Who owns CAIQ (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-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 CAIQ is one-sided between 2025-Q4 and 2026-Q1: 17 added or opened and 0 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, UNITED CAPITAL FINANCIAL ADVISORS, LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% 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 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 2025-Q4 and 2026-Q1, across 40 tracked filers holding CAIQ, 37 increased or opened the position and 4 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 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 9
- Calamos Advisors LLC$11M
- Cornerstone Wealth, LLC/TN$5M
- Anfield Capital Management, LLC$3M
- Intrepid Financial Planning Group LLC$2M
- Waverly Advisors, LLC$1M
- LexAurum Advisors, LLC$993K
Largest adds
- Calamos Wealth Management LLC$10M
- COMMONWEALTH EQUITY SERVICES, LLC$10M
- Strategic Blueprint, LLC$5M
- UNITED CAPITAL FINANCIAL ADVISORS, LLC$3M
- Redhawk Wealth Advisors, Inc.$2M
- Chicago Partners Investment Group LLC$748K
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 |
|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 517,600 | $12M | 15.5% | 2026-Q1 |
| Calamos Advisors LLC new | 475,423 | $11M | 14.2% | 2026-Q1 |
| Calamos Wealth Management LLC added | 475,423 | $11M | 14.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 459,125 | $11M | 13.7% | 2026-Q1 |
| Strategic Blueprint, LLC added | 226,359 | $5M | 6.8% | 2026-Q1 |
| Cornerstone Wealth, LLC/TN new | 201,439 | $5M | 6.7% | 2026-Q1 |
| Anfield Capital Management, LLC new | 145,564 | $3M | 4.4% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. added | 116,166 | $3M | 3.5% | 2026-Q1 |
| Intrepid Financial Planning Group LLC new | 98,146 | $2M | 2.9% | 2026-Q1 |
| Millington Financial Advisors, LLC trimmed | 87,135 | $2M | 2.9% | 2026-Q1 |
| Waverly Advisors, LLC new | 50,200 | $1M | 1.5% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 44,297 | $1M | 1.5% | 2026-Q1 |
| LexAurum Advisors, LLC new | 41,658 | $993K | 1.2% | 2026-Q1 |
| PFG Investments, LLC new | 39,065 | $931K | 1.2% | 2026-Q1 |
| Private Advisor Group, LLC new | 34,004 | $811K | 1.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 33,323 | $794K | 1.0% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC added | 29,702 | $708K | 0.9% | 2026-Q1 |
| Beacon Financial Advisory LLC new | 26,075 | $622K | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 19,624 | $468K | 0.6% | 2026-Q1 |
| WINNOW WEALTH LLC new | 17,565 | $419K | 0.5% | 2026-Q1 |
| Brookstone Capital Management new | 14,428 | $344K | 0.4% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 12,523 | $299K | 0.4% | 2026-Q1 |
| Snowden Capital Advisors LLC new | 12,251 | $292K | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. new | 12,114 | $289K | 0.4% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 12,052 | $287K | 0.4% | 2026-Q1 |
| Claro Advisors Inc. new | 11,587 | $276K | 0.3% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC new | 11,578 | $276K | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 11,511 | $274K | 0.3% | 2026-Q1 |
| Grantvest Financial Group LLC new | 11,336 | $270K | 0.3% | 2026-Q1 |
| WealthTrust Asset Management, LLC added | 10,633 | $253K | 0.3% | 2026-Q1 |
| CHANNEL WEALTH LLC added | 10,077 | $240K | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA new | 10,072 | $240K | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 9,036 | $215K | 0.3% | 2026-Q1 |
| Family Office Research LLC new | 8,414 | $201K | 0.3% | 2026-Q1 |
| IFP Advisors, Inc new | 5,050 | $120K | 0.2% | 2026-Q1 |
| Allworth Financial LP new | 4,073 | $97K | 0.1% | 2026-Q1 |
| Capital Analysts, LLC added | 1,980 | $47K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 433 | $10K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. | 250 | $6K | 0.0% | 2026-Q1 |
| Realta Investment Advisors new | 230 | $5K | 0.0% | 2026-Q1 |
| TUCKER ASSET MANAGEMENT LLC new | 582 | $15K | 0.0% | 2025-Q4 stale |
| FMR LLC new | 1 | $26 | 0.0% | 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.