13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
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
—
▼ 4.3%
vs prior quarter
13F value held
$52M
75.0% inst. owned
of float
Holders
63
+109 QoQ
filers reporting
Activity
+8 / −7
+822 added · −703 reduced
this quarter
Concentration
25.58%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

63 institutions reported CPZ in Q1 2026. MORGAN STANLEY leads at 25.6% of the visible book. +109 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$13M981K0.00%Q1 202602
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 0001447578
$6M463K0.31%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M364K0.00%Q1 202604
LPL Financial LLC
CIK 0001403438
$4M263K0.00%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M238K0.00%Q1 202606
OPPENHEIMER & CO INC
CIK 0000822581
$3M221K0.05%Q4 202507
Advisors Asset Management, Inc.
CIK 0001297376
$3M193K0.04%Q1 202608
Closed-End Fund Advisors, Inc.
CIK 0002103520
$2M138K1.91%Q1 202609
UBS Group AG
CIK 0001610520
$2M131K0.00%Q1 202610
Shaker Financial Services, LLC
CIK 0001511794
$2M124K0.59%Q1 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M94K0.00%Q1 202612
TrueMark Investments, LLC
CIK 0001974457
$1M85K0.22%Q1 202613
Atria Wealth Solutions, Inc.
CIK 0001927543
$1M67K0.02%Q2 202514
STIFEL FINANCIAL CORP
CIK 0000720672
$1M79K0.00%Q1 202615
EVOLVE PRIVATE WEALTH, LLC
CIK 0002111131
$931,25569K0.05%Q1 202616
STEPHENS INC /AR/
CIK 0000757657
$866,98764K0.01%Q1 202617
Private Advisor Group, LLC
CIK 0001567755
$843,37662K0.00%Q1 202618
ROYAL BANK OF CANADA
CIK 0001000275
$793,00058K0.00%Q1 202619
INTEGRITY WEALTH ADVISORS, INC.
CIK 0001951908
$774,27757K0.46%Q1 202620
Kestra Advisory Services, LLC
CIK 0001830819
$753,30756K0.00%Q1 2026
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