CAIE — Calamos ETF Tr Institutional Holders · Q3 2026
Who owns Calamos ETF Tr (CAIE)? 16 institutions reported holding $36.32M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($11.7M), Gradient Investments LLC ($8.1M), GoalVest Advisory LLC ($6.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $11.7M | 438,828 | Added |
| 2 | Gradient Investments LLC | $8.1M | 305,117 | Trimmed |
| 3 | GoalVest Advisory LLC | $6.6M | 248,398 | Added |
| 4 | Sound Income Strategies, LLC | $3.5M | 130,999 | Added |
| 5 | TrueWealth Advisors, LLC | $1.5M | 54,983 | Added |
| 6 | Tactive Advisors, LLC | $1.4M | 52,472 | New |
| 7 | Insight Wealth Strategies, LLC | $1.2M | 44,438 | Trimmed |
| 8 | Box Hill Private Wealth LLC | $474,843 | 17,838 | New |
| 9 | CHAPIN DAVIS, INC. | $425,920 | 16,000 | Hold |
| 10 | Noble Wealth Management PBC | $407,233 | 15,298 | Trimmed |
| 11 | CoreCap Advisors, LLC | $338,074 | 12,700 | New |
| 12 | Worth Asset Management, LLC | $296,201 | 11,127 | Added |
| 13 | FINANCIAL MANAGEMENT NETWORK INC | $245,828 | 9,245 | Hold |
| 14 | Roxbury Financial LLC | $120,322 | 4,520 | Added |
| 15 | GK Wealth Management LLC | $29,282 | 1,100 | New |
| 16 | VALLEY WEALTH MANAGERS, INC. | $23,958 | 900 | New |
Source: SEC Form 13F filings · as of 2026-09-30