NAPERVILLE, IL
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUNDCHI— Latest position per institution from SEC 13F filings
15
Institutional holders
14.71M
Total shares held
155.40M
Estimated value
735.65K
Avg. position size
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
2.63M
Value
28.24M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
2.38M
Value
25.54M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
1.41M
Value
15.18M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.36M
Value
14.59M
Filed
Mar 31, 2026
D.A. DAVIDSON & CO.
CIK 1080107
Shares
1.10M
Value
11.78M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
673.70K
Value
7.24M
Filed
Mar 31, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
643.32K
Value
6.91M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
609.48K
Value
6.55M
Filed
Mar 31, 2026
BAIRD FINANCIAL GROUP, INC.
CIK 1648711
Shares
591.24K
Value
6.35M
Filed
Mar 31, 2026
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
565.06K
Value
6.07M
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
330.95K
Value
3.55M
Filed
Mar 31, 2026
AVANTAX ADVISORY SERVICES, INC.
CIK 1303042
Shares
320.76K
Value
3.37M
Filed
Jun 30, 2025
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
301.68K
Value
3.24M
Filed
Mar 31, 2026
GRANGE CAPITAL, LLC
CIK 2048387
Shares
294.42K
Value
3.16M
Filed
Mar 31, 2026
MARATHON STRATEGIC ADVISORS, LLC
CIK 2021711
Shares
288.33K
Value
3.10M
Filed
Mar 31, 2026
HARBOUR INVESTMENTS, INC.
CIK 810121
Shares
275.46K
Value
2.96M
Filed
Mar 31, 2026
CLARAPHI ADVISORY NETWORK, LLC
CIK 1724134
Shares
261.31K
Value
261.31K
Filed
Dec 31, 2022
CREEKSIDE PARTNERS
CIK 2035951
Shares
229.19K
Value
2.46M
Filed
Mar 31, 2026
OPPENHEIMER & CO INC
CIK 822581
Shares
226.31K
Value
2.43M
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
224.51K
Value
2.41M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 70858 | 2.63M | 28.24M | Mar 31, 2026 |
| 2 | UBS GROUP AG | 1610520 | 2.38M | 25.54M | Mar 31, 2026 |
| 3 | MORGAN STANLEY | 895421 | 1.41M | 15.18M | Mar 31, 2026 |
| 4 | WELLS FARGO & COMPANY/MN | 72971 | 1.36M | 14.59M | Mar 31, 2026 |
| 5 | D.A. DAVIDSON & CO. | 1080107 | 1.10M | 11.78M | Mar 31, 2026 |
| 6 | LPL FINANCIAL LLC | 1403438 | 673.70K | 7.24M | Mar 31, 2026 |
| 7 | AMERIPRISE FINANCIAL INC | 820027 | 643.32K | 6.91M | Mar 31, 2026 |
| 8 | GUGGENHEIM CAPITAL LLC | 1283072 | 609.48K | 6.55M | Mar 31, 2026 |
| 9 | BAIRD FINANCIAL GROUP, INC. | 1648711 | 591.24K | 6.35M | Mar 31, 2026 |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 565.06K | 6.07M | Mar 31, 2026 |
| 11 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 330.95K | 3.55M | Mar 31, 2026 |
| 12 | AVANTAX ADVISORY SERVICES, INC. | 1303042 | 320.76K | 3.37M | Jun 30, 2025 |
| 13 | RAYMOND JAMES FINANCIAL INC | 720005 | 301.68K | 3.24M | Mar 31, 2026 |
| 14 | GRANGE CAPITAL, LLC | 2048387 | 294.42K | 3.16M | Mar 31, 2026 |
| 15 | MARATHON STRATEGIC ADVISORS, LLC | 2021711 | 288.33K | 3.10M | Mar 31, 2026 |
| 16 | HARBOUR INVESTMENTS, INC. | 810121 | 275.46K | 2.96M | Mar 31, 2026 |
| 17 | CLARAPHI ADVISORY NETWORK, LLC | 1724134 | 261.31K | 261.31K | Dec 31, 2022 |
| 18 | CREEKSIDE PARTNERS | 2035951 | 229.19K | 2.46M | Mar 31, 2026 |
| 19 | OPPENHEIMER & CO INC | 822581 | 226.31K | 2.43M | Mar 31, 2026 |
| 20 | OSAIC HOLDINGS, INC. | 1677044 | 224.51K | 2.41M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.