NAPERVILLE, IL
CALAMOS STRATEGIC TOTAL RETURN FUNDCSQ— Latest position per institution from SEC 13F filings
15
Institutional holders
33.59M
Total shares held
579.08M
Estimated value
1.68M
Avg. position size
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
4.86M
Value
83.16M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
4.37M
Value
74.75M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
3.91M
Value
66.91M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
3.06M
Value
52.43M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
2.13M
Value
36.40M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
2.12M
Value
36.26M
Filed
Mar 31, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
1.94M
Value
33.29M
Filed
Mar 31, 2026
CORNERSTONE ADVISORS, LLC
CIK 1775446
Shares
1.71M
Value
32.89M
Filed
Dec 31, 2025
LPL FINANCIAL LLC
CIK 1403438
Shares
1.22M
Value
20.96M
Filed
Mar 31, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
1.17M
Value
20.31M
Filed
Sep 30, 2024
BENSLER, LLC
CIK 1965941
Shares
1.11M
Value
19.08M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
919.03K
Value
15.95M
Filed
Sep 30, 2024
MCGOWAN GROUP ASSET MANAGEMENT, INC.
CIK 1633227
Shares
794.70K
Value
13.61M
Filed
Mar 31, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
782.63K
Value
13.40M
Filed
Mar 31, 2026
ROCKEFELLER CAPITAL MANAGEMENT L.P.
CIK 1739439
Shares
710.18K
Value
12.16M
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
649.08K
Value
11.11M
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
612.58K
Value
10.49M
Filed
Mar 31, 2026
&PARTNERS
CIK 107136
Shares
555.19K
Value
9.51M
Filed
Mar 31, 2026
STRATOS WEALTH PARTNERS, LTD.
CIK 1612865
Shares
525.79K
Value
9M
Filed
Mar 31, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
432.64K
Value
7.41M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 70858 | 4.86M | 83.16M | Mar 31, 2026 |
| 2 | MORGAN STANLEY | 895421 | 4.37M | 74.75M | Mar 31, 2026 |
| 3 | UBS GROUP AG | 1610520 | 3.91M | 66.91M | Mar 31, 2026 |
| 4 | WELLS FARGO & COMPANY/MN | 72971 | 3.06M | 52.43M | Mar 31, 2026 |
| 5 | RAYMOND JAMES FINANCIAL INC | 720005 | 2.13M | 36.40M | Mar 31, 2026 |
| 6 | ROYAL BANK OF CANADA | 1000275 | 2.12M | 36.26M | Mar 31, 2026 |
| 7 | KARPUS MANAGEMENT, INC. | 1048703 | 1.94M | 33.29M | Mar 31, 2026 |
| 8 | CORNERSTONE ADVISORS, LLC | 1775446 | 1.71M | 32.89M | Dec 31, 2025 |
| 9 | LPL FINANCIAL LLC | 1403438 | 1.22M | 20.96M | Mar 31, 2026 |
| 10 | RAYMOND JAMES & ASSOCIATES | 1084208 | 1.17M | 20.31M | Sep 30, 2024 |
| 11 | BENSLER, LLC | 1965941 | 1.11M | 19.08M | Mar 31, 2026 |
| 12 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 919.03K | 15.95M | Sep 30, 2024 |
| 13 | MCGOWAN GROUP ASSET MANAGEMENT, INC. | 1633227 | 794.70K | 13.61M | Mar 31, 2026 |
| 14 | CETERA INVESTMENT ADVISERS | 1666741 | 782.63K | 13.40M | Mar 31, 2026 |
| 15 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 1739439 | 710.18K | 12.16M | Mar 31, 2026 |
| 16 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 649.08K | 11.11M | Mar 31, 2026 |
| 17 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 612.58K | 10.49M | Mar 31, 2026 |
| 18 | &PARTNERS | 107136 | 555.19K | 9.51M | Mar 31, 2026 |
| 19 | STRATOS WEALTH PARTNERS, LTD. | 1612865 | 525.79K | 9M | Mar 31, 2026 |
| 20 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 432.64K | 7.41M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.