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Disclosery

CAIE CALAMOS ETF TR

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AUTOC INCOM ETF (fund)

165 managers (169 13F filers) reported a position in CAIE shares at 2026-06-30, 21,398,971 shares in all. 36 filers opened a position and 15 filers sold out during the quarter.

Managers
165
13F filers
169
New
36
Added
94
Reduced
24
Sold out
15
Shares held by filers
21,398,971

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Calamos Advisors LLCgroup of 2 filers holding1,929,701$52.5M-1,351,741Timeline
Wealth Watch Advisors, INC1,295,093$35.2M11.46%+465,03413F-HRTimeline
VestGen Advisors, LLC1,102,235$30M0.88%-1,04713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA947,329$25.8M<0.01%+291,70113F-HRTimelineGroup
Cornerstone Wealth, LLC/TN713,398$19.4M9.79%+19,86213F-HRTimeline
Menard Financial Group LLC695,646$18.9M10.3%+411,64613F-HRTimeline
Prime Capital Investment Advisors, LLC609,896$16.6M0.16%+138,19013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding596,250$16.2M+40,969Timeline
Strategic Blueprint, LLC563,020$15.3M0.77%+195,80313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…537,750$14.6M0.08%+31,55013F-HRTimelineGroup
Waverly Advisors, LLC528,430$14.4M0.08%+81,43513F-HRTimeline
Cambridge Investment Research Advisors,…526,537$14.3M0.03%+61,29113F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management511,532$13.9M0.14%+240,70213F-HRTimelineGroup
Pinion Investment Advisors, LLC456,973$12.4M2.36%+129,76813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC413,085$11.2M0.01%-203,10013F-HRTimeline
Intrepid Financial Planning Group LLC404,833$11M3.74%+99,94913F-HRTimeline
Farther Finance Advisors, LLC380,933$10.4M0.08%+63,22613F-HRTimeline
Innovative Asset Advisors Group, LLC367,930$10M4.38%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.350,730$9.54M0.94%-24,68813F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC313,587$8.53M0.12%+4,17913F-HRTimelineGroup
Simplicity Wealth,LLC303,648$8.26M0.28%+276,62713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …294,935$8.03M0.15%+14,38313F-HRTimelineGroup
MGO ONE SEVEN LLC286,117$7.79M0.13%new13F-HRTimeline
Institute for Wealth Management, LLC.283,681$7.72M0.68%+42,30813F-HRTimeline
MATTERS CAPITAL LLC275,500$7.5M5.25%new13F-HRTimeline
Chicago Partners Investment Group LLC279,179$7.43M0.15%+79,10113F-HRTimeline
Kingsview Wealth Management, LLC233,064$6.34M0.08%+175,85113F-HRTimeline
Steward Partners Investment Advisory, L…230,670$6.28M0.03%+43,47413F-HRTimeline
Cornerstone Wealth Group, LLC218,798$5.95M0.35%+3,74913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC177,760$4.84M<0.01%+56,52513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC176,904$4.81M0.09%+18,68113F-HRTimeline
Millington Financial Advisors, LLC154,290$4.13M1.62%+14,89813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC149,787$4.08M0.16%+130,09413F-HRTimeline
WEDBUSH SECURITIES INC148,705$4.05M0.1%+34,94213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …135,127$3.68M0.04%+4,52613F-HRTimelineGroup
GoalVest Advisory LLC129,010$3.51M0.65%+18,37713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding130,664$3.47MnewTimeline
Twelve Points Wealth Management LLC125,120$3.4M0.68%+21,34013F-HRTimeline
Sound Income Strategies, LLC120,321$3.27M0.15%+17,60513F-HRTimeline
CORRADO ADVISORS, LLC117,941$3.21M1.48%+1,60313F-HRTimeline
Summit Financial, LLC117,067$3.19M0.03%+14,32013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC116,643$3.17M0.12%+27,40213F-HRTimeline
Noble Wealth Management PBC116,303$3.16M1.44%-25,76813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC110,811$3.02M0.07%+28913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.108,210$2.94M<0.01%+89,36313F-HRTimelineGroup
