Who owns Calamos Autocallable Income ETF?
Institutional ownership of CAIE from SEC Form 13F filings across 113 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.
113
13F holders
$318.7M
value, 2026 filers
30%
of shares outstanding (13.2M sh)
29
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 | VestGen Advisors, LLC | 1.1M | $30.0M | 0.9% | 2.5% | -0.1% |
| 2 | Cambridge Investment Research Advisors, Inc. | 1.1M | $28,654 | 0.1% | 2.4% | +126.3% |
| 3 | ROYAL BANK OF CANADA | 947,329 | $25.8M | 0.0% | 2.2% | +44.5% |
| 4 | Menard Financial Group LLC | 695,646 | $18.9M | 10.3% | 1.6% | +144.9% |
| 5 | Prime Capital Investment Advisors, LLC | 609,896 | $16.6M | 0.2% | 1.4% | +29.3% |
| 6 | Strategic Blueprint, LLC | 563,020 | $15.3M | 0.8% | 1.3% | +53.3% |
| 7 | Waverly Advisors, LLC | 528,430 | $14.4M | 0.1% | 1.2% | +18.2% |
| 8 | Brookstone Capital Management | 511,532 | $13.9M | 0.1% | 1.2% | +88.9% |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 413,085 | $11.2M | 0.0% | 0.9% | -33.0% |
| 10 | Redhawk Wealth Advisors, Inc. | 350,730 | $9.5M | 0.9% | 0.8% | -6.6% |
| 11 | Simplicity Wealth,LLC | 303,648 | $8.3M | 0.3% | 0.7% | +1023.7% |
| 12 | Wealthcare Advisory Partners LLC | 294,935 | $8.0M | 0.2% | 0.7% | +5.1% |
| 13 | MGO ONE SEVEN LLCNEW | 286,117 | $7.8M | 0.1% | 0.7% | new |
| 14 | Institute for Wealth Management, LLC. | 283,681 | $7.7M | 0.7% | 0.6% | +17.5% |
| 15 | Chicago Partners Investment Group LLC | 279,179 | $7.4M | 0.1% | 0.6% | +39.5% |
| 16 | Kestra Advisory Services, LLC | 246,477 | $6.7M | 0.0% | 0.6% | +76.9% |
| 17 | Steward Partners Investment Advisory, LLC | 230,670 | $6.3M | 0.0% | 0.5% | +23.2% |
| 18 | Cornerstone Wealth Group, LLC | 218,798 | $6.0M | 0.4% | 0.5% | +1.7% |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | 198,571 | $5.4M | 0.1% | 0.5% | -19.9% |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 177,760 | $4.8M | 0.0% | 0.4% | +46.6% |
| 21 | INDEPENDENT FINANCIAL GROUP, LLC | 176,904 | $4.8M | 0.1% | 0.4% | -43.2% |
| 22 | Millington Financial Advisors, LLC | 154,290 | $4.1M | 1.6% | 0.4% | +10.7% |
| 23 | KINGSWOOD WEALTH ADVISORS, LLC | 149,787 | $4.1M | 0.2% | 0.3% | +660.6% |
| 24 | WEDBUSH SECURITIES INC | 148,705 | $4,046 | 0.1% | 0.3% | +30.7% |
| 25 | OPPENHEIMER & CO INC | 135,127 | $3.7M | 0.0% | 0.3% | +3.5% |
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.