Vault-13

CALAMOS ETF TR CAGE

AUTOC GROWT ETF · ETP · CUSIP 12811T522

39 institutional holders
846,008846.0k shares reported held*
$23.5mreported value*

* 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. Implied quarter-end price ≈ $27.80.

Biggest buyers

HUB Investment Partners, LLC New +159,128+159.1k
INDEPENDENT FINANCIAL GROUP, LLC New +108,728+108.7k
Gladstone Institutional Advisory LLC New +92,387+92.4k
COMMONWEALTH EQUITY SERVICES, LLC New +50,521+50.5k
Calamos Wealth Management LLC New +49,345+49.3k
Claro Advisors Inc. New +42,467+42.5k
Essex Financial Services, Inc. New +35,320+35.3k
Snowden Capital Advisors LLC New +28,214+28.2k
Diversify Advisory Services, LLC New +20,779+20.8k
DIVERSIFY WEALTH MANAGEMENT, LLC New +20,779+20.8k

Biggest sellers

None

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HUB Investment Partners, LLC 0.08% of their portfolio AUSTIN, TX 159,128159.1k $4.4m $4.4m 0.08% New
2 INDEPENDENT FINANCIAL GROUP, LLC 0.06% of their portfolio SAN DIEGO, CA 108,728108.7k $3.0m $3.0m 0.06% New
3 Gladstone Institutional Advisory LLC 0.08% of their portfolio Bedminster, NJ 92,38792.4k $2.6m $2.6m 0.08% New
4 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 50,52150.5k $1.4m $1.4m 0.00% New
5 Calamos Wealth Management LLC 0.04% of their portfolio NAPERVILLE, IL 49,34549.3k $1.4m $1.4m 0.04% New
6 Claro Advisors Inc. 0.12% of their portfolio BOSTON, MA 42,46742.5k $1.2m $1.2m 0.12% New
7 Essex Financial Services, Inc. 0.05% of their portfolio ESSEX, CT 35,32035.3k $978.7k $978.7k 0.05% New
8 Snowden Capital Advisors LLC 0.02% of their portfolio New York, NY 28,21428.2k $781.8k $781.8k 0.02% New
9 Diversify Advisory Services, LLC 0.01% of their portfolio SANDY, UT 20,77920.8k $563.7k $563.7k 0.01% New
10 DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% of their portfolio SANDY, UT 20,77920.8k $563.7k $563.7k 0.01% New
11 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 19,85319.9k $534.2k $534.2k 0.01% New
12 Millington Financial Advisors, LLC 0.20% of their portfolio NAPERVILLE, IL 18,70918.7k $514.9k $514.9k 0.20% New
13 SILVER OAK SECURITIES, INCORPORATED 0.03% of their portfolio JACKSON, TN 18,15118.2k $503.0k $503.0k 0.03% New
14 Estate Planners Group, LLC 0.21% of their portfolio YARDLEY, PA 16,94716.9k $469.6k $469.6k 0.21% New
15 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 15,68515.7k $429.8k $429.8k 0.00% New
16 Commerce Advisors, LLC 0.21% of their portfolio MEMPHIS, TN 14,24314.2k $394.7k $394.7k 0.21% New
17 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 13,47813.5k $493.2k $493.2k 0.00% New
18 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 12,26812.3k $346.6k $346.6k 0.00% New
19 Onyx Bridge Wealth Group LLC 0.03% of their portfolio TARRYTOWN, NY 11,84111.8k $328.1k $328.1k 0.03% New
20 Innovative Asset Advisors Group, LLC 0.14% of their portfolio SHELTON, CT 11,15411.2k $309.1k $309.1k 0.14% New
21 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 10,33510.3k $286.4k $286.4k 0.01% New
22 Strategic Blueprint, LLC 0.01% of their portfolio ATLANTA, GA 10,18810.2k $282.3k $282.3k 0.01% New
23 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 10,09710.1k $279.8k $279.8k 0.00% New
24 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 8,9508.9k $248.0k $248.0k 0.00% New
25 Beaumont Financial Advisors, LLC 0.02% of their portfolio NEEDHAM, MA 8,6698.7k $240.2k $240.2k 0.02% New
26 Family Office Research LLC 0.09% of their portfolio Bethesda, MD 8,2768.3k $229.3k $229.3k 0.09% New
27 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 8,1898.2k $227.0k $227.0k 0.01% New
28 Brookstone Capital Management 0.00% of their portfolio WHEATON, IL 8,1898.2k $226.9k $226.9k 0.00% New
29 SHP Wealth Management 0.01% of their portfolio PLYMOUTH, MA 3,6123.6k $100.1k $100.1k 0.01% New
30 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 3,2173.2k $89.1k $89.1k 0.00% New
31 WOLFF WIESE MAGANA LLC 0.03% of their portfolio CARSLBAD, CA 2,2692.3k $62.9k $62.9k 0.03% New
32 Essential Investment Partners LLC 0.03% of their portfolio ENGLEWOOD, CO 1,5201.5k $42.1k $42.1k 0.03% New
33 TUCKER ASSET MANAGEMENT LLC 0.00% of their portfolio LITTLETON, CO 631631 $17.5k $17.5k 0.00% New
34 High Note Wealth, LLC 0.00% of their portfolio DEEPHAVEN, MN 510510 $14.1k $14.1k 0.00% New
35 Realta Investment Advisors 0.00% of their portfolio WILMINGTON, DE 460460 $12.7k $12.7k 0.00% New
36 CONSULTIVA WEALTH MANAGEMENT, CORP. 0.02% of their portfolio SAN JUAN, PR 400400 $11.1k $11.1k 0.02% New
37 Institute for Wealth Management, LLC. 0.00% of their portfolio DENVER, CO 374374 $10.4k $10.4k 0.00% New
38 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 100100 $2.8k $2.8k 0.00% New
39 Acumen Wealth Advisors, LLC 0.00% of their portfolio CHATTANOOGA, TN 2525 $693 $693 0.00% New