13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
CAIE

CALAMOS ETF TR

149 institutions still hold CALAMOS ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 12811T571·149 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.6%
vs prior quarter
13F value held
$298M
61.0% inst. owned
of float
Holders
149
+31 QoQ
filers reporting
Activity
+86 / −43
+982 added · −898 reduced
this quarter
Concentration
13.96%
Calamos Advisors LLC #1
top holder share
AI Holders Summary · Q1 2026

149 institutions reported CAIE in Q1 2026. Calamos Advisors LLC leads at 14.0% of the visible book. +31 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Calamos Advisors LLC
CIK 0001316507
$42M1.7M0.15%Q1 202602
Calamos Wealth Management LLC
CIK 0001455258
$41M1.6M1.41%Q1 202603
VestGen Advisors, LLC
CIK 0002050130
$30M1.1M0.80%Q1 202604
Wealth Watch Advisors, INC
CIK 0002040515
$21M830K8.74%Q1 202605
Cornerstone Wealth, LLC/TN
CIK 0002135644
$19M694K10.51%Q1 202606
ROYAL BANK OF CANADA
CIK 0001000275
$16M656K0.00%Q1 202607
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$15M616K0.02%Q1 202608
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$13M506K0.08%Q1 202609
Prime Capital Investment Advisors, LLC
CIK 0001731446
$12M472K0.14%Q1 202610
Waverly Advisors, LLC
CIK 0001568787
$11M447K0.08%Q1 202611
Redhawk Wealth Advisors, Inc.
CIK 0001535811
$9M375K1.04%Q1 202612
Strategic Blueprint, LLC
CIK 0001767821
$9M367K0.54%Q1 202613
Pinion Investment Advisors, LLC
CIK 0001738738
$8M327K1.92%Q1 202614
Farther Finance Advisors, LLC
CIK 0001992825
$8M318K0.07%Q1 202615
Gradient Investments LLC
CIK 0001542265
$8M309K0.12%Q1 202616
Intrepid Financial Planning Group LLC
CIK 0001641296
$8M305K3.09%Q1 202617
Menard Financial Group LLC
CIK 0001803156
$7M284K4.99%Q1 202618
Wealthcare Advisory Partners LLC
CIK 0001683059
$7M281K0.14%Q1 202619
Brookstone Capital Management
CIK 0001599584
$7M271K0.08%Q1 202620
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$6M248K0.08%Q1 2026
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