CUSIP 128117108
CALAMOS CONV OPPORTUNITIES &
168 institutions · $302.8M total · 19,517,257 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,707,446 | $118.6M | 8.74% | 2025-12-31 |
| 2 | BANK OF AMERICA CORP /DE/ | 2,484,015 | $26.0M | 12.72% | 2025-12-31 |
| 3 | UBS Group AG | 2,169,784 | $22.7M | 11.11% | 2025-12-31 |
| 4 | MORGAN STANLEY | 1,396,888 | $14.6M | 7.15% | 2025-12-31 |
| 5 | WELLS FARGO & COMPANY/MN | 1,213,903 | $12.7M | 6.21% | 2025-12-31 |
| 6 | D.A. DAVIDSON & CO. | 1,045,470 | $11.0M | 5.35% | 2025-12-31 |
| 7 | LPL Financial LLC | 729,256 | $7.6M | 3.73% | 2025-12-31 |
| 8 | GUGGENHEIM CAPITAL LLC | 694,810 | $7.3M | 3.55% | 2025-12-31 |
| 9 | AMERIPRISE FINANCIAL INC | 655,478 | $6.9M | 3.35% | 2025-12-31 |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 554,988 | $5.8M | 2.84% | 2025-12-31 |
| 11 | Baird Financial Group, Inc. | 543,001 | $5.7M | 2.78% | 2025-12-31 |
| 12 | AVANTAX ADVISORY SERVICES, INC. | 320,756 | $3.4M | 1.64% | 2025-06-30 |
| 13 | Grange Capital, LLC | 309,537 | $3.2M | 1.58% | 2025-12-31 |
| 14 | Marathon Strategic Advisors, LLC | 276,926 | $2.9M | 1.41% | 2025-12-31 |
| 15 | HARBOUR INVESTMENTS, INC. | 239,497 | $2.5M | 1.22% | 2025-12-31 |
| 16 | Advisors Asset Management, Inc. | 226,592 | $2.4M | 1.16% | 2025-12-31 |
| 17 | Royal Bank of Canada | 218,299 | $2.3M | 1.11% | 2025-12-31 |
| 18 | Creekside Partners | 217,819 | $2.3M | 1.11% | 2025-12-31 |
| 19 | OPPENHEIMER & CO INC | 214,803 | $2.3M | 1.10% | 2025-12-31 |
| 20 | Cetera Investment Advisers | 212,666 | $2.2M | 1.08% | 2025-12-31 |
| 21 | RAYMOND JAMES FINANCIAL INC | 200,862 | $2.1M | 1.02% | 2025-12-31 |
| 22 | OSAIC HOLDINGS, INC. | 198,394 | $2.1M | 1.01% | 2025-12-31 |
| 23 | Rockefeller Capital Management L.P. | 149,847 | $1.6M | 0.76% | 2025-12-31 |
| 24 | Focus Partners Wealth | 143,225 | $1.5M | 0.73% | 2025-12-31 |
| 25 | Everstar Asset Management, LLC | 117,953 | $1.2M | 0.60% | 2025-12-31 |
| 26 | Apollon Wealth Management, LLC | 112,860 | $1.2M | 0.57% | 2025-12-31 |
| 27 | PMG Family Office LLC | 106,822 | $1.2M | 0.54% | 2025-12-31 |
| 28 | NewEdge Advisors, LLC | 103,066 | $1.1M | 0.52% | 2025-12-31 |
| 29 | KFA Private Wealth Group, LLC | 95,882 | $1.0M | 0.49% | 2025-12-31 |
| 30 | Boreal Capital Management LLC | 0 | $879.7K | 0.00% | 2025-12-31 |
| 31 | STIFEL FINANCIAL CORP | 74,297 | $778.6K | 0.38% | 2025-12-31 |
| 32 | Total Wealth Planning & Management, Inc. | 71,436 | $748.6K | 0.36% | 2025-12-31 |
| 33 | IHT Wealth Management, LLC | 69,075 | $723.9K | 0.35% | 2025-12-31 |
| 34 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 66,022 | $721.6K | 0.33% | 2025-12-31 |
| 35 | Samalin Investment Counsel, LLC | 67,706 | $709.6K | 0.34% | 2025-12-31 |
| 36 | Institute for Wealth Management, LLC. | 58,696 | $615.1K | 0.30% | 2025-12-31 |
