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Disclosery

CAIE CALAMOS ETF TR

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AUTOC INCOM ETF (fund)

65 managers (67 13F filers) reported a position in CAIE shares at 2025-09-30, 4,979,696 shares in all. 64 filers opened a position and 1 filer sold out during the quarter.

Managers
65
13F filers
67
New
64
Added
2
Reduced
0
Sold out
1
Shares held by filers
4,979,696

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Wealth Watch Advisors, INC716,519$19.7M8.11%new13F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding461,315$12.7MnewTimeline
Gradient Investments LLCin group Gradient Investments LLC401,393$11M0.18%new13F-HRTimelineGroup
Waverly Advisors, LLC347,265$9.54M0.1%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …251,545$6.91M0.14%new13F-HRTimelineGroup
Fortress Wealth Management, Inc.203,465$5.59M2.49%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.155,194$4.26M0.49%new13F-HRTimeline
Intrepid Financial Planning Group LLC152,536$4.19M1.6%new13F-HRTimeline
Integrated Wealth Concepts LLC112,214$3.08M0.03%new13F-HRTimeline
Noble Wealth Management PBC110,169$3.03M1.61%13F-HRTimeline
Strategic Blueprint, LLC105,220$2.89M0.13%new13F-HRTimeline
CORRADO ADVISORS, LLC102,842$2.83M1.52%new13F-HRTimeline
Millington Financial Advisors, LLC93,226$2.51M1.22%new13F-HRTimeline
Pinion Investment Advisors, LLC89,948$2.46M0.67%new13F-HRTimeline
Steward Partners Investment Advisory, L…87,281$2.4M0.01%+87,18113F-HRTimeline
BOS Asset Management, LLC85,425$2.35M0.66%new13F-HRTimeline
Cetera Investment Advisers84,767$2.33M<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.79,118$2.17M0.05%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC77,631$2.13M<0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC76,090$2.09M0.05%new13F-HRTimeline
Twelve Points Wealth Management LLC73,771$2.03M0.5%new13F-HRTimeline
WMG Financial Advisors, LLC73,210$2.01M0.67%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding70,574$1.94MnewTimeline
Institute for Wealth Management, LLC.67,893$1.87M0.19%new13F-HRTimeline
Cambridge Investment Research Advisors,…63,596$1.75M<0.01%new13F-HRTimeline
Summit Financial, LLC59,175$1.63M0.02%new13F-HRTimeline
MCDONALD PARTNERS LLC50,000$1.37M0.41%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management48,368$1.33M0.02%new13F-HRTimelineGroup
Consolidated Portfolio Review Corp45,896$1.26M0.16%new13F-HRTimeline
Claro Advisors Inc.45,469$1.25M0.18%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …33,883$931K0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC33,161$911K0.03%new13F-HRTimelineGroup
Grantvest Financial Group LLC31,253$859K0.59%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC30,673$843K0.06%new13F-HRTimeline
Prime Capital Investment Advisors, LLC29,189$802K0.01%new13F-HRTimeline
PFG Investments, LLC28,331$778K0.04%new13F-HRTimeline
CHANNEL WEALTH LLC26,002$714K0.19%new13F-HRTimeline
IFP Advisors, Inc25,857$710K0.02%new13F-HR/ATimeline
Beacon Financial Advisory LLC25,335$696K0.16%new13F-HRTimeline
Insight Wealth Strategies, LLC25,292$695K0.08%new13F-HRTimeline
Harvest Investment Services, LLC24,560$675K0.14%new13F-HRTimeline
MML INVESTORS SERVICES, LLC24,553$674K<0.01%new13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC24,039$660K0.26%new13F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,976$656K<0.01%new13F-HRTimeline
GoalVest Advisory LLC21,990$604K0.13%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,447$507K<0.01%new13F-HRTimelineGroup
Allworth Financial LP17,650$485K<0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,422$424K0.03%new13F-HRTimeline
WealthTrust Asset Management, LLC14,955$411K0.28%new13F-HRTimeline
Matrix Trust Co14,697$404K0.06%new13F-HRTimeline
Private Advisor Group, LLC14,520$399K<0.01%new13F-HRTimeline
Mid-American Wealth Advisory Group, Inc.13,202$363K0.16%new13F-HRTimeline
WEDBUSH SECURITIES INC12,260$337K0.01%new13F-HRTimeline
Worth Asset Management, LLC10,797$297K0.13%new13F-HRTimeline
OneDigital Investment Advisors LLC10,450$287K<0.01%new13F-HRTimeline
Triad Wealth Partners, LLC9,986$274K0.04%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,876$216K0.01%new13F-HRTimeline
Collaborative Wealth Managment Inc.7,571$208K0.08%new13F-HRTimeline
Advisory Services Network, LLC5,767$158K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,000$137K<0.01%new13F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…551$15.1K0.01%+54313F-HRTimelineGroup
UBS Group AGin group UBS Group AG371$10.2K<0.01%new13F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…361$9.92K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC354$9.72K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC250$6.87K<0.01%new13F-HRTimeline