Vault-13

Calamos Aksia Private Equity & Alternatives I CAPVX

0 · Closed-End Fund · CUSIP 12811C305

0 institutional holders -1 vs Q1 2026
—reported value*
0 new 0 added 0 reduced 1 sold out net sold ≈ $216.5k (-19.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

001Q1 26: 1Q2 26: 00Q1 26Q2 26
Numbers
QuarterHolders
Q1 20261
Q2 20260

Biggest buyers

None

Biggest sellers

Ethos Financial Group, LLC Sold out -19,309-19.3k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
Calamos Wealth Management LLC 13G · institution +5.1 pts · filed 2026-10-09 21.2% +5.1 pts 8.2m 2026-10-09
CALAMOS JOHN P SR 13G · exempt (held before listing) new · filed 2025-08-15 9.7% new 2.0m 2025-08-15
Pissios Nicholas 13G · exempt (held before listing) new · filed 2025-08-27 5.8% new 1.2m 2025-08-27
Pissios Alexander S 13G · exempt (held before listing) new · filed 2025-08-27 5.8% new 1.2m 2025-08-27

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change