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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Calamos Wealth Management LLC | History | Added to | 1,256,006 | 33,723 | 1.02% | 0.39% | 1 | +780,583 | 164.19% | Q2 2026 | Jul 31, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 549,000 | 14,663 | 0.08% | 0.08% | 2 | +31,400 | 6.07% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 472,164 | 12,677 | 0.02% | 0.02% | 3 | +13,039 | 2.84% | Q2 2026 | Jul 29, 2026 |
| Strategic Blueprint, LLC | History | Added to | 390,607 | 10,487 | 0.52% | 0.31% | 4 | +164,248 | 72.56% | Q2 2026 | Jul 23, 2026 |
| Cornerstone Wealth, LLC/TN | History | Added to | 280,638 | 7,344 | 3.71% | 2.99% | 5 | +79,199 | 39.32% | Q2 2026 | Jul 29, 2026 |
| Intrepid Financial Planning Group LLC | History | Added to | 174,965 | 4,697 | 1.6% | 0.94% | 6 | +76,819 | 78.27% | Q2 2026 | Aug 12, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 147,611 | 3,963 | 0.39% | 0.31% | 7 | +31,445 | 27.07% | Q2 2026 | Jul 09, 2026 |
| Anfield Capital Management, LLC | History | No change | 145,564 | 3,469 | 0.95% | 0.95% | 8 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Brookwood Investment Group LLC | History | New | 122,314 | 3,284 | 0.37% | — | 9 | +122,314 | New | Q2 2026 | Jul 23, 2026 |
| PFG Investments, LLC | History | Added to | 119,562 | 3,210 | 0.12% | 0.04% | 10 | +80,497 | 206.06% | Q2 2026 | Jul 23, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 107,920 | 2,778 | 1.09% | 0.97% | 11 | +20,785 | 23.85% | Q2 2026 | Aug 07, 2026 |
| Onyx Bridge Wealth Group LLC | History | New | 92,422 | 2,481 | 0.22% | — | 12 | +92,422 | New | Q2 2026 | Jul 23, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 89,101 | 2,276 | 0.05% | 0.03% | 13 | +44,804 | 101.14% | Q2 2026 | Jul 29, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 58,965 | 1,583 | 0.03% | 0.01% | 14 | +46,913 | 389.25% | Q2 2026 | Jul 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 44,915 | 1,205 | 0.05% | 0.05% | 15 | +15,213 | 51.22% | Q2 2026 | Aug 14, 2026 |
| Welch Financial Planning, LLC | History | New | 44,838 | 1,203 | 0.7% | — | 16 | +44,838 | New | Q2 2026 | Jul 14, 2026 |
| LexAurum Advisors, LLC | History | No change | 41,658 | 1,118 | 0.13% | 0.13% | 17 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 37,600 | 1,009 | 0.01% | 0.01% | 18 | -12,600 | -25.1% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 37,199 | 998 | 0.01% | 0.0% | 19 | +3,876 | 11.63% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 38,252 | 997 | 0.02% | 0.01% | 20 | +26,001 | 212.24% | Q2 2026 | Aug 13, 2026 |
| WINNACLE WEALTH LLC | History | Added to | 27,663 | 742 | 0.5% | 0.32% | 21 | +10,098 | 57.49% | Q2 2026 | Jul 21, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 26,822 | 720 | 0.14% | 0.14% | 22 | +747 | 2.86% | Q2 2026 | Aug 05, 2026 |
| Brookstone Capital Management | History | Added to | 24,294 | 652 | 0.01% | 0.0% | 23 | +9,866 | 68.38% | Q2 2026 | Jul 15, 2026 |
| Haven Private, LLC | History | New | 23,796 | 638 | 0.24% | — | 24 | +23,796 | New | Q2 2026 | Jul 28, 2026 |
| Claro Advisors Inc. | History | Added to | 23,516 | 631 | 0.07% | 0.03% | 25 | +11,929 | 102.95% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 21,238 | 570 | 0.0% | 0.0% | 26 | +9,124 | 75.32% | Q2 2026 | Jul 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 20,224 | 543 | 0.02% | 0.01% | 27 | +8,646 | 74.68% | Q2 2026 | Jul 27, 2026 |
| Garden State Investment Advisory Services LLC | History | New | 17,650 | 473 | 0.09% | — | 28 | +17,650 | New | Q2 2026 | Aug 11, 2026 |
| Grantvest Financial Group LLC | History | Added to | 17,369 | 466 | 0.27% | 0.17% | 29 | +6,033 | 53.22% | Q2 2026 | Aug 07, 2026 |
