CHI — Calamos Conv Opportunities & I Sh Ben Int Institutional Holders · Q3 2026
Who owns Calamos Conv Opportunities & I Sh Ben Int (CHI)? 4 institutions reported holding $816,820 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: KFA Private Wealth Group, LLC ($554,332), CoreCap Advisors, LLC ($151,448), Farther Finance Advisors, LLC ($93,040).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KFA Private Wealth Group, LLC | $554,332 | 48,498 | Added |
| 2 | CoreCap Advisors, LLC | $151,448 | 13,250 | Trimmed |
| 3 | Farther Finance Advisors, LLC | $93,040 | 8,140 | Trimmed |
| 4 | CX Institutional | $18,000 | 1,617 | Added |
Source: SEC Form 13F filings · as of 2026-09-30