NAPERVILLE, IL
CALAMOS DYNAMIC CONVERTIBLE & INCOME FUNDCCD— Latest position per institution from SEC 13F filings
15
Institutional holders
3.34M
Total shares held
84.44M
Estimated value
166.91K
Avg. position size
D.A. DAVIDSON & CO.
CIK 1080107
Shares
625.23K
Value
16.11M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
315.88K
Value
8.14M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
302.21K
Value
7.79M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
299.08K
Value
7.71M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
229.62K
Value
5.92M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
193.05K
Value
4.97M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
191.80K
Value
4.94M
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
141.21K
Value
3.64M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
140K
Value
3.61M
Filed
Jun 30, 2026
TRUIST FINANCIAL CORP
CIK 92230
Shares
109.55K
Value
2.82M
Filed
Jun 30, 2026
&PARTNERS
CIK 107136
Shares
105.01K
Value
2.70M
Filed
Jun 30, 2026
MUTUAL ADVISORS, LLC
CIK 1694080
Shares
100.60K
Value
2.59M
Filed
Jun 30, 2026
J.W. COLE ADVISORS, INC.
CIK 1404763
Shares
94.95K
Value
2.45M
Filed
Jun 30, 2026
BLEAKLEY FINANCIAL GROUP, LLC
CIK 1936953
Shares
84.20K
Value
2.17M
Filed
Jun 30, 2026
CITADEL ADVISORS LLC
CIK 1423053
Shares
78.14K
Value
2.01M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
74.91K
Value
1.93M
Filed
Jun 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
70.55K
Value
1.82M
Filed
Jun 30, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
61.33K
Value
1.58K
Filed
Jun 30, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
CIK 1536186
Shares
60.76K
Value
1.57M
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
60.10K
Value
1.55M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | D.A. DAVIDSON & CO. | 1080107 | 625.23K | 16.11M | Jun 30, 2026 |
| 2 | WELLS FARGO & COMPANY/MN | 72971 | 315.88K | 8.14M | Jun 30, 2026 |
| 3 | BANK OF AMERICA CORP /DE/ | 70858 | 302.21K | 7.79M | Jun 30, 2026 |
| 4 | MORGAN STANLEY | 895421 | 299.08K | 7.71M | Jun 30, 2026 |
| 5 | GUGGENHEIM CAPITAL LLC | 1283072 | 229.62K | 5.92M | Jun 30, 2026 |
| 6 | ROYAL BANK OF CANADA | 1000275 | 193.05K | 4.97M | Jun 30, 2026 |
| 7 | RAYMOND JAMES FINANCIAL INC | 720005 | 191.80K | 4.94M | Jun 30, 2026 |
| 8 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 141.21K | 3.64M | Jun 30, 2026 |
| 9 | LPL FINANCIAL LLC | 1403438 | 140K | 3.61M | Jun 30, 2026 |
| 10 | TRUIST FINANCIAL CORP | 92230 | 109.55K | 2.82M | Jun 30, 2026 |
| 11 | &PARTNERS | 107136 | 105.01K | 2.70M | Jun 30, 2026 |
| 12 | MUTUAL ADVISORS, LLC | 1694080 | 100.60K | 2.59M | Jun 30, 2026 |
| 13 | J.W. COLE ADVISORS, INC. | 1404763 | 94.95K | 2.45M | Jun 30, 2026 |
| 14 | BLEAKLEY FINANCIAL GROUP, LLC | 1936953 | 84.20K | 2.17M | Jun 30, 2026 |
| 15 | CITADEL ADVISORS LLC | 1423053 | 78.14K | 2.01M | Jun 30, 2026 |
| 16 | OSAIC HOLDINGS, INC. | 1677044 | 74.91K | 1.93M | Jun 30, 2026 |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 70.55K | 1.82M | Jun 30, 2026 |
| 18 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 61.33K | 1.58K | Jun 30, 2026 |
| 19 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1536186 | 60.76K | 1.57M | Jun 30, 2026 |
| 20 | AMERIPRISE FINANCIAL INC | 820027 | 60.10K | 1.55M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.