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Calamos Nasdaq Autocall ETF (CAIQ)

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
INCREASED
Shares1,832,214 from 1,256,006
Change+576,208 (+46%)
Value$48.0M (+$14.3M)
Filed 2026-11-02
Strategic Blueprint, LLC
INCREASED
Shares412,475 from 390,607
Change+21,868 (+6%)
Value$10.8M (+$314.9K)
Filed 2026-10-22
Cornerstone Wealth, LLC
INCREASED
Shares355,437 from 280,638
Change+74,799 (+27%)
Value$8.7M (+$1.4M)
Filed 2026-10-28
Diversify Advisory Services, LLC
NEW
Shares280,977
Change+280,977
Value$7.1M
Filed 2026-10-20
Diversify Wealth Management, LLC
NEW
Shares280,977
Change+280,977
Value$7.1M
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares275,254 from 472,164
Change-196,910 (-42%)
Value$7.2M (-$5.5M)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
NEW
Shares260,135
Change+260,135
Value$6.8M
Filed 2026-11-05
Redhawk Wealth Advisors, Inc.
INCREASED
Shares204,845 from 147,611
Change+57,234 (+39%)
Value$5.4M (+$1.4M)
Filed 2026-10-14
Haven Private, LLC
INCREASED
Shares193,111 from 23,796
Change+169,315 (+712%)
Value$5.1M (+$4.4M)
Filed 2026-10-27
Onyx Bridge Wealth Group LLC
INCREASED
Shares178,935 from 92,422
Change+86,513 (+94%)
Value$4.7M (+$2.2M)
Filed 2026-10-16
Chicago Partners Investment Group LLC
INCREASED
Shares153,990 from 89,101
Change+64,889 (+73%)
Value$3.8M (+$1.5M)
Filed 2026-10-27
Independent Financial Group, LLC
INCREASED
Shares102,083 from 58,965
Change+43,118 (+73%)
Value$2.7M (+$1.1M)
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares74,992 from 24,294
Change+50,698 (+209%)
Value$2.0M (+$1.3M)
Filed 2026-10-22
Simplicity Wealth,LLC
NEW
Shares70,837
Change+70,837
Value$1.9M
Filed 2026-10-23
RPS Advisory Solutions LLC
INCREASED
Shares66,560 from 11,517
Change+55,043 (+478%)
Value$1.7M (+$1.4M)
Filed 2026-11-09
Welch Financial Planning, LLC
INCREASED
Shares60,402 from 44,838
Change+15,564 (+35%)
Value$1.6M (+$378.0K)
Filed 2026-11-06
Winnacle Wealth LLC
INCREASED
Shares55,166 from 27,663
Change+27,503 (+99%)
Value$1.4M (+$702.1K)
Filed 2026-10-15
Claro Advisors Inc.
INCREASED
Shares54,027 from 23,516
Change+30,511 (+130%)
Value$1.4M (+$783.6K)
Filed 2026-11-02
Wedbush Securities Inc
INCREASED
Shares49,931 from 11,020
Change+38,911 (+353%)
Value$1.3K (-$294.7K)
Filed 2026-10-22
Calamos Advisors LLC
NEW
Shares47,480
Change+47,480
Value$1.2M
Filed 2026-11-02
Family Office Research LLC
INCREASED
Shares45,380 from 16,978
Change+28,402 (+167%)
Value$1.2M (+$732.7K)
Filed 2026-10-14
LexAurum Advisors, LLC
DECREASED
Shares35,658 from 41,658
Change-6,000 (-14%)
Value$933.9K (-$184.6K)
Filed 2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED
Shares33,462 from 20,224
Change+13,238 (+65%)
Value$876.4K (+$333.4K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares33,396 from 21,238
Change+12,158 (+57%)
Value$875 (-$569.1K)
Filed 2026-11-02
Beacon Financial Advisory LLC
INCREASED
Shares31,249 from 26,822
Change+4,427 (+17%)
Value$818.4K (+$98.2K)
Filed 2026-10-16
Secure Asset Management, LLC
INCREASED
Shares29,466 from 16,023
Change+13,443 (+84%)
Value$771.7K (+$341.5K)
Filed 2026-10-19
VestGen Advisors, LLC
NEW
Shares26,406
Change+26,406
Value$691.6K
Filed 2026-10-27
Grantvest Financial Group LLC
INCREASED
Shares26,291 from 17,369
Change+8,922 (+51%)
Value$688.6K (+$222.2K)
Filed 2026-10-21
World Equity Group, Inc.
