DOSSIER · 13F Holders · Q2 2026
CAGE

CALAMOS ETF TR

9 institutions still hold CALAMOS ETF TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 12811T522·9 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$4M
visible holders
Holders
9
filers reporting
Concentration
69.60%
INDEPENDENT FINANCIAL GROUP, LLC #1
top holder share
AI Holders Summary · Q2 2026

9 institutions reported CAGE in Q2 2026. INDEPENDENT FINANCIAL GROUP, LLC leads at 69.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$3M109K0.06%Q2 2026
02
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$347K12K0.00%Q2 2026
03
Onyx Bridge Wealth Group LLC
CIK 0001819476
$328K12K0.03%Q2 2026
04
Strategic Blueprint, LLC
CIK 0001767821
$282K10K0.01%Q2 2026
05
Brookstone Capital Management
CIK 0001599584
$227K8K0.00%Q2 2026
06
WOLFF WIESE MAGANA LLC
CIK 0001832097
$63K2K0.03%Q2 2026
07
Essential Investment Partners LLC
CIK 0002145170
$42K2K0.03%Q2 2026
08
High Note Wealth, LLC
CIK 0001807283
$14K5100.00%Q2 2026
09
Realta Investment Advisors
CIK 0001776792
$13K4600.00%Q2 2026