CAIQ institutional holders

CALAMOS ETF TR · 13F, 2026Q2

Managers holding59
Shares held4,559,309
Reported value$121.9m
Quarter flows24 new, 29 added, 4 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Calamos Wealth Management LLC1,256,006$33.7m1.0%
UNITED CAPITAL FINANCIAL ADVISORS, LLC549,000$14.7m0.1%
COMMONWEALTH EQUITY SERVICES, LLC472,164$12.7m0.0%
Strategic Blueprint, LLC390,607$10.5m0.5%
Cornerstone Wealth, LLC/TN280,638$7.3m3.7%
Intrepid Financial Planning Group LLC174,965$4.7m1.6%
Redhawk Wealth Advisors, Inc.147,611$4.0m0.4%
Brookwood Investment Group LLC122,314$3.3m0.4%
PFG Investments, LLC119,562$3.2m0.1%
Millington Financial Advisors, LLC107,920$2.8m1.1%
Onyx Bridge Wealth Group LLC92,422$2.5m0.2%
Chicago Partners Investment Group LLC89,101$2.3m0.0%
INDEPENDENT FINANCIAL GROUP, LLC58,965$1.6m0.0%
INSIGNEO ADVISORY SERVICES, LLC44,915$1.2m0.0%
Welch Financial Planning, LLC44,838$1.2m0.7%
Cambridge Investment Research Advisors, Inc.42,476$1.1m0.0%
LexAurum Advisors, LLC41,658$1.1m0.1%
Waverly Advisors, LLC37,600$1.0m0.0%
Steward Partners Investment Advisory, LLC37,199$998,7930.0%
Snowden Capital Advisors LLC38,252$997,6120.0%
WINNACLE WEALTH LLC27,663$742,7410.5%
Beacon Financial Advisory LLC26,822$720,1600.1%
Brookstone Capital Management24,294$652,2880.0%
Haven Private, LLC23,796$638,9230.2%
Claro Advisors Inc.23,516$631,3980.1%

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

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