NEW
Shares20,000
Change+20,000
Value$523.8K
Filed 2026-10-14
Wealthcare Advisory Partners LLC
INCREASED
Shares19,879 from 8,616
Change+11,263 (+131%)
Value$520.6K (+$289.3K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
NEW
Shares19,561
Change+19,561
Value$509.0K
Filed 2026-10-13
Tucker Asset Management LLC
INCREASED
Shares19,293 from 2,575
Change+16,718 (+649%)
Value$505.3K (+$436.2K)
Filed 2026-10-29
M Holdings Securities, Inc.
NEW
Shares17,195
Change+17,195
Value$407
Filed 2026-11-03
HBW Advisory Services LLC
NEW
Shares16,744
Change+16,744
Value$438.5K
Filed 2026-10-15
Palacios Wealth Management, LLC
INCREASED
Shares16,559 from 8,908
Change+7,651 (+86%)
Value$433.7K (+$194.5K)
Filed 2026-11-04
CoreCap Advisors, LLC
NEW
Shares14,550
Change+14,550
Value$381.1K
Filed 2026-10-08
Silver OAK Securities, Incorporated
INCREASED
Shares11,768 from 11,572
Change+196 (+2%)
Value$272.1K (-$38.6K)
Filed 2026-11-09
Accurate Wealth Management, LLC
NEW
Shares11,555
Change+11,555
Value$299.0K
Filed 2026-10-20
Kestra Private Wealth Services, LLC
NEW
Shares11,335
Change+11,335
Value$296.9K
Filed 2026-11-06
WealthTrust Asset Management, LLC
UNCHANGED
Shares10,347 from 10,347
Change0 (0%)
Value$271.0K (-$6.8K)
Filed 2026-10-22
Channel Wealth LLC
UNCHANGED
Shares10,206 from 10,206
Change0 (0%)
Value$267.3K (-$6.7K)
Filed 2026-11-06
MRA Advisory Group
INCREASED
Shares9,158 from 7,502
Change+1,656 (+22%)
Value$239.8K (+$38.4K)
Filed 2026-10-07
Institute for Wealth Management, Llc.
INCREASED
Shares8,839 from 6,838
Change+2,001 (+29%)
Value$231.5K (+$47.9K)
Filed 2026-11-06
Maia Wealth LLC
NEW
Shares8,012
Change+8,012
Value$209.8K
Filed 2026-10-19
IFP Advisors, Inc
INCREASED
Shares7,997 from 7,448
Change+549 (+7%)
Value$209.4K (+$9.5K)
Filed 2026-10-16
Able Wealth Management LLC
UNCHANGED
Shares7,944 from 7,944
Change0 (0%)
Value$207.8K (-$5.5K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares6,926 from 384
Change+6,542 (+1704%)
Value$181.4K (+$171.1K)
Filed 2026-10-08
Allworth Financial LP
UNCHANGED
Shares5,573 from 5,573
Change0 (0%)
Value$149.6K ($0)
Filed 2026-11-06
Wolff Wiese Magana LLC
INCREASED
Shares3,261 from 1,670
Change+1,591 (+95%)
Value$85.4K (+$40.6K)
Filed 2026-10-15
Essential Investment Partners LLC
INCREASED
Shares2,350 from 1,350
Change+1,000 (+74%)
Value$61.5K (+$25.3K)
Filed 2026-10-27
GK Wealth Management LLC
NEW
Shares1,000
Change+1,000
Value$26.2K
Filed 2026-10-09
Realta Investment Advisors
INCREASED
Shares500 from 470
Change+30 (+6%)
Value$13.1K (+$475)
Filed 2026-10-14
Harbour Investments, Inc.
