# CALAMOS ETF TR (CAIE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CAIE/

- Reporting holders: 16
- Reported value: $36.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $11.7M | 438,828 | 0.1% | 4 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $8.1M | 305,117 | 0.1% | 5 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $6.6M | 248,398 | 1.1% | 5 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $3.5M | 130,999 | 0.2% | 4 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $1.5M | 54,983 | 0.3% | 4 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $1.4M | 52,472 | 0.3% | 1 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $1.2M | 44,438 | 0.1% | 5 |
| [Box Hill Private Wealth LLC](https://holderbook.com/funds/2094120-box-hill-private-wealth-llc/) | $474.8K | 17,838 | 0.3% | 1 |
| [CHAPIN DAVIS, INC.](https://holderbook.com/funds/872098-chapin-davis-inc/) | $425.9K | 16,000 | 0.1% | 3 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $407.2K | 15,298 | 0.2% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $338.1K | 12,700 | 0.0% | 1 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $296.2K | 11,127 | 0.1% | 5 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $245.8K | 9,245 | 0.0% | 4 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $120.3K | 4,520 | 0.1% | 3 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $29.3K | 1,100 | 0.0% | 1 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $24.0K | 900 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 16 | $36.3M |
| Q2 2026 | 170 | $609.1M |
| Q1 2026 | 147 | $457.5M |
| Q4 2025 | 106 | $265.2M |
| Q3 2025 | 67 | $136.7M |
| Q2 2025 | 5 | $3.3M |
| Q1 2025 | 1 | $251.4K |