CALAMOS ETF TR

Watch

Share

CAIE·12811T571·US·ETF

CAIE (CALAMOS ETF TR) is held by 32 institutional investors as of Q2 2026. Largest holders: ROYAL BANK OF CANADA ($25.8M), UNITED CAPITAL FINANCIAL ADVISORS, LLC ($14.6M), Waverly Advisors, LLC ($14.4M). Net institutional sentiment: Mixed.

32

Holders

(4 Elite)

$113.8M

Total Value

63% (35)

Consensus

22 buying - 13 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Loading verdict

Institutional (13F)50

Insider (Form 4)36

Activist (13D/13G)75

Congressional (STOCK Act)27

Holder Quality

79

★★★★★

Elite

47

★★★★

Strong

87

★★★

Solid

45

★★

Below

64

★

Weak

Held by 32 funds

4 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for CAIE.

Top Holders

Top Holders (32)History

AllNewIncreasedHeldDecreasedExitedFirst report

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ROYAL BANK OF CANADA	Increased	947,329(+44.5%)	$25.8M	0.0%	+11.42%	39
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	537,750(+6.2%)	$14.6M	0.1%	+12.85%	30
WAWaverly Advisors, LLC	Increased	528,430(+18.2%)	$14.4M	0.1%	+12.88%	33
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	413,085(-33.0%)	$11.2M	0.0%	+15.41%	0
Farther Finance Advisors, LLC	Increased	380,933(+19.9%)	$10.4M	0.1%	+7.43%	33
Kestra Advisory Services, LLC	Increased	246,477(+76.9%)	$6.7M	0.0%	+9.21%	41
Steward Partners Investment Advisory, LLC	Increased	230,670(+23.2%)	$6.3M	0.0%	+11.83%	33
ENVESTNET ASSET MANAGEMENT INC	Increased	177,760(+46.6%)	$4.8M	0.0%	+11.49%	37
OSAIC HOLDINGS, INC.	Increased	108,210(+474.1%)	$2.9M	0.0%	+5.61%	42
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	91,802(+146.9%)	$2.5M	0.0%	+7.65%	42
JPMORGAN CHASE & CO	New	87,985	$2.4M	0.0%	+3.69%	36
RAYMOND JAMES FINANCIAL INC	New	87,055	$2.4M	0.0%	+3.69%	36
&PARTNERS	Increased	43,808(+32.5%)	$1.3M	0.0%	+10.76%	32
Allworth Financial LP	Increased	47,026(+3.8%)	$1.3M	0.0%	+13.50%	26
CIBC WORLD MARKET INC.	Increased	30,542(+27.1%)	$831,048	0.0%	+13.40%	31
IWIntegrated Wealth Concepts LLC	Increased	30,192(+10.7%)	$821,521	0.0%	+14.99%	27
HRT FINANCIAL LP	New	25,757	$700,000	0.0%	+3.69%	34
Calamos Advisors LLC	Decreased	24,801(-98.5%)	$674,835	0.0%	+16.31%	0
Cetera Investment Advisers	Decreased	24,612(-70.4%)	$669,697	0.0%	+14.39%	0
OneDigital Investment Advisors LLC	Increased	24,113(+29.7%)	$656,110	0.0%	+11.67%	31

Showing 1-20 of 37

Per page:

1 / 2

CAIECALAMOS ETF TR

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Similar stocks

FISVFISERV INC

336 holders · $21.1B

SPYSTATE STR SPDR S&P 500 ETF T

296 holders · $348.5B

IVVISHARES TR

263 holders · $566.9B

QQQINVESCO QQQ TR

246 holders · $125.8B

VOOVANGUARD INDEX FDS

246 holders · $265B

IWMISHARES TR

242 holders · $68.1B

GLDSPDR GOLD TR

238 holders · $33.2B

XLFSELECT SECTOR SPDR TR

225 holders · $31.5B

XLESELECT SECTOR SPDR TR

223 holders · $17.3B

EFAISHARES TR

221 holders · $47.1B

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer