CAIE — Calamos ETF Tr 机构持仓 · 2026年Q3
谁持有 Calamos ETF Tr（CAIE）？2026年Q3（报告期截至 2026-09-30）共有 16 家机构在 SEC 13F 申报中报告持有，合计 3,632.15 万美元。前几大持有机构：Farther Finance Advisors, LLC（1,170.00 万美元）、Gradient Investments LLC（810.00 万美元）、GoalVest Advisory LLC（660.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $11.7M | 438,828 | 增持 |
| 2 | Gradient Investments LLC | $8.1M | 305,117 | 减持 |
| 3 | GoalVest Advisory LLC | $6.6M | 248,398 | 增持 |
| 4 | Sound Income Strategies, LLC | $3.5M | 130,999 | 增持 |
| 5 | TrueWealth Advisors, LLC | $1.5M | 54,983 | 增持 |
| 6 | Tactive Advisors, LLC | $1.4M | 52,472 | 新建仓 |
| 7 | Insight Wealth Strategies, LLC | $1.2M | 44,438 | 减持 |
| 8 | Box Hill Private Wealth LLC | $474,843 | 17,838 | 新建仓 |
| 9 | CHAPIN DAVIS, INC. | $425,920 | 16,000 | 持平 |
| 10 | Noble Wealth Management PBC | $407,233 | 15,298 | 减持 |
| 11 | CoreCap Advisors, LLC | $338,074 | 12,700 | 新建仓 |
| 12 | Worth Asset Management, LLC | $296,201 | 11,127 | 增持 |
| 13 | FINANCIAL MANAGEMENT NETWORK INC | $245,828 | 9,245 | 持平 |
| 14 | Roxbury Financial LLC | $120,322 | 4,520 | 增持 |
| 15 | GK Wealth Management LLC | $29,282 | 1,100 | 新建仓 |
| 16 | VALLEY WEALTH MANAGERS, INC. | $23,958 | 900 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30