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CAGE Institutional Ownership

Calamos Autocallable Growth ETF
1W: -0.0% 1M: +2.5% 3M: +3.0% YTD: +7.3%
$29.30
+0.52 (+1.81%)
 
Weekly Expected Move ±3.1%
$27 $28 $29 $30 $31
ETF AMEX · AUM $12.5M

Institutional Ownership — CAGE

39
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
24M
Total Invested
39
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (39 total)

# Holder Shares Value Change Change % Holding Period Filing
1 HUB Investment Partners, LLC NEW 159,128 $5M — +0.0% 1Q SEC ↗
2 INDEPENDENT FINANCIAL GROUP, LLC NEW 108,728 $3M — +0.0% 1Q SEC ↗
3 Gladstone Institutional Advisory LLC NEW 92,387 $3M — +0.0% 1Q SEC ↗
4 COMMONWEALTH EQUITY SERVICES, LLC NEW 50,521 $1M — +0.0% 1Q SEC ↗
5 Calamos Wealth Management LLC NEW 49,345 $1M — +0.0% 1Q SEC ↗
6 Claro Advisors Inc. NEW 42,467 $1M — +0.0% 1Q SEC ↗
7 Essex Financial Services, Inc. NEW 35,320 $1M — +0.0% 1Q SEC ↗
8 Snowden Capital Advisors LLC NEW 28,214 $827K — +0.0% 1Q SEC ↗
9 DIVERSIFY WEALTH MANAGEMENT, LLC NEW 20,779 $609K — +0.0% 1Q SEC ↗
10 Diversify Advisory Services, LLC NEW 20,779 $609K — +0.0% 1Q SEC ↗
11 Chicago Partners Investment Group LLC NEW 19,853 $582K — +0.0% 1Q SEC ↗
12 Millington Financial Advisors, LLC NEW 18,709 $548K — +0.0% 1Q SEC ↗
13 SILVER OAK SECURITIES, INCORPORATED NEW 18,151 $532K — +0.0% 1Q SEC ↗
14 Estate Planners Group, LLC NEW 16,947 $497K — +0.0% 1Q SEC ↗
15 JPMORGAN CHASE & CO NEW 15,685 $460K — +0.0% 1Q SEC ↗
16 Commerce Advisors, LLC NEW 14,243 $417K — +0.0% 1Q SEC ↗
17 &PARTNERS NEW 13,478 $395K — +0.0% 1Q SEC ↗
18 WEALTH ENHANCEMENT ADVISORY SERVICES, NEW 12,268 $359K — +0.0% 1Q SEC ↗
19 Onyx Bridge Wealth Group LLC NEW 11,841 $347K — +0.0% 1Q SEC ↗
20 Innovative Asset Advisors Group, LLC NEW 11,154 $327K — +0.0% 1Q SEC ↗
21 OLD MISSION CAPITAL LLC NEW 10,335 $303K — +0.0% 1Q SEC ↗
22 Strategic Blueprint, LLC NEW 10,188 $299K — +0.0% 1Q SEC ↗
23 Kingsview Wealth Management, LLC NEW 10,097 $296K — +0.0% 1Q SEC ↗
24 CAPTRUST FINANCIAL ADVISORS NEW 8,950 $262K — +0.0% 1Q SEC ↗
25 Beaumont Financial Advisors, LLC NEW 8,669 $254K — +0.0% 1Q SEC ↗
26 Family Office Research LLC NEW 8,276 $242K — +0.0% 1Q SEC ↗
27 WEDBUSH SECURITIES INC NEW 8,189 $240K — +0.0% 1Q SEC ↗
28 Brookstone Capital Management NEW 8,189 $240K — +0.0% 1Q SEC ↗
29 SHP Wealth Management NEW 3,612 $106K — +0.0% 1Q SEC ↗
30 Steward Partners Investment Advisory, NEW 3,217 $94K — +0.0% 1Q SEC ↗
31 WOLFF WIESE MAGANA LLC NEW 2,269 $66K — +0.0% 1Q SEC ↗
32 Essential Investment Partners LLC NEW 1,520 $45K — +0.0% 1Q SEC ↗
33 TUCKER ASSET MANAGEMENT LLC NEW 631 $18K — +0.0% 1Q SEC ↗
34 High Note Wealth, LLC NEW 510 $15K — +0.0% 1Q SEC ↗
35 Realta Investment Advisors NEW 460 $13K — +0.0% 1Q SEC ↗
36 CONSULTIVA WEALTH MANAGEMENT, CORP. NEW 400 $12K — +0.0% 1Q SEC ↗
37 Institute for Wealth Management, LLC. NEW 374 $11K — +0.0% 1Q SEC ↗
38 Integrated Wealth Concepts LLC NEW 100 $3K — +0.0% 1Q SEC ↗
39 Acumen Wealth Advisors, LLC NEW 25 $1K — +0.0% 1Q SEC ↗
Biggest Increases (0)

None.

Biggest Decreases (0)

None.

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms