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Calamos Autocallable Inc ETF (CAIE)

CUSIP: 12811T571 | NYSE | 233 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Calamos Wealth Management LLC2,511,321
1.9% of portfolio›$66.9M
VestGen Advisors, LLC1,271,064
1.0% of portfolio›$33.8M
Cornerstone Wealth, LLC689,790
8.7% of portfolio›$18.1M
Simplicity Wealth,LLC663,092
0.5% of portfolio›$17.7M
Pinion Investment Advisors, LLC656,676
3.1% of portfolio›$17.5M
Prime Capital Investment Advisors, LLC640,021
0.2% of portfolio›$17.0M
Brookstone Capital Management620,741
0.2% of portfolio›$16.5M
Strategic Blueprint, LLC606,338
0.8% of portfolio›$16.1M
Cambridge Investment Research Advisors, Inc.604,696
0.0% of portfolio›$16.1K
Commonwealth Equity Services, LLC562,468
0.0% of portfolio›$15.0M
Farther Finance Advisors, LLC438,828
0.1% of portfolio›$11.7M
Chicago Partners Investment Group LLC409,200
0.2% of portfolio›$10.8M
Redhawk Wealth Advisors, Inc.379,102
1.0% of portfolio›$10.1M
Elevation Point Wealth Partners, LLC346,810
0.2% of portfolio›$9.2M
Wealthcare Advisory Partners LLC322,998
0.1% of portfolio›$8.6M
Kingswood Wealth Advisors, LLC318,097
0.3% of portfolio›$8.5M
Gradient Investments LLC305,117
0.1% of portfolio›$8.1M
MGO One Seven LLC289,849
0.1% of portfolio›$7.7M
Independent Financial Group, LLC248,450
0.1% of portfolio›$6.6M
GoalVest Advisory LLC248,398
1.1% of portfolio›$6.6M
Kestra Advisory Services, LLC247,019
0.0% of portfolio›$6.6M
Cornerstone Wealth Group, LLC215,596
0.3% of portfolio›$5.7M
Haven Private, LLC164,538
1.7% of portfolio›$4.4M
Kestra Private Wealth Services, LLC163,584
0.0% of portfolio›$4.4M
Wedbush Securities Inc154,129
0.0% of portfolio›$4.1K
Wealth Enhancement Advisory Services, LLC151,284
0.0% of portfolio›$4.0M
Kestra Investment Management, LLC147,370
0.1% of portfolio›$3.9M
New Wave Wealth Advisors LLC144,403
1.0% of portfolio›$3.9M
Oppenheimer & Co Inc140,907
0.0% of portfolio›$3.8M
Twelve Points Wealth Management LLC139,563
0.7% of portfolio›$3.7M
Diversify Advisory Services, LLC138,773
0.1% of portfolio›$3.7M
Diversify Wealth Management, LLC138,773
0.1% of portfolio›$3.7M
Sound Income Strategies, LLC130,999
0.2% of portfolio›$3.5M
Grantvest Financial Group LLC123,548
1.9% of portfolio›$3.3M
Aurora Private Wealth, Inc.109,278
0.0% of portfolio›$2.9K
IFP Advisors, Inc98,730
0.0% of portfolio›$2.6M
3Edge Asset Management, LP91,868
0.1% of portfolio›$2.4M
Palacios Wealth Management, LLC87,325
1.2% of portfolio›$2.3M
Vima LLC85,291
2.3% of portfolio›$2.3M
Claro Advisors Inc.84,919
0.2% of portfolio›$2.3M
Mcdonald Partners LLC80,000
0.5% of portfolio›$2.1M
Winnacle Wealth LLC76,576
1.3% of portfolio›$2.0M
HBW Advisory Services LLC72,318
0.2% of portfolio›$1.9M
Calamos Advisors LLC66,514
