NAPERVILLE, IL
CALAMOS GLOBAL DYNAMIC INCOME FUNDCHW— Latest position per institution from SEC 13F filings
15
Institutional holders
19.95M
Total shares held
174.11M
Estimated value
997.40K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
6M
Value
53.46M
Filed
Jun 30, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
2.46M
Value
21.92M
Filed
Jun 30, 2026
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
2.16M
Value
19.27M
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
1.50M
Value
13.33M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
1.14M
Value
10.12M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
770.91K
Value
6.87M
Filed
Jun 30, 2026
BAIRD FINANCIAL GROUP, INC.
CIK 1648711
Shares
769.83K
Value
6.86M
Filed
Jun 30, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
759.07K
Value
6.76M
Filed
Jun 30, 2026
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
683.78K
Value
6.09M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
467.62K
Value
4.17M
Filed
Jun 30, 2026
PRIVATE ADVISOR GROUP, LLC
CIK 1567755
Shares
422.89K
Value
3.07M
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
412.26K
Value
3.67M
Filed
Jun 30, 2026
ADAPT WEALTH ADVISORS, LLC
CIK 2013937
Shares
394.42K
Value
3.51M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
378.34K
Value
3.37M
Filed
Jun 30, 2026
ALTIUM CAPITAL MANAGEMENT LLC
CIK 1746382
Shares
328.90K
Value
2.93M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
314.74K
Value
2.81M
Filed
Jun 30, 2026
TITUS WEALTH MANAGEMENT
CIK 1732007
Shares
293.99K
Value
2K
Filed
Jun 30, 2022
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
264.44K
Value
2.36M
Filed
Jun 30, 2026
MANGROVE PARTNERS IM, LLC
CIK 1535392
Shares
226.52K
Value
1.71M
Filed
Sep 30, 2025
UBS GROUP AG
CIK 1610520
Shares
206.39K
Value
1.84M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 6M | 53.46M | Jun 30, 2026 |
| 2 | KARPUS MANAGEMENT, INC. | 1048703 | 2.46M | 21.92M | Jun 30, 2026 |
| 3 | PATHSTONE HOLDINGS, LLC | 2011612 | 2.16M | 19.27M | Jun 30, 2026 |
| 4 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 1.50M | 13.33M | Jun 30, 2026 |
| 5 | GUGGENHEIM CAPITAL LLC | 1283072 | 1.14M | 10.12M | Jun 30, 2026 |
| 6 | LPL FINANCIAL LLC | 1403438 | 770.91K | 6.87M | Jun 30, 2026 |
| 7 | BAIRD FINANCIAL GROUP, INC. | 1648711 | 769.83K | 6.86M | Jun 30, 2026 |
| 8 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 759.07K | 6.76M | Jun 30, 2026 |
| 9 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 683.78K | 6.09M | Jun 30, 2026 |
| 10 | WELLS FARGO & COMPANY/MN | 72971 | 467.62K | 4.17M | Jun 30, 2026 |
| 11 | PRIVATE ADVISOR GROUP, LLC | 1567755 | 422.89K | 3.07M | Mar 31, 2026 |
| 12 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 412.26K | 3.67M | Jun 30, 2026 |
| 13 | ADAPT WEALTH ADVISORS, LLC | 2013937 | 394.42K | 3.51M | Jun 30, 2026 |
| 14 | RAYMOND JAMES FINANCIAL INC | 720005 | 378.34K | 3.37M | Jun 30, 2026 |
| 15 | ALTIUM CAPITAL MANAGEMENT LLC | 1746382 | 328.90K | 2.93M | Jun 30, 2026 |
| 16 | ROYAL BANK OF CANADA | 1000275 | 314.74K | 2.81M | Jun 30, 2026 |
| 17 | TITUS WEALTH MANAGEMENT | 1732007 | 293.99K | 2K | Jun 30, 2022 |
| 18 | AMERIPRISE FINANCIAL INC | 820027 | 264.44K | 2.36M | Jun 30, 2026 |
| 19 | MANGROVE PARTNERS IM, LLC | 1535392 | 226.52K | 1.71M | Sep 30, 2025 |
| 20 | UBS GROUP AG | 1610520 | 206.39K | 1.84M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.