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 | 1,832,214 | 47,985 | 1.37% | 1.02% | 1 | +576,208 | 45.88% | Q3 2026 | Nov 02, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 549,000 | 14,663 | 0.08% | 0.08% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 412,475 | 10,802 | 0.53% | 0.52% | 3 | +21,868 | 5.6% | Q3 2026 | Oct 22, 2026 |
| Cornerstone Wealth, LLC/TN | History | Added to | 355,437 | 8,737 | 4.19% | 3.71% | 4 | +74,799 | 26.65% | Q3 2026 | Oct 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 275,254 | 7,208 | 0.01% | 0.02% | 5 | -196,910 | -41.7% | Q3 2026 | Nov 02, 2026 |
| Diversify Advisory Services, LLC | History | New | 280,977 | 7,134 | 0.11% | — | 6 | +280,977 | New | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 280,977 | 7,134 | 0.11% | — | 7 | +280,977 | New | Q3 2026 | Oct 20, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 204,845 | 5,364 | 0.54% | 0.39% | 8 | +57,234 | 38.77% | Q3 2026 | Oct 14, 2026 |
| Haven Private, LLC | History | Added to | 193,111 | 5,057 | 1.99% | 0.24% | 9 | +169,315 | 711.53% | Q3 2026 | Oct 27, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 174,965 | 4,697 | 1.6% | 1.6% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 178,935 | 4,686 | 0.41% | 0.22% | 11 | +86,513 | 93.61% | Q3 2026 | Oct 16, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 153,990 | 3,785 | 0.07% | 0.05% | 12 | +64,889 | 72.83% | Q3 2026 | Oct 26, 2026 |
| Brookwood Investment Group LLC | History | No change | 122,314 | 3,284 | 0.37% | 0.37% | 13 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PFG Investments, LLC | History | No change | 119,562 | 3,210 | 0.12% | 0.12% | 14 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Millington Financial Advisors, LLC | History | No change | 107,920 | 2,778 | 1.09% | 1.09% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 102,083 | 2,673 | 0.05% | 0.03% | 16 | +43,118 | 73.12% | Q3 2026 | Oct 13, 2026 |
| Brookstone Capital Management | History | Added to | 74,992 | 1,964 | 0.02% | 0.01% | 17 | +50,698 | 208.69% | Q3 2026 | Oct 22, 2026 |
| Simplicity Wealth,LLC | History | New | 70,837 | 1,855 | 0.05% | — | 18 | +70,837 | New | Q3 2026 | Oct 23, 2026 |
| WINNACLE WEALTH LLC | History | Added to | 55,166 | 1,444 | 0.95% | 0.5% | 19 | +27,503 | 99.42% | Q3 2026 | Oct 14, 2026 |
| Claro Advisors Inc. | History | Added to | 54,027 | 1,414 | 0.14% | 0.07% | 20 | +30,511 | 129.75% | Q3 2026 | Nov 02, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 49,931 | 1,308 | 0.03% | 0.01% | 21 | +38,911 | 353.09% | Q3 2026 | Oct 22, 2026 |
| Calamos Advisors LLC | History | New | 47,480 | 1,243 | 0.0% | — | 22 | +47,480 | New | Q3 2026 | Nov 02, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 44,915 | 1,205 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Welch Financial Planning, LLC | History | No change | 44,838 | 1,203 | 0.7% | 0.7% | 24 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Family Office Research LLC | History | Added to | 45,380 | 1,188 | 0.46% | 0.17% | 25 | +28,402 | 167.29% | Q3 2026 | Oct 14, 2026 |
| Waverly Advisors, LLC | History | No change | 37,600 | 1,009 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 37,199 | 998 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 38,252 | 997 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LexAurum Advisors, LLC | History | Reduced | 35,658 | 933 | 0.1% | 0.13% | 29 | -6,000 | -14.4% | Q3 2026 | Oct 19, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 33,462 | 876 | 0.03% | 0.02% | 30 | +13,238 | 65.46% | Q3 2026 | Oct 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 33,396 | 875 | 0.0% | 0.0% | 31 | +12,158 | 57.25% | Q3 2026 | Nov 02, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 31,249 | 818 | 0.15% | 0.14% | 32 | +4,427 | 16.51% | Q3 2026 | Oct 16, 2026 |
| Secure Asset Management, LLC | History | Added to | 29,466 | 771 | 0.1% | 0.06% | 33 | +13,443 | 83.9% | Q3 2026 | Oct 19, 2026 |
