DOSSIER · 13F Holders · Q1 2026
CPZ

CALAMOS LNG SHR EQT DYNAMIC

63 institutions still hold CALAMOS LNG SHR EQT DYNAMIC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 12812C106·63 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$69M
visible holders
Holders
63
filers reporting
Concentration
19.35%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

63 institutions reported CPZ in Q1 2026. MORGAN STANLEY leads at 19.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$13M981K0.00%Q1 2026
02
SIT INVESTMENT ASSOCIATES INC
CIK 0000769317
$13M979K0.27%Q1 2026
03
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 0001447578
$6M463K0.31%Q1 2026
04
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M364K0.00%Q1 2026
05
Penserra Capital Management LLC
CIK 0001593324
$5M342K0.05%Q1 2026
06
LPL Financial LLC
CIK 0001403438
$4M263K0.00%Q1 2026
07
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M238K0.00%Q1 2026
08
OPPENHEIMER & CO INC
CIK 0000822581
$3M221K0.05%Q4 2025
09
Advisors Asset Management, Inc.
CIK 0001297376
$3M193K0.04%Q1 2026
10
Closed-End Fund Advisors, Inc.
CIK 0002103520
$2M138K1.91%Q1 2026
11
UBS Group AG
CIK 0001610520
$2M131K0.00%Q1 2026
12
Shaker Financial Services, LLC
CIK 0001511794
$2M124K0.59%Q1 2026
13
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M94K0.00%Q1 2026
14
TrueMark Investments, LLC
CIK 0001974457
$1M85K0.22%Q1 2026
15
Janney Montgomery Scott LLC
CIK 0001329948
$1M84K0.00%Q1 2026
16
Atria Wealth Solutions, Inc.
CIK 0001927543
$1M67K0.02%Q2 2025
17
STIFEL FINANCIAL CORP
CIK 0000720672
$1M79K0.00%Q1 2026
18
EVOLVE PRIVATE WEALTH, LLC
CIK 0002111131
$931K69K0.05%Q1 2026
19
STEPHENS INC /AR/
CIK 0000757657
$867K64K0.01%Q1 2026
20
Private Advisor Group, LLC
CIK 0001567755
$843K62K0.00%Q1 2026
Page 1 of 4
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Insiders at CALAMOS LNG SHR EQT DYNAMIC
Calamos John P SrHerman Thomas EToub Christopher M