Who Owns CALAMOS STRATEGIC TOTAL RETU (CSQ)? -- Institutional Holders (2026-06-30)

234 institutions reported holding $798.0M of CALAMOS STRATEGIC TOTAL RETU (CSQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($100.0M), MORGAN STANLEY ($88.4M), UBS Group AG ($81.0M), WELLS FARGO & COMPANY/MN ($62.6M), RAYMOND JAMES FINANCIAL INC ($48.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$100.0M4.9MAdded
2MORGAN STANLEY$88.4M4.3MTrimmed
3UBS Group AG$81.0M3.9MAdded
4WELLS FARGO & COMPANY/MN$62.6M3.0MTrimmed
5RAYMOND JAMES FINANCIAL INC$48.4M2.4MAdded
6Royal Bank of Canada$44.5M2.2MAdded
7Karpus Management, Inc.$42.2M2.1MAdded
8LPL Financial LLC$25.7M1.2MAdded
9Bensler, LLC$23.7M1.2MAdded
10McGowan Group Asset Management, Inc.$16.2M787,259Trimmed
11Cetera Investment Advisers$15.9M772,014Trimmed
12Rockefeller Capital Management L.P.$15.4M748,412Added
13Advisors Asset Management, Inc.$14.4M699,531Added
141607 Capital Partners, LLC$13.1M635,466Added
15Stratos Wealth Partners, LTD.$10.8M527,617Added
16&PARTNERS$10.2M501,570Trimmed
17STIFEL FINANCIAL CORP$8.5M412,706Added
18OSAIC HOLDINGS, INC.$7.6M369,250Added
19RIVERNORTH CAPITAL MANAGEMENT, LLC$7.2M351,534Added
20GUGGENHEIM CAPITAL LLC$6.9M338,003Added
21TRUIST FINANCIAL CORP$6.5M315,627Added
22AMERIPRISE FINANCIAL INC$6.2M301,478Added
23Apollon Wealth Management, LLC$5.7M274,887Trimmed
24Janney Montgomery Scott LLC$4.9M237,208Added
25Smith Asset Management Co., LLC$4.7M226,606Trimmed

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