CAIE institutional holders

CALAMOS ETF TR · 13F, 2026Q2

Managers holding169
Shares held22,030,454
Reported value$599.0m
Quarter flows40 new, 94 added, 24 trimmed, 18 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Calamos Wealth Management LLC1,904,900$51.8m1.6%
Wealth Watch Advisors, INC1,295,093$35.2m11.4%
VestGen Advisors, LLC1,102,235$30.0m0.9%
Cambridge Investment Research Advisors, Inc.1,053,074$28.7m0.0%
ROYAL BANK OF CANADA947,329$25.8m0.0%
Cornerstone Wealth, LLC/TN713,398$19.4m9.8%
Menard Financial Group LLC695,646$18.9m10.3%
Prime Capital Investment Advisors, LLC609,896$16.6m0.2%
Strategic Blueprint, LLC563,020$15.3m0.8%
UNITED CAPITAL FINANCIAL ADVISORS, LLC537,750$14.6m0.1%
Waverly Advisors, LLC528,430$14.4m0.1%
Brookstone Capital Management511,532$13.9m0.1%
Pinion Investment Advisors, LLC456,973$12.4m2.4%
COMMONWEALTH EQUITY SERVICES, LLC413,085$11.2m0.0%
Intrepid Financial Planning Group LLC404,833$11.0m3.7%
Farther Finance Advisors, LLC380,933$10.4m0.1%
Innovative Asset Advisors Group, LLC367,930$10.0m4.4%
Redhawk Wealth Advisors, Inc.350,730$9.5m0.9%
Gradient Investments LLC313,587$8.5m0.1%
Simplicity Wealth,LLC303,648$8.3m0.3%
Wealthcare Advisory Partners LLC294,935$8.0m0.2%
MGO ONE SEVEN LLC286,117$7.8m0.1%
Institute for Wealth Management, LLC.283,681$7.7m0.7%
MATTERS CAPITAL LLC275,500$7.5m5.2%
Chicago Partners Investment Group LLC279,179$7.4m0.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CAIE"). CAIE price history · All 13F data

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