17 institutions reported holding $21.0M of CALAMOS (CPSD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Calamos Advisors LLC ($9.6M), Calamos Wealth Management LLC ($2.4M), COMMONWEALTH EQUITY SERVICES, LLC ($1.6M), New England Capital Financial Advisors LLC ($1.5M), BURKETT FINANCIAL SERVICES, LLC ($1.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Calamos Advisors LLC | $9.6M | 359,149 | Trimmed |
| 2 | Calamos Wealth Management LLC | $2.4M | 88,023 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 58,264 | Trimmed |
| 4 | New England Capital Financial Advisors LLC | $1.5M | 54,586 | Trimmed |
| 5 | BURKETT FINANCIAL SERVICES, LLC | $1.4M | 51,373 | Trimmed |
| 6 | STOLZ & ASSOCIATES, PS | $1.1M | 40,039 | Trimmed |
| 7 | Cyr Financial Inc. | $1.0M | 37,495 | Trimmed |
| 8 | Blue Water Asset Management | $666,681 | 24,974 | Hold |
| 9 | Claro Advisors LLC | $421,141 | 15,776 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $408,620 | 15,307 | Trimmed |
| 11 | Signal Advisors Wealth, LLC | $342,417 | 12,827 | Trimmed |
| 12 | WEDBUSH SECURITIES INC | $288,000 | 10,784 | Added |
| 13 | ADAMSBROWN WEALTH CONSULTANTS LLC | $280,298 | 10,500 | Hold |
| 14 | WealthTrust Asset Management, LLC | $211,932 | 7,939 | Hold |
| 15 | CREATIVE FINANCIAL DESIGNS INC /ADV | $21,543 | 807 | Trimmed |
| 16 | CX Institutional | $10,000 | 374 | Hold |
| 17 | LeClair Wealth Partners LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30