IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Calamos Autocalla GRO ETF (CAGE)

CUSIP: 12811T522 | NYSE | 53 institutional holders

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Calamos Wealth Management LLC537,026
0.4% of portfolio›$15.4M
HUB Investment Partners, LLC197,097
0.1% of portfolio›$5.6M
Independent Financial Group, LLC117,958
0.1% of portfolio›$3.4M
NewCorp Financial Services, Inc.105,737
2.3% of portfolio›$3.0M
Onyx Bridge Wealth Group LLC94,327
0.2% of portfolio›$2.7M
Family Office Research LLC81,582
0.9% of portfolio›$2.3M
Chicago Partners Investment Group LLC71,388
0.0% of portfolio›$2.0M
Commonwealth Equity Services, LLC62,981
0.0% of portfolio›$1.8M
Brookstone Capital Management54,964
0.0% of portfolio›$1.6M
Claro Advisors Inc.52,437
0.1% of portfolio›$1.5M
Wealth Enhancement Advisory Services, LLC40,751
0.0% of portfolio›$1.2M
Haven Private, LLC37,816
0.4% of portfolio›$1.1M
Cambridge Investment Research Advisors, Inc.32,190
0.0% of portfolio›$921.0K
Pinion Investment Advisors, LLC29,428
0.1% of portfolio›$842.2K
Diversify Advisory Services, LLC20,779
0.0% of portfolio›$611.1K
Diversify Wealth Management, LLC20,779
0.0% of portfolio›$611.1K
Commerce Advisors, LLC20,143
0.3% of portfolio›$576.5K
GSG Advisors LLC19,010
0.1% of portfolio›$544.1K
Strategic Blueprint, LLC18,566
0.0% of portfolio›$531.4K
Able Wealth Management LLC18,434
0.1% of portfolio›$544.7K
Redhawk Wealth Advisors, Inc.15,665
0.0% of portfolio›$448.3K
VestGen Advisors, LLC14,531
0.0% of portfolio›$415.9K
Kingswood Wealth Advisors, LLC11,768
0.0% of portfolio›$336.8K
New Wave Wealth Advisors LLC10,228
0.1% of portfolio›$305.8K
Beaumont Financial Advisors, LLC9,768
0.0% of portfolio›$279.6K
Wedbush Securities Inc9,689
0.0% of portfolio›$277.0K
Wealthcare Advisory Partners LLC9,334
0.0% of portfolio›$267.1K
Calamos Advisors LLC7,955
0.0% of portfolio›$227.7K
WealthTrust Asset Management, LLC7,202
0.1% of portfolio›$206.1K
GoalVest Advisory LLC4,409
0.0% of portfolio›$126.2K
Wolff Wiese Magana LLC3,464
0.0% of portfolio›$99.1K
Essential Investment Partners LLC1,520
0.0% of portfolio›$43.5K
High Note Wealth, LLC510
0.0% of portfolio›$14.6K
Realta Investment Advisors500
0.0% of portfolio›$14.3K
Capital Investment Advisory Services, LLC165
0.0% of portfolio›$4.7K
Acumen Wealth Advisors, LLC25
0.0% of portfolio›$716
StyleTurnoverLocationFiled
Calamos Wealth Management LLC
537,026$15.4M0.4%GrowthMediumNaperville, IL2026-11-02
HUB Investment Partners, LLC
197,097$5.6M0.1%GrowthLowAustin, TX2026-11-03
Independent Financial Group, LLC
117,958$3.4M0.1%GrowthLowSan Diego, CA2026-10-13
NewCorp Financial Services, Inc.
105,737$3.0M2.3%ETFLowAlpharetta, GA2026-10-14
Onyx Bridge Wealth Group LLC
94,327$2.7M0.2%ETFMediumTarrytown, NY2026-10-16
Family Office Research LLC
81,582$2.3M0.9%ETFLowBethesda, MD2026-10-14
Chicago Partners Investment Group LLC
71,388$2.0M0.0%GARPLowChicago, IL2026-10-27
Commonwealth Equity Services, LLC
62,981$1.8M0.0%ETFLowWaltham, MA2026-11-02
Brookstone Capital Management
54,964$1.6M0.0%ETFMediumWheaton, IL2026-10-22
Claro Advisors Inc.
52,437$1.5M0.1%CoreLowBoston, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
40,751$1.2M0.0%CoreLowPlymouth, MN2026-10-13
Haven Private, LLC
37,816$1.1M0.4%ETFMediumOrlando, FL2026-10-27
Cambridge Investment Research Advisors, Inc.
32,190$921.0K0.0%ETFLowFairfield, IA2026-11-02
Pinion Investment Advisors, LLC
29,428$842.2K0.1%ETFLowWichita, KS2026-11-04
Diversify Advisory Services, LLC
20,779$611.1K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
20,779$611.1K0.0%GrowthMediumSandy, UT2026-10-20
Commerce Advisors, LLC
20,143$576.5K0.3%ETFLowMemphis, TN2026-10-19
GSG Advisors LLC
19,010$544.1K0.1%ETFVery LowMount Laurel, NJ2026-11-03
Strategic Blueprint, LLC
18,566$531.4K0.0%ETFLowAtlanta, GA2026-10-22
Able Wealth Management LLC
18,434$544.7K0.1%ETFMediumToms River, NJ2026-10-13
Redhawk Wealth Advisors, Inc.
15,665$448.3K0.0%ETFHighMinneapolis, MN2026-10-14
VestGen Advisors, LLC
14,531$415.9K0.0%GrowthMediumChicago, IL2026-10-27
Kingswood Wealth Advisors, LLC
11,768$336.8K0.0%GrowthLowSan Diego, CA2026-10-23
New Wave Wealth Advisors LLC
10,228$305.8K0.1%CoreMediumSpringdale, AR2026-10-19
Beaumont Financial Advisors, LLC
9,768$279.6K0.0%GrowthMediumNeedham, MA2026-10-22
Wedbush Securities Inc
9,689$277.0K0.0%CoreLowPasadena, CA2026-10-22
Wealthcare Advisory Partners LLC
9,334$267.1K0.0%ETFLowWest Chester, PA2026-10-21
Calamos Advisors LLC
7,955$227.7K0.0%GrowthMediumNaperville, IL2026-11-02
WealthTrust Asset Management, LLC
7,202$206.1K0.1%GARPMediumDestin, FL2026-10-22
GoalVest Advisory LLC
4,409$126.2K0.0%ETFMediumNew York, NY2026-10-02
Wolff Wiese Magana LLC
3,464$99.1K0.0%GrowthLowCarslbad, CA2026-10-15
Essential Investment Partners LLC
1,520$43.5K0.0%GrowthLowEnglewood, CO2026-10-27
High Note Wealth, LLC
510$14.6K0.0%ETFVery LowDeephaven, MN2026-10-27
Realta Investment Advisors
500$14.3K0.0%GrowthMediumWilmington, DE2026-10-14
Capital Investment Advisory Services, LLC
165$4.7K0.0%CoreMediumRaleigh, NC2026-10-30
Acumen Wealth Advisors, LLC
25$7160.0%GrowthHighChattanooga, TN2026-11-05