CALAMOS ETF TR

Ticker: CAIE CUSIP: 12811T571 Class: AUTOCALLABLE INC

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Calamos Wealth Management LLC954,045$25,511
Wealth Watch Advisors, INC830,881$22,218
VestGen Advisors, LLC725,554$19,401
Redhawk Wealth Advisors, Inc.492,677$13,174
Gradient Investments LLC405,937$10,855
Waverly Advisors, LLC360,542$9,641
UNITED CAPITAL FINANCIAL ADVISORS, LLC334,950$8,957
Wealthcare Advisory Partners LLC267,912$7,164
Cambridge Investment Research Advisors, Inc.245,454$7
Farther Finance Advisors, LLC241,203$6,450
Brookstone Capital Management222,859$5,959
Intrepid Financial Planning Group LLC209,928$5,613
Pinion Investment Advisors, LLC207,327$5,544
Prime Capital Investment Advisors, LLC191,197$5,113
Institute for Wealth Management, LLC.177,338$4,742
COMMONWEALTH EQUITY SERVICES, LLC175,004$4,680
Strategic Blueprint, LLC168,151$4,496
ROYAL BANK OF CANADA164,277$4,393
Noble Wealth Management PBC157,304$4,206
Chicago Partners Investment Group LLC156,268$4,208
Millington Financial Advisors, LLC156,002$4,178
Steward Partners Investment Advisory, LLC154,197$4,123
GoalVest Advisory LLC126,139$3,373
BOS Asset Management, LLC123,211$3,295
KESTRA PRIVATE WEALTH SERVICES, LLC117,142$3,132
CORRADO ADVISORS, LLC112,657$3,012
Capital Analysts, LLC103,039$3
Kestra Advisory Services, LLC102,328$2,736
HARBOUR INVESTMENTS, INC.97,817$2,616
Cetera Investment Advisers86,261$2,307
Sound Income Strategies, LLC86,254$2,333
Twelve Points Wealth Management LLC80,937$2,206
3EDGE Asset Management, LP79,364$2,122
Anfield Capital Management, LLC72,912$1,950
CHANNEL WEALTH LLC72,556$1,940
Summit Financial, LLC72,172$1,930
Claro Advisors Inc.70,179$1,877
INSIGNEO ADVISORY SERVICES, LLC67,325$1,800
Strive Financial Group ,LLC59,146$1,582
Grantvest Financial Group LLC58,861$1,574
MCDONALD PARTNERS LLC55,000$1,471
CacheTech Inc.48,653$1,301
NEW WAVE WEALTH ADVISORS LLC46,865$1,253
MML INVESTORS SERVICES, LLC46,786$1,251
OPPENHEIMER & CO INC41,165$1,101
AXXCESS WEALTH MANAGEMENT, LLC39,673$1,061
Beacon Financial Advisory LLC38,174$1,021
PFG Investments, LLC37,699$1,008
IFP Advisors, Inc36,635$980
Allworth Financial LP35,252$943
Private Advisor Group, LLC34,165$914
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC33,055$896
Elequin Capital, LP33,015$883
Aurora Private Wealth, Inc.32,527$1
ENVESTNET ASSET MANAGEMENT INC32,479$868
Insight Wealth Strategies, LLC31,480$842
SILVER OAK SECURITIES, INCORPORATED31,476$850
Harvest Investment Services, LLC29,433$787
WealthTrust Asset Management, LLC27,981$748
Clear Creek Financial Management, LLC24,995$668
Able Wealth Management LLC24,463$654
&PARTNERS23,548$630
Mid-American Wealth Advisory Group, Inc.21,433$573
Calamos Advisors LLC20,867$558
WEDBUSH SECURITIES INC20,078$1
JANE STREET GROUP, LLC20,059$536
Concurrent Investment Advisors, LLC18,548$496
Focus Partners Wealth18,500$499
Ausdal Financial Partners, Inc.17,378$465
Triad Wealth Partners, LLC16,266$435
TrueWealth Advisors, LLC16,212$434
OneDigital Investment Advisors LLC14,662$392
Worth Asset Management, LLC14,563$389
Garden State Investment Advisory Services LLC14,171$379
Next Level Private LLC13,501$361
FOCUSED ALPHA, LLC13,308$356
Encompass More Asset Management13,036$349
OLD MISSION CAPITAL LLC13,002$348
ROVIN CAPITAL /UT/ /ADV12,773$0
Janney Montgomery Scott LLC12,296$0
FINANCIAL MANAGEMENT NETWORK INC10,872$291
Element Wealth, LLC10,493$281
Collaborative Wealth Managment Inc.9,796$262
BROWN WEALTH MANAGEMENT, LLC9,611$257
Savvy Advisors, Inc.9,366$250
Advisory Services Network, LLC9,231$247
Astoria Portfolio Advisors LLC.9,029$239
Moors & Cabot, Inc.9,000$241
BECK CAPITAL MANAGEMENT, LLC8,516$228
Seneca House Advisors7,912$212
Cyr Financial Inc.7,485$200
OSAIC HOLDINGS, INC.5,185$139
Greenline Wealth Management LLC4,444$119
Aptus Capital Advisors, LLC1,464$39
TUCKER ASSET MANAGEMENT LLC852$23
JPMORGAN CHASE & CO550$15
NVWM, LLC400$11
ROTHSCHILD INVESTMENT LLC371$10
WFA of San Diego, LLC60$2
DHJJ Financial Advisors, Ltd.18$0
3 other institutions18$0
Total (103 institutions)9,777,152$250,184