER & CO INC$3.7M135,127Added
22GoalVest Advisory LLC$3.5M129,010Added
23Sound Income Strategies, LLC$3.3M120,321Added
24CORRADO ADVISORS, LLC$3.2M117,941Added
25Noble Wealth Management PBC$3.2M116,303Trimmed

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