0.0% of portfolio›$1.8M
Beacon Financial Advisory LLC65,586
0.3% of portfolio›$1.7M
J.Safra Asset Management Corp56,206
0.1% of portfolio›$1.5M
TrueWealth Advisors, LLC54,983
0.3% of portfolio›$1.5M
Tactive Advisors, LLC52,472
0.3% of portfolio›$1.4M
FFG Partners, LLC51,482
0.4% of portfolio›$1.4M
Next Level Private LLC51,190
0.3% of portfolio›$1.4M
Family Office Research LLC47,491
0.5% of portfolio›$1.3M
Bright Futures Wealth Management, Llc.45,940
0.8% of portfolio›$1.2M
Accurate Wealth Management, LLC45,713
0.1% of portfolio›$1.2M
Insight Wealth Strategies, LLC44,438
0.1% of portfolio›$1.2M
Concurrent Investment Advisors, LLC42,402
0.0% of portfolio›$1.1M
Able Wealth Management LLC41,357
0.2% of portfolio›$1.1M
Perigon Wealth Management, LLC40,322
0.0% of portfolio›$1.1M
Vestia Personal Wealth Advisors39,182
0.4% of portfolio›$1.0M
Commerce Advisors, LLC38,862
0.5% of portfolio›$1.0M
AlphaStar Capital Management, LLC38,144
0.1% of portfolio›$1.0M
WealthTrust Asset Management, LLC33,592
0.5% of portfolio›$894.2K
M Holdings Securities, Inc.33,133
0.0% of portfolio›$858
Ascentis Independent Advisors33,079
0.1% of portfolio›$880.6K
Outlook Wealth Advisors, LLC31,735
0.2% of portfolio›$844.8K
October Effect Ltd31,230
0.8% of portfolio›$831.3K
Beaumont Financial Advisors, LLC29,540
0.0% of portfolio›$786.3K
Freedom Financial Partners LLC29,171
0.3% of portfolio›$776.5K
Signature Estate & Investment Advisors LLC28,812
0.0% of portfolio›$767.0K
Fulcrum Wealth Advisors, LLC27,327
0.5% of portfolio›$727.4K
Clear Creek Financial Management, LLC25,960
0.1% of portfolio›$691.1K
Salus Financial Advisors, LLC23,685
0.3% of portfolio›$630.5K
Financial Futures Ltd Liability Co.23,443
0.2% of portfolio›$624.1K
Onyx Bridge Wealth Group LLC21,700
0.1% of portfolio›$577.7K
Capital Asset Advisory Services LLC20,419
0.0% of portfolio›$541.6K
Cannon Advisors, Inc.20,397
0.3% of portfolio›$548.5K
Liberty Atlantic Advisors LLC20,150
0.3% of portfolio›$536.4K
Focused Alpha, LLC19,761
0.1% of portfolio›$526.0K
Tucker Asset Management LLC19,213
0.1% of portfolio›$511.4K
Triad Wealth Partners, LLC18,074
0.0% of portfolio›$481.1K
Box Hill Private Wealth LLC17,838
0.3% of portfolio›$474.8K
Axxcess Wealth Management, LLC16,438
0.0% of portfolio›$437.6K
Alchemi Wealth, LLC16,268
0.2% of portfolio›$433.1K
Chapin Davis, Inc.16,000
0.1% of portfolio›$425.9K
Noble Wealth Management PBC15,298
0.2% of portfolio›$407.2K
Encompass More Asset Management14,826
0.1% of portfolio›$394.7K
PFG Advisors13,882
0.0% of portfolio›$369.5K
Dynamic Advisor Solutions LLC13,554
0.0% of portfolio›$360.8K
Essential Investment Partners LLC12,890
0.2% of portfolio›$343.1K
CoreCap Advisors, LLC12,700
0.0% of portfolio›$338.1K
Maia Wealth LLC11,845
0.0% of portfolio›$315.3K
