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

23 institutions reported holding $16.1M of CALAMOS (CPSO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Calamos Advisors LLC ($9.6M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.6M), COMMONWEALTH EQUITY SERVICES, LLC ($669,880), Blue Water Asset Management ($570,191), Calamos Wealth Management LLC ($553,097). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Calamos Advisors LLC	$9.6M	344,453	Trimmed
2	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.6M	57,083	Added
3	COMMONWEALTH EQUITY SERVICES, LLC	$669,880	24,062	Hold
4	Blue Water Asset Management	$570,191	20,481	Trimmed
5	Calamos Wealth Management LLC	$553,097	19,867	Trimmed
6	Rooted Wealth Advisors, Inc.	$347,610	12,486	Hold
7	Grantvest Financial Group LLC	$330,962	11,888	Trimmed
8	HARBOUR INVESTMENTS, INC.	$320,411	11,509	Trimmed
9	OLD MISSION CAPITAL LLC	$319,380	11,472	Trimmed
10	Cambridge Investment Research Advisors, Inc.	$317,000	11,385	Hold
11	Capital Analysts, LLC	$310,000	11,151	Hold
12	ACTION POINT FINANCIAL PLANNING, LLC	$307,604	11,049	New
13	Sloy Dahl & Holst, LLC	$299,002	10,740	Hold
14	Security Financial Services, INC.	$282,075	10,132	Hold
15	Spire Wealth Management	$66,844	2,401	Hold
16	OSAIC HOLDINGS, INC.	$56,960	2,046	Hold
17	MORGAN STANLEY	$55,680	2,000	Hold
18	TUCKER ASSET MANAGEMENT LLC	$49,611	1,782	New
19	Regatta Research & Money Management	$29,956	1,076	New
20	CREATIVE FINANCIAL DESIGNS INC /ADV	$13,697	492	Trimmed
21	New England Capital Financial Advisors LLC	$11,359	408	Hold
22	Advisory Services Network, LLC	$0	0	Exited
23	LeClair Wealth Partners LLC	$0	0	Exited

来源：SEC 13F 申报文件 · 截至 2026-06-30