13F Insight
DOSSIER · 13F Holders · Q2 2026
CPNQ

CALAMOS

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

CUSIP 12811T852·23 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$10M
visible holders
Holders
23
filers reporting
Concentration
16.18%
HARBOUR INVESTMENTS, INC. #1
top holder share
AI Holders Summary · Q2 2026

23 institutions reported CPNQ in Q2 2026. HARBOUR INVESTMENTS, INC. leads at 16.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$2M57K0.02%Q2 202602
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M51K0.00%Q1 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M44K0.00%Q2 202604
JIM SAULNIER & ASSOCIATES, LLC
CIK 0002044420
$698K25K0.28%Q2 202605
MARIPAU WEALTH MANAGEMENT LLC
CIK 0001890698
$586K21K0.21%Q2 202606
Signal Advisors Wealth, LLC
CIK 0002010926
$586K21K0.03%Q2 202607
OLD MISSION CAPITAL LLC
CIK 0001455915
$480K18K0.01%Q2 202608
Cetera Investment Advisers
CIK 0001666741
$478K17K0.00%Q2 202609
Capital Analysts, LLC
CIK 0001624758
$464K17K0.01%Q1 202610
Claro Advisors LLC
CIK 0001764386
$406K15K0.04%Q2 202611
Calamos Wealth Management LLC
CIK 0001455258
$392K14K0.01%Q2 202612
Rooted Wealth Advisors, Inc.
CIK 0001963732
$347K13K0.08%Q2 202613
WEDBUSH SECURITIES INC
CIK 0001142495
$276K10K0.01%Q1 202614
Leelyn Smith, LLC
CIK 0001777817
$269K10K0.03%Q2 202615
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$254K9K0.00%Q2 202616
Sigma Planning Corp
CIK 0001449126
$205K7K0.01%Q2 202617
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$79K3K0.00%Q2 202618
Regatta Research & Money Management
CIK 0002137529
$30K1K0.03%Q2 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$23K8300.00%Q2 202620
ACTION POINT FINANCIAL PLANNING, LLC
CIK 0002116119
$17K6100.00%Q2 2026
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