Who owns CAIQ
Which tracked institutional funds hold CAIQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CAIQ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-27). 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 CAIQ is one-sided between 2026-Q1 and 2026-Q2: 22 added or opened and 3 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
CAIQ’s largest tracked holder by dollar value, Calamos Wealth Management LLC, sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CAIQ 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 2026-Q1 and 2026-Q2, across 56 tracked filers holding CAIQ, 51 increased or opened the position and 12 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 CAIQ between the 2026-Q1 and 2026-Q2 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 4
- Brookwood Investment Group LLC$3M
- Onyx Bridge Wealth Group LLC$2M
- Welch Financial Planning, LLC$1M
- Haven Private, LLC$639K
Full exits 3
- Calamos Advisors LLC$11M
- Anfield Capital Management, LLC$3M
- Private Advisor Group, LLC$811K
Largest adds
- Calamos Wealth Management LLC$22M
- Strategic Blueprint, LLC$5M
- Intrepid Financial Planning Group LLC$2M
- UNITED CAPITAL FINANCIAL ADVISORS, LLC$2M
- PFG Investments, LLC$2M
- Cornerstone Wealth, LLC/TN$2M
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 Wealth Management LLC added | 1,256,006 | $34M | 24.3% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 549,000 | $15M | 10.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 472,164 | $13M | 9.1% | 2026-Q2 |
| Strategic Blueprint, LLC added | 390,607 | $10M | 7.6% | 2026-Q2 |
| Cornerstone Wealth, LLC/TN added | 280,638 | $7M | 5.3% | 2026-Q2 |
| Intrepid Financial Planning Group LLC added | 174,965 | $5M | 3.4% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. added | 147,611 | $4M | 2.9% | 2026-Q2 |
| Brookwood Investment Group LLC new | 122,314 | $3M | 2.4% | 2026-Q2 |
| PFG Investments, LLC added | 119,562 | $3M | 2.3% | 2026-Q2 |
| Millington Financial Advisors, LLC added | 107,920 | $3M | 2.0% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC new | 92,422 | $2M | 1.8% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 89,101 | $2M | 1.6% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 58,965 | $2M | 1.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 44,915 | $1M | 0.9% | 2026-Q2 |
| Welch Financial Planning, LLC new | 44,838 | $1M | 0.9% | 2026-Q2 |
| LexAurum Advisors, LLC | 41,658 | $1M | 0.8% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 37,600 | $1M | 0.7% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 37,199 | $999K | 0.7% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 38,252 | $998K | 0.7% | 2026-Q2 |
| WINNACLE WEALTH LLC added | 27,663 | $743K | 0.5% | 2026-Q2 |
| Beacon Financial Advisory LLC added | 26,822 | $720K | 0.5% | 2026-Q2 |
| Brookstone Capital Management added | 24,294 | $652K | 0.5% | 2026-Q2 |
| Haven Private, LLC new | 23,796 | $639K | 0.5% | 2026-Q2 |
| Claro Advisors Inc. added | 23,516 | $631K | 0.5% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 20,224 | $543K | 0.4% | 2026-Q2 |
| Garden State Investment Advisory Services LLC new | 17,650 | $474K | 0.3% | 2026-Q2 |
| Grantvest Financial Group LLC added | 17,369 | $466K | 0.3% | 2026-Q2 |
| Family Office Research LLC added | 16,978 | $456K | 0.3% | 2026-Q2 |
| Secure Asset Management, LLC new | 16,023 | $430K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 15,000 | $403K | 0.3% | 2026-Q2 |
| Estate Planners Group, LLC new | 14,156 | $380K | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS new | 11,845 | $318K | 0.2% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED new | 11,572 | $311K | 0.2% | 2026-Q2 |
| RPS ADVISORY SOLUTIONS LLC new | 11,517 | $309K | 0.2% | 2026-Q2 |
| Innovative Asset Advisors Group, LLC new | 10,935 | $294K | 0.2% | 2026-Q2 |
| WealthTrust Asset Management, LLC trimmed | 10,347 | $278K | 0.2% | 2026-Q2 |
| CHANNEL WEALTH LLC added | 10,206 | $274K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 9,934 | $267K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 8,913 | $239K | 0.2% | 2026-Q2 |
| Palacios Wealth Management, LLC new | 8,908 | $239K | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC new | 8,616 | $231K | 0.2% | 2026-Q2 |
| Able Wealth Management LLC new | 7,944 | $213K | 0.2% | 2026-Q2 |
| Summit Financial, LLC new | 7,805 | $210K | 0.2% | 2026-Q2 |
| MRA Advisory Group new | 7,502 | $201K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 7,448 | $200K | 0.1% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 6,838 | $184K | 0.1% | 2026-Q2 |
| Allworth Financial LP added | 5,573 | $150K | 0.1% | 2026-Q2 |
| TUCKER ASSET MANAGEMENT LLC added | 2,575 | $69K | 0.0% | 2026-Q2 |
| WOLFF WIESE MAGANA LLC new | 1,670 | $45K | 0.0% | 2026-Q2 |
| Essential Investment Partners LLC added | 1,350 | $36K | 0.0% | 2026-Q2 |
| Realta Investment Advisors added | 470 | $13K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 384 | $10K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 366 | $10K | 0.0% | 2026-Q2 |
| Acumen Wealth Advisors, LLC new | 5 | $135 | 0.0% | 2026-Q2 |
| MORGAN STANLEY new | 1 | $46 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 0 | $6 | 0.0% | 2026-Q2 |
| Calamos Advisors LLC new | 475,423 | $11M | 8.2% | 2026-Q1 stale (1 quarter behind) |
| Anfield Capital Management, LLC new | 145,564 | $3M | 2.5% | 2026-Q1 stale (1 quarter behind) |
| Private Advisor Group, LLC new | 34,004 | $811K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 19,624 | $468K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC trimmed | 12,523 | $299K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. new | 12,114 | $289K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| TRUIST FINANCIAL CORP added | 11,511 | $274K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC added | 1,980 | $47K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FMR LLC new | 1 | $26 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GREENBERG FINANCIAL GROUP new | 51,620 | $1M | 1.0% | 2025-Q2 stale (4 quarters behind) |
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.