Who owns Calamos Autocallable Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CAIE from SEC Form 13F filings across 169 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 169 institutions disclosed 21.4M shares of Calamos Autocallable Income ETF worth $581.9M — about 48.6% of shares outstanding; the largest disclosed holder is Calamos Wealth Management LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
169
13F holders
$581.9M
value, 2026 filers
48.6%
of shares outstanding (21.4M sh)
41
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CAIE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Calamos Wealth Management LLC | 1.9M | $51.8M | 1.6% | 4.3% | +16.9% |
| 2 | Wealth Watch Advisors, INC | 1.3M | $35.2M | 11.4% | 2.9% | +56.0% |
| 3 | VestGen Advisors, LLC | 1.1M | $30.0M | 0.9% | 2.5% | -0.1% |
| 4 | ROYAL BANK OF CANADA | 947,329 | $25.8M | 0.0% | 2.2% | +44.5% |
| 5 | Cornerstone Wealth, LLC/TN | 713,398 | $19.4M | 9.8% | 1.6% | +2.9% |
| 6 | Menard Financial Group LLC | 695,646 | $18.9M | 10.3% | 1.6% | +144.9% |
| 7 | Prime Capital Investment Advisors, LLC | 609,896 | $16.6M | 0.2% | 1.4% | +29.3% |
| 8 | Strategic Blueprint, LLC | 563,020 | $15.3M | 0.8% | 1.3% | +53.3% |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 537,750 | $14.6M | 0.1% | 1.2% | +6.2% |
| 10 | Waverly Advisors, LLC | 528,430 | $14.4M | 0.1% | 1.2% | +18.2% |
| 11 | Cambridge Investment Research Advisors, Inc. | 526,537 | $14.3M | 0.0% | 1.2% | +13.2% |
| 12 | Brookstone Capital Management | 511,532 | $13.9M | 0.1% | 1.2% | +88.9% |
| 13 | Pinion Investment Advisors, LLC | 456,973 | $12.4M | 2.4% | 1% | +39.7% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 413,085 | $11.2M | 0.0% | 0.9% | -33.0% |
| 15 | Intrepid Financial Planning Group LLC | 404,833 | $11.0M | 3.7% | 0.9% | +32.8% |
| 16 | Farther Finance Advisors, LLC | 380,933 | $10.4M | 0.1% | 0.9% | +19.9% |
| 17 | Innovative Asset Advisors Group, LLCNEW | 367,930 | $10.0M | 4.4% | 0.8% | new |
| 18 | Redhawk Wealth Advisors, Inc. | 350,730 | $9.5M | 0.9% | 0.8% | -6.6% |
| 19 | Gradient Investments LLC | 313,587 | $8.5M | 0.1% | 0.7% | +1.4% |
| 20 | Simplicity Wealth,LLC | 303,648 | $8.3M | 0.3% | 0.7% | +1023.7% |
| 21 | Wealthcare Advisory Partners LLC | 294,935 | $8.0M | 0.2% | 0.7% | +5.1% |
| 22 | MGO ONE SEVEN LLCNEW | 286,117 | $7.8M | 0.1% | 0.7% | new |
| 23 | Institute for Wealth Management, LLC. | 283,681 | $7.7M | 0.7% | 0.6% | +17.5% |
| 24 | Chicago Partners Investment Group LLC | 279,179 | $7.4M | 0.1% | 0.6% | +39.5% |
| 25 | MATTERS CAPITAL LLCNEW | 275,500 | $7.5M | 5.2% | 0.6% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.