| 37 | Legacy Wealth Management, LLC / MS | 54,753 | $573.8K | 0.28% | 2025-12-31 |
| 38 | COMERICA BANK | 54,694 | $573.2K | 0.28% | 2025-12-31 |
| 39 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 52,303 | $548.1K | 0.26% | 2025-12-31 |
| 40 | L.M. KOHN & COMPANY | 51,629 | $543.1K | 0.26% | 2025-06-30 |
| 41 | SAM Advisors, LLC | 50,967 | $534.1K | 0.26% | 2025-12-31 |
| 42 | SEI INVESTMENTS CO | 47,018 | $492.8K | 0.24% | 2025-12-31 |
| 43 | GREENBERG FINANCIAL GROUP | 45,685 | $478.8K | 0.23% | 2025-12-31 |
| 44 | NORTHERN TRUST CORP | 44,564 | $467.0K | 0.22% | 2025-12-31 |
| 45 | &PARTNERS | 44,237 | $463.6K | 0.22% | 2025-12-31 |
| 46 | Arax Advisory Partners | 41,673 | $436.7K | 0.21% | 2025-12-31 |
| 47 | CAPTRUST FINANCIAL ADVISORS | 40,920 | $428.8K | 0.20% | 2025-12-31 |
| 48 | TFG Advisers LLC | 40,509 | $426.2K | 0.20% | 2025-06-30 |
| 49 | Geneos Wealth Management Inc. | 38,474 | $403.2K | 0.19% | 2025-12-31 |
| 50 | CreativeOne Wealth, LLC | 37,838 | $396.5K | 0.19% | 2025-12-31 |
| 51 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 35,555 | $372.6K | 0.18% | 2025-12-31 |
| 52 | STEPHENS INC /AR/ | 35,540 | $372.5K | 0.18% | 2025-12-31 |
| 53 | E&G Advisors, LP | 35,002 | $366.8K | 0.17% | 2025-12-31 |
| 54 | BENJAMIN EDWARDS INC | 33,663 | $352.8K | 0.17% | 2025-12-31 |
| 55 | CW Advisors, LLC | 32,996 | $347.1K | 0.16% | 2025-06-30 |
| 56 | Stratos Wealth Partners, LTD. | 31,523 | $330.4K | 0.16% | 2025-12-31 |
| 57 | Sanctuary Advisors, LLC | 34,384 | $329.7K | 0.17% | 2025-12-31 |
| 58 | WOLVERINE ASSET MANAGEMENT LLC | 31,343 | $328.5K | 0.16% | 2025-12-31 |
| 59 | Jaffetilchin Investment Partners, LLC | 31,029 | $325.2K | 0.15% | 2025-12-31 |
| 60 | Sigma Planning Corp | 30,277 | $317.3K | 0.15% | 2025-12-31 |
| 61 | HighTower Advisors, LLC | 30,121 | $315.7K | 0.15% | 2025-12-31 |
| 62 | WINEBRENNER CAPITAL MANAGEMENT LLC | 30,000 | $315.6K | 0.15% | 2025-06-30 |
| 63 | DF DENT & CO INC | 29,418 | $308.3K | 0.15% | 2025-12-31 |
| 64 | Patten Group, Inc. | 29,246 | $306.5K | 0.14% | 2025-12-31 |
| 65 | Private Advisor Group, LLC | 29,189 | $305.9K | 0.14% | 2025-12-31 |
| 66 | Mutual Advisors, LLC | 29,161 | $305.6K | 0.14% | 2025-12-31 |
| 67 | EP Wealth Advisors, LLC | 28,500 | $298.7K | 0.14% | 2025-12-31 |
| 68 | Founders Financial Alliance, LLC | 28,412 | $297.8K | 0.14% | 2025-12-31 |
| 69 | CoreCap Advisors, LLC | 27,237 | $285.4K | 0.13% | 2025-12-31 |
| 70 | Financial Advocates Investment Management | 26,625 | $280.1K | 0.13% | 2025-06-30 |
| 71 | Capital CS Group, LLC | 25,224 | $264.3K | 0.12% | 2025-12-31 |
| 72 | Game Plan Financial Advisors, LLC | 25,000 | $262.0K | 0.12% | 2025-12-31 |
| 73 | READYSTATE ASSET MANAGEMENT LP | 24,702 | $258.9K | 0.12% | 2025-12-31 |
