15 institutions reported holding $17.4M of CALAMOS (CPRY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Crown Wealth Group, LLC ($14.0M), COMMONWEALTH EQUITY SERVICES, LLC ($789,010), Calamos Wealth Management LLC ($767,262), Signal Advisors Wealth, LLC ($650,595), WEDBUSH SECURITIES INC ($567,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Crown Wealth Group, LLC | $14.0M | 499,424 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $789,010 | 28,194 | Trimmed |
| 3 | Calamos Wealth Management LLC | $767,262 | 27,412 | Hold |
| 4 | Signal Advisors Wealth, LLC | $650,595 | 23,248 | Trimmed |
| 5 | WEDBUSH SECURITIES INC | $567,000 | 20,260 | Added |
| 6 | ADAMSBROWN WEALTH CONSULTANTS LLC | $286,426 | 10,235 | Hold |
| 7 | CREATIVE FINANCIAL DESIGNS INC /ADV | $206,333 | 7,373 | Trimmed |
| 8 | BURKETT FINANCIAL SERVICES, LLC | $165,895 | 5,928 | Trimmed |
| 9 | CX Institutional | $10,000 | 374 | Hold |
| 10 | Essential Investment Partners LLC | $8,396 | 300 | Hold |
| 11 | Calamos Advisors LLC | $0 | 0 | Exited |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $0 | 0 | Exited |
| 13 | Cambridge Investment Research Advisors, Inc. | $0 | 0 | Exited |
| 14 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 15 | Farther Finance Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30