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

CALAMOS

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

CUSIP 12811T795·36 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$26M
visible holders
Holders
36
filers reporting
Concentration
37.44%
Calamos Advisors LLC #1
top holder share
AI Holders Summary · Q2 2026

36 institutions reported CPSD in Q2 2026. Calamos Advisors LLC leads at 37.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Calamos Advisors LLC
CIK 0001316507
$10M359K0.03%Q2 202602
Calamos Wealth Management LLC
CIK 0001455258
$2M88K0.07%Q2 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M58K0.00%Q2 202604
New England Capital Financial Advisors LLC
CIK 0001964652
$1M55K0.35%Q2 202605
BURKETT FINANCIAL SERVICES, LLC
CIK 0001762716
$1M51K0.43%Q2 202606
LPL Financial LLC
CIK 0001403438
$1M46K0.00%Q2 202607
Advisor OS, LLC
CIK 0001767580
$1M41K0.07%Q2 202608
STOLZ & ASSOCIATES, PS
CIK 0002108989
$1M40K0.67%Q2 202609
Cyr Financial Inc.
CIK 0002010666
$1M37K0.52%Q2 202610
Creative Planning
CIK 0001540235
$722K27K0.00%Q2 202611
Blue Water Asset Management
CIK 0002033384
$667K25K0.22%Q2 202612
SageView Advisory Group, LLC
CIK 0001914558
$612K23K0.02%Q2 202613
Claro Advisors LLC
CIK 0001764386
$421K16K0.04%Q2 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$409K15K0.00%Q2 202615
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$390K15K0.00%Q2 202616
Sloy Dahl & Holst, LLC
CIK 0001690295
$348K13K0.04%Q2 202617
Signal Advisors Wealth, LLC
CIK 0002010926
$342K13K0.02%Q2 202618
MARIPAU WEALTH MANAGEMENT LLC
CIK 0001890698
$342K13K0.12%Q2 202619
HighTower Advisors, LLC
CIK 0001462245
$325K12K0.00%Q2 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$317K12K0.00%Q2 2026
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