Who owns CAIQ?
Calamos Nasdaq Autocallable Income ETF · Calamos
61 institutions reported holding CAIQ, worth $123.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CAIQ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Calamos Wealth Management LLC | Naperville, IL | $33.7M | 1,256,006 | +780,583 shares |
| United Capital Financial Advisors, LLC | Irving, TX | $14.7M | 549,000 | +31,400 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $12.7M | 472,164 | +13,039 shares |
| Strategic Blueprint, LLC | Atlanta, GA | $10.5M | 390,607 | +164,248 shares |
| Cornerstone Wealth, LLC | Greeneville, TN | $7.3M | 280,638 | +79,199 shares |
| Intrepid Financial Planning Group LLC | Carmel, IN | $4.7M | 174,965 | +76,819 shares |
| Redhawk Wealth Advisors, Inc. | Minneapolis, MN | $4.0M | 147,611 | +31,445 shares |
| Brookwood Investment Group LLC | Phoenix, AZ | $3.3M | 122,314 | New position |
| PFG Investments, LLC | Woodbury, NY | $3.2M | 119,562 | +80,497 shares |
| Millington Financial Advisors, LLC | Naperville, IL | $2.8M | 107,920 | +20,785 shares |
From 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 CAIQ?
61 institutional managers reported holding CAIQ in Form 13F filings for June 30, 2026, worth $123.3M in total. The largest reported position was held by Calamos Wealth Management LLC, at $33.7M.
Did institutions buy or sell CAIQ last quarter?
Reported 13F value rose 61.7% from March 31, 2026, which includes price moves as well as buying and selling. 27 firms reported a new position and 5 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 CAIQ 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.