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Data from SEC EDGAR filings: company financials and 13F holdings.

Disclaimer: QW Research is provided for informational and educational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Data is derived from public SEC 13F filings and may be incomplete, delayed, or inaccurate. Do not make investment decisions based on this content. QW Research does not share in any profits and accepts no liability for any losses or decisions made using this information. Past performance does not predict future results.

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CAIQ — Fundamentals, Valuation & Ownership | QW Research

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Calamos Nasdaq Autocallable Income ETF (CAIQ)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Ownership

—

of shares outstanding · 40 funds hold it

Ownership Change

—

vs last quarter

Crowding

80ᵗʰ pctl

more crowded than 80% of tracked stocks

Institutional Value

$79.3M

total position value across all 13F filers

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Institutional Holders

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No collected fundamentals to build a valuation model.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

Institutional Trends (2 Quarters)

No trend data available for this metric.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

No collected fundamentals for a debt & leverage analysis.

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Conviction-Weighted Ownership

Median weight: 0.35%Avg weight: 0.70%Max: 2.99%High conviction (>1%): 1

UNITED CAPITAL FINANCIAL ADVISORS,

Calamos Advisors

Calamos Wealth Management

COMMONWEALTH EQUITY SERVICES,

Strategic Blueprint,

Anfield Capital Management,

Redhawk Wealth Advisors,

Intrepid Financial Planning Group

Millington Financial Advisors,

Crowding AnalysisCrowded

Holders40of 5,944

Avg: 68

Uncrowded80th percentileCrowded

Institutional Activity

Buy/Sell Ratio9.5x

63th percentile

38 buying4 selling

+25

New

-2

Closed

+2.6M

Net shares

Ownership Concentration

Top 5: 65.1%Top 10: 84.7%

UNITED CAPITAL FINANCIAL ADVISORS,15.7%

Calamos Advisors14.4%

Calamos Wealth Management14.4%

COMMONWEALTH EQUITY SERVICES,13.9%

Strategic Blueprint,6.8%

Others (35)34.9%

Crowding AnalysisCrowded

Holders40of 5,944

Avg: 68

Uncrowded80th percentileCrowded

Institutional Activity

Buy/Sell Ratio9.5x

63th percentile

38 buying4 selling

+25

New

-2

Closed

+2.6M

Net shares

Ownership Concentration

Top 5: 65.1%Top 10: 84.7%

UNITED CAPITAL FINANCIAL ADVISORS,15.7%

Calamos Advisors14.4%

Calamos Wealth Management14.4%

COMMONWEALTH EQUITY SERVICES,13.9%

Strategic Blueprint,6.8%

Others (35)34.9%

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position