Savvy Advisors, Inc.105,307$2.87M0.06%+46,81813F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC104,946$2.86M0.78%+31,49313F-HR/ATimeline
Aurora Private Wealth, Inc.100,669$2.74M1.74%+53,13913F-HRTimeline
Snowden Capital Advisors LLC101,068$2.69M0.06%+57,52313F-HRTimeline
CENTAURUS FINANCIAL, INC.93,103$2.53M0.1%+56,14013F-HRTimeline
Grantvest Financial Group LLC91,768$2.5M1.45%+13,85913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…91,802$2.49M<0.01%+54,62613F-HRTimeline
3EDGE Asset Management, LP89,836$2.44M0.11%+3,64113F-HRTimeline
Strive Financial Group ,LLC88,422$2.41M1.05%-7,56313F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO87,985$2.38M<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC87,055$2.37M<0.01%new13F-HRTimelineGroup
PFG Investments, LLC82,355$2.24M0.09%+32,74313F-HRTimeline
VIMA LLC81,504$2.22M2.16%13F-HRTimeline
CHANNEL WEALTH LLC79,763$2.17M0.49%-2,69513F-HRTimeline
Harvest Investment Services, LLC79,671$2.17M0.34%+33,38213F-HRTimeline
IFP Advisors, Inc78,018$2.12M0.04%+3,02913F-HRTimeline
Claro Advisors Inc.73,881$2.01M0.21%+2,29213F-HRTimeline
FFG Partners, LLC72,620$1.98M0.57%new13F-HRTimeline
MCDONALD PARTNERS LLC70,000$1.9M0.46%+13,29813F-HRTimeline
Belpointe Asset Management LLC68,480$1.86M0.06%+36,57013F-HRTimeline
Palacios Wealth Management, LLC64,027$1.74M1.03%+26,68513F-HRTimeline
Beacon Financial Advisory LLC59,783$1.63M0.32%+1,92813F-HRTimeline
Arax Advisory Partners56,412$1.53M0.01%new13F-HRTimeline
Insight Wealth Strategies, LLC51,940$1.4M0.14%+8,35013F-HRTimeline
Ausdal Financial Partners, Inc.50,896$1.38M0.05%+11,84313F-HRTimeline
&PARTNERS43,808$1.32M0.01%+10,73513F-HRTimeline
Allworth Financial LP47,026$1.28M0.01%+1,73813F-HRTimeline
TrueWealth Advisors, LLC46,942$1.28M0.29%+12,52113F-HRTimeline
Clear Creek Financial Management, LLC46,764$1.27M0.08%+3413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC45,558$1.24M0.01%013F-HRTimelineGroup
Bright Futures Wealth Management, LLC.45,404$1.24M0.8%+26,90713F-HRTimeline
Able Wealth Management LLC43,094$1.17M0.27%+7,71713F-HRTimeline
Vestmark Advisory Solutions, Inc.42,557$1.16M0.01%new13F-HRTimeline
Janney Montgomery Scott LLC40,862$1.11M<0.01%+26,56013F-HRTimeline
Burnham & Co LLC40,171$1.09M0.88%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED39,913$1.09M0.07%+55513F-HRTimeline
Haven Private, LLC39,661$1.08M0.41%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC35,469$965K0.02%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…33,814$920K0.01%+3,04313F-HRTimelineGroup
WealthTrust Asset Management, LLC33,527$912K0.49%-30813F-HRTimeline
Commerce Advisors, LLC32,862$894K0.49%+18,40313F-HRTimeline
J. M. Brown & Associates Inc.30,672$835K0.48%13F-HRTimeline
CIBC WORLD MARKET INC.30,542$831K<0.01%+6,51313F-HRTimeline
Integrated Wealth Concepts LLC30,192$822K<0.01%+2,91613F-HRTimeline
Next Level Private LLC27,233$741K0.15%+4,45413F-HRTimeline
Perigon Wealth Management, LLC26,941$733K0.01%new13F-HRTimeline
WINNACLE WEALTH LLC26,860$731K0.5%+10,18213F-HRTimeline
M Holdings Securities, Inc.26,388$715K0.1%+11,57013F-HRTimeline
HRT FINANCIAL LP25,757$700K<0.01%new13F-HRTimeline
Cetera Investment Advisers24,612$670K<0.01%-58,41813F-HRTimeline
HBW ADVISORY SERVICES LLC24,338$662K0.06%+10,37413F-HRTimeline
OneDigital Investment Advisors LLC24,113$656K0.01%+5,52713F-HRTimeline
FULCRUM WEALTH ADVISORS, LLC23,881$650K0.5%-48213F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC23,486$639K0.04%-8,22913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,597$533K<0.01%-83,36413F-HRTimelineGroup
Cannon Advisors, Inc.19,197$520K0.32%+9,02913F-HRTimeline
AlphaStar Capital Management, LLC18,657$508K0.03%+5,49213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth18,500$503K<0.01%-33413F-HRTimelineGroup
Garden State Investment Advisory Servic…18,168$494K0.1%+3,38813F-HRTimeline
Mutual Advisors, LLC17,676$481K0.01%+3,47113F-HRTimeline
