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Disclosery

CAIE CALAMOS ETF TR

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AUTOC INCOM ETF (fund)

144 managers (147 13F filers) reported a position in CAIE shares at 2026-03-31, 17,934,482 shares in all. 51 filers opened a position and 12 filers sold out during the quarter.

Managers
144
13F filers
147
New
51
Added
78
Reduced
12
Sold out
12
Shares held by filers
17,934,482

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 holding3,281,442$82.5M+2,306,530Timeline
VestGen Advisors, LLC1,103,282$30.2M0.85%+377,72813F-HRTimeline
Wealth Watch Advisors, INC830,059$20.9M8.75%-82213F-HRTimeline
Cornerstone Wealth, LLC/TN693,536$18.7M10.51%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA655,628$16.5M<0.01%+491,35113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC616,185$15.5M0.02%+441,18113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding555,281$14M+335,811Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…506,200$12.7M0.08%+171,25013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC471,706$11.9M0.14%+280,50913F-HRTimeline
Cambridge Investment Research Advisors,…465,246$11.7M0.03%+219,79213F-HRTimeline
Waverly Advisors, LLC446,995$11.2M0.08%+86,45313F-HRTimeline
Redhawk Wealth Advisors, Inc.375,418$9.44M1.04%-117,25913F-HRTimeline
Strategic Blueprint, LLC367,217$9.23M0.54%+199,06613F-HRTimeline
Pinion Investment Advisors, LLC327,205$8.23M1.92%+119,87813F-HRTimeline
Farther Finance Advisors, LLC317,707$7.92M0.07%+76,50413F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC309,408$7.78M0.12%-96,52913F-HRTimelineGroup
Intrepid Financial Planning Group LLC304,884$7.66M3.09%+94,95613F-HRTimeline
Menard Financial Group LLC284,000$7.14M4.99%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …280,552$7.05M0.14%+12,64013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management270,830$6.81M0.08%+47,97113F-HRTimelineGroup
Institute for Wealth Management, LLC.241,373$6.07M0.65%+64,03513F-HRTimeline
Cornerstone Wealth Group, LLC215,049$5.72M0.37%new13F-HRTimeline
Chicago Partners Investment Group LLC200,078$5.38M0.12%+43,81013F-HRTimeline
Steward Partners Investment Advisory, L…187,196$4.71M0.02%+32,99913F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…158,548$3.99M1.1%+85,63613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC158,223$3.98M0.09%+53,68913F-HR/ATimeline
BOS Asset Management, LLC153,676$3.86M0.99%+30,46513F-HRTimeline
Millington Financial Advisors, LLC139,392$3.78M1.59%-16,61013F-HRTimeline
Noble Wealth Management PBC142,071$3.57M1.83%-15,23313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …130,601$3.28M0.04%+89,43613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC121,235$3.05M<0.01%+88,75613F-HRTimelineGroup
CORRADO ADVISORS, LLC116,338$2.92M1.53%+3,68113F-HRTimeline
WEDBUSH SECURITIES INC113,763$2.86M0.08%+93,68513F-HRTimeline
GoalVest Advisory LLC110,633$2.78M0.54%-15,50613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC110,522$2.78M0.07%+7,48313F-HRTimelineGroup
Private Advisor Group, LLC106,382$2.67M0.01%+72,21713F-HRTimeline
Twelve Points Wealth Management LLC103,780$2.61M0.57%+22,84313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC102,961$2.59M<0.01%+82,90213F-HRTimelineGroup
Summit Financial, LLC102,747$2.58M0.03%+30,57513F-HRTimeline