| Family Office Research LLC | History | Added to | 16,978 | 455 | 0.17% | 0.09% | 30 | +8,564 | 101.78% | Q2 2026 | Jul 27, 2026 |
| Secure Asset Management, LLC | History | New | 16,023 | 430 | 0.06% | — | 31 | +16,023 | New | Q2 2026 | Jul 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 15,000 | 403 | 0.0% | 0.0% | 32 | +4,928 | 48.93% | Q2 2026 | Aug 14, 2026 |
| Estate Planners Group, LLC | History | New | 14,156 | 380 | 0.17% | — | 33 | +14,156 | New | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 11,845 | 318 | 0.0% | — | 34 | +11,845 | New | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 11,572 | 310 | 0.02% | — | 35 | +11,572 | New | Q2 2026 | Aug 07, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | New | 11,517 | 309 | 0.2% | — | 36 | +11,517 | New | Q2 2026 | Aug 11, 2026 |
| WEDBUSH SECURITIES INC | History | New | 11,020 | 296 | 0.01% | — | 37 | +11,020 | New | Q2 2026 | Jul 28, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 10,935 | 293 | 0.13% | — | 38 | +10,935 | New | Q2 2026 | Aug 05, 2026 |
| WealthTrust Asset Management, LLC | History | Reduced | 10,347 | 277 | 0.15% | 0.15% | 39 | -286 | -2.69% | Q2 2026 | Jul 27, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 10,206 | 274 | 0.06% | 0.06% | 40 | +129 | 1.28% | Q2 2026 | Aug 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 9,934 | 266 | 0.0% | — | 41 | +9,934 | New | Q2 2026 | Aug 03, 2026 |
| Palacios Wealth Management, LLC | History | New | 8,908 | 239 | 0.14% | — | 43 | +8,908 | New | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,913 | 239 | 0.0% | 0.0% | 42 | +8,663 | 3465.2% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 8,616 | 231 | 0.0% | — | 44 | +8,616 | New | Q2 2026 | Jul 09, 2026 |
| Able Wealth Management LLC | History | New | 7,944 | 213 | 0.05% | — | 45 | +7,944 | New | Q2 2026 | Jul 29, 2026 |
| Summit Financial, LLC | History | New | 7,805 | 209 | 0.0% | — | 46 | +7,805 | New | Q2 2026 | Aug 12, 2026 |
| MRA Advisory Group | History | New | 7,502 | 201 | 0.07% | — | 47 | +7,502 | New | Q2 2026 | Jul 08, 2026 |
| IFP Advisors, Inc | History | Added to | 7,448 | 199 | 0.0% | 0.0% | 48 | +2,398 | 47.49% | Q2 2026 | Jul 20, 2026 |
| Institute for Wealth Management, LLC. | History | New | 6,838 | 183 | 0.02% | — | 49 | +6,838 | New | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | Added to | 5,573 | 149 | 0.0% | 0.0% | 50 | +1,500 | 36.83% | Q2 2026 | Aug 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 2,575 | 69 | 0.02% | — | 51 | +2,575 | New | Q2 2026 | Aug 27, 2026 |
| Capital Analysts, LLC | History | No change | 1,980 | 53 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 1,670 | 44 | 0.02% | — | 53 | +1,670 | New | Q2 2026 | Jul 13, 2026 |
| Essential Investment Partners LLC | History | Added to | 1,350 | 36 | 0.03% | 0.03% | 54 | +15 | 1.12% | Q2 2026 | Jul 15, 2026 |
| Realta Investment Advisors | History | Added to | 470 | 12 | 0.0% | 0.0% | 55 | +240 | 104.35% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 384 | 10 | 0.0% | 0.0% | 56 | -49 | -11.32% | Q2 2026 | Jul 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 366 | 9 | 0.0% | 0.0% | 57 | -8,670 | -95.95% | Q2 2026 | Aug 12, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -475,423 | -100.0% | Q2 2026 | Jul 31, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,004 | -100.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,624 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,523 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,511 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q2 2026 | Aug 03, 2026 |
| MORGAN STANLEY | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 13, 2026 |