Skip to content

CAIQ CALAMOS ETF TR

Follow

NASDAQ AUTOCALLL (fund)

18 managers (18 13F filers) reported a position in CAIQ shares at 2025-12-31, 722,883 shares in all. 18 filers opened a position and 0 filers sold out during the quarter.

Managers
18
13F filers
18
New
18
Added
0
Reduced
0
Sold out
0
Shares held by filers
722,883

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
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…355,800$9.12M0.06%new13F-HRTimelineGroup
Millington Financial Advisors, LLC92,338$2.32M1.03%new13F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC54,520$1.4M0.05%new13F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.47,937$1.23M0.14%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC46,136$1.18M<0.01%new13F-HRTimeline
Strategic Blueprint, LLC19,838$508K0.03%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,776$481K<0.01%new13F-HRTimelineGroup
Chicago Partners Investment Group LLC16,275$421K0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC14,566$373K0.01%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC13,428$344K0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…11,355$291K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,168$286K<0.01%new13F-HRTimelineGroup
CHANNEL WEALTH LLC9,998$256K0.06%new13F-HRTimeline
WealthTrust Asset Management, LLC8,816$226K0.16%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,099$28K<0.01%new13F-HR/ATimelineGroup
TUCKER ASSET MANAGEMENT LLC582$14.9K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.250$6.41K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC1$26<0.01%new13F-HRTimelineGroup