13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
CHI

CALAMOS CONV OPPORTUNITIES &

150 institutions still hold CALAMOS CONV OPPORTUNITIES & as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 128117108·150 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.6%
vs prior quarter
13F value held
$157M
73.0% inst. owned
of float
Holders
150
-50 QoQ
filers reporting
Activity
+62 / −18
+789 added · −762 reduced
this quarter
Concentration
17.95%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

150 institutions reported CHI in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 18.0% of the visible book. -50 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$28M2.6M0.00%Q1 202602
UBS Group AG
CIK 0001610520
$26M2.4M0.00%Q1 202603
MORGAN STANLEY
CIK 0000895421
$15M1.4M0.00%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$15M1.4M0.00%Q1 202605
D.A. DAVIDSON & CO.
CIK 0001080107
$12M1.1M0.07%Q1 202606
LPL Financial LLC
CIK 0001403438
$7M674K0.00%Q1 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$7M643K0.00%Q1 202608
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$7M609K0.05%Q1 202609
Baird Financial Group, Inc.
CIK 0001648711
$6M591K0.01%Q1 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M565K0.01%Q1 202611
Advisors Asset Management, Inc.
CIK 0001297376
$4M331K0.06%Q1 202612
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$3M321K0.02%Q2 202513
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M302K0.00%Q1 202614
Grange Capital, LLC
CIK 0002048387
$3M294K3.15%Q1 202615
Marathon Strategic Advisors, LLC
CIK 0002021711
$3M288K2.23%Q1 202616
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$3M275K0.05%Q1 202617
Creekside Partners
CIK 0002035951
$2M229K1.01%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M225K0.00%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$2M220K0.00%Q1 202620
OPPENHEIMER & CO INC
CIK 0000822581
$2M215K0.03%Q4 2025
Page 1 of 8
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