Who Owns CALAMOS (CAIE)? -- Institutional Holders (2026-06-30)

185 institutions reported holding $583.0M of CALAMOS (CAIE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Calamos Wealth Management LLC ($51.8M), Wealth Watch Advisors, INC ($35.2M), VestGen Advisors, LLC ($30.0M), Royal Bank of Canada ($25.8M), Cornerstone Wealth, LLC/TN ($19.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Calamos Wealth Management LLC$51.8M1.9MAdded
2Wealth Watch Advisors, INC$35.2M1.3MAdded
3VestGen Advisors, LLC$30.0M1.1MTrimmed
4Royal Bank of Canada$25.8M947,329Added
5Cornerstone Wealth, LLC/TN$19.4M713,398Added
6Menard Financial Group LLC$18.9M695,646Added
7Prime Capital Investment Advisors, LLC$16.6M609,896Added
8Strategic Blueprint, LLC$15.3M563,020Added
9UNITED CAPITAL FINANCIAL ADVISORS, LLC$14.6M537,750Added
10Waverly Advisors, LLC$14.4M528,430Added
11Cambridge Investment Research Advisors, Inc.$14.3M526,537Added
12Brookstone Capital Management$13.9M511,532Added
13Pinion Investment Advisors, LLC$12.4M456,973Added
14COMMONWEALTH EQUITY SERVICES, LLC$11.2M413,085Trimmed
15Intrepid Financial Planning Group LLC$11.0M404,833Added
16Farther Finance Advisors, LLC$10.4M380,933Added
17Innovative Asset Advisors Group, LLC$10.0M367,930New
18Redhawk Wealth Advisors, Inc.$9.5M350,730Trimmed
19Gradient Investments LLC$8.5M313,587Added
20Simplicity Wealth,LLC$8.3M303,648Added
21Wealthcare Advisory Partners LLC$8.0M294,935Added
22MGO ONE SEVEN LLC$7.8M286,117New
23Institute for Wealth Management, LLC.$7.7M283,681Added
24MATTERS CAPITAL LLC$7.5M275,500New
25Chicago Partners Investment Group LLC$7.4M279,179Added

来源：SEC 13F 申报文件 · 截至 2026-06-30