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Calamos Autocalla GRO ETF (CAGE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Calamos Wealth Management LLC
INCREASED
Shares537,026 from 49,345
Change+487,681 (+988%)
Value$15.4M (+$14.0M)
Filed 2026-11-02
HUB Investment Partners, LLC
INCREASED
Shares197,097 from 159,128
Change+37,969 (+24%)
Value$5.6M (+$1.2M)
Filed 2026-11-03
Independent Financial Group, LLC
INCREASED
Shares117,958 from 108,728
Change+9,230 (+8%)
Value$3.4M (+$363.1K)
Filed 2026-10-13
NewCorp Financial Services, Inc.
NEW
Shares105,737
Change+105,737
Value$3.0M
Filed 2026-10-14
Onyx Bridge Wealth Group LLC
INCREASED
Shares94,327 from 11,841
Change+82,486 (+697%)
Value$2.7M (+$2.4M)
Filed 2026-10-16
Family Office Research LLC
INCREASED
Shares81,582 from 8,276
Change+73,306 (+886%)
Value$2.3M (+$2.1M)
Filed 2026-10-14
Chicago Partners Investment Group LLC
INCREASED
Shares71,388 from 19,853
Change+51,535 (+260%)
Value$2.0M (+$1.5M)
Filed 2026-10-27
Commonwealth Equity Services, LLC
INCREASED
Shares62,981 from 50,521
Change+12,460 (+25%)
Value$1.8M (+$402.6K)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares54,964 from 8,189
Change+46,775 (+571%)
Value$1.6M (+$1.3M)
Filed 2026-10-22
Claro Advisors Inc.
INCREASED
Shares52,437 from 42,467
Change+9,970 (+23%)
Value$1.5M (+$324.0K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares40,751 from 12,268
Change+28,483 (+232%)
Value$1.2M (+$858.8K)
Filed 2026-10-13
Haven Private, LLC
NEW
Shares37,816
Change+37,816
Value$1.1M
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
NEW
Shares32,190
Change+32,190
Value$921.0K
Filed 2026-11-02
Pinion Investment Advisors, LLC
NEW
Shares29,428
Change+29,428
Value$842.2K
Filed 2026-11-04
Diversify Advisory Services, LLC
UNCHANGED
Shares20,779 from 20,779
Change0 (0%)
Value$611.1K (+$47.4K)
Filed 2026-10-20
Diversify Wealth Management, LLC
UNCHANGED
Shares20,779 from 20,779
Change0 (0%)
Value$611.1K (+$47.4K)
Filed 2026-10-20
Commerce Advisors, LLC
INCREASED
Shares20,143 from 14,243
Change+5,900 (+41%)
Value$576.5K (+$181.8K)
Filed 2026-10-19
GSG Advisors LLC
NEW
Shares19,010
Change+19,010
Value$544.1K
Filed 2026-11-03
Strategic Blueprint, LLC
INCREASED
Shares18,566 from 10,188
Change+8,378 (+82%)
Value$531.4K (+$249.1K)
Filed 2026-10-22
Able Wealth Management LLC
NEW
Shares18,434
Change+18,434
Value$544.7K
Filed 2026-10-13
Redhawk Wealth Advisors, Inc.