Crosspoint Financial, LLC11,785
0.6% of portfolio›$313.7K
Worth Asset Management, LLC11,127
0.1% of portfolio›$296.2K
Blueprint Financial Advisors LLC10,349
0.0% of portfolio›$275.5K
Blueprint Investment Partners LLC10,349
0.0% of portfolio›$275.5K
Capital Investment Advisory Services, LLC9,974
0.0% of portfolio›$265.5K
TCP Asset Management, LLC9,804
0.0% of portfolio›$260.7K
Quad-Cities Investment Group, LLC9,384
0.1% of portfolio›$249.8K
Daymark Wealth Partners, LLC9,344
0.0% of portfolio›$248.7K
Financial Management Network Inc9,245
0.0% of portfolio›$245.8K
Valtinson Bruner Financial Planning LLC9,191
0.1% of portfolio›$244.7K
Spinnaker Investment Group, LLC8,036
0.0% of portfolio›$213.9K
Brown Wealth Management, LLC7,782
0.0% of portfolio›$207.2K
Activest Wealth Management7,729
0.0% of portfolio›$205.7K
Uptick Partners, LLC7,565
0.0% of portfolio›$201.4K
TD Waterhouse Canada Inc.7,478
0.0% of portfolio›$197.8K
Heritage Family Offices, LLP4,668
0.0% of portfolio›$124.3K
Roxbury Financial LLC4,520
0.1% of portfolio›$120.3K
Midwest Capital Advisors, LLC3,368
0.0% of portfolio›$89.7K
Wolff Wiese Magana LLC3,157
0.0% of portfolio›$84.0K
Ashton Thomas Private Wealth, LLC2,511
0.0% of portfolio›$66.8K
Fifth Third Bancorp1,850
0.0% of portfolio›$49.2K
Clark Wealth Partners1,623
0.0% of portfolio›$43.2K
GK Wealth Management LLC1,100
0.0% of portfolio›$29.3K
Murphy & Mullick Capital Management Corp1,073
0.0% of portfolio›$28.6K
Valley Wealth Managers, Inc.900
0.0% of portfolio›$24.0K
Nvwm, LLC400
0.0% of portfolio›$10.6K
Physician Wealth Advisors, Inc.379
0.0% of portfolio›$10.1K
Simplex Trading, LLC148
0.0% of portfolio›$3.9K
Acumen Wealth Advisors, LLC35
0.0% of portfolio›$932
Dhjj Financial Advisors, Ltd.18
0.0% of portfolio›$480
StyleTurnoverLocationFiled
Calamos Wealth Management LLC
2,511,321$66.9M1.9%GrowthMediumNaperville, IL2026-11-02
VestGen Advisors, LLC
1,271,064$33.8M1.0%GrowthMediumChicago, IL2026-10-27
Cornerstone Wealth, LLC
689,790$18.1M8.7%ETFMediumGreeneville, TN2026-10-28
Simplicity Wealth,LLC
663,092$17.7M0.5%ETFLowSummit, NJ2026-10-23
Pinion Investment Advisors, LLC
656,676$17.5M3.1%ETFLowWichita, KS2026-11-04
Prime Capital Investment Advisors, LLC
640,021$17.0M0.2%ETFLowOverland Park, KS2026-10-20
Brookstone Capital Management
620,741$16.5M0.2%ETFMediumWheaton, IL2026-10-22
Strategic Blueprint, LLC
606,338$16.1M0.8%ETFLowAtlanta, GA2026-10-22
Cambridge Investment Research Advisors, Inc.
604,696$16.1K0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
562,468$15.0M0.0%ETFLowWaltham, MA2026-11-02
Farther Finance Advisors, LLC
438,828$11.7M0.1%IndexLowSan Francisco, CA2026-10-08
Chicago Partners Investment Group LLC
409,200$10.8M0.2%GARPLowChicago, IL2026-10-27
Redhawk Wealth Advisors, Inc.
