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

CALAMOS ETF TR

67 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 12811T530·67 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$118M
visible holders
Holders
67
filers reporting
Concentration
28.49%
Calamos Wealth Management LLC #1
top holder share
AI Holders Summary · Q2 2026

67 institutions reported CAIQ in Q2 2026. Calamos Wealth Management LLC leads at 28.5% 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
Redhawk Wealth Advisors, Inc.
CIK 0001535811
$5M205K0.54%Q3 202607
Intrepid Financial Planning Group LLC
CIK 0001641296
$5M175K1.60%Q2 202608
Onyx Bridge Wealth Group LLC
CIK 0001819476
$5M179K0.41%Q3 202609
Anfield Capital Management, LLC
CIK 0001602020
$3M146K0.95%Q1 202610
Brookwood Investment Group LLC
CIK 0002066812
$3M122K0.37%Q2 202611
PFG Investments, LLC
CIK 0001973224
$3M120K0.12%Q2 202612
Millington Financial Advisors, LLC
CIK 0001924615
$3M108K1.09%Q2 202613
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$3M102K0.05%Q3 202614
Chicago Partners Investment Group LLC
CIK 0001563525
$2M89K0.05%Q2 202615
WINNOW WEALTH LLC
CIK 0002079687
$1M55K0.95%Q3 202616
INSIGNEO ADVISORY SERVICES, LLC
CIK 0001964958
$1M45K0.05%Q2 202617
Welch Financial Planning, LLC
CIK 0002085141
$1M45K0.70%Q2 202618
Family Office Research LLC
CIK 0002041267
$1M45K0.46%Q3 202619
Waverly Advisors, LLC
CIK 0001568787
$1M38K0.01%Q2 202620
Steward Partners Investment Advisory, LLC
CIK 0001723397
$999K37K0.01%Q2 2026
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