NAPERVILLE, IL
CALAMOS CONVERTIBLE & HIGH INCOME FUNDCHY— Latest position per institution from SEC 13F filings
15
Institutional holders
10.46M
Total shares held
97.40M
Estimated value
523.04K
Avg. position size
LPL FINANCIAL LLC
CIK 1403438
Shares
1.44M
Value
15.72M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.30M
Value
14.17M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
1.26M
Value
13.68M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
973.59K
Value
10.60M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
727.22K
Value
7.92M
Filed
Mar 31, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
705.21K
Value
7.97K
Filed
Dec 31, 2025
PACIFIC WEALTH STRATEGIES GROUP, INC.
CIK 1766571
Shares
546.23K
Value
5.95M
Filed
Mar 31, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
502.48K
Value
5.47K
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
337.02K
Value
3.67M
Filed
Mar 31, 2026
MARINER INDEPENDENT ADVISOR NETWORK, LLC
CIK 1548916
Shares
318.38K
Value
3.21K
Filed
Sep 30, 2022
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
312.12K
Value
3.40M
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
301.15K
Value
3.28M
Filed
Mar 31, 2026
GREATMARK INVESTMENT PARTNERS, INC.
CIK 1540944
Shares
296.19K
Value
3.23M
Filed
Mar 31, 2026
CORNERSTONE ADVISORY, LLC
CIK 1668189
Shares
278.50K
Value
3.03M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
230.85K
Value
2.51M
Filed
Mar 31, 2026
MORSE ASSET MANAGEMENT, INC
CIK 1705711
Shares
211.38K
Value
2.30M
Filed
Mar 31, 2026
GREENBERG FINANCIAL GROUP
CIK 946626
Shares
201.22K
Value
2.28M
Filed
Dec 31, 2025
UBS GROUP AG
CIK 1610520
Shares
183.82K
Value
2M
Filed
Mar 31, 2026
CORIENT PRIVATE WEALTH LLC
CIK 1948780
Shares
170.93K
Value
1.86M
Filed
Mar 31, 2026
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
163.14K
Value
1.78M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | LPL FINANCIAL LLC | 1403438 | 1.44M | 15.72M | Mar 31, 2026 |
| 2 | WELLS FARGO & COMPANY/MN | 72971 | 1.30M | 14.17M | Mar 31, 2026 |
| 3 | BANK OF AMERICA CORP /DE/ | 70858 | 1.26M | 13.68M | Mar 31, 2026 |
| 4 | MORGAN STANLEY | 895421 | 973.59K | 10.60M | Mar 31, 2026 |
| 5 | GUGGENHEIM CAPITAL LLC | 1283072 | 727.22K | 7.92M | Mar 31, 2026 |
| 6 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 705.21K | 7.97K | Dec 31, 2025 |
| 7 | PACIFIC WEALTH STRATEGIES GROUP, INC. | 1766571 | 546.23K | 5.95M | Mar 31, 2026 |
| 8 | COHEN & STEERS, INC. | 1284812 | 502.48K | 5.47K | Mar 31, 2026 |
| 9 | RAYMOND JAMES FINANCIAL INC | 720005 | 337.02K | 3.67M | Mar 31, 2026 |
| 10 | MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1548916 | 318.38K | 3.21K | Sep 30, 2022 |
| 11 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 312.12K | 3.40M | Mar 31, 2026 |
| 12 | OSAIC HOLDINGS, INC. | 1677044 | 301.15K | 3.28M | Mar 31, 2026 |
| 13 | GREATMARK INVESTMENT PARTNERS, INC. | 1540944 | 296.19K | 3.23M | Mar 31, 2026 |
| 14 | CORNERSTONE ADVISORY, LLC | 1668189 | 278.50K | 3.03M | Mar 31, 2026 |
| 15 | ROYAL BANK OF CANADA | 1000275 | 230.85K | 2.51M | Mar 31, 2026 |
| 16 | MORSE ASSET MANAGEMENT, INC | 1705711 | 211.38K | 2.30M | Mar 31, 2026 |
| 17 | GREENBERG FINANCIAL GROUP | 946626 | 201.22K | 2.28M | Dec 31, 2025 |
| 18 | UBS GROUP AG | 1610520 | 183.82K | 2M | Mar 31, 2026 |
| 19 | CORIENT PRIVATE WEALTH LLC | 1948780 | 170.93K | 1.86M | Mar 31, 2026 |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 163.14K | 1.78M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.