NAPERVILLE, IL
CALAMOS GLOBAL TOTAL RETURN FUNDCGO— Latest position per institution from SEC 13F filings
15
Institutional holders
2.27M
Total shares held
24.65M
Estimated value
113.48K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
450.85K
Value
5.03M
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
216.89K
Value
2.42M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
208.80K
Value
2.33M
Filed
Mar 31, 2026
PRINCIPAL SECURITIES, INC.
CIK 12600
Shares
175.62K
Value
1.96M
Filed
Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
164.57K
Value
1.83M
Filed
Mar 31, 2026
INTEGRATED WEALTH CONCEPTS LLC
CIK 1737109
Shares
158.61K
Value
1.77M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
138.85K
Value
1.55M
Filed
Mar 31, 2026
CALAMOS WEALTH MANAGEMENT LLC
CIK 1455258
Shares
110.24K
Value
1.29M
Filed
Jun 30, 2025
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
107.38K
Value
1.20M
Filed
Mar 31, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
104.41K
Value
1.16M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
73.06K
Value
814.67K
Filed
Mar 31, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
64.46K
Value
719.00
Filed
Mar 31, 2026
BROOKSTONE CAPITAL MANAGEMENT
CIK 1599584
Shares
48.76K
Value
543.67K
Filed
Mar 31, 2026
HARBOUR INVESTMENTS, INC.
CIK 810121
Shares
48.02K
Value
535.42K
Filed
Mar 31, 2026
PMG FAMILY OFFICE LLC
CIK 2102299
Shares
45.70K
Value
509.53K
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
44K
Value
490.62K
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
38.05K
Value
424.26K
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
25.01K
Value
279K
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
23.71K
Value
264.37K
Filed
Mar 31, 2026
KESTRA ADVISORY SERVICES, LLC
CIK 1830819
Shares
22.65K
Value
252.57K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 450.85K | 5.03M | Mar 31, 2026 |
| 2 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 216.89K | 2.42M | Mar 31, 2026 |
| 3 | LPL FINANCIAL LLC | 1403438 | 208.80K | 2.33M | Mar 31, 2026 |
| 4 | PRINCIPAL SECURITIES, INC. | 12600 | 175.62K | 1.96M | Mar 31, 2026 |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 164.57K | 1.83M | Mar 31, 2026 |
| 6 | INTEGRATED WEALTH CONCEPTS LLC | 1737109 | 158.61K | 1.77M | Mar 31, 2026 |
| 7 | GUGGENHEIM CAPITAL LLC | 1283072 | 138.85K | 1.55M | Mar 31, 2026 |
| 8 | CALAMOS WEALTH MANAGEMENT LLC | 1455258 | 110.24K | 1.29M | Jun 30, 2025 |
| 9 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 107.38K | 1.20M | Mar 31, 2026 |
| 10 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 104.41K | 1.16M | Mar 31, 2026 |
| 11 | UBS GROUP AG | 1610520 | 73.06K | 814.67K | Mar 31, 2026 |
| 12 | COHEN & STEERS, INC. | 1284812 | 64.46K | 719.00 | Mar 31, 2026 |
| 13 | BROOKSTONE CAPITAL MANAGEMENT | 1599584 | 48.76K | 543.67K | Mar 31, 2026 |
| 14 | HARBOUR INVESTMENTS, INC. | 810121 | 48.02K | 535.42K | Mar 31, 2026 |
| 15 | PMG FAMILY OFFICE LLC | 2102299 | 45.70K | 509.53K | Mar 31, 2026 |
| 16 | INVESCO LTD. | 914208 | 44K | 490.62K | Mar 31, 2026 |
| 17 | BANK OF AMERICA CORP /DE/ | 70858 | 38.05K | 424.26K | Mar 31, 2026 |
| 18 | ROYAL BANK OF CANADA | 1000275 | 25.01K | 279K | Mar 31, 2026 |
| 19 | OSAIC HOLDINGS, INC. | 1677044 | 23.71K | 264.37K | Mar 31, 2026 |
| 20 | KESTRA ADVISORY SERVICES, LLC | 1830819 | 22.65K | 252.57K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.