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Calamos Nasdaq Equity & Inco (CANQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Calamos Wealth Management LLC
DECREASED
Shares159,484 from 169,118
Change-9,634 (-6%)
Value$4.7M (-$483.0K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares76,056 from 80,801
Change-4,745 (-6%)
Value$2.2M (-$234.0K)
Filed 2026-11-02
Sound Income Strategies, LLC
UNCHANGED
Shares9,217 from 9,217
Change0 (0%)
Value$272.7K (-$9.3K)
Filed 2026-10-09
IFP Advisors, Inc
DECREASED
Shares8,607 from 11,098
Change-2,491 (-22%)
Value$253.2K (-$86.3K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
INCREASED
Shares8,224 from 8,143
Change+81 (+1%)
Value$242.0K (-$7.2K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares4,924 from 5,253
Change-329 (-6%)
Value$144.9K (-$15.9K)
Filed 2026-10-08
Essential Investment Partners LLC
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$5.1K (-$205)
Filed 2026-10-27
Mutual Advisors, LLC
N/A
Shares— from 16,165
Change-16,165 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 14,678
Change-14,678 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,390
Change-2,390 (-100%)
Value—
UBS Group AG
N/A
Shares— from 233
Change-233 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Status
Calamos Wealth Management LLC
DECREASED159,484169,118-9,634-6%$5.2M$4.7M-$483.0K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED76,05680,801-4,745-6%$2.5M$2.2M-$234.0K2026-11-02
Sound Income Strategies, LLC
UNCHANGED9,2179,21700%$282.0K$272.7K-$9.3K2026-10-09
IFP Advisors, Inc
DECREASED8,60711,098-2,491-22%$339.6K$253.2K-$86.3K2026-10-16
Commonwealth Equity Services, LLC
INCREASED8,2248,143+81+1%$249.1K$242.0K-$7.2K2026-11-02
Farther Finance Advisors, LLC
DECREASED4,9245,253-329-6%$160.7K$144.9K-$15.9K2026-10-08
Essential Investment Partners LLC
UNCHANGED17517500%$5.4K$5.1K-$2052026-10-27
Mutual Advisors, LLC
N/A—16,165-16,165-100%$494.6K———
Goldman Sachs Group Inc
N/A—14,678-14,678-100%$449.1K———
Osaic Holdings, Inc.
N/A—2,390-2,390-100%$73.1K———
UBS Group AG
N/A—233-233-100%$7.1K———
Keating Financial Advisory Services, Inc.
N/A—200-200-100%$6.1K———
Showing 12 of 12 institutions