NAPERVILLE, IL
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUNDCHI— Latest position per institution from SEC 13F filings
15
Institutional holders
15.57M
Total shares held
205.04M
Estimated value
778.41K
Avg. position size
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
2.88M
Value
38.76M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
2.57M
Value
34.60M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
1.55M
Value
20.85M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.36M
Value
18.32M
Filed
Jun 30, 2026
D.A. DAVIDSON & CO.
CIK 1080107
Shares
1.11M
Value
14.86M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
700.77K
Value
9.42M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
643.31K
Value
8.65M
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
640.13K
Value
8.59M
Filed
Jun 30, 2026
BAIRD FINANCIAL GROUP, INC.
CIK 1648711
Shares
613.86K
Value
8.25M
Filed
Jun 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
563.69K
Value
7.58M
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
533.89K
Value
7.18M
Filed
Jun 30, 2026
AVANTAX ADVISORY SERVICES, INC.
CIK 1303042
Shares
320.76K
Value
3.37M
Filed
Jun 30, 2025
MARATHON STRATEGIC ADVISORS, LLC
CIK 2021711
Shares
293.82K
Value
3.95M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
288.92K
Value
3.88M
Filed
Jun 30, 2026
HARBOUR INVESTMENTS, INC.
CIK 810121
Shares
273.70K
Value
3.68M
Filed
Jun 30, 2026
CLARAPHI ADVISORY NETWORK, LLC
CIK 1724134
Shares
261.31K
Value
261.31K
Filed
Dec 31, 2022
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
259.05K
Value
3.48M
Filed
Jun 30, 2026
CREEKSIDE PARTNERS
CIK 2035951
Shares
237.86K
Value
3.20M
Filed
Jun 30, 2026
OPPENHEIMER & CO INC
CIK 822581
Shares
237.34K
Value
3.19M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
222.05K
Value
2.98M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 70858 | 2.88M | 38.76M | Jun 30, 2026 |
| 2 | UBS GROUP AG | 1610520 | 2.57M | 34.60M | Jun 30, 2026 |
| 3 | MORGAN STANLEY | 895421 | 1.55M | 20.85M | Jun 30, 2026 |
| 4 | WELLS FARGO & COMPANY/MN | 72971 | 1.36M | 18.32M | Jun 30, 2026 |
| 5 | D.A. DAVIDSON & CO. | 1080107 | 1.11M | 14.86M | Jun 30, 2026 |
| 6 | LPL FINANCIAL LLC | 1403438 | 700.77K | 9.42M | Jun 30, 2026 |
| 7 | GUGGENHEIM CAPITAL LLC | 1283072 | 643.31K | 8.65M | Jun 30, 2026 |
| 8 | AMERIPRISE FINANCIAL INC | 820027 | 640.13K | 8.59M | Jun 30, 2026 |
| 9 | BAIRD FINANCIAL GROUP, INC. | 1648711 | 613.86K | 8.25M | Jun 30, 2026 |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 563.69K | 7.58M | Jun 30, 2026 |
| 11 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 533.89K | 7.18M | Jun 30, 2026 |
| 12 | AVANTAX ADVISORY SERVICES, INC. | 1303042 | 320.76K | 3.37M | Jun 30, 2025 |
| 13 | MARATHON STRATEGIC ADVISORS, LLC | 2021711 | 293.82K | 3.95M | Jun 30, 2026 |
| 14 | RAYMOND JAMES FINANCIAL INC | 720005 | 288.92K | 3.88M | Jun 30, 2026 |
| 15 | HARBOUR INVESTMENTS, INC. | 810121 | 273.70K | 3.68M | Jun 30, 2026 |
| 16 | CLARAPHI ADVISORY NETWORK, LLC | 1724134 | 261.31K | 261.31K | Dec 31, 2022 |
| 17 | OSAIC HOLDINGS, INC. | 1677044 | 259.05K | 3.48M | Jun 30, 2026 |
| 18 | CREEKSIDE PARTNERS | 2035951 | 237.86K | 3.20M | Jun 30, 2026 |
| 19 | OPPENHEIMER & CO INC | 822581 | 237.34K | 3.19M | Jun 30, 2026 |
| 20 | ROYAL BANK OF CANADA | 1000275 | 222.05K | 2.98M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.