379,102$10.1M1.0%ETFHighMinneapolis, MN2026-10-14
Elevation Point Wealth Partners, LLC
346,810$9.2M0.2%CoreHighDenver, CO2026-11-05
Wealthcare Advisory Partners LLC
322,998$8.6M0.1%ETFLowWest Chester, PA2026-10-21
Kingswood Wealth Advisors, LLC
318,097$8.5M0.3%GrowthLowSan Diego, CA2026-10-23
Gradient Investments LLC
305,117$8.1M0.1%CoreMediumArden Hills, MN2026-10-08
MGO One Seven LLC
289,849$7.7M0.1%GrowthLowBeachwood, OH2026-10-28
Independent Financial Group, LLC
248,450$6.6M0.1%GrowthLowSan Diego, CA2026-10-13
GoalVest Advisory LLC
248,398$6.6M1.1%ETFMediumNew York, NY2026-10-02
Kestra Advisory Services, LLC
247,019$6.6M0.0%CoreLowAustin, TX2026-11-02
Cornerstone Wealth Group, LLC
215,596$5.7M0.3%CoreMediumHuntersville, NC2026-11-02
Haven Private, LLC
164,538$4.4M1.7%ETFMediumOrlando, FL2026-10-27
Kestra Private Wealth Services, LLC
163,584$4.4M0.0%GrowthLowAustin, TX2026-10-30
Wedbush Securities Inc
154,129$4.1K0.0%CoreLowPasadena, CA2026-10-22
Wealth Enhancement Advisory Services, LLC
151,284$4.0M0.0%CoreLowPlymouth, MN2026-10-13
Kestra Investment Management, LLC
147,370$3.9M0.1%ETFMediumAustin, TX2026-11-04
New Wave Wealth Advisors LLC
144,403$3.9M1.0%CoreMediumSpringdale, AR2026-10-19
Oppenheimer & Co Inc
140,907$3.8M0.0%CoreLowNew York, NY2026-10-26
Twelve Points Wealth Management LLC
139,563$3.7M0.7%ETFMediumConcord, MA2026-11-03
Diversify Advisory Services, LLC
138,773$3.7M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
138,773$3.7M0.1%GrowthMediumSandy, UT2026-10-20
Sound Income Strategies, LLC
130,999$3.5M0.2%YieldMediumFt Lauderdale, FL2026-10-09
Grantvest Financial Group LLC
123,548$3.3M1.9%ETFLowMatawan, NJ2026-10-21
Aurora Private Wealth, Inc.
109,278$2.9K0.0%ETFLowRockaway, NJ2026-10-20
IFP Advisors, Inc
98,730$2.6M0.0%GrowthLowTampa, FL2026-10-16
3Edge Asset Management, LP
91,868$2.4M0.1%ETFMediumNaples, FL2026-10-30
Palacios Wealth Management, LLC
87,325$2.3M1.2%Agg GrowthVery LowOrmond Beach, FL2026-11-04
Vima LLC
85,291$2.3M2.3%CoreLowTroy, MI2026-10-23
Claro Advisors Inc.
84,919$2.3M0.2%CoreLowBoston, MA2026-11-02
Mcdonald Partners LLC
80,000$2.1M0.5%CoreLowCleveland, OH2026-11-03
Winnacle Wealth LLC
76,576$2.0M1.3%CoreMediumWaco, TX2026-10-15
HBW Advisory Services LLC
72,318$1.9M0.2%ETFMediumSimi Valley, CA2026-10-15
Calamos Advisors LLC
66,514$1.8M0.0%GrowthMediumNaperville, IL2026-11-02
Beacon Financial Advisory LLC
65,586$1.7M0.3%ETFLowCleveland, OH2026-10-16
J.Safra Asset Management Corp
56,206$1.5M0.1%ETFLowNew York, NY2026-11-03
TrueWealth Advisors, LLC
54,983$1.5M0.3%ETFMediumBirmingham, AL2026-10-09
Tactive Advisors, LLC
52,472$1.4M0.3%ETFHighJacksonville, FL2026-10-08
FFG Partners, LLC
51,482$1.4M0.4%MomentumHighFort Lauderdale, FL2026-10-15
Next Level Private LLC
51,190$1.4M0.3%CoreVery LowHarrison, NY2026-10-20
Family Office Research LLC
47,491$1.3M0.5%ETFLowBethesda, MD2026-10-14
Bright Futures Wealth Management, Llc.
