NAPERVILLE, IL
CALAMOS GLOBAL DYNAMIC INCOME FUNDCHW— Latest position per institution from SEC 13F filings
15
Institutional holders
18.20M
Total shares held
129.83M
Estimated value
910K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
5.93M
Value
43.08M
Filed
Mar 31, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
2.19M
Value
15.91M
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
1.58M
Value
11.44M
Filed
Mar 31, 2026
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
1.48M
Value
10.74M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
1.07M
Value
7.77M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
1M
Value
7.26M
Filed
Mar 31, 2026
BAIRD FINANCIAL GROUP, INC.
CIK 1648711
Shares
939.09K
Value
6.82M
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
463.61K
Value
3.37M
Filed
Mar 31, 2026
PRIVATE ADVISOR GROUP, LLC
CIK 1567755
Shares
422.89K
Value
3.07M
Filed
Mar 31, 2026
ADAPT WEALTH ADVISORS, LLC
CIK 2013937
Shares
402.64K
Value
2.92M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
366.94K
Value
2.66M
Filed
Mar 31, 2026
ALTIUM CAPITAL MANAGEMENT LLC
CIK 1746382
Shares
328.90K
Value
2.39M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
303.31K
Value
2.20M
Filed
Mar 31, 2026
TITUS WEALTH MANAGEMENT
CIK 1732007
Shares
293.99K
Value
2K
Filed
Jun 30, 2022
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
288.27K
Value
2.09M
Filed
Mar 31, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
267.10K
Value
1.94M
Filed
Mar 31, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
238.69K
Value
1.73M
Filed
Mar 31, 2026
MANGROVE PARTNERS IM, LLC
CIK 1535392
Shares
226.52K
Value
1.71M
Filed
Sep 30, 2025
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
204.53K
Value
1.22M
Filed
Mar 31, 2023
CERITY PARTNERS LLC
CIK 1566475
Shares
202.77K
Value
1.50M
Filed
Dec 31, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 5.93M | 43.08M | Mar 31, 2026 |
| 2 | KARPUS MANAGEMENT, INC. | 1048703 | 2.19M | 15.91M | Mar 31, 2026 |
| 3 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 1.58M | 11.44M | Mar 31, 2026 |
| 4 | PATHSTONE HOLDINGS, LLC | 2011612 | 1.48M | 10.74M | Mar 31, 2026 |
| 5 | GUGGENHEIM CAPITAL LLC | 1283072 | 1.07M | 7.77M | Mar 31, 2026 |
| 6 | LPL FINANCIAL LLC | 1403438 | 1M | 7.26M | Mar 31, 2026 |
| 7 | BAIRD FINANCIAL GROUP, INC. | 1648711 | 939.09K | 6.82M | Mar 31, 2026 |
| 8 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 463.61K | 3.37M | Mar 31, 2026 |
| 9 | PRIVATE ADVISOR GROUP, LLC | 1567755 | 422.89K | 3.07M | Mar 31, 2026 |
| 10 | ADAPT WEALTH ADVISORS, LLC | 2013937 | 402.64K | 2.92M | Mar 31, 2026 |
| 11 | WELLS FARGO & COMPANY/MN | 72971 | 366.94K | 2.66M | Mar 31, 2026 |
| 12 | ALTIUM CAPITAL MANAGEMENT LLC | 1746382 | 328.90K | 2.39M | Mar 31, 2026 |
| 13 | ROYAL BANK OF CANADA | 1000275 | 303.31K | 2.20M | Mar 31, 2026 |
| 14 | TITUS WEALTH MANAGEMENT | 1732007 | 293.99K | 2K | Jun 30, 2022 |
| 15 | RAYMOND JAMES FINANCIAL INC | 720005 | 288.27K | 2.09M | Mar 31, 2026 |
| 16 | AMERIPRISE FINANCIAL INC | 820027 | 267.10K | 1.94M | Mar 31, 2026 |
| 17 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 238.69K | 1.73M | Mar 31, 2026 |
| 18 | MANGROVE PARTNERS IM, LLC | 1535392 | 226.52K | 1.71M | Sep 30, 2025 |
| 19 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 204.53K | 1.22M | Mar 31, 2023 |
| 20 | CERITY PARTNERS LLC | 1566475 | 202.77K | 1.50M | Dec 31, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.