Who owns CAIE?
Calamos US Equity Autocallable Income ETF · Calamos
170 institutions reported holding CAIE, worth $601.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CAIE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Calamos Wealth Management LLC | Naperville, IL | $51.8M | 1,904,900 | +275,374 shares |
| Wealth Watch Advisors, INC | Englewood, CO | $35.2M | 1,295,093 | +465,034 shares |
| VestGen Advisors, LLC | Chicago, IL | $30.0M | 1,102,235 | −1,047 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $28.7M | 1,053,074 | +587,828 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $25.8M | 947,329 | +291,701 shares |
| Cornerstone Wealth, LLC | Greeneville, TN | $19.4M | 713,398 | +19,862 shares |
| Menard Financial Group LLC | Houston, TX | $18.9M | 695,646 | +411,646 shares |
| Prime Capital Investment Advisors, LLC | Overland Park, KS | $16.6M | 609,896 | +138,190 shares |
| Strategic Blueprint, LLC | Atlanta, GA | $15.3M | 563,020 | +195,803 shares |
| United Capital Financial Advisors, LLC | Irving, TX | $14.6M | 537,750 | +31,550 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CAIE?
170 institutional managers reported holding CAIE in Form 13F filings for June 30, 2026, worth $601.9M in total. The largest reported position was held by Calamos Wealth Management LLC, at $51.8M.
Did institutions buy or sell CAIE last quarter?
Reported 13F value rose 33.7% from March 31, 2026, which includes price moves as well as buying and selling. 41 firms reported a new position and 15 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CAIE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.