DECREASED
Shares118 from 366
Change-248 (-68%)
Value$3.1K (-$6.7K)
Filed 2026-11-09
Acumen Wealth Advisors, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$131 (-$4)
Filed 2026-11-05
United Capital Financial Advisors, LLC
N/A
Shares— from 549,000
Change-549,000 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 174,965
Change-174,965 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 122,314
Change-122,314 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 119,562
Change-119,562 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 107,920
Change-107,920 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 44,915
Change-44,915 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 38,252
Change-38,252 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 37,600
Change-37,600 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 37,199
Change-37,199 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 17,650
Change-17,650 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 14,156
Change-14,156 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 11,845
Change-11,845 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 10,935
Change-10,935 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,934
Change-9,934 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 8,913
Change-8,913 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 7,805
Change-7,805 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
Calamos Wealth Management LLC
INCREASED1,832,2141,256,006+576,208+46%$33.7M$48.0M+$14.3M2026-11-02
Strategic Blueprint, LLC
INCREASED412,475390,607+21,868+6%$10.5M$10.8M+$314.9K2026-10-22
Cornerstone Wealth, LLC
INCREASED355,437280,638+74,799+27%$7.3M$8.7M+$1.4M2026-10-28
Diversify Advisory Services, LLC
NEW280,977—+280,977——$7.1M—2026-10-20
Diversify Wealth Management, LLC
NEW280,977—+280,977——$7.1M—2026-10-20
Commonwealth Equity Services, LLC
DECREASED275,254472,164-196,910-42%$12.7M$7.2M-$5.5M2026-11-02
Elevation Point Wealth Partners, LLC
NEW260,135—+260,135——$6.8M—2026-11-05
Redhawk Wealth Advisors, Inc.
INCREASED204,845147,611+57,234+39%$4.0M$5.4M+$1.4M2026-10-14
Haven Private, LLC
INCREASED193,11123,796+169,315+712%$638.9K$5.1M+$4.4M2026-10-27
Onyx Bridge Wealth Group LLC
INCREASED178,93592,422+86,513+94%$2.5M$4.7M+$2.2M2026-10-16
Chicago Partners Investment Group LLC
INCREASED153,99089,101+64,889+73%$2.3M$3.8M+$1.5M2026-10-27
Independent Financial Group, LLC
INCREASED102,08358,965+43,118+73%$1.6M$2.7M+$1.1M2026-10-13
Brookstone Capital Management
INCREASED74,99224,294+50,698+209%$652.3K$2.0M+$1.3M2026-10-22
Simplicity Wealth,LLC
NEW70,837—+70,837——$1.9M—2026-10-23
RPS Advisory Solutions LLC
INCREASED66,56011,517+55,043+478%$309.2K$1.7M+$1.4M2026-11-09
Welch Financial Planning, LLC
INCREASED60,40244,838+15,564+35%$1.2M$1.6M+$378.0K2026-11-06
Winnacle Wealth LLC
INCREASED55,16627,663+27,503+99%$742.7K$1.4M+$702.1K2026-10-15
Claro Advisors Inc.
INCREASED54,02723,516+30,511+130%$631.4K$1.4M+$783.6K2026-11-02
Wedbush Securities Inc
INCREASED49,93111,020+38,911+353%$296.0K$1.3K-$294.7K2026-10-22
Calamos Advisors LLC
NEW47,480—+47,480——$1.2M—2026-11-02
Family Office Research LLC
INCREASED45,38016,978+28,402+167%$455.9K$1.2M+$732.7K2026-10-14
LexAurum Advisors, LLC
DECREASED35,65841,658-6,000-14%$1.1M$933.9K-$184.6K2026-10-19
Kingswood Wealth Advisors, LLC
INCREASED33,46220,224+13,238+65%$543.0K$876.4K+$333.4K2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED33,39621,238+12,158+57%$570.0K$875-$569.1K2026-11-02
Beacon Financial Advisory LLC
INCREASED31,24926,822+4,427+17%$720.2K$818.4K+$98.2K2026-10-16
Secure Asset Management, LLC
INCREASED29,46616,023+13,443+84%$430.2K$771.7K+$341.5K2026-10-19
VestGen Advisors, LLC
NEW26,406—+26,406——$691.6K—2026-10-27
Grantvest Financial Group LLC
INCREASED26,29117,369+8,922+51%$466.4K$688.6K+$222.2K2026-10-21
World Equity Group, Inc.
NEW20,000—+20,000——$523.8K—2026-10-14
Wealthcare Advisory Partners LLC
INCREASED19,8798,616+11,263+131%$231.3K$520.6K+$289.3K2026-10-21
Wealth Enhancement Advisory Services, LLC
NEW19,561—+19,561——$509.0K—2026-10-13
Tucker Asset Management LLC
INCREASED19,2932,575+16,718+649%$69.1K$505.3K+$436.2K2026-10-29
M Holdings Securities, Inc.
