13F Insight
DOSSIER · 13F Holders · Q2 2026

CALAMOS

14 institutions still hold CALAMOS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 12811T506·14 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$10M
visible holders
Holders
14
filers reporting
Concentration
53.05%
Calamos Wealth Management LLC #1
top holder share
AI Holders Summary · Q2 2026

14 institutions reported CALAMOS in Q2 2026. Calamos Wealth Management LLC leads at 53.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Calamos Wealth Management LLC
CIK 0001455258
$5M169K0.16%Q2 202602
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M80K0.01%Q1 202603
Mutual Advisors, LLC
CIK 0001694080
$484K17K0.01%Q1 202604
GOLDMAN SACHS GROUP INC
CIK 0000886982
$449K15K0.00%Q2 202605
IFP Advisors, Inc
CIK 0001641866
$340K11K0.01%Q2 202606
Prosperity Wealth Management, Inc.
CIK 0001991463
$290K10K0.10%Q4 202507
Sound Income Strategies, LLC
CIK 0001730960
$282K9K0.01%Q2 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$249K8K0.00%Q2 202609
Farther Finance Advisors, LLC
CIK 0001992825
$161K5K0.00%Q2 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$73K2K0.00%Q2 202611
UBS Group AG
CIK 0001610520
$7K2330.00%Q2 202612
Keating Financial Advisory Services, Inc.
CIK 0002103443
$6K2000.00%Q2 202613
Essential Investment Partners LLC
CIK 0002145170
$5K1750.00%Q2 202614
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025