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Disclosery

CAIE CALAMOS ETF TR

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AUTOC INCOM ETF (fund)

104 managers (106 13F filers) reported a position in CAIE shares at 2025-12-31, 9,881,876 shares in all. 41 filers opened a position and 6 filers sold out during the quarter.

Managers
104
13F filers
106
New
41
Added
60
Reduced
0
Sold out
6
Shares held by filers
9,881,876

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 holding974,912$26.1M+513,597Timeline
Wealth Watch Advisors, INC830,881$22.2M8.25%+114,36213F-HRTimeline
VestGen Advisors, LLC725,554$19.4M0.83%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.492,677$13.2M1.48%+337,48313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC405,937$10.9M0.17%+4,54413F-HRTimelineGroup
Waverly Advisors, LLC360,542$9.64M0.08%+13,27713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…334,950$8.96M0.05%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …267,912$7.16M0.14%+16,36713F-HRTimelineGroup
Cambridge Investment Research Advisors,…245,454$6.56M0.02%+181,85813F-HRTimeline
Farther Finance Advisors, LLC241,203$6.45M0.07%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management222,859$5.96M0.07%+174,49113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding219,470$5.87M+148,896Timeline
Intrepid Financial Planning Group LLC209,928$5.61M2.13%+57,39213F-HRTimeline
Pinion Investment Advisors, LLC207,327$5.54M1.35%+117,37913F-HRTimeline
Prime Capital Investment Advisors, LLC191,197$5.11M0.06%+162,00813F-HRTimeline
Institute for Wealth Management, LLC.177,338$4.74M0.5%+109,44513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC175,004$4.68M0.01%+97,37313F-HRTimeline
Strategic Blueprint, LLC168,151$4.5M0.27%+62,93113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA164,277$4.39M<0.01%new13F-HRTimelineGroup
Chicago Partners Investment Group LLC156,268$4.21M0.1%+80,17813F-HRTimeline
Noble Wealth Management PBC157,304$4.21M2.11%+47,13513F-HRTimeline
Millington Financial Advisors, LLC156,002$4.18M1.85%+62,77613F-HRTimeline
Steward Partners Investment Advisory, L…154,197$4.12M0.02%+66,91613F-HRTimeline
GoalVest Advisory LLC126,139$3.37M0.65%+104,14913F-HRTimeline
BOS Asset Management, LLC123,211$3.29M0.88%+37,78613F-HRTimeline
CORRADO ADVISORS, LLC112,657$3.01M1.51%+9,81513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC104,534$2.8M0.06%+96,65813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC103,039$2.75M0.08%+69,87813F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.97,817$2.62M0.05%+18,69913F-HRTimeline
Sound Income Strategies, LLC86,254$2.33M0.11%new13F-HRTimeline
Cetera Investment Advisers86,261$2.31M<0.01%+1,49413F-HRTimeline
Twelve Points Wealth Management LLC80,937$2.21M0.5%+7,16613F-HRTimeline
3EDGE Asset Management, LP79,364$2.12M0.11%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…72,912$1.95M0.61%+72,55113F-HRTimelineGroup
CHANNEL WEALTH LLC72,556$1.94M0.49%+46,55413F-HRTimeline
Summit Financial, LLC72,172$1.93M0.03%+12,99713F-HRTimeline
Claro Advisors Inc.70,179$1.88M0.26%+24,71013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC67,325$1.8M0.13%+36,65213F-HRTimeline
Strive Financial Group ,LLC59,146$1.58M0.84%13F-HR/ATimeline
Grantvest Financial Group LLC58,861$1.57M1.01%+27,60813F-HRTimeline
MCDONALD PARTNERS LLC55,000$1.47M0.46%+5,00013F-HRTimeline
CacheTech Inc.48,653$1.3M0.24%new13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC46,865$1.25M0.46%+22,82613F-HRTimeline
MML INVESTORS SERVICES, LLC46,786$1.25M<0.01%+22,23313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …41,165$1.1M0.02%+7,28213F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC39,673$1.06M0.02%new13F-HR/ATimeline