Sound Income Strategies, LLC102,716$2.56M0.12%+16,46213F-HRTimeline
Strive Financial Group ,LLC95,985$2.41M1.28%+36,83913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC89,241$2.24M0.16%+21,91613F-HRTimeline
3EDGE Asset Management, LP86,195$2.17M0.1%+6,83113F-HRTimeline
Cetera Investment Advisers83,030$2.09M<0.01%-3,23113F-HRTimeline
CHANNEL WEALTH LLC82,458$2.07M0.5%+9,90213F-HRTimeline
Grantvest Financial Group LLC77,909$1.96M1.27%+19,04813F-HRTimeline
IFP Advisors, Inc74,989$1.89M0.04%+38,35413F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC73,453$1.85M0.65%+26,58813F-HRTimeline
Claro Advisors Inc.71,589$1.8M0.22%+1,41013F-HRTimeline
Sowell Financial Services LLC69,222$1.74M0.06%new13F-HRTimeline
Savvy Advisors, Inc.58,489$1.47M0.04%+49,12313F-HRTimeline
Beacon Financial Advisory LLC57,855$1.45M0.33%+19,68113F-HRTimeline
Kingsview Wealth Management, LLC57,213$1.44M0.02%new13F-HRTimeline
MCDONALD PARTNERS LLC56,702$1.43M0.34%+1,70213F-HRTimeline
PFG Investments, LLC49,612$1.25M0.06%+11,91313F-HRTimeline
Aurora Private Wealth, Inc.47,530$1.23M0.88%+15,00313F-HRTimeline
Clear Creek Financial Management, LLC46,730$1.17M0.09%+21,73513F-HRTimeline
Harvest Investment Services, LLC46,289$1.16M0.21%+16,85613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC45,558$1.15M0.02%new13F-HRTimelineGroup
Allworth Financial LP45,288$1.14M<0.01%+10,03613F-HRTimeline
Insight Wealth Strategies, LLC43,590$1.1M0.12%+12,11013F-HRTimeline
Snowden Capital Advisors LLC43,545$1.09M0.03%new13F-HRTimeline
Palacios Wealth Management, LLC37,342$1.02M0.64%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED39,358$989K0.07%+7,88213F-HRTimeline
Ausdal Financial Partners, Inc.39,053$982K0.04%+21,67513F-HRTimeline
CENTAURUS FINANCIAL, INC.36,963$929K0.04%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…37,176$927K<0.01%+4,12113F-HRTimeline
Able Wealth Management LLC35,377$889K0.24%+10,91413F-HRTimeline
TrueWealth Advisors, LLC34,421$865K0.22%+18,20913F-HRTimeline
HARBOUR INVESTMENTS, INC.33,906$852K0.01%-63,91113F-HRTimeline
WealthTrust Asset Management, LLC33,835$851K0.51%+5,85413F-HRTimeline
Trask Adam Roland33,100$832K0.79%13F-HRTimeline
&PARTNERS33,073$831K<0.01%+9,52513F-HRTimeline
Belpointe Asset Management LLC31,910$802K0.03%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC31,715$797K0.06%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,771$774K0.01%+12,22313F-HRTimelineGroup
Integrated Wealth Concepts LLC27,276$686K0.01%new13F-HRTimeline
Simplicity Wealth,LLC27,021$679K0.04%new13F-HRTimeline
FULCRUM WEALTH ADVISORS, LLC24,363$612K0.51%new13F-HRTimeline
CIBC WORLD MARKET INC.24,029$604K<0.01%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC22,815$574K0.02%-16,85813F-HRTimeline
Mid-American Wealth Advisory Group, Inc.21,433$573K0.24%013F-HRTimeline
Next Level Private LLC22,779$573K0.13%+9,27813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC19,693$495K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,847$474K<0.01%+13,66213F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth18,834$473K<0.01%+33413F-HRTimelineGroup
OneDigital Investment Advisors LLC18,586$467K<0.01%+3,92413F-HRTimeline
Bright Futures Wealth Management, LLC.18,497$465K0.32%new13F-HRTimeline
Belvedere Trading LLC18,337$461K0.06%new13F-HRTimeline
Triad Wealth Partners, LLC16,879$424K0.03%+61313F-HRTimeline
Liberty Atlantic Advisors LLC16,818$423K0.36%new13F-HRTimeline