NEW17,195—+17,195——$407—2026-11-03
HBW Advisory Services LLC
NEW16,744—+16,744——$438.5K—2026-10-15
Palacios Wealth Management, LLC
INCREASED16,5598,908+7,651+86%$239.2K$433.7K+$194.5K2026-11-04
CoreCap Advisors, LLC
NEW14,550—+14,550——$381.1K—2026-10-08
Silver OAK Securities, Incorporated
INCREASED11,76811,572+196+2%$310.7K$272.1K-$38.6K2026-11-09
Accurate Wealth Management, LLC
NEW11,555—+11,555——$299.0K—2026-10-20
Kestra Private Wealth Services, LLC
NEW11,335—+11,335——$296.9K—2026-11-06
WealthTrust Asset Management, LLC
UNCHANGED10,34710,34700%$277.8K$271.0K-$6.8K2026-10-22
Channel Wealth LLC
UNCHANGED10,20610,20600%$274.0K$267.3K-$6.7K2026-11-06
MRA Advisory Group
INCREASED9,1587,502+1,656+22%$201.4K$239.8K+$38.4K2026-10-07
Institute for Wealth Management, Llc.
INCREASED8,8396,838+2,001+29%$183.6K$231.5K+$47.9K2026-11-06
Maia Wealth LLC
NEW8,012—+8,012——$209.8K—2026-10-19
IFP Advisors, Inc
INCREASED7,9977,448+549+7%$200.0K$209.4K+$9.5K2026-10-16
Able Wealth Management LLC
UNCHANGED7,9447,94400%$213.3K$207.8K-$5.5K2026-10-13
Farther Finance Advisors, LLC
INCREASED6,926384+6,542+1704%$10.3K$181.4K+$171.1K2026-10-08
Allworth Financial LP
UNCHANGED5,5735,57300%$149.6K$149.6K$02026-11-06
Wolff Wiese Magana LLC
INCREASED3,2611,670+1,591+95%$44.8K$85.4K+$40.6K2026-10-15
Essential Investment Partners LLC
INCREASED2,3501,350+1,000+74%$36.2K$61.5K+$25.3K2026-10-27
GK Wealth Management LLC
NEW1,000—+1,000——$26.2K—2026-10-09
Realta Investment Advisors
INCREASED500470+30+6%$12.6K$13.1K+$4752026-10-14
Harbour Investments, Inc.
DECREASED118366-248-68%$9.8K$3.1K-$6.7K2026-11-09
Acumen Wealth Advisors, LLC
UNCHANGED5500%$135$131-$42026-11-05
United Capital Financial Advisors, LLC
N/A—549,000-549,000-100%$14.7M———
Intrepid Financial Planning Group LLC
N/A—174,965-174,965-100%$4.7M———
Brookwood Investment Group LLC
N/A—122,314-122,314-100%$3.3M———
PFG Investments, LLC
N/A—119,562-119,562-100%$3.2M———
Millington Financial Advisors, LLC
N/A—107,920-107,920-100%$2.8M———
Insigneo Advisory Services, LLC
N/A—44,915-44,915-100%$1.2M———
Snowden Capital Advisors LLC
N/A—38,252-38,252-100%$997.6K———
Waverly Advisors, LLC
N/A—37,600-37,600-100%$1.0M———
Steward Partners Investment Advisory, LLC
N/A—37,199-37,199-100%$998.8K———
Garden State Investment Advisory Services LLC
N/A—17,650-17,650-100%$473.9K———
Royal Bank of Canada
N/A—15,000-15,000-100%$403.0K———
Estate Planners Group, LLC
N/A—14,156-14,156-100%$380.1K———
Captrust Financial Advisors
N/A—11,845-11,845-100%$318.0K———
Innovative Asset Advisors Group, LLC
N/A—10,935-10,935-100%$293.6K———
Envestnet Asset Management Inc
N/A—9,934-9,934-100%$266.7K———
Osaic Holdings, Inc.
N/A—8,913-8,913-100%$239.3K———
Summit Financial, LLC
N/A—7,805-7,805-100%$209.6K———
Capital Analysts, LLC
N/A—1,980-1,980-100%$53.0K———
Morgan Stanley
N/A—1-1-100%$46———
Wells Fargo & Company
N/A—00—$6———
Showing 74 of 74 institutions