NEW
Shares15,665
Change+15,665
Value$448.3K
Filed 2026-10-14
VestGen Advisors, LLC
NEW
Shares14,531
Change+14,531
Value$415.9K
Filed 2026-10-27
Kingswood Wealth Advisors, LLC
NEW
Shares11,768
Change+11,768
Value$336.8K
Filed 2026-10-23
New Wave Wealth Advisors LLC
NEW
Shares10,228
Change+10,228
Value$305.8K
Filed 2026-10-19
Beaumont Financial Advisors, LLC
INCREASED
Shares9,768 from 8,669
Change+1,099 (+13%)
Value$279.6K (+$39.3K)
Filed 2026-10-22
Wedbush Securities Inc
INCREASED
Shares9,689 from 8,189
Change+1,500 (+18%)
Value$277.0K (+$276.8K)
Filed 2026-10-22
Wealthcare Advisory Partners LLC
NEW
Shares9,334
Change+9,334
Value$267.1K
Filed 2026-10-21
Calamos Advisors LLC
NEW
Shares7,955
Change+7,955
Value$227.7K
Filed 2026-11-02
WealthTrust Asset Management, LLC
NEW
Shares7,202
Change+7,202
Value$206.1K
Filed 2026-10-22
GoalVest Advisory LLC
NEW
Shares4,409
Change+4,409
Value$126.2K
Filed 2026-10-02
Wolff Wiese Magana LLC
INCREASED
Shares3,464 from 2,269
Change+1,195 (+53%)
Value$99.1K (+$36.3K)
Filed 2026-10-15
Essential Investment Partners LLC
UNCHANGED
Shares1,520 from 1,520
Change0 (0%)
Value$43.5K (+$1.4K)
Filed 2026-10-27
High Note Wealth, LLC
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$14.6K (+$464)
Filed 2026-10-27
Realta Investment Advisors
INCREASED
Shares500 from 460
Change+40 (+9%)
Value$14.3K (+$1.6K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
NEW
Shares165
Change+165
Value$4.7K
Filed 2026-10-30
Acumen Wealth Advisors, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$716 (+$23)
Filed 2026-11-05
Tucker Asset Management LLC
CLOSED
Shares0 from 631
Change-631 (-100%)
Value$0 (-$17.5K)
Filed 2026-10-29
Gladstone Institutional Advisory LLC
N/A
Shares— from 92,387
Change-92,387 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 35,320
Change-35,320 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 28,214
Change-28,214 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 18,709
Change-18,709 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 18,151
Change-18,151 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 16,947
Change-16,947 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 15,685
Change-15,685 (-100%)
Value—
&partners
N/A
Shares— from 13,478
Change-13,478 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 11,154
Change-11,154 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 10,335
Change-10,335 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 10,097
Change-10,097 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 8,950
Change-8,950 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3,612
Change-3,612 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,217
Change-3,217 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 374
Change-374 (-100%)
Value—
Status
Calamos Wealth Management LLC
INCREASED537,02649,345+487,681+988%$1.4M$15.4M+$14.0M2026-11-02
HUB Investment Partners, LLC
INCREASED197,097159,128+37,969+24%$4.4M$5.6M+$1.2M2026-11-03
Independent Financial Group, LLC
INCREASED117,958108,728+9,230+8%$3.0M$3.4M+$363.1K2026-10-13
NewCorp Financial Services, Inc.
NEW105,737—+105,737——$3.0M—2026-10-14
Onyx Bridge Wealth Group LLC
INCREASED94,32711,841+82,486+697%$328.1K$2.7M+$2.4M2026-10-16
Family Office Research LLC
INCREASED81,5828,276+73,306+886%$229.3K$2.3M+$2.1M2026-10-14
Chicago Partners Investment Group LLC
INCREASED71,38819,853+51,535+260%$534.2K$2.0M+$1.5M2026-10-27
Commonwealth Equity Services, LLC
INCREASED62,98150,521+12,460+25%$1.4M$1.8M+$402.6K2026-11-02
Brookstone Capital Management
INCREASED54,9648,189+46,775+571%$226.9K$1.6M+$1.3M2026-10-22
Claro Advisors Inc.
INCREASED52,43742,467+9,970+23%$1.2M$1.5M+$324.0K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED40,75112,268+28,483+232%$346.6K$1.2M+$858.8K2026-10-13
Haven Private, LLC
NEW37,816—+37,816——$1.1M—2026-10-27
Cambridge Investment Research Advisors, Inc.
