CSQ — Calamos Strategic Total Retu Institutional Holders · Q3 2026
Who owns Calamos Strategic Total Retu (CSQ)? 8 institutions reported holding $1.83M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: David J Yvars Group ($931,242), Doliver Advisors, LP ($495,151), Farther Finance Advisors, LLC ($215,878).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | David J Yvars Group | $931,242 | 45,661 | Added |
| 2 | DOLIVER ADVISORS, LP | $495,151 | 24,284 | Trimmed |
| 3 | Farther Finance Advisors, LLC | $215,878 | 10,587 | Trimmed |
| 4 | CoreCap Advisors, LLC | $71,365 | 3,500 | Hold |
| 5 | EASTERN BANK | $62,393 | 3,060 | Hold |
| 6 | CX Institutional | $53,000 | 2,586 | Trimmed |
| 7 | GAMMA Investing LLC | $5,832 | 286 | New |
| 8 | ARMSTRONG ADVISORY GROUP, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30