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Disclosery

CAIQ CALAMOS ETF TR

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NASDAQ AUTOCALLL (fund)

40 managers (41 13F filers) reported a position in CAIQ shares at 2026-03-31, 3,308,856 shares in all. 23 filers opened a position and 2 filers sold out during the quarter.

Managers
40
13F filers
41
New
23
Added
13
Reduced
2
Sold out
2
Shares held by filers
3,308,856

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 holding950,846$22.7M+896,326Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…517,600$12.3M0.08%+161,80013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC459,125$10.9M0.02%+412,98913F-HRTimeline
Strategic Blueprint, LLC226,359$5.4M0.31%+206,52113F-HRTimeline
Cornerstone Wealth, LLC/TN201,439$5.31M2.99%13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…145,564$3.47M0.95%new13F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.116,166$2.77M0.31%+68,22913F-HRTimeline
Intrepid Financial Planning Group LLC98,146$2.34M0.94%new13F-HRTimeline
Millington Financial Advisors, LLC87,135$2.3M0.97%-5,20313F-HRTimeline
Waverly Advisors, LLC50,200$1.2M0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC44,297$1.17M0.03%+28,02213F-HRTimeline
LexAurum Advisors, LLC41,658$993K0.13%13F-HRTimeline
PFG Investments, LLC39,065$931K0.04%new13F-HRTimeline
Private Advisor Group, LLC34,004$811K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…33,323$794K<0.01%+21,96813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC29,702$708K0.05%+16,27413F-HRTimeline
Beacon Financial Advisory LLC26,075$622K0.14%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,624$468K<0.01%+84813F-HRTimelineGroup
WINNACLE WEALTH LLC17,565$419K0.32%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,428$344K<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC12,523$299K0.01%-2,04313F-HRTimeline
Snowden Capital Advisors LLC12,251$292K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…12,114$289K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,052$287K0.01%new13F-HR/ATimeline
Claro Advisors Inc.11,587$276K0.03%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,578$276K0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,511$274K<0.01%+34313F-HRTimelineGroup
Grantvest Financial Group LLC11,336$270K0.17%new13F-HRTimeline
WealthTrust Asset Management, LLC10,633$253K0.15%+1,81713F-HRTimeline
CHANNEL WEALTH LLC10,077$240K0.06%+7913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,072$240K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.9,036$215K<0.01%new13F-HRTimeline
Family Office Research LLC8,414$201K0.09%new13F-HRTimeline
IFP Advisors, Inc5,050$120K<0.01%new13F-HRTimeline
Allworth Financial LP4,073$97.1K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,980$47K<0.01%+88113F-HRTimelineGroup
Essential Investment Partners LLC1,335$31.8K0.03%new13F-HRTimeline
Farther Finance Advisors, LLC433$10.3K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.250$5.96K<0.01%013F-HRTimelineGroup
Realta Investment Advisors230$5.48K<0.01%new13F-HRTimeline