Calamos ETF Trust - CAIQ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 517,600 | 12,329 | 0.08% | 0.05% | 1 | +161,800 | 45.47% | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | New | 475,423 | 11,334 | 0.04% | — | 3 | +475,423 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 475,423 | 11,334 | 0.39% | 0.05% | 2 | +420,903 | 772.02% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 459,125 | 10,944 | 0.02% | 0.0% | 4 | +412,989 | 895.16% | Q1 2026 | Apr 27, 2026 |
| Strategic Blueprint, LLC | History | Added to | 226,359 | 5,395 | 0.31% | 0.03% | 5 | +206,521 | 1041.04% | Q1 2026 | Apr 29, 2026 |
| Cornerstone Wealth, LLC/TN | History | New | 201,439 | 5,309 | 2.99% | — | 6 | +201,439 | New | Q1 2026 | May 19, 2026 |
| Anfield Capital Management, LLC | History | New | 145,564 | 3,469 | 0.95% | — | 7 | +145,564 | New | Q1 2026 | May 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 116,166 | 2,769 | 0.31% | 0.14% | 8 | +68,229 | 142.33% | Q1 2026 | Apr 15, 2026 |
| Intrepid Financial Planning Group LLC | History | New | 98,146 | 2,339 | 0.94% | — | 9 | +98,146 | New | Q1 2026 | May 13, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 87,135 | 2,304 | 0.97% | 1.03% | 10 | -5,203 | -5.63% | Q1 2026 | May 08, 2026 |
| Waverly Advisors, LLC | History | New | 50,200 | 1,196 | 0.01% | — | 11 | +50,200 | New | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 44,297 | 1,168 | 0.03% | 0.01% | 12 | +28,022 | 172.18% | Q1 2026 | May 04, 2026 |
| LexAurum Advisors, LLC | History | New | 41,658 | 993 | 0.13% | — | 13 | +41,658 | New | Q1 2026 | Apr 13, 2026 |
| PFG Investments, LLC | History | New | 39,065 | 931 | 0.04% | — | 14 | +39,065 | New | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | New | 34,004 | 810 | 0.0% | — | 15 | +34,004 | New | Q1 2026 | Apr 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 33,323 | 794 | 0.0% | 0.0% | 16 | +21,968 | 193.47% | Q1 2026 | May 08, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 29,702 | 708 | 0.05% | 0.02% | 17 | +16,274 | 121.19% | Q1 2026 | May 12, 2026 |
| Beacon Financial Advisory LLC | History | New | 26,075 | 621 | 0.14% | — | 18 | +26,075 | New | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 19,624 | 467 | 0.0% | 0.0% | 19 | +848 | 4.52% | Q1 2026 | May 12, 2026 |
| WINNOW WEALTH LLC | History | New | 17,565 | 418 | 0.32% | — | 20 | +17,565 | New | Q1 2026 | May 19, 2026 |
| Brookstone Capital Management | History | New | 14,428 | 343 | 0.0% | — | 21 | +14,428 | New | Q1 2026 | Apr 16, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 12,523 | 298 | 0.0% | 0.01% | 22 | -2,043 | -14.03% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | New | 12,251 | 292 | 0.01% | — | 23 | +12,251 | New | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 12,114 | 289 | 0.0% | — | 24 | +12,114 | New | Q1 2026 | Apr 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 12,052 | 287 | 0.01% | — | 25 | +12,052 | New | Q1 2026 | May 15, 2026 |
| Claro Advisors Inc. | History | New | 11,587 | 276 | 0.03% | — | 26 | +11,587 | New | Q1 2026 | Apr 21, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 11,578 | 275 | 0.01% | — | 27 | +11,578 | New | Q1 2026 | Apr 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 11,511 | 274 | 0.0% | 0.0% | 28 | +343 | 3.07% | Q1 2026 | Apr 27, 2026 |
| Grantvest Financial Group LLC | History | New | 11,336 | 270 | 0.17% | — | 29 | +11,336 | New | Q1 2026 | May 11, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 10,633 | 253 | 0.15% | 0.16% | 30 | +1,817 | 20.61% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 10,072 | 240 | 0.0% | — | 32 | +10,072 | New | Q1 2026 | May 15, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 10,077 | 240 | 0.06% | 0.06% | 31 | +79 | 0.79% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 9,036 | 215 | 0.0% | — | 33 | +9,036 | New | Q1 2026 | May 15, 2026 |
| Family Office Research LLC | History | New | 8,414 | 200 | 0.09% | — | 34 | +8,414 | New | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | New | 5,050 | 120 | 0.0% | — | 35 | +5,050 | New | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | New | 4,073 | 97 | 0.0% | — | 36 | +4,073 | New | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Added to | 1,980 | 47 | 0.0% | 0.0% | 37 | +881 | 80.16% | Q1 2026 | May 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 582 | 14 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | New | 433 | 10 | 0.0% | — | 39 | +433 | New | Q1 2026 | Apr 07, 2026 |
| Realta Investment Advisors | History | New | 230 | 5 | 0.0% | — | 41 | +230 | New | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 250 | 5 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |