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

CALAMOS ETF TR

61 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 12811T530·61 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$113M
visible holders
Holders
61
filers reporting
Concentration
29.80%
Calamos Wealth Management LLC #1
top holder share
AI Holders Summary · Q2 2026

61 institutions reported CAIQ in Q2 2026. Calamos Wealth Management LLC leads at 29.8% 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
$34M1.3M1.02%Q2 202602
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$15M549K0.08%Q2 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$13M472K0.02%Q2 202604
Strategic Blueprint, LLC
CIK 0001767821
$10M391K0.52%Q2 202605
Cornerstone Wealth, LLC/TN
CIK 0002135644
$7M281K3.71%Q2 202606
Intrepid Financial Planning Group LLC
CIK 0001641296
$5M175K1.60%Q2 202607
Redhawk Wealth Advisors, Inc.
CIK 0001535811
$4M148K0.39%Q2 202608
Anfield Capital Management, LLC
CIK 0001602020
$3M146K0.95%Q1 202609
Brookwood Investment Group LLC
CIK 0002066812
$3M122K0.37%Q2 202610
PFG Investments, LLC
CIK 0001973224
$3M120K0.12%Q2 202611
Millington Financial Advisors, LLC
CIK 0001924615
$3M108K1.09%Q2 202612
Onyx Bridge Wealth Group LLC
CIK 0001819476
$2M92K0.22%Q2 202613
Chicago Partners Investment Group LLC
CIK 0001563525
$2M89K0.05%Q2 202614
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$2M59K0.03%Q2 202615
INSIGNEO ADVISORY SERVICES, LLC
CIK 0001964958
$1M45K0.05%Q2 202616
Welch Financial Planning, LLC
CIK 0002085141
$1M45K0.70%Q2 202617
LexAurum Advisors, LLC
CIK 0001729677
$1M42K0.13%Q2 202618
Waverly Advisors, LLC
CIK 0001568787
$1M38K0.01%Q2 202619
Steward Partners Investment Advisory, LLC
CIK 0001723397
$999K37K0.01%Q2 202620
Snowden Capital Advisors LLC
CIK 0001903055
$998K38K0.02%Q2 2026
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