WINNACLE WEALTH LLC16,678$419K0.32%new13F-HRTimeline
Astoria Portfolio Advisors LLC.15,180$412K0.09%+6,15113F-HRTimeline
M Holdings Securities, Inc.14,818$406K0.03%new13F-HRTimeline
CHAPIN DAVIS, INC.16,000$402K0.09%new13F-HRTimeline
Garden State Investment Advisory Servic…14,780$372K0.09%+60913F-HRTimeline
Encompass More Asset Management14,609$367K0.06%+1,57313F-HRTimeline
Commerce Advisors, LLC14,459$363K0.31%13F-HRTimeline
Janney Montgomery Scott LLC14,302$360K<0.01%+2,00613F-HRTimeline
Mutual Advisors, LLC14,205$357K0.01%new13F-HRTimeline
FOCUSED ALPHA, LLC14,082$354K0.11%+77413F-HRTimeline
Element Wealth, LLC13,991$352K0.15%+3,49813F-HRTimeline
HBW ADVISORY SERVICES LLC13,964$351K0.04%new13F-HRTimeline
World Investment Advisors13,609$342K0.01%new13F-HRTimeline
AlphaStar Capital Management, LLC13,165$331K0.02%new13F-HRTimeline
Elequin Capital, LP11,330$309K0.03%-21,68513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…12,195$307K0.02%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,918$300K0.01%new13F-HRTimelineGroup
Cobblestone Asset Management LLC11,505$289K0.13%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…11,406$287K<0.01%new13F-HRTimelineGroup
Essential Investment Partners LLC11,330$285K0.26%+11,14013F-HRTimeline
NewEdge Advisors, LLC11,304$284K<0.01%new13F-HR/ATimeline
Advisory Services Network, LLC10,607$267K<0.01%+1,37613F-HRTimeline
Cannon Advisors, Inc.10,168$256K0.19%new13F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC10,050$253K0.04%new13F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC9,693$244K0.06%+8213F-HRTimeline
Moors & Cabot, Inc.9,670$243K0.01%+67013F-HRTimeline
Catalina Capital Group, LLC9,546$240K0.15%new13F-HRTimeline
Freedom Financial Partners LLC9,526$239K0.09%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC9,114$235K0.04%-1,75813F-HRTimeline
Worth Asset Management, LLC9,327$234K0.09%-5,23613F-HRTimeline
Financial Futures Ltd Liability Co.9,177$231K0.1%new13F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC9,038$227K0.05%+52213F-HRTimeline
Accurate Wealth Management, LLC8,667$223K0.03%new13F-HRTimeline
AE Wealth Management LLC8,858$223K<0.01%new13F-HRTimeline
Mayflower Financial Advisors, LLC8,283$208K0.03%new13F-HRTimeline
SMITH, MOORE & CO.8,179$206K0.01%new13F-HRTimeline
Ankerstar Wealth, LLC4,449$112K0.12%new13F-HRTimeline
Roxbury Financial LLC2,920$73.4K0.07%new13F-HRTimeline
Activest Wealth Management2,466$62K0.01%new13F-HRTimeline
WFA of San Diego, LLC2,061$51.8K0.04%+2,00113F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC2,000$50.3K0.04%new13F-HRTimeline
Hamrick Investment Counsel, llc1,906$47.9K0.03%new13F-HRTimeline
Aptus Capital Advisors, LLC1,654$41.6K<0.01%+19013F-HRTimeline
Clark Wealth Partners1,513$38K0.03%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,359$34.2K<0.01%new13F-HRTimelineGroup
Murphy & Mullick Capital Management Corp1,000$25.1K0.02%new13F-HRTimeline
GHP Investment Advisors, Inc.578$14.5K<0.01%new13F-HRTimeline
NVWM, LLC400$10.1K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.370$9.3K<0.01%new13F-HRTimelineGroup
Realta Investment Advisors300$7.54K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.18$453<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY10$251<0.01%+913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$31<0.01%+113F-HR/ATimelineGroup