Who Owns CALAMOS (CAIQ)? -- Institutional Holders (2026-06-30)

63 institutions reported holding $121.3M of CALAMOS (CAIQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Calamos Wealth Management LLC ($33.7M), UNITED CAPITAL FINANCIAL ADVISORS, LLC ($14.7M), COMMONWEALTH EQUITY SERVICES, LLC ($12.7M), Strategic Blueprint, LLC ($10.5M), Cornerstone Wealth, LLC/TN ($7.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Calamos Wealth Management LLC$33.7M1.3MAdded
2UNITED CAPITAL FINANCIAL ADVISORS, LLC$14.7M549,000Added
3COMMONWEALTH EQUITY SERVICES, LLC$12.7M472,164Added
4Strategic Blueprint, LLC$10.5M390,607Added
5Cornerstone Wealth, LLC/TN$7.3M280,638Added
6Intrepid Financial Planning Group LLC$4.7M174,965Added
7Redhawk Wealth Advisors, Inc.$4.0M147,611Added
8Brookwood Investment Group LLC$3.3M122,314New
9PFG Investments, LLC$3.2M119,562Added
10Millington Financial Advisors, LLC$2.8M107,920Added
11Onyx Bridge Wealth Group LLC$2.5M92,422New
12Chicago Partners Investment Group LLC$2.3M89,101Added
13INDEPENDENT FINANCIAL GROUP, LLC$1.6M58,965Added
14INSIGNEO ADVISORY SERVICES, LLC$1.2M44,915Added
15Welch Financial Planning, LLC$1.2M44,838New
16LexAurum Advisors, LLC$1.1M41,658Hold
17Waverly Advisors, LLC$1.0M37,600Trimmed
18Steward Partners Investment Advisory, LLC$998,79337,199Added
19Snowden Capital Advisors LLC$997,61238,252Added
20WINNOW WEALTH LLC$742,74127,663Added
21Beacon Financial Advisory LLC$720,16026,822Added
22Brookstone Capital Management$652,28824,294Added
23Haven Private, LLC$638,92323,796New
24Claro Advisors LLC$631,39823,516Added
25Cambridge Investment Research Advisors, Inc.$570,00021,238Added

Source: SEC Form 13F filings · as of 2026-06-30