45,940$1.2M0.8%CoreHighWebster, Ny 14580, NY2026-10-23
Accurate Wealth Management, LLC
45,713$1.2M0.1%CoreMediumWesley Chapel, FL2026-10-20
Insight Wealth Strategies, LLC
44,438$1.2M0.1%ETFHighSan Ramon, CA2026-10-09
Concurrent Investment Advisors, LLC
42,402$1.1M0.0%GrowthMediumTampa, FL2026-10-16
Able Wealth Management LLC
41,357$1.1M0.2%ETFMediumToms River, NJ2026-10-13
Perigon Wealth Management, LLC
40,322$1.1M0.0%GrowthLowSan Francisco, CA2026-10-22
Vestia Personal Wealth Advisors
39,182$1.0M0.4%ETFMediumFort Wayne, IN2026-10-20
Commerce Advisors, LLC
38,862$1.0M0.5%ETFLowMemphis, TN2026-10-19
AlphaStar Capital Management, LLC
38,144$1.0M0.1%ETFMediumCornelius, NC2026-10-16
WealthTrust Asset Management, LLC
33,592$894.2K0.5%GARPMediumDestin, FL2026-10-22
M Holdings Securities, Inc.
33,133$8580.0%ETFHighPortland, OR2026-11-03
Ascentis Independent Advisors
33,079$880.6K0.1%ETFLowDallas, TX2026-11-03
Outlook Wealth Advisors, LLC
31,735$844.8K0.2%ETFMediumShenandoah, TX2026-10-28
October Effect Ltd
31,230$831.3K0.8%GrowthHighVirginia Beach, VA2026-10-20
Beaumont Financial Advisors, LLC
29,540$786.3K0.0%GrowthMediumNeedham, MA2026-10-22
Freedom Financial Partners LLC
29,171$776.5K0.3%ETFLowOakdale, MN2026-10-19
Signature Estate & Investment Advisors LLC
28,812$767.0K0.0%ETFMediumLos Angeles, CA2026-10-13
Fulcrum Wealth Advisors, LLC
27,327$727.4K0.5%GrowthMediumBellevue, WA2026-10-16
Clear Creek Financial Management, LLC
25,960$691.1K0.1%ETFMediumSilverdale, WA2026-10-28
Salus Financial Advisors, LLC
23,685$630.5K0.3%ETFVery LowColorado Springs, CO2026-10-20
Financial Futures Ltd Liability Co.
23,443$624.1K0.2%ETFLowBrielle, NJ2026-10-13
Onyx Bridge Wealth Group LLC
21,700$577.7K0.1%ETFMediumTarrytown, NY2026-10-16
Capital Asset Advisory Services LLC
20,419$541.6K0.0%ETFLowWilliamston, MI2026-10-30
Cannon Advisors, Inc.
20,397$548.5K0.3%GrowthHighCharlotte, NC2026-10-14
Liberty Atlantic Advisors LLC
20,150$536.4K0.3%ETFLowOlympia, WA2026-10-14
Focused Alpha, LLC
19,761$526.0K0.1%CoreMediumDenver, CO2026-10-20
Tucker Asset Management LLC
19,213$511.4K0.1%ETFMediumLittleton, CO2026-10-29
Triad Wealth Partners, LLC
18,074$481.1K0.0%ETFMediumLawrence, KS2026-10-26
Box Hill Private Wealth LLC
17,838$474.8K0.3%ETFLowScottsdale, AZ2026-10-05
Axxcess Wealth Management, LLC
16,438$437.6K0.0%CoreLowCarlsbad, CA2026-10-21
Alchemi Wealth, LLC
16,268$433.1K0.2%CoreLowEssex, CT2026-11-04
Chapin Davis, Inc.
