Who owns CAGE?
Calamos Autocallable Growth ETF · Calamos
39 institutions reported holding CAGE, worth $23.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CAGE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| HUB Investment Partners, LLC | Austin, TX | $4.4M | 159,128 | New position |
| Independent Financial Group, LLC | San Diego, CA | $3.0M | 108,728 | New position |
| Gladstone Institutional Advisory LLC | Bedminster, NJ | $2.6M | 92,387 | New position |
| Commonwealth Equity Services, LLC | Waltham, MA | $1.4M | 50,521 | New position |
| Calamos Wealth Management LLC | Naperville, IL | $1.4M | 49,345 | New position |
| Claro Advisors Inc. | Boston, MA | $1.2M | 42,467 | New position |
| Essex Financial Services, Inc. | Essex, CT | $979K | 35,320 | New position |
| Snowden Capital Advisors LLC | New York, NY | $782K | 28,214 | New position |
| Diversify Wealth Management, LLC | Sandy, UT | $564K | 20,779 | New position |
| Diversify Advisory Services, LLC | Sandy, UT | $564K | 20,779 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CAGE?
39 institutional managers reported holding CAGE in Form 13F filings for June 30, 2026, worth $23.5M in total. The largest reported position was held by HUB Investment Partners, LLC, at $4.4M.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CAGE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.