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

CALAMOS ETF TR

175 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 12811T571·175 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$349M
visible holders
Holders
175
filers reporting
Concentration
14.85%
Calamos Wealth Management LLC #1
top holder share
AI Holders Summary · Q2 2026

175 institutions reported CAIE in Q2 2026. Calamos Wealth Management 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
Calamos Wealth Management LLC
CIK 0001455258
$52M1.9M1.56%Q2 202602
Wealth Watch Advisors, INC
CIK 0002040515
$35M1.3M11.43%Q2 202603
VestGen Advisors, LLC
CIK 0002050130
$30M1.1M0.87%Q2 202604
ROYAL BANK OF CANADA
CIK 0001000275
$26M947K0.00%Q2 202605
Cornerstone Wealth, LLC/TN
CIK 0002135644
$19M713K9.79%Q2 202606
Menard Financial Group LLC
CIK 0001803156
$19M696K10.30%Q2 202607
Prime Capital Investment Advisors, LLC
CIK 0001731446
$17M610K0.16%Q2 202608
Strategic Blueprint, LLC
CIK 0001767821
$15M563K0.77%Q2 202609
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$15M538K0.08%Q2 202610
Waverly Advisors, LLC
CIK 0001568787
$14M528K0.08%Q2 202611
Brookstone Capital Management
CIK 0001599584
$14M512K0.14%Q2 202612
Pinion Investment Advisors, LLC
CIK 0001738738
$12M457K2.36%Q2 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$12M465K0.03%Q1 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$11M413K0.01%Q2 202615
Intrepid Financial Planning Group LLC
CIK 0001641296
$11M405K3.74%Q2 202616
Farther Finance Advisors, LLC
CIK 0001992825
$10M381K0.08%Q2 202617
Innovative Asset Advisors Group, LLC
CIK 0002127147
$10M368K4.38%Q2 202618
Redhawk Wealth Advisors, Inc.
CIK 0001535811
$10M351K0.94%Q2 202619
Gradient Investments LLC
CIK 0001542265
$9M314K0.12%Q2 202620
Simplicity Wealth,LLC
CIK 0001913243
$8M304K0.28%Q2 2026
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