CALAMOS ETF TR (CAIQ)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
56
Reporting holders
$120.3M
Reported value
0.0%
Held as options
+17
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Calamos Wealth Management LLC | $33.7M | 1,256,006 | 1.02% | 3q | +164.2%+$21.0M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $14.7M | 549,000 | 0.08% | 3q | +6.1%+$838.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $12.7M | 472,164 | 0.02% | 3q | +2.8%+$350.1K |
| Strategic Blueprint, LLC | $10.5M | 390,607 | 0.52% | 3q | +72.6%+$4.4M |
| Cornerstone Wealth, LLC/TN | $7.3M | 280,638 | 3.71% | 2q | +39.3%+$2.1M |
| Intrepid Financial Planning Group LLC | $4.7M | 174,965 | 1.60% | 2q | +78.3%+$2.1M |
| Redhawk Wealth Advisors, Inc. | $4.0M | 147,611 | 0.39% | 3q | +27.1%+$844.3K |
| Brookwood Investment Group LLC | $3.3M | 122,314 | 0.37% | new | NEW |
| PFG Investments, LLC | $3.2M | 119,562 | 0.12% | 2q | +206.1%+$2.2M |
| Millington Financial Advisors, LLC | $2.8M | 107,920 | 1.09% | 3q | +23.9%+$535.1K |
| Onyx Bridge Wealth Group LLC | $2.5M | 92,422 | 0.22% | new | NEW |
| Chicago Partners Investment Group LLC | $2.3M | 89,101 | 0.05% | 3q | +101.1%+$1.1M |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.6M | 58,965 | 0.03% | 2q | +389.3%+$1.3M |
| INSIGNEO ADVISORY SERVICES, LLC | $1.2M | 44,915 | 0.05% | 3q | +51.2%+$408.5K |
| Welch Financial Planning, LLC | $1.2M | 44,838 | 0.70% | new | NEW |
| LexAurum Advisors, LLC | $1.1M | 41,658 | 0.13% | 2q | HELD |
| Waverly Advisors, LLC | $1.0M | 37,600 | 0.01% | 2q | -25.1%-$338.3K |
| Steward Partners Investment Advisory, LLC | $998.8K | 37,199 | 0.01% | 3q | +11.6%+$104.1K |
| Snowden Capital Advisors LLC | $997.6K | 38,252 | 0.02% | 2q | +212.2%+$678.1K |
| WINNACLE WEALTH LLC | $742.7K | 27,663 | 0.51% | 2q | +57.5%+$271.1K |
| Beacon Financial Advisory LLC | $720.2K | 26,822 | 0.14% | 2q | +2.9%+$20.1K |
| Brookstone Capital Management | $652.3K | 24,294 | 0.01% | 2q | +68.4%+$264.9K |
| Haven Private, LLC | $638.9K | 23,796 | 0.24% | new | NEW |
| Claro Advisors Inc. | $631.4K | 23,516 | 0.07% | 2q | +103.0%+$320.3K |
| KINGSWOOD WEALTH ADVISORS, LLC | $543.0K | 20,224 | 0.02% | 2q | +74.7%+$232.1K |
| Garden State Investment Advisory Services LLC | $473.9K | 17,650 | 0.09% | new | NEW |
| Grantvest Financial Group LLC | $466.4K | 17,369 | 0.27% | 2q | +53.2%+$162.0K |
| Family Office Research LLC | $455.9K | 16,978 | 0.17% | 2q | +101.8%+$229.9K |
| Secure Asset Management, LLC | $430.2K | 16,023 | 0.06% | new | NEW |
| ROYAL BANK OF CANADA | $403.0K | 15,000 | 0.00% | 2q | +48.9%+$132.4K |
| Estate Planners Group, LLC | $380.1K | 14,156 | 0.17% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $318.0K | 11,845 | 0.00% | new | NEW |
| SILVER OAK SECURITIES, INCORPORATED | $310.7K | 11,572 | 0.02% | new | NEW |
| RPS ADVISORY SOLUTIONS LLC | $309.2K | 11,517 | 0.20% | new | NEW |
| Innovative Asset Advisors Group, LLC | $293.6K | 10,935 | 0.13% | new | NEW |
| WealthTrust Asset Management, LLC | $277.8K | 10,347 | 0.15% | 3q | -2.7%-$7.7K |
| CHANNEL WEALTH LLC | $274.0K | 10,206 | 0.06% | 3q | +1.3%+$3.5K |
| ENVESTNET ASSET MANAGEMENT INC | $266.7K | 9,934 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $239.3K | 8,913 | 0.00% | 3q | +3465.2%+$232.6K |
| Palacios Wealth Management, LLC | $239.2K | 8,908 | 0.14% | new | NEW |
| Wealthcare Advisory Partners LLC | $231.3K | 8,616 | 0.00% | new | NEW |
| Able Wealth Management LLC | $213.3K | 7,944 | 0.05% | new | NEW |
| Summit Financial, LLC | $209.6K | 7,805 | 0.00% | new | NEW |
| MRA Advisory Group | $201.4K | 7,502 | 0.07% | new | NEW |
| IFP Advisors, Inc | $200.0K | 7,448 | 0.00% | 2q | +47.5%+$64.4K |
| Institute for Wealth Management, LLC. | $183.6K | 6,838 | 0.02% | new | NEW |
| Allworth Financial LP | $149.6K | 5,573 | 0.00% | 2q | +36.8%+$40.3K |
| Integrated Wealth Concepts LLC | $50.5K | 1,881 | 0.00% | new | NEW |
| WOLFF WIESE MAGANA LLC | $44.8K | 1,670 | 0.02% | new | NEW |
| Essential Investment Partners LLC | $36.2K | 1,350 | 0.03% | 2q | +1.1% |
| Realta Investment Advisors | $12.6K | 470 | 0.00% | 2q | +104.3%+$6.4K |
| Farther Finance Advisors, LLC | $10.3K | 384 | 0.00% | 2q | -11.3%-$1.3K |
| HARBOUR INVESTMENTS, INC. | $9.8K | 366 | 0.00% | 2q | -95.9%-$232.8K |
| Cambridge Investment Research Advisors, Inc. | $1.1K | 42,476 | 0.00% | 2q | +250.6% |
| WEDBUSH SECURITIES INC | $296 | 11,020 | 0.01% | new | NEW |
| Acumen Wealth Advisors, LLC | $135 | 5 | 0.00% | new | NEW |
| Capital Analysts, LLC | $53 | 1,980 | 0.00% | 3q | HELD |
| MORGAN STANLEY | $46 | 1 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $6 | 0 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 56 | $120.3M | 4,501,258 | 23 | 28 | 4 | 0.0% |
| Q1 2026 | 39 | $79.4M | 3,294,762 | 23 | 12 | 2 | 0.0% |
| Q4 2025 | 17 | $18.4M | 721,784 | 17 | 0 | 0 | 0.0% |
| Q2 2025 | 1 | $1.4M | 51,620 | 1 | 0 | 0 | 0.0% |