NEW32,190—+32,190——$921.0K—2026-11-02
Pinion Investment Advisors, LLC
NEW29,428—+29,428——$842.2K—2026-11-04
Diversify Advisory Services, LLC
UNCHANGED20,77920,77900%$563.7K$611.1K+$47.4K2026-10-20
Diversify Wealth Management, LLC
UNCHANGED20,77920,77900%$563.7K$611.1K+$47.4K2026-10-20
Commerce Advisors, LLC
INCREASED20,14314,243+5,900+41%$394.7K$576.5K+$181.8K2026-10-19
GSG Advisors LLC
NEW19,010—+19,010——$544.1K—2026-11-03
Strategic Blueprint, LLC
INCREASED18,56610,188+8,378+82%$282.3K$531.4K+$249.1K2026-10-22
Able Wealth Management LLC
NEW18,434—+18,434——$544.7K—2026-10-13
Redhawk Wealth Advisors, Inc.
NEW15,665—+15,665——$448.3K—2026-10-14
VestGen Advisors, LLC
NEW14,531—+14,531——$415.9K—2026-10-27
Kingswood Wealth Advisors, LLC
NEW11,768—+11,768——$336.8K—2026-10-23
New Wave Wealth Advisors LLC
NEW10,228—+10,228——$305.8K—2026-10-19
Beaumont Financial Advisors, LLC
INCREASED9,7688,669+1,099+13%$240.2K$279.6K+$39.3K2026-10-22
Wedbush Securities Inc
INCREASED9,6898,189+1,500+18%$227$277.0K+$276.8K2026-10-22
Wealthcare Advisory Partners LLC
NEW9,334—+9,334——$267.1K—2026-10-21
Calamos Advisors LLC
NEW7,955—+7,955——$227.7K—2026-11-02
WealthTrust Asset Management, LLC
NEW7,202—+7,202——$206.1K—2026-10-22
GoalVest Advisory LLC
NEW4,409—+4,409——$126.2K—2026-10-02
Wolff Wiese Magana LLC
INCREASED3,4642,269+1,195+53%$62.9K$99.1K+$36.3K2026-10-15
Essential Investment Partners LLC
UNCHANGED1,5201,52000%$42.1K$43.5K+$1.4K2026-10-27
High Note Wealth, LLC
UNCHANGED51051000%$14.1K$14.6K+$4642026-10-27
Realta Investment Advisors
INCREASED500460+40+9%$12.7K$14.3K+$1.6K2026-10-14
Capital Investment Advisory Services, LLC
NEW165—+165——$4.7K—2026-10-30
Acumen Wealth Advisors, LLC
UNCHANGED252500%$693$716+$232026-11-05
Tucker Asset Management LLC
CLOSED0631-631-100%$17.5K$0-$17.5K2026-10-29
Gladstone Institutional Advisory LLC
N/A—92,387-92,387-100%$2.6M———
Essex Financial Services, Inc.
N/A—35,320-35,320-100%$978.7K———
Snowden Capital Advisors LLC
N/A—28,214-28,214-100%$781.8K———
Millington Financial Advisors, LLC
N/A—18,709-18,709-100%$514.9K———
Silver OAK Securities, Incorporated
N/A—18,151-18,151-100%$503.0K———
Estate Planners Group, LLC
N/A—16,947-16,947-100%$469.6K———
JPMorgan Chase & Co
N/A—15,685-15,685-100%$429.8K———
&partners
N/A—13,478-13,478-100%$493.2K———
Innovative Asset Advisors Group, LLC
N/A—11,154-11,154-100%$309.1K———
Old Mission Capital LLC
N/A—10,335-10,335-100%$286.4K———
Kingsview Wealth Management, LLC
N/A—10,097-10,097-100%$279.8K———
Captrust Financial Advisors
N/A—8,950-8,950-100%$248.0K———
SHP Wealth Management
N/A—3,612-3,612-100%$100.1K———
Steward Partners Investment Advisory, LLC
N/A—3,217-3,217-100%$89.1K———
Consultiva Wealth Management, Corp.
N/A—400-400-100%$11.1K———
Institute for Wealth Management, Llc.
N/A—374-374-100%$10.4K———
Showing 53 of 53 institutions