Who owns CAIE (CAIE)
Which tracked institutional funds hold CAIE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CAIE company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CAIE is one-sided between 2025-Q4 and 2026-Q1: 61 added or opened and 11 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CAIE’s largest tracked holder by dollar value, Calamos Advisors LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CAIE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 146 tracked filers holding CAIE, 131 increased or opened the position and 25 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CAIE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 17
- Cornerstone Wealth, LLC/TN$19M
- Menard Financial Group LLC$7M
- Cornerstone Wealth Group, LLC$6M
- Kestra Investment Management, LLC$4M
- Sowell Financial Services LLC$2M
- Kingsview Wealth Management, LLC$1M
Full exits 2
- CacheTech Inc.$1M
- MML INVESTORS SERVICES, LLC$1M
Largest adds
- Calamos Advisors LLC$41M
- Calamos Wealth Management LLC$15M
- ROYAL BANK OF CANADA$12M
- COMMONWEALTH EQUITY SERVICES, LLC$11M
- VestGen Advisors, LLC$11M
- Prime Capital Investment Advisors, LLC$7M
Largest trims
- Redhawk Wealth Advisors, Inc.$4M
- Gradient Investments LLC$3M
- HARBOUR INVESTMENTS, INC.$2M
- Wealth Watch Advisors, INC$1M
- Noble Wealth Management PBC$635K
- GoalVest Advisory LLC$592K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Calamos Advisors LLC added | 1,651,916 | $42M | 9.1% | 2026-Q1 |
| Calamos Wealth Management LLC added | 1,629,526 | $41M | 9.0% | 2026-Q1 |
| VestGen Advisors, LLC added | 1,103,282 | $30M | 6.6% | 2026-Q1 |
| Wealth Watch Advisors, INC trimmed | 830,059 | $21M | 4.6% | 2026-Q1 |
| Cornerstone Wealth, LLC/TN new | 693,536 | $19M | 4.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 655,628 | $16M | 3.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 616,185 | $15M | 3.4% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 506,200 | $13M | 2.8% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 471,706 | $12M | 2.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 465,246 | $12M | 2.6% | 2026-Q1 |
| Waverly Advisors, LLC added | 446,995 | $11M | 2.5% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. trimmed | 375,418 | $9M | 2.1% | 2026-Q1 |
| Strategic Blueprint, LLC added | 367,217 | $9M | 2.0% | 2026-Q1 |
| Pinion Investment Advisors, LLC added | 327,205 | $8M | 1.8% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 317,707 | $8M | 1.7% | 2026-Q1 |
| Gradient Investments LLC trimmed | 309,408 | $8M | 1.7% | 2026-Q1 |
| Intrepid Financial Planning Group LLC added | 304,884 | $8M | 1.7% | 2026-Q1 |
| Menard Financial Group LLC new | 284,000 | $7M | 1.6% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 280,552 | $7M | 1.5% | 2026-Q1 |
| Brookstone Capital Management added | 270,830 | $7M | 1.5% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 247,817 | $6M | 1.4% | 2026-Q1 |
| Institute for Wealth Management, LLC. added | 241,373 | $6M | 1.3% | 2026-Q1 |
| Cornerstone Wealth Group, LLC new | 215,049 | $6M | 1.3% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 200,078 | $5M | 1.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 187,196 | $5M | 1.0% | 2026-Q1 |
| Kestra Investment Management, LLC new | 168,151 | $4M | 0.9% | 2026-Q1 |
| Anfield Capital Management, LLC added | 158,548 | $4M | 0.9% | 2026-Q1 |
| BOS Asset Management, LLC added | 153,676 | $4M | 0.8% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 153,216 | $4M | 0.8% | 2026-Q1 |
| Millington Financial Advisors, LLC trimmed | 139,392 | $4M | 0.8% | 2026-Q1 |
| Noble Wealth Management PBC trimmed | 142,071 | $4M | 0.8% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 139,313 | $4M | 0.8% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 130,601 | $3M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 121,235 | $3M | 0.7% | 2026-Q1 |
| CORRADO ADVISORS, LLC added | 116,338 | $3M | 0.6% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 113,763 | $3M | 0.6% | 2026-Q1 |
| GoalVest Advisory LLC trimmed | 110,633 | $3M | 0.6% | 2026-Q1 |
| Capital Analysts, LLC added | 110,522 | $3M | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 106,382 | $3M | 0.6% | 2026-Q1 |
