13F Insight
DOSSIER · 13F Holders · Q2 2026
CAGE

CALAMOS ETF TR

42 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 12811T522·42 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$30M
visible holders
Holders
42
filers reporting
Concentration
14.84%
HUB Investment Partners, LLC #1
top holder share
AI Holders Summary · Q2 2026

42 institutions reported CAGE in Q2 2026. HUB Investment Partners, LLC leads at 14.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
HUB Investment Partners, LLC
CIK 0001841815
$4M159K0.08%Q2 202602
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$3M118K0.06%Q3 202603
NewCorp Financial Services, Inc.
CIK 0002110453
$3M106K2.29%Q3 202604
Onyx Bridge Wealth Group LLC
CIK 0001819476
$3M94K0.24%Q3 202605
Gladstone Institutional Advisory LLC
CIK 0001766530
$3M92K0.08%Q2 202606
Family Office Research LLC
CIK 0002041267
$2M82K0.90%Q3 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M51K0.00%Q2 202608
Calamos Wealth Management LLC
CIK 0001455258
$1M49K0.04%Q2 202609
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$1M41K0.00%Q3 202610
Claro Advisors LLC
CIK 0001764386
$1M42K0.12%Q2 202611
Essex Financial Services, Inc.
CIK 0001315785
$979K35K0.05%Q2 202612
Snowden Capital Advisors LLC
CIK 0001903055
$782K28K0.02%Q2 202613
Diversify Advisory Services, LLC
CIK 0002021232
$611K21K0.01%Q3 202614
DIVERSIFY WEALTH MANAGEMENT, LLC
CIK 0002030780
$611K21K0.01%Q3 202615
Commerce Advisors, LLC
CIK 0001567247
$576K20K0.27%Q3 202616
Able Wealth Management LLC
CIK 0002011908
$545K18K0.12%Q3 202617
Chicago Partners Investment Group LLC
CIK 0001563525
$534K20K0.01%Q2 202618
Millington Financial Advisors, LLC
CIK 0001924615
$515K19K0.20%Q2 202619
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$503K18K0.03%Q2 202620
&PARTNERS
CIK 0000107136
$493K13K0.00%Q2 2026
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