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

CALAMOS CONV & HIGH INCOME F

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

CUSIP 12811P108·150 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$133M
visible holders
Holders
150
filers reporting
Concentration
15.02%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

150 institutions reported XCHYX in Q2 2026. LPL Financial LLC leads at 15.0% 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
$20M1.5M0.00%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$17M1.3M0.00%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$17M1.3M0.00%Q2 202604
MORGAN STANLEY
CIK 0000895421
$15M1.1M0.00%Q2 202605
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$11M796K0.07%Q2 202606
Pacific Wealth Strategies Group, Inc.
CIK 0001766571
$6M442K3.46%Q2 202607
COHEN & STEERS, INC.
CIK 0001284812
$5M502K0.01%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M359K0.00%Q2 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M317K0.00%Q2 202610
GREATMARK INVESTMENT PARTNERS, INC.
CIK 0001540944
$4M301K0.45%Q2 202611
Advisors Asset Management, Inc.
CIK 0001297376
$3M312K0.06%Q1 202612
Thomas J. Herzfeld Advisors, Inc.
CIK 0001509510
$3M246K1.03%Q2 202613
ROYAL BANK OF CANADA
CIK 0001000275
$3M237K0.00%Q2 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M222K0.00%Q2 202615
Morse Asset Management, Inc
CIK 0001705711
$3M222K0.50%Q2 202616
DUMONT & BLAKE INVESTMENT ADVISORS LLC
CIK 0001287618
$3M213K0.65%Q2 202617
Corient Private Wealth LLC
CIK 0001948780
$2M171K0.00%Q2 202618
GREENBERG FINANCIAL GROUP
CIK 0000946626
$2M201K0.94%Q4 202519
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M167K0.00%Q2 202620
Shaker Financial Services, LLC
CIK 0001511794
$2M157K0.67%Q2 2026
Page 1 of 8
130 more holders available. Log in →