Who owns Calamos Nasdaq 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 CAIQ from SEC Form 13F filings across 59 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, 59 institutions disclosed 4.5M shares of Calamos Nasdaq Autocallable Income ETF worth $121.3M — about 716.7% of shares outstanding; the largest disclosed holder is Calamos Wealth Management LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
59
13F holders
$121.3M
value, 2026 filers
716.7%
of shares outstanding (4.5M sh)
25
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 CAIQ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Calamos Wealth Management LLC | 1.3M | $33.7M | 1.0% | 198.5% | +164.2% |
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 549,000 | $14.7M | 0.1% | 86.7% | +6.1% |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 472,164 | $12.7M | 0.0% | 74.6% | +2.8% |
| 4 | Strategic Blueprint, LLC | 390,607 | $10.5M | 0.5% | 61.7% | +72.6% |
| 5 | Cornerstone Wealth, LLC/TN | 280,638 | $7.3M | 3.7% | 44.3% | +39.3% |
| 6 | Intrepid Financial Planning Group LLC | 174,965 | $4.7M | 1.6% | 27.6% | +78.3% |
| 7 | Redhawk Wealth Advisors, Inc. | 147,611 | $4.0M | 0.4% | 23.3% | +27.1% |
| 8 | Brookwood Investment Group LLCNEW | 122,314 | $3.3M | 0.4% | 19.3% | new |
| 9 | PFG Investments, LLC | 119,562 | $3.2M | 0.1% | 18.9% | +206.1% |
| 10 | Millington Financial Advisors, LLC | 107,920 | $2.8M | 1.1% | 17.1% | +23.9% |
| 11 | Onyx Bridge Wealth Group LLCNEW | 92,422 | $2.5M | 0.2% | 14.6% | new |
| 12 | Chicago Partners Investment Group LLC | 89,101 | $2.3M | 0.0% | 14.1% | +101.1% |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | 58,965 | $1.6M | 0.0% | 9.3% | +389.3% |
| 14 | INSIGNEO ADVISORY SERVICES, LLC | 44,915 | $1.2M | 0.0% | 7.1% | +51.2% |
| 15 | Welch Financial Planning, LLCNEW | 44,838 | $1.2M | 0.7% | 7.1% | new |
| 16 | LexAurum Advisors, LLC | 41,658 | $1.1M | 0.1% | 6.6% | 0.0% |
| 17 | Snowden Capital Advisors LLC | 38,252 | $997,612 | 0.0% | 6% | +212.2% |
| 18 | Waverly Advisors, LLC | 37,600 | $1.0M | 0.0% | 5.9% | -25.1% |
| 19 | Steward Partners Investment Advisory, LLC | 37,199 | $998,793 | 0.0% | 5.9% | +11.6% |
| 20 | WINNACLE WEALTH LLC | 27,663 | $742,741 | 0.5% | 4.4% | +57.5% |
| 21 | Beacon Financial Advisory LLC | 26,822 | $720,160 | 0.1% | 4.2% | +2.9% |
| 22 | Brookstone Capital Management | 24,294 | $652,288 | 0.0% | 3.8% | +68.4% |
| 23 | Haven Private, LLCNEW | 23,796 | $638,923 | 0.2% | 3.8% | new |
| 24 | Claro Advisors Inc. | 23,516 | $631,398 | 0.1% | 3.7% | +103.0% |
| 25 | Cambridge Investment Research Advisors, Inc. | 21,238 | $570,000 | 0.0% | 3.4% | +75.3% |
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.