| Twelve Points Wealth Management LLC added | 103,780 | $3M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 102,961 | $3M | 0.6% | 2026-Q1 |
| Summit Financial, LLC added | 102,747 | $3M | 0.6% | 2026-Q1 |
| Sound Income Strategies, LLC added | 102,716 | $3M | 0.6% | 2026-Q1 |
| Strive Financial Group ,LLC added | 95,985 | $2M | 0.5% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC added | 89,241 | $2M | 0.5% | 2026-Q1 |
| 3EDGE Asset Management, LP added | 86,195 | $2M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 83,030 | $2M | 0.5% | 2026-Q1 |
| CHANNEL WEALTH LLC added | 82,458 | $2M | 0.5% | 2026-Q1 |
| Grantvest Financial Group LLC added | 77,909 | $2M | 0.4% | 2026-Q1 |
| IFP Advisors, Inc added | 74,989 | $2M | 0.4% | 2026-Q1 |
| NEW WAVE WEALTH ADVISORS LLC added | 73,453 | $2M | 0.4% | 2026-Q1 |
| Claro Advisors Inc. added | 71,589 | $2M | 0.4% | 2026-Q1 |
| Sowell Financial Services LLC new | 69,222 | $2M | 0.4% | 2026-Q1 |
| Savvy Advisors, Inc. added | 58,489 | $1M | 0.3% | 2026-Q1 |
| Beacon Financial Advisory LLC added | 57,855 | $1M | 0.3% | 2026-Q1 |
| Kingsview Wealth Management, LLC new | 57,213 | $1M | 0.3% | 2026-Q1 |
| MCDONALD PARTNERS LLC added | 56,702 | $1M | 0.3% | 2026-Q1 |
| PFG Investments, LLC added | 49,612 | $1M | 0.3% | 2026-Q1 |
| Aurora Private Wealth, Inc. added | 47,530 | $1M | 0.3% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 46,730 | $1M | 0.3% | 2026-Q1 |
| Harvest Investment Services, LLC added | 46,289 | $1M | 0.3% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. new | 45,558 | $1M | 0.3% | 2026-Q1 |
| Allworth Financial LP added | 45,288 | $1M | 0.2% | 2026-Q1 |
| Insight Wealth Strategies, LLC added | 43,590 | $1M | 0.2% | 2026-Q1 |
| Snowden Capital Advisors LLC new | 43,545 | $1M | 0.2% | 2026-Q1 |
| Palacios Wealth Management, LLC new | 37,342 | $1M | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 39,358 | $989K | 0.2% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 39,053 | $982K | 0.2% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. new | 36,963 | $929K | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 37,176 | $927K | 0.2% | 2026-Q1 |
| Able Wealth Management LLC added | 35,377 | $889K | 0.2% | 2026-Q1 |
| TrueWealth Advisors, LLC added | 34,421 | $865K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 33,906 | $852K | 0.2% | 2026-Q1 |
| WealthTrust Asset Management, LLC added | 33,835 | $851K | 0.2% | 2026-Q1 |
| Trask Adam Roland new | 33,100 | $832K | 0.2% | 2026-Q1 |
| &PARTNERS added | 33,073 | $831K | 0.2% | 2026-Q1 |
| Belpointe Asset Management LLC new | 31,910 | $802K | 0.2% | 2026-Q1 |
| Inspire Advisors, LLC new | 31,715 | $797K | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 30,771 | $774K | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 27,276 | $686K | 0.2% | 2026-Q1 |
| Simplicity Wealth,LLC new | 27,021 | $679K | 0.1% | 2026-Q1 |
| FULCRUM WEALTH ADVISORS, LLC new | 24,363 | $612K | 0.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. new | 24,029 | $604K | 0.1% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 22,815 | $574K | 0.1% | 2026-Q1 |
| Mid-American Wealth Advisory Group, Inc. | 21,433 | $573K | 0.1% | 2026-Q1 |
| Next Level Private LLC added | 22,779 | $573K | 0.1% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC new | 19,693 | $495K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 18,847 | $474K | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 18,834 | $473K | 0.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 18,586 | $467K | 0.1% | 2026-Q1 |
| Bright Futures Wealth Management, LLC. new | 18,497 | $465K | 0.1% | 2026-Q1 |
| Belvedere Trading LLC new | 18,337 | $461K | 0.1% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 16,879 | $424K | 0.1% | 2026-Q1 |
| Liberty Atlantic Advisors LLC new | 16,818 | $423K | 0.1% | 2026-Q1 |
| Fortress Wealth Management, Inc. new | 203,465 | $6M | 1.2% | 2025-Q3 stale |
| WMG Financial Advisors, LLC new | 73,210 | $2M | 0.4% | 2025-Q3 stale |
| HBK Sorce Advisory LLC new | 49,119 | $1M | 0.3% | 2025-Q3 stale |
| CacheTech Inc. new | 48,653 | $1M | 0.3% | 2025-Q4 stale |
| Consolidated Portfolio Review Corp new | 45,896 | $1M | 0.3% | 2025-Q3 stale |
| MML INVESTORS SERVICES, LLC added | 46,786 | $1M | 0.3% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.