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Disclosery

CAIE CALAMOS ETF TR

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AUTOC INCOM ETF (fund)

Filings received so far for Q3 2026: 21 13F filers report a position in CAIE shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Farther Finance Advisors, LLC438,828$11.7M0.08%+57,89513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC305,117$8.12M0.12%-8,47013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC248,450$6.61M0.12%+71,54613F-HRTimeline
GoalVest Advisory LLC248,398$6.61M1.14%+119,38813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…151,284$4.04M0.01%+59,48213F-HRTimeline
Sound Income Strategies, LLC130,999$3.5M0.16%+10,67813F-HRTimeline
TrueWealth Advisors, LLC54,983$1.46M0.33%+8,04113F-HRTimeline
Tactive Advisors, LLC52,472$1.4M0.34%new13F-HRTimeline
Insight Wealth Strategies, LLC44,438$1.18M0.12%-7,50213F-HRTimeline
Able Wealth Management LLC41,357$1.11M0.24%-1,73713F-HRTimeline
Financial Futures Ltd Liability Co.23,443$624K0.23%+6,70413F-HRTimeline
Box Hill Private Wealth LLC17,838$475K0.35%new13F-HRTimeline
CHAPIN DAVIS, INC.16,000$426K0.08%013F-HRTimeline
Noble Wealth Management PBC15,298$407K0.19%-101,00513F-HRTimeline
Dynamic Advisor Solutions LLC13,554$361K0.01%new13F-HRTimeline
CoreCap Advisors, LLC12,700$338K0.01%new13F-HRTimeline
Worth Asset Management, LLC11,127$296K0.09%+1,93013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC9,245$246K0.04%013F-HRTimeline
Roxbury Financial LLC4,520$120K0.09%+1,60013F-HRTimeline
GK Wealth Management LLC1,100$29.3K0.02%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.900$24K<0.01%new13F-HRTimelineGroup