16,000$425.9K0.1%GrowthHighBaltimore, MD2026-10-09
Noble Wealth Management PBC
15,298$407.2K0.2%YieldMediumGreenwood Village, CO2026-10-01
Encompass More Asset Management
14,826$394.7K0.1%ETFHighDanville, CA2026-10-16
PFG Advisors
13,882$369.5K0.0%ETFMediumPhoenix, AZ2026-10-16
Dynamic Advisor Solutions LLC
13,554$360.8K0.0%ETFLowPhoenix, AZ2026-10-13
Essential Investment Partners LLC
12,890$343.1K0.2%GrowthLowEnglewood, CO2026-10-27
CoreCap Advisors, LLC
12,700$338.1K0.0%ETFMediumSouthfield, MI2026-10-08
Maia Wealth LLC
11,845$315.3K0.0%ETFMediumDenver, CO2026-10-19
Crosspoint Financial, LLC
11,785$313.7K0.6%ValueMediumTustin, CA2026-11-03
Worth Asset Management, LLC
11,127$296.2K0.1%ETFHighDallas, TX2026-10-07
Blueprint Financial Advisors LLC
10,349$275.5K0.0%GARPMediumGreensboto, NC2026-10-28
Blueprint Investment Partners LLC
10,349$275.5K0.0%ETFMediumGreensboro, NC2026-10-28
Capital Investment Advisory Services, LLC
9,974$265.5K0.0%CoreMediumRaleigh, NC2026-10-30
TCP Asset Management, LLC
9,804$260.7K0.0%ETFLowUpper Arlington, OH2026-10-14
Quad-Cities Investment Group, LLC
9,384$249.8K0.1%CoreLowDavenport, IA2026-10-16
Daymark Wealth Partners, LLC
9,344$248.7K0.0%CoreLowCincinnati, OH2026-11-04
Financial Management Network Inc
9,245$245.8K0.0%ETFLowMission Viejo, CA2026-10-09
Valtinson Bruner Financial Planning LLC
9,191$244.7K0.1%ETFLowNew Brighton, MN2026-11-02
Spinnaker Investment Group, LLC
8,036$213.9K0.0%ETFLowNewport Beach, CA2026-10-13
Brown Wealth Management, LLC
7,782$207.2K0.0%ETFMediumNaperville, IL2026-10-20
Activest Wealth Management
7,729$205.7K0.0%ETFLowAventura, FL2026-10-15
Uptick Partners, LLC
7,565$201.4K0.0%ETFLowNacogdoches, TX2026-11-04
TD Waterhouse Canada Inc.
7,478$197.8K0.0%CoreLowToronto, Australia2026-10-16
Heritage Family Offices, LLP
4,668$124.3K0.0%GrowthHighScottsdale, AZ2026-11-02
Roxbury Financial LLC
4,520$120.3K0.1%CoreVery LowMount Arlington, NJ2026-10-01
Midwest Capital Advisors, LLC
3,368$89.7K0.0%ETFHighGrand Rapids, MI2026-11-04
Wolff Wiese Magana LLC
3,157$84.0K0.0%GrowthLowCarslbad, CA2026-10-15
Ashton Thomas Private Wealth, LLC
2,511$66.8K0.0%CoreMediumScottsdale, AZ2026-11-03
Fifth Third Bancorp
1,850$49.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Clark Wealth Partners
1,623$43.2K0.0%ETFVery LowO'Fallon, IL2026-10-19
GK Wealth Management LLC
1,100$29.3K0.0%GARPVery HighReno, NV2026-10-09
Murphy & Mullick Capital Management Corp
1,073$28.6K0.0%GrowthLowSmithtown, NY2026-11-02
Valley Wealth Managers, Inc.
900$24.0K0.0%GARPMediumParamus, NJ2026-10-09
Nvwm, LLC
400$10.6K0.0%GrowthMediumYardley, PA2026-10-14
Physician Wealth Advisors, Inc.
379$10.1K0.0%ETFMediumMidvale, UT2026-10-20
Simplex Trading, LLC
148$3.9K0.0%CoreVery HighChicago, IL2026-11-04
Acumen Wealth Advisors, LLC
35$9320.0%GrowthHighChattanooga, TN2026-11-05
Dhjj Financial Advisors, Ltd.
18$4800.0%ETFVery LowNaperville, IL2026-10-23