| 74 | PFG Investments, LLC | 24,624 | $258.1K | 0.12% | 2025-12-31 |
| 75 | HOLLENCREST CAPITAL MANAGEMENT | 24,293 | $254.6K | 0.12% | 2025-12-31 |
| 76 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 23,617 | $247.5K | 0.12% | 2025-12-31 |
| 77 | Mariner, LLC | 23,380 | $245.0K | 0.11% | 2025-12-31 |
| 78 | MML INVESTORS SERVICES, LLC | 22,579 | $236.6K | 0.11% | 2025-12-31 |
| 79 | Newbridge Financial Services Group, Inc. | 21,704 | $234.2K | 0.11% | 2025-09-30 |
| 80 | Concurrent Investment Advisors, LLC | 21,999 | $230.6K | 0.11% | 2025-12-31 |
| 81 | Lexington Hill Partners, LLC | 21,939 | $229.9K | 0.11% | 2025-12-31 |
| 82 | KESTRA PRIVATE WEALTH SERVICES, LLC | 20,803 | $218.0K | 0.10% | 2025-12-31 |
| 83 | CALTON & ASSOCIATES, INC. | 20,332 | $213.1K | 0.10% | 2025-12-31 |
| 84 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 20,050 | $210.1K | 0.10% | 2025-12-31 |
| 85 | WEALTH EFFECTS LLC | 19,080 | $200.0K | 0.09% | 2025-12-31 |
| 86 | Beacon Pointe Advisors, LLC | 19,066 | $199.8K | 0.09% | 2025-12-31 |
| 87 | Hilltop Partners LLC | 18,305 | $191.8K | 0.09% | 2025-12-31 |
| 88 | Sunpointe, LLC | 17,745 | $187.7K | 0.09% | 2025-12-31 |
| 89 | CENTRAL TRUST Co | 16,900 | $177.1K | 0.08% | 2025-12-31 |
| 90 | Sonora Investment Management Group, LLC | 16,350 | $176.4K | 0.08% | 2025-09-30 |
| 91 | Alpha Cubed Investments, LLC | 16,808 | $176.1K | 0.08% | 2025-12-31 |
| 92 | PINNACLE ASSOCIATES LTD | 16,433 | $172.2K | 0.08% | 2025-12-31 |
| 93 | Brookstone Capital Management | 15,089 | $158.1K | 0.07% | 2025-12-31 |
| 94 | NOVEM GROUP | 14,260 | $149.4K | 0.07% | 2025-12-31 |
| 95 | Atria Wealth Solutions, Inc. | 14,194 | $149.3K | 0.07% | 2025-06-30 |
| 96 | NWAM LLC | 13,399 | $148.4K | 0.06% | 2025-12-31 |
| 97 | Clear Trail Advisors, LLC | 13,649 | $143.0K | 0.06% | 2025-12-31 |
| 98 | San Luis Wealth Advisors LLC | 13,555 | $142.1K | 0.06% | 2025-12-31 |
| 99 | one8zero8, LLC | 13,350 | $139.9K | 0.06% | 2025-12-31 |
| 100 | Kovack Advisors, Inc. | 12,999 | $136.2K | 0.06% | 2025-12-31 |
| 101 | ENVESTNET ASSET MANAGEMENT INC | 12,979 | $136.0K | 0.06% | 2025-12-31 |
| 102 | XTX Topco Ltd | 12,601 | $132.6K | 0.06% | 2025-06-30 |
| 103 | ProCore Advisors, LLC | 12,136 | $127.2K | 0.06% | 2025-12-31 |
| 104 | Continuum Advisory, LLC | 12,120 | $127.0K | 0.06% | 2025-12-31 |
| 105 | Palogic Value Management, L.P. | 12,000 | $125.8K | 0.06% | 2025-12-31 |
| 106 | Modern Wealth Management, LLC | 11,915 | $124.9K | 0.06% | 2025-12-31 |
| 107 | Allworth Financial LP | 11,897 | $124.7K | 0.06% | 2025-12-31 |
| 108 | MELFA WEALTH MANAGEMENT, INC. | 11,819 | $123.9K | 0.06% | 2025-12-31 |
| 109 | Clearstead Advisors, LLC | 11,527 | $120.8K | 0.05% | 2025-12-31 |
| 110 | Cerity Partners LLC | 11,435 | $119.8K | 0.05% | 2025-12-31 |
