CSQ institutional holders

CALAMOS STRATEGIC TOTAL RETU · 13F, 2026Q2

Managers holding220
Shares held38,998,913
Reported value$804.3m
Quarter flows19 new, 85 added, 49 trimmed, 15 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/4,865,484$100.0m0.0%
MORGAN STANLEY4,298,735$88.4m0.0%
UBS Group AG3,937,493$81.0m0.0%
WELLS FARGO & COMPANY/MN3,045,129$62.6m0.0%
RAYMOND JAMES FINANCIAL INC2,356,479$48.4m0.0%
ROYAL BANK OF CANADA2,162,971$44.5m0.0%
Karpus Management, Inc.2,052,204$42.2m1.2%
LPL Financial LLC1,248,517$25.7m0.0%
Bensler, LLC1,152,865$23.7m2.1%
McGowan Group Asset Management, Inc.787,259$16.2m2.0%
Cetera Investment Advisers772,014$15.9m0.0%
Rockefeller Capital Management L.P.748,412$15.4m0.0%
Advisors Asset Management, Inc.699,531$14.4m0.2%
1607 Capital Partners, LLC635,466$13.1m1.2%
Stratos Wealth Partners, LTD.527,617$10.8m0.1%
&PARTNERS501,570$10.2m0.0%
STIFEL FINANCIAL CORP412,706$8.5m0.0%
OSAIC HOLDINGS, INC.369,250$7.6m0.0%
RIVERNORTH CAPITAL MANAGEMENT, LLC351,534$7.2m0.3%
GUGGENHEIM CAPITAL LLC338,003$6.9m0.0%
Cambridge Investment Research Advisors, Inc.328,326$6.8m0.0%
TRUIST FINANCIAL CORP315,627$6.5m0.0%
AMERIPRISE FINANCIAL INC301,478$6.2m0.0%
Apollon Wealth Management, LLC274,887$5.7m0.1%
Janney Montgomery Scott LLC237,208$4.9m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CSQ"). CSQ price history · All 13F data

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