| VestGen Advisors, LLC | History | New | 26,406 | 691 | 0.02% | — | 34 | +26,406 | New | Q3 2026 | Oct 27, 2026 |
| Grantvest Financial Group LLC | History | Added to | 26,291 | 688 | 0.4% | 0.27% | 35 | +8,922 | 51.37% | Q3 2026 | Oct 21, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 20,000 | 523 | 0.22% | — | 36 | +20,000 | New | Q3 2026 | Oct 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 19,879 | 520 | 0.01% | 0.0% | 37 | +11,263 | 130.72% | Q3 2026 | Oct 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 19,561 | 509 | 0.0% | — | 38 | +19,561 | New | Q3 2026 | Oct 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | Added to | 19,293 | 505 | 0.12% | 0.02% | 39 | +16,718 | 649.24% | Q3 2026 | Oct 29, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 17,650 | 473 | 0.09% | 0.09% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 16,744 | 438 | 0.04% | — | 41 | +16,744 | New | Q3 2026 | Oct 14, 2026 |
| M Holdings Securities, Inc. | History | New | 17,195 | 407 | 0.03% | — | 42 | +17,195 | New | Q3 2026 | Nov 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 15,000 | 403 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | New | 14,550 | 381 | 0.01% | — | 44 | +14,550 | New | Q3 2026 | Oct 08, 2026 |
| Estate Planners Group, LLC | History | No change | 14,156 | 380 | 0.17% | 0.17% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 11,845 | 318 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 11,572 | 310 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | No change | 11,517 | 309 | 0.2% | 0.2% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Accurate Wealth Management, LLC | History | New | 11,555 | 298 | 0.03% | — | 49 | +11,555 | New | Q3 2026 | Oct 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 11,335 | 296 | 0.0% | — | 50 | +11,335 | New | Q3 2026 | Oct 30, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 10,935 | 293 | 0.13% | 0.13% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CHANNEL WEALTH LLC | History | No change | 10,206 | 274 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WealthTrust Asset Management, LLC | History | No change | 10,347 | 270 | 0.15% | 0.15% | 53 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 9,934 | 266 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MRA Advisory Group | History | Added to | 9,158 | 239 | 0.09% | 0.07% | 56 | +1,656 | 22.07% | Q3 2026 | Oct 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 8,913 | 239 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Palacios Wealth Management, LLC | History | No change | 8,908 | 239 | 0.14% | 0.14% | 57 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Maia Wealth LLC | History | New | 8,012 | 209 | 0.03% | — | 60 | +8,012 | New | Q3 2026 | Oct 19, 2026 |
| IFP Advisors, Inc | History | Added to | 7,997 | 209 | 0.0% | 0.0% | 58 | +549 | 7.37% | Q3 2026 | Oct 16, 2026 |
| Summit Financial, LLC | History | No change | 7,805 | 209 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Able Wealth Management LLC | History | No change | 7,944 | 207 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 6,838 | 183 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,926 | 181 | 0.0% | 0.0% | 63 | +6,542 | 1703.65% | Q3 2026 | Oct 08, 2026 |
| Allworth Financial LP | History | No change | 5,573 | 149 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 3,261 | 85 | 0.04% | 0.02% | 65 | +1,591 | 95.27% | Q3 2026 | Oct 15, 2026 |
| Essential Investment Partners LLC | History | Added to | 2,350 | 61 | 0.04% | 0.03% | 66 | +1,000 | 74.07% | Q3 2026 | Oct 27, 2026 |
| Capital Analysts, LLC | History | No change | 1,980 | 53 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GK Wealth Management LLC | History | New | 1,000 | 26 | 0.01% | — | 68 | +1,000 | New | Q3 2026 | Oct 09, 2026 |
| Realta Investment Advisors | History | Added to | 500 | 13 | 0.0% | 0.0% | 69 | +30 | 6.38% | Q3 2026 | Oct 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 366 | 9 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |