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

114 institutions reported holding $195.4M of CALAMOS (CHW) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($53.5M), Karpus Management, Inc. ($21.9M), Pathstone Holdings, LLC ($19.3M), Advisors Asset Management, Inc. ($13.3M), GUGGENHEIM CAPITAL LLC ($10.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$53.5M6.0MAdded
2Karpus Management, Inc.$21.9M2.5MAdded
3Pathstone Holdings, LLC$19.3M2.2MAdded
4Advisors Asset Management, Inc.$13.3M1.5MTrimmed
5GUGGENHEIM CAPITAL LLC$10.1M1.1MAdded
6LPL Financial LLC$6.9M770,907Trimmed
7Baird Financial Group, Inc.$6.9M769,825Trimmed
81607 Capital Partners, LLC$6.8M759,065Added
9Saba Capital Management, L.P.$6.1M683,781Added
10WELLS FARGO & COMPANY/MN$4.2M467,615Added
11Shaker Financial Services, LLC$3.7M412,262Trimmed
12ADAPT WEALTH ADVISORS, LLC$3.5M394,418Trimmed
13RAYMOND JAMES FINANCIAL INC$3.4M378,342Added
14Altium Capital Management LP$2.9M328,901Hold
15Royal Bank of Canada$2.8M314,744Added
16AMERIPRISE FINANCIAL INC$2.4M264,443Trimmed
17UBS Group AG$1.8M206,386Added
18BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$1.6M181,919Added
19D.A. DAVIDSON & CO.$1.6M179,641Added
20Cambridge Investment Research Advisors, Inc.$1.4M157,131Trimmed
21WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.0M116,122Added
22COMMONWEALTH EQUITY SERVICES, LLC$902,220101,259Trimmed
23OSAIC HOLDINGS, INC.$889,79399,864Added
24Saxony Capital Management, LLC$786,30888,250Hold
25Focus Partners Wealth$719,97280,805Trimmed

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