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DaveManuel.com · Institutional Ownership · Who Owns It

CALAMOS ETF TR (CAGE)

Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.

38
Reporting holders
$23.5M
Reported value
0.0%
Calls
0.0%
Puts
+38
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
HUB Investment Partners, LLC$4.4M159,1280.08%newNEW
INDEPENDENT FINANCIAL GROUP, LLC$3.0M108,7280.06%newNEW
Gladstone Institutional Advisory LLC$2.6M92,3870.08%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$1.4M50,5210.00%newNEW
Calamos Wealth Management LLC$1.4M49,3450.04%newNEW
Claro Advisors Inc.$1.2M42,4670.12%newNEW
Essex Financial Services, Inc.$978.7K35,3200.05%newNEW
Snowden Capital Advisors LLC$781.8K28,2140.02%newNEW
Diversify Advisory Services, LLC$563.7K20,7790.01%newNEW
DIVERSIFY WEALTH MANAGEMENT, LLC$563.7K20,7790.01%newNEW
Chicago Partners Investment Group LLC$534.2K19,8530.01%newNEW
Millington Financial Advisors, LLC$514.9K18,7090.20%newNEW
SILVER OAK SECURITIES, INCORPORATED$503.0K18,1510.03%newNEW
&PARTNERS$493.2K13,4780.00%newNEW
Estate Planners Group, LLC$469.6K16,9470.21%newNEW
JPMORGAN CHASE & CO$429.8K15,6850.00%newNEW
Commerce Advisors, LLC$394.7K14,2430.21%newNEW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$346.6K12,2680.00%newNEW
Onyx Bridge Wealth Group LLC$328.1K11,8410.03%newNEW
Innovative Asset Advisors Group, LLC$309.1K11,1540.14%newNEW
OLD MISSION CAPITAL LLC$286.4K10,3350.00%newNEW
Strategic Blueprint, LLC$282.3K10,1880.01%newNEW
Kingsview Wealth Management, LLC$279.8K10,0970.00%newNEW
CAPTRUST FINANCIAL ADVISORS$248.0K8,9500.00%newNEW
Beaumont Financial Advisors, LLC$240.2K8,6690.02%newNEW
Family Office Research LLC$229.3K8,2760.09%newNEW
WEDBUSH SECURITIES INC$227.0K8,1890.01%newNEW
Brookstone Capital Management$226.9K8,1890.00%newNEW
SHP Wealth Management$100.1K3,6120.01%newNEW
Steward Partners Investment Advisory, LLC$89.1K3,2170.00%newNEW
WOLFF WIESE MAGANA LLC$62.9K2,2690.03%newNEW
Essential Investment Partners LLC$42.1K1,5200.03%newNEW
TUCKER ASSET MANAGEMENT LLC$17.5K6310.00%newNEW
High Note Wealth, LLC$14.1K5100.00%newNEW
Realta Investment Advisors$12.7K4600.00%newNEW
CONSULTIVA WEALTH MANAGEMENT, CORP.$11.1K4000.02%newNEW
Institute for Wealth Management, LLC.$10.4K3740.00%newNEW
Acumen Wealth Advisors, LLC$693250.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202626$23.0M801,812101200.0%
Q2 202638$23.5M845,90838000.0%