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

29 institutions reported holding $21.7M of CALAMOS (CPRY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Crown Wealth Group, LLC ($14.0M), HARBOUR INVESTMENTS, INC. ($1.5M), COMMONWEALTH EQUITY SERVICES, LLC ($789,010), Calamos Wealth Management LLC ($767,262), MARIPAU WEALTH MANAGEMENT LLC ($650,595). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Crown Wealth Group, LLC	$14.0M	499,424	Added
2	HARBOUR INVESTMENTS, INC.	$1.5M	53,039	Trimmed
3	COMMONWEALTH EQUITY SERVICES, LLC	$789,010	28,194	Trimmed
4	Calamos Wealth Management LLC	$767,262	27,412	Hold
5	MARIPAU WEALTH MANAGEMENT LLC	$650,595	23,248	Trimmed
6	Signal Advisors Wealth, LLC	$650,595	23,248	Trimmed
7	CENTAURUS FINANCIAL, INC.	$593,000	21,199	Trimmed
8	WEDBUSH SECURITIES INC	$567,000	20,260	Added
9	OLD MISSION CAPITAL LLC	$538,851	19,255	New
10	Capital Analysts, LLC	$363,000	12,968	Hold
11	SageView Advisory Group, LLC	$297,951	10,647	Hold
12	Creative Planning	$297,950	10,647	Hold
13	ADAMSBROWN WEALTH CONSULTANTS LLC	$286,426	10,235	Hold
14	CREATIVE FINANCIAL DESIGNS INC /ADV	$206,333	7,373	Trimmed
15	BURKETT FINANCIAL SERVICES, LLC	$165,895	5,928	Trimmed
16	Aptus Capital Advisors, LLC	$34,422	1,230	Hold
17	CX Institutional	$10,000	374	Hold
18	Essential Investment Partners LLC	$8,396	300	Hold
19	TUCKER ASSET MANAGEMENT LLC	$3,918	140	New
20	Calamos Advisors LLC	$0	0	Exited
21	ENVESTNET ASSET MANAGEMENT INC	$0	0	Exited
22	Cambridge Investment Research Advisors, Inc.	$0	0	Exited
23	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$0	0	Exited
24	Intrepid Financial Planning Group LLC	$0	0	Exited
25	Sound Income Strategies, LLC	$0	0	Exited

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