NAPERVILLE, IL
CALAMOS CONVERTIBLE & HIGH INCOME FUNDCHY— Latest position per institution from SEC 13F filings
15
Institutional holders
10.90M
Total shares held
126.62M
Estimated value
544.78K
Avg. position size
LPL FINANCIAL LLC
CIK 1403438
Shares
1.46M
Value
19.93M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
1.26M
Value
17.22M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.26M
Value
17.13M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
1.09M
Value
14.86M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
795.62K
Value
10.84M
Filed
Jun 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
705.21K
Value
7.97K
Filed
Dec 31, 2025
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
573.42K
Value
7.81M
Filed
Jun 30, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
542.48K
Value
7.39K
Filed
Jun 30, 2026
PACIFIC WEALTH STRATEGIES GROUP, INC.
CIK 1766571
Shares
441.82K
Value
6.02M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
359.07K
Value
4.89M
Filed
Jun 30, 2026
MARINER INDEPENDENT ADVISOR NETWORK, LLC
CIK 1548916
Shares
318.38K
Value
3.21K
Filed
Sep 30, 2022
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
317.11K
Value
4.32M
Filed
Jun 30, 2026
GREATMARK INVESTMENT PARTNERS, INC.
CIK 1540944
Shares
300.63K
Value
4.09M
Filed
Jun 30, 2026
THOMAS J. HERZFELD ADVISORS, INC.
CIK 1509510
Shares
245.64K
Value
3.35M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
237.02K
Value
3.23M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
221.92K
Value
3.02M
Filed
Jun 30, 2026
MORSE ASSET MANAGEMENT, INC
CIK 1705711
Shares
221.66K
Value
3.02M
Filed
Jun 30, 2026
GREENBERG FINANCIAL GROUP
CIK 946626
Shares
201.22K
Value
2.28M
Filed
Dec 31, 2025
CORIENT PRIVATE WEALTH LLC
CIK 1948780
Shares
170.93K
Value
2.33M
Filed
Jun 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
166.54K
Value
2.27M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | LPL FINANCIAL LLC | 1403438 | 1.46M | 19.93M | Jun 30, 2026 |
| 2 | BANK OF AMERICA CORP /DE/ | 70858 | 1.26M | 17.22M | Jun 30, 2026 |
| 3 | WELLS FARGO & COMPANY/MN | 72971 | 1.26M | 17.13M | Jun 30, 2026 |
| 4 | MORGAN STANLEY | 895421 | 1.09M | 14.86M | Jun 30, 2026 |
| 5 | GUGGENHEIM CAPITAL LLC | 1283072 | 795.62K | 10.84M | Jun 30, 2026 |
| 6 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 705.21K | 7.97K | Dec 31, 2025 |
| 7 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 573.42K | 7.81M | Jun 30, 2026 |
| 8 | COHEN & STEERS, INC. | 1284812 | 542.48K | 7.39K | Jun 30, 2026 |
| 9 | PACIFIC WEALTH STRATEGIES GROUP, INC. | 1766571 | 441.82K | 6.02M | Jun 30, 2026 |
| 10 | RAYMOND JAMES FINANCIAL INC | 720005 | 359.07K | 4.89M | Jun 30, 2026 |
| 11 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1548916 | 318.38K | 3.21K | Sep 30, 2022 |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 317.11K | 4.32M | Jun 30, 2026 |
| 13 | GREATMARK INVESTMENT PARTNERS, INC. | 1540944 | 300.63K | 4.09M | Jun 30, 2026 |
| 14 | THOMAS J. HERZFELD ADVISORS, INC. | 1509510 | 245.64K | 3.35M | Jun 30, 2026 |
| 15 | ROYAL BANK OF CANADA | 1000275 | 237.02K | 3.23M | Jun 30, 2026 |
| 16 | OSAIC HOLDINGS, INC. | 1677044 | 221.92K | 3.02M | Jun 30, 2026 |
| 17 | MORSE ASSET MANAGEMENT, INC | 1705711 | 221.66K | 3.02M | Jun 30, 2026 |
| 18 | GREENBERG FINANCIAL GROUP | 946626 | 201.22K | 2.28M | Dec 31, 2025 |
| 19 | CORIENT PRIVATE WEALTH LLC | 1948780 | 170.93K | 2.33M | Jun 30, 2026 |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 166.54K | 2.27M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.