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

28 institutions reported holding $8.4M of CALAMOS (CPNQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: HARBOUR INVESTMENTS, INC. ($1.6M), COMMONWEALTH EQUITY SERVICES, LLC ($1.2M), JIM SAULNIER & ASSOCIATES, LLC ($698,434), MARIPAU WEALTH MANAGEMENT LLC ($585,971), Signal Advisors Wealth, LLC ($585,971). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	HARBOUR INVESTMENTS, INC.	$1.6M	57,429	Trimmed
2	COMMONWEALTH EQUITY SERVICES, LLC	$1.2M	44,187	Trimmed
3	JIM SAULNIER & ASSOCIATES, LLC	$698,434	25,481	Hold
4	MARIPAU WEALTH MANAGEMENT LLC	$585,971	21,389	Trimmed
5	Signal Advisors Wealth, LLC	$585,971	21,378	Trimmed
6	OLD MISSION CAPITAL LLC	$480,140	17,517	New
7	Capital Analysts, LLC	$479,000	17,488	Hold
8	Cetera Investment Advisers	$477,619	17,425	Trimmed
9	Claro Advisors LLC	$405,531	14,795	Trimmed
10	Calamos Wealth Management LLC	$391,552	14,285	Trimmed
11	Rooted Wealth Advisors, Inc.	$346,764	12,651	Hold
12	WEDBUSH SECURITIES INC	$288,000	10,516	Added
13	Leelyn Smith, LLC	$268,974	9,813	Hold
14	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$253,570	9,251	New
15	Sigma Planning Corp	$204,808	7,472	New
16	CREATIVE FINANCIAL DESIGNS INC /ADV	$78,722	2,872	Trimmed
17	Regatta Research & Money Management	$30,097	1,098	New
18	OSAIC HOLDINGS, INC.	$22,749	830	Added
19	ACTION POINT FINANCIAL PLANNING, LLC	$16,720	610	New
20	CX Institutional	$10,000	374	Hold
21	UBS Group AG	$2,796	102	Trimmed
22	Calamos Advisors LLC	$0	0	Exited
23	ENVESTNET ASSET MANAGEMENT INC	$0	0	Exited
24	Cambridge Investment Research Advisors, Inc.	$0	0	Exited
25	Sound Income Strategies, LLC	$0	0	Exited

来源：SEC 13F 申报文件 · 截至 2026-06-30