§ EQUITY
USDCAIE
CALAMOS AUTOCALLABLE INC ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
134 increased/new, 26 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Calamos Advisors LLC | 1.7M | 0.1% | +7816% |
| Calamos Wealth Management LLC | 1.6M | 1.4% | +71% |
| VestGen Advisors, LLC | 1.1M | 0.8% | +52% |
| Wealth Watch Advisors, INC | 830K | 8.7% | −0% |
| Cornerstone Wealth, LLC/TN | 694K | 10.5% | n/a |
| ROYAL BANK OF CANADA | 656K | 0.0% | +299% |
◇ AC INTELLIGENCE
Top institutional owners for CAIE as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER95.1% · 137 holders
DEALER / BANK4.4% · 8 holders
TACTICAL / MACRO0.3% · 1 holder
SYSTEMATIC / QUANT0.2% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CAIE in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CAIE yet.