6 institutions reported holding $2.0M of Calamos Funds/USA (CHY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Legacy Wealth Management, LLC / MS ($698,169), Bison Wealth, LLC ($449,525), Graves Light Lenhart Wealth, Inc. ($324,537), Mirador Capital Partners LP ($257,873), HOWARD FINANCIAL SERVICES, LTD. ($254,027). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Legacy Wealth Management, LLC / MS | $698,169 | 51,261 | Added |
| 2 | Bison Wealth, LLC | $449,525 | 33,298 | Added |
| 3 | Graves Light Lenhart Wealth, Inc. | $324,537 | 23,828 | Hold |
| 4 | Mirador Capital Partners LP | $257,873 | 18,933 | Added |
| 5 | HOWARD FINANCIAL SERVICES, LTD. | $254,027 | 18,651 | New |
| 6 | CX Institutional | $2,000 | 163 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30