13F Insight
DOSSIER · 13F Holders · Q1 2026
XCHYX

CALAMOS CONV & HIGH INCOME F

141 institutions still hold CALAMOS CONV & HIGH INCOME F as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 12811P108·141 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$106M
visible holders
Holders
141
filers reporting
Concentration
14.81%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

141 institutions reported XCHYX in Q1 2026. LPL Financial LLC leads at 14.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$16M1.4M0.00%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$14M1.3M0.00%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$14M1.3M0.00%Q1 202604
MORGAN STANLEY
CIK 0000895421
$11M974K0.00%Q1 202605
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$8M727K0.06%Q1 202606
Pacific Wealth Strategies Group, Inc.
CIK 0001766571
$6M546K3.71%Q1 202607
COHEN & STEERS, INC.
CIK 0001284812
$5M502K0.01%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M337K0.00%Q1 202609
Advisors Asset Management, Inc.
CIK 0001297376
$3M312K0.06%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M301K0.00%Q1 202611
GREATMARK INVESTMENT PARTNERS, INC.
CIK 0001540944
$3M296K0.38%Q1 202612
Cornerstone Advisory, LLC
CIK 0001668189
$3M278K0.29%Q1 202613
ROYAL BANK OF CANADA
CIK 0001000275
$3M231K0.00%Q1 202614
Morse Asset Management, Inc
CIK 0001705711
$2M211K0.48%Q1 202615
GREENBERG FINANCIAL GROUP
CIK 0000946626
$2M201K0.94%Q4 202516
UBS Group AG
CIK 0001610520
$2M184K0.00%Q1 202617
Corient Private Wealth LLC
CIK 0001948780
$2M171K0.00%Q1 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M163K0.00%Q1 202619
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M156K0.00%Q1 202620
Cetera Investment Advisers
CIK 0001666741
$2M149K0.00%Q1 2026
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