Who Owns Calamos Nasdaq Autocallable Income ETF (CAIQ)?Hedge Fund & Institutional Holders

$24.28-0.14 (-0.56%)Financial ServicesNASDAQ

Institutional Holders

19

as of Q4 2025

Total Institutional Value

$9.000231613971228e+41T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$24.42$24.88$25.35$25.81$26.28Nov 25Jan 26Mar 26

CAIQ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
UNITED CAPITAL FINANCIAL ADVISORS, LLCNew Position+356K+$9.0M
Millington Financial Advisors, LLCNew Position+92K+$2.3M
Calamos Wealth Management LLCNew Position+55K+$1.4M
Redhawk Wealth Advisors, Inc.New Position+48K+$1.2M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+46K+$1.0M
Strategic Blueprint, LLCNew Position+20K+$508K
Chicago Partners Investment Group LLCNew Position+16K+$420K
OLD MISSION CAPITAL LLCNew Position+15K+$373K
INSIGNEO ADVISORY SERVICES, LLCNew Position+13K+$344K
TRUIST FINANCIAL CORPNew Position+11K+$286K
CHANNEL WEALTH LLCNew Position+10K+$256K
WealthTrust Asset Management, LLCNew Position+9K+$225K
Capital Analysts, LLCNew Position+1K+$28K
TUCKER ASSET MANAGEMENT LLCNew Position+582+$14K
JANE STREET GROUP, LLCNew Position+19K+$0

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UNITED CAPITAL FINANCIAL ADVISORS, LLC355,800$9.0M0.05%Share
2Millington Financial Advisors, LLC92,338$2.3M1.03%Share
3Calamos Wealth Management LLC54,520$1.4M0.05%Share
4Redhawk Wealth Advisors, Inc.47,937$1.2M0.14%Share
5COMMONWEALTH EQUITY SERVICES, LLC46,136$1.0M0.00%Share
6Strategic Blueprint, LLC19,838$508K0.03%Share
7Chicago Partners Investment Group LLC16,275$420K0.01%Share
8OLD MISSION CAPITAL LLC14,566$373K0.01%Share
9INSIGNEO ADVISORY SERVICES, LLC13,428$344K0.02%Share
10TRUIST FINANCIAL CORP11,168$286K0.00%Share
11CHANNEL WEALTH LLC9,998$256K0.06%Share
12WealthTrust Asset Management, LLC8,816$225K0.16%Share
13Capital Analysts, LLC595$15K0.00%Share
14TUCKER ASSET MANAGEMENT LLC582$14K0.00%Share
15Capital Analysts, LLC504$13K0.00%Share
16OSAIC HOLDINGS, INC.250$00.00%Share
17FMR LLC1$00.00%Share
18JANE STREET GROUP, LLC18,776$00.00%Share
19Steward Partners Investment Advisory, LLC11,355$00.00%Share

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As of Q4 2025, 19 institutional investors hold CAIQ (Calamos Nasdaq Autocallable Income ETF). The largest holder is UNITED CAPITAL FINANCIAL ADVISORS, LLC with $9.0M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own CAIQ?

As of Q4 2025, 19 institutional investors report holding CAIQ (Calamos Nasdaq Autocallable Income ETF) in their 13F filings.

Who is the largest institutional holder of CAIQ?

The largest institutional holder of CAIQ is UNITED CAPITAL FINANCIAL ADVISORS, LLC with $9.0M in shares.

Is institutional ownership of CAIQ increasing or decreasing?

This quarter, 15 institutions opened new positions in CAIQ and 0 closed their positions.