13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
CSQ

CALAMOS STRATEGIC TOTAL RETU

231 institutions still hold CALAMOS STRATEGIC TOTAL RETU as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 128125101·231 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.1%
vs prior quarter
13F value held
$532M
59.0% inst. owned
of float
Holders
231
-113 QoQ
filers reporting
Activity
+64 / −10
+795 added · −781 reduced
this quarter
Concentration
15.64%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

231 institutions reported CSQ in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 15.6% of the visible book. -113 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$83M4.9M0.01%Q1 202602
MORGAN STANLEY
CIK 0000895421
$75M4.4M0.00%Q1 202603
UBS Group AG
CIK 0001610520
$67M3.9M0.01%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$52M3.1M0.01%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$36M2.1M0.01%Q1 202606
ROYAL BANK OF CANADA
CIK 0001000275
$36M2.1M0.01%Q1 202607
Karpus Management, Inc.
CIK 0001048703
$33M1.9M1.04%Q1 202608
LPL Financial LLC
CIK 0001403438
$21M1.2M0.01%Q1 202609
Bensler, LLC
CIK 0001965941
$19M1.1M1.97%Q1 202610
McGowan Group Asset Management, Inc.
CIK 0001633227
$14M795K1.73%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$13M783K0.01%Q1 202612
Rockefeller Capital Management L.P.
CIK 0001739439
$12M710K0.02%Q1 202613
Advisors Asset Management, Inc.
CIK 0001297376
$11M649K0.18%Q1 202614
Shaker Financial Services, LLC
CIK 0001511794
$10M613K3.66%Q1 202615
&PARTNERS
CIK 0000107136
$10M555K0.05%Q1 202616
READYSTATE ASSET MANAGEMENT LP
CIK 0001900923
$9M494K0.38%Q4 202517
Stratos Wealth Partners, LTD.
CIK 0001612865
$9M526K0.10%Q1 202618
1607 Capital Partners, LLC
CIK 0001436866
$7M433K0.53%Q1 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$7M389K0.01%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M330K0.01%Q1 2026
Page 1 of 12
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