DOSSIER · 13F Holders · Q2 2026
CMNIX

CALAMOS INVT TR NEW MKT NEUTRA

4 institutions still hold CALAMOS INVT TR NEW MKT NEUTRA as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 128119880·4 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$898K
visible holders
Holders
4
filers reporting
Concentration
48.12%
WASHINGTON TRUST Co #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported CMNIX in Q2 2026. WASHINGTON TRUST Co leads at 48.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WASHINGTON TRUST Co
CIK 0001079736
$432K27K0.01%Q2 2026
02
STALEY CAPITAL ADVISERS INC
CIK 0001106565
$381K24K0.01%Q2 2026
03
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$80K5K0.01%Q2 2026
04
Oakworth Capital, Inc.
CIK 0001588871
$4K2610.00%Q2 2026