Triad Wealth Partners, LLC17,671$476K0.03%+79213F-HRTimeline
Encompass More Asset Management16,895$460K0.07%+2,28613F-HRTimeline
Financial Futures Ltd Liability Co.16,739$455K0.17%+7,56213F-HRTimeline
Freedom Financial Partners LLC16,488$449K0.15%+6,96213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC16,400$446K0.01%-6,41513F-HRTimeline
Element Wealth, LLC16,189$441K0.17%+2,19813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.16,180$440K0.02%new13F-HRTimelineGroup
CHAPIN DAVIS, INC.16,000$435K0.08%013F-HRTimeline
Accurate Wealth Management, LLC15,465$420K0.04%+6,79813F-HRTimeline
Astoria Portfolio Advisors LLC.15,312$417K0.07%+13213F-HRTimeline
Salus Financial Advisors, LLC14,595$397K0.2%new13F-HRTimeline
FOCUSED ALPHA, LLC14,407$392K0.1%+32513F-HRTimeline
PFG Advisors13,882$378K0.02%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,277$361K0.01%+1,35913F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…13,083$356K0.15%new13F-HRTimelineGroup
RPS ADVISORY SOLUTIONS LLC12,761$347K0.23%new13F-HRTimeline
World Investment Advisors13,609$342K0.01%013F-HRTimeline
Liberty Atlantic Advisors LLC12,497$340K0.24%-4,32113F-HRTimeline
Essential Investment Partners LLC12,390$337K0.27%+1,06013F-HRTimeline
HighTower Advisors, LLC12,305$335K<0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC12,186$332K0.01%new13F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC11,363$309K0.06%+2,32513F-HRTimeline
SMITH, MOORE & CO.10,287$280K0.02%+2,10813F-HRTimeline
Quantinno Capital Management LP10,153$276K<0.01%new13F-HRTimeline
Family Office Research LLC10,064$274K0.1%new13F-HRTimeline
Ankerstar Wealth, LLC10,056$274K0.23%+5,60713F-HRTimeline
Worth Asset Management, LLC9,197$250K0.08%-13013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC9,245$248K0.04%+13113F-HRTimeline
Mayflower Financial Advisors, LLC8,283$225K0.02%013F-HRTimeline
Moors & Cabot, Inc.8,000$218K0.01%-1,67013F-HRTimeline
Beaumont Financial Advisors, LLC7,830$213K0.01%new13F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC7,813$213K0.05%-1,88013F-HRTimeline
Capital Investment Advisory Services, L…7,684$209K0.01%new13F-HRTimeline
Cobblestone Asset Management LLC7,626$207K0.09%-3,87913F-HRTimeline
Cyr Financial Inc.7,485$204K0.11%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC7,473$203K0.05%new13F-HRTimeline
ERn Financial, LLC7,375$201K0.03%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,000$190K<0.01%+6,99913F-HRTimelineGroup
Activest Wealth Management5,700$155K0.03%+3,23413F-HRTimeline
Midwest Capital Advisors, LLC3,311$90.1K0.04%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,206$87.2K0.02%new13F-HRTimeline
Boreal Capital Management LLC2,965$80.7K0.06%new13F-HRTimeline
Roxbury Financial LLC2,920$79.5K0.06%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC2,000$54.4K0.04%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,850$50.3K<0.01%-9,55613F-HRTimelineGroup
Aptus Capital Advisors, LLC1,654$45K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC1,645$44.8K0.02%new13F-HRTimeline
Clark Wealth Partners1,568$42.7K0.02%+5513F-HRTimeline
HARBOUR INVESTMENTS, INC.1,161$31.6K<0.01%-32,74513F-HRTimeline
Murphy & Mullick Capital Management Corp1,036$28.2K0.02%+3613F-HRTimeline
SIMPLEX TRADING, LLC875$23.8K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…807$22K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC648$17.6K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.578$15.7K<0.01%013F-HRTimeline
NVWM, LLC400$10.9K<0.01%013F-HRTimeline
Global Retirement Partners, LLC345$9.38K<0.01%13F-HRTimeline
UBS Group AGin group UBS Group AG279$7.59K<0.01%-1,08013F-HRTimelineGroup
Acumen Wealth Advisors, LLC34$920<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.18$490<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY10$272<0.01%013F-HRTimelineGroup