CALAMOS ETF TR

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CAIE·12811T571·US·etf·Unknown - Unknown

AUTOCALLABLE INC

CAIE (CALAMOS ETF TR) is held by 30 institutional investors as of Q1 2026. Largest holders: Calamos Advisors LLC ($41.5M), ROYAL BANK OF CANADA ($16.5M), COMMONWEALTH EQUITY SERVICES, LLC ($15.5M). Net institutional sentiment: Bullish.

30

Holders

Avg rating(5 Elite)

$131.2M

Total Value

85% (33)

Fund Consensus

28 buying - 5 selling

Smart Money Verdict

View all

66Positive Momentum (Unconfirmed)Single Source

Institutional (13F)66

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how CAIE's score breaks down across 4 SEC sources

Holder Quality

5

★★★★★

Elite

13

★★★★

Strong

10

★★★

Solid

3

★★

Below

2

★

Weak

Held by 30 funds

5 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (30)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Calamos Advisors LLC	Increased	1.7M(+7816.4%)	$41.5M	0.1%	+5.42%	56
ROYAL BANK OF CANADA	Increased	655,628(+299.1%)	$16.5M	0.0%	+4.73%	46
COMMONWEALTH EQUITY SERVICES, LLC	Increased	616,185(+252.1%)	$15.5M	0.0%	+5.03%	45
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	506,200(+51.1%)	$12.7M	0.1%	+3.61%	39
WAWaverly Advisors, LLC	Increased	446,995(+24.0%)	$11.2M	0.1%	+5.60%	34
Farther Finance Advisors, LLC	Increased	317,707(+31.7%)	$7.9M	0.1%	+3.34%	35
Steward Partners Investment Advisory, LLC	Increased	187,196(+21.4%)	$4.7M	0.0%	+4.59%	32
Kestra Advisory Services, LLC	Increased	139,313(+36.1%)	$3.5M	0.0%	+4.30%	35
ENVESTNET ASSET MANAGEMENT INC	Increased	121,235(+273.3%)	$3M	0.0%	+5.15%	43
Private Advisor Group, LLC	Increased	106,382(+211.4%)	$2.7M	0.0%	+4.96%	42
JANE STREET GROUP, LLC	Increased	102,961(+413.3%)	$2.6M	0.0%	+4.88%	42
Cetera Investment Advisers	Decreased	83,030(-3.8%)	$2.1M	0.0%	+5.70%	0
Allworth Financial LP	Increased	45,288(+28.5%)	$1.1M	0.0%	+4.47%	32
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	37,176(+12.5%)	$927,164	0.0%	+4.95%	28
&PARTNERS	Increased	33,073(+40.5%)	$831,455	0.0%	+3.47%	33
IWIntegrated Wealth Concepts LLC	New	27,276	$685,731	0.0%	+5.43%	34
CIBC WORLD MARKET INC.	New	24,029	$604,089	0.0%	+5.43%	34
AXXCESS WEALTH MANAGEMENT, LLC	Decreased	22,815(-42.5%)	$573,572	0.0%	+2.70%	0
OSAIC HOLDINGS, INC.	Increased	18,847(+263.5%)	$473,813	0.0%	+5.49%	39
FWFocus Partners Wealth	Increased	18,834(+1.8%)	$473,487	0.0%	+2.75%	24

Showing 1-20 of 33

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer