Institutional Ownership
Calamos Strategic Total Retu
CUSIP 128125101COM SH BEN INTCSQQ1 2026
Institutional Holders
216
13F filers
Shares Held
38.51M
Aggregate institutional
Institutional Value
$652.57M
Q1 2026
Net New Holders
+6
19 new · 13 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions19
Increased76
Decreased51
Sold out13
Institutional Holders
216 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.86M | $83.16M | +84.3K | Added |
| 2 | Morgan Stanley | 4.37M | $74.75M | +154.9K | Added |
| 3 | Ubs Group AG | 3.91M | $66.91M | −22.8K | Reduced |
| 4 | Wells Fargo & Company/Mn | 3.06M | $52.43M | +5.5K | Added |
| 5 | Raymond James Financial Inc | 2.13M | $36.40M | +33.3K | Added |
| 6 | Royal Bank Of Canada | 2.12M | $36.26M | +91.6K | Added |
| 7 | Karpus Management, Inc. | 1.94M | $33.29M | +598.8K | Added |
| 8 | Lpl Financial LLC | 1.22M | $20.96M | +18.3K | Added |
| 9 | Bensler, LLC | 1.11M | $19.08M | +27.6K | Added |
| 10 | Mcgowan Group Asset Management, Inc. | 794.7K | $13.61M | −2.9K | Reduced |
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