Who Owns CALAMOS (CGO)? -- Institutional Holders (2026-06-30)

47 institutions reported holding $33.5M of CALAMOS (CGO) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($6.3M), Advisors Asset Management, Inc. ($3.3M), LPL Financial LLC ($2.9M), Shaker Financial Services, LLC ($2.4M), PRINCIPAL SECURITIES, INC. ($2.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$6.3M464,707Added
2Advisors Asset Management, Inc.$3.3M240,943Added
3LPL Financial LLC$2.9M212,238Added
4Shaker Financial Services, LLC$2.4M177,106Trimmed
5PRINCIPAL SECURITIES, INC.$2.4M176,675Added
6ENVESTNET ASSET MANAGEMENT INC$2.3M166,026Added
7Integrated Wealth Concepts LLC$2.2M158,585Trimmed
8GUGGENHEIM CAPITAL LLC$1.3M92,824Trimmed
9UBS Group AG$991,66172,596Trimmed
10WOLVERINE ASSET MANAGEMENT LLC$834,21661,070Trimmed
11COHEN & STEERS, INC.$778,00056,975Trimmed
12Brookstone Capital Management$716,94452,485Added
13Advisory Solutions Group, LLC$715,52452,381New
14HARBOUR INVESTMENTS, INC.$655,95348,020Hold
15PMG Family Office LLC$638,74246,760Added
16Invesco Ltd.$598,43143,809Trimmed
17BANK OF AMERICA CORP /DE/$598,00843,778Added
18Royal Bank of Canada$321,00023,508Trimmed
19OSAIC HOLDINGS, INC.$319,59423,395Trimmed
20STIFEL FINANCIAL CORP$313,40422,944Added
21Gilliland Jeter Wealth Management LLC$281,06820,576Hold
22BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$278,92420,419Added
23Kestra Advisory Services, LLC$230,18016,851Trimmed
24Logan Stone Capital, LLC$216,38815,841Trimmed
25Retirement Planning Group, LLC$214,18915,680Trimmed

Source: SEC Form 13F filings · as of 2026-06-30