Beacon Financial Advisory LLC38,174$1.02M0.24%+12,83913F-HRTimeline
PFG Investments, LLC37,699$1.01M0.05%+9,36813F-HRTimeline
IFP Advisors, Inc36,635$980K0.02%+10,77813F-HRTimeline
Allworth Financial LP35,252$943K<0.01%+17,60213F-HRTimeline
Private Advisor Group, LLC34,165$914K<0.01%+19,64513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…33,055$896K<0.01%+9,07913F-HRTimeline
Elequin Capital, LP33,015$883K0.12%new13F-HRTimeline
Aurora Private Wealth, Inc.32,527$870K0.57%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC32,479$868K<0.01%+14,03213F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED31,476$850K0.06%+16,05413F-HRTimeline
Insight Wealth Strategies, LLC31,480$842K0.1%+6,18813F-HRTimeline
Harvest Investment Services, LLC29,433$787K0.15%+4,87313F-HRTimeline
WealthTrust Asset Management, LLC27,981$748K0.52%+13,02613F-HRTimeline
Clear Creek Financial Management, LLC24,995$668K0.05%new13F-HRTimeline
Able Wealth Management LLC24,463$654K0.21%new13F-HRTimeline
&PARTNERS23,548$630K<0.01%new13F-HRTimeline
Mid-American Wealth Advisory Group, Inc.21,433$573K0.24%+8,23113F-HRTimeline
WEDBUSH SECURITIES INC20,078$537K0.02%+7,81813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,059$536K<0.01%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth18,500$499K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,548$496K0.01%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.17,378$465K0.02%new13F-HRTimeline
Triad Wealth Partners, LLC16,266$435K0.04%+6,28013F-HRTimeline
TrueWealth Advisors, LLC16,212$434K0.11%new13F-HRTimeline
OneDigital Investment Advisors LLC14,662$392K<0.01%+4,21213F-HRTimeline
Worth Asset Management, LLC14,563$389K0.17%+3,76613F-HRTimeline
Garden State Investment Advisory Servic…14,171$379K0.09%new13F-HRTimeline
Next Level Private LLC13,501$361K0.09%new13F-HRTimeline
FOCUSED ALPHA, LLC13,308$356K0.1%13F-HRTimeline
Encompass More Asset Management13,036$349K0.06%new13F-HRTimeline
OLD MISSION CAPITAL LLC13,002$348K0.01%new13F-HRTimeline
ROVIN CAPITAL /UT/ /ADV12,773$342K0.09%new13F-HRTimeline
Janney Montgomery Scott LLC12,296$329K<0.01%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC10,872$291K0.05%new13F-HRTimeline
Element Wealth, LLC10,493$281K0.12%new13F-HRTimeline
Collaborative Wealth Managment Inc.9,796$262K0.09%+2,22513F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC9,611$257K0.07%new13F-HRTimeline
Savvy Advisors, Inc.9,366$250K0.01%new13F-HRTimeline
Advisory Services Network, LLC9,231$247K<0.01%+3,46413F-HRTimeline
Moors & Cabot, Inc.9,000$241K0.01%new13F-HRTimeline
Astoria Portfolio Advisors LLC.9,029$239K0.05%new13F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC8,516$228K0.05%new13F-HRTimeline
Seneca House Advisors7,912$212K0.08%new13F-HRTimeline
Cyr Financial Inc.7,485$200K0.12%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,185$139K<0.01%+18513F-HRTimelineGroup
Greenline Wealth Management LLC4,444$119K0.12%13F-HRTimeline
Aptus Capital Advisors, LLC1,464$39.1K<0.01%+1,21413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC852$22.8K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO550$14.7K<0.01%new13F-HRTimelineGroup
NVWM, LLC400$10.7K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC371$9.93K<0.01%+1713F-HRTimeline
Essential Investment Partners LLC190$5.08K<0.01%13F-HRTimeline
WFA of San Diego, LLC60$1.6K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.18$482<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10$267<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC7$187<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$45<0.01%new13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$6<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.