| 111 | Semus Wealth Partners LLC | 11,228 | $117.7K | 0.05% | 2025-12-31 |
| 112 | Creative Planning | 11,004 | $115.3K | 0.05% | 2025-12-31 |
| 113 | JANE STREET GROUP, LLC | 10,927 | $114.5K | 0.05% | 2025-12-31 |
| 114 | PNC Financial Services Group, Inc. | 10,690 | $112.0K | 0.05% | 2025-12-31 |
| 115 | J.W. COLE ADVISORS, INC. | 10,032 | $105.5K | 0.05% | 2025-06-30 |
| 116 | Steward Partners Investment Advisory, LLC | 9,912 | $103.9K | 0.05% | 2025-12-31 |
| 117 | FLAGSHIP HARBOR ADVISORS, LLC | 9,679 | $101.4K | 0.04% | 2025-12-31 |
| 118 | Kestra Advisory Services, LLC | 8,857 | $92.8K | 0.04% | 2025-12-31 |
| 119 | Global Retirement Partners, LLC | 8,308 | $87.1K | 0.04% | 2025-12-31 |
| 120 | BARRETT & COMPANY, INC. | 7,750 | $81.2K | 0.03% | 2025-12-31 |
| 121 | MONETARY MANAGEMENT GROUP INC | 7,500 | $78.6K | 0.03% | 2025-12-31 |
| 122 | Farther Finance Advisors, LLC | 5,340 | $56.0K | 0.02% | 2025-12-31 |
| 123 | NBC SECURITIES, INC. | 4,413 | $46.2K | 0.02% | 2025-12-31 |
| 124 | US BANCORP \DE\ | 4,300 | $45.2K | 0.02% | 2025-06-30 |
| 125 | Elequin Capital, LP | 4,244 | $44.6K | 0.02% | 2025-06-30 |
| 126 | Wilmington Savings Fund Society, FSB | 4,000 | $41.9K | 0.02% | 2025-12-31 |
| 127 | AMERIFLEX GROUP, INC. | 3,700 | $38.8K | 0.01% | 2025-12-31 |
| 128 | Mascoma Wealth Management LLC | 3,075 | $32.3K | 0.01% | 2025-06-30 |
| 129 | PRIVATE TRUST CO NA | 3,000 | $31.4K | 0.01% | 2025-12-31 |
| 130 | Gen-Wealth Partners Inc | 2,575 | $27.0K | 0.01% | 2025-12-31 |
| 131 | GHP Investment Advisors, Inc. | 2,400 | $25.2K | 0.01% | 2025-12-31 |
| 132 | Costello Asset Management, INC | 2,227 | $23.3K | 0.01% | 2025-12-31 |
| 133 | Turim 21 Investimentos Ltda. | 1,945 | $21.0K | 0.00% | 2025-09-30 |
| 134 | IFP Advisors, Inc | 2,000 | $21.0K | 0.01% | 2025-12-31 |
| 135 | Caldwell Trust Co | 1,534 | $16.1K | 0.00% | 2025-12-31 |
| 136 | Financial Gravity Companies, Inc. | 1,520 | $16.0K | 0.00% | 2025-06-30 |
| 137 | ORG Partners LLC | 1,500 | $15.7K | 0.00% | 2025-12-31 |
| 138 | MAI Capital Management | 1,325 | $13.9K | 0.00% | 2025-06-30 |
| 139 | Ameritas Advisory Services, LLC | 1,279 | $13.8K | 0.00% | 2025-09-30 |
| 140 | Center for Financial Planning, Inc. | 1,094 | $11.5K | 0.00% | 2025-12-31 |
| 141 | PRINCIPAL SECURITIES, INC. | 1,012 | $10.9K | 0.00% | 2025-09-30 |
| 142 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1,000 | $10.5K | 0.00% | 2025-12-31 |
| 143 | McIlrath & Eck, LLC | 811 | $8.5K | 0.00% | 2025-12-31 |
| 144 | HHM Wealth Advisors, LLC | 725 | $7.6K | 0.00% | 2025-12-31 |
| 145 | Advisory Services Network, LLC | 664 | $7.2K | 0.00% | 2025-09-30 |
| 146 | ROTHSCHILD INVESTMENT LLC | 662 | $6.9K | 0.00% | 2025-12-31 |
| 147 | Garton & Associates Financial Advisors LLC | 575 | $6.0K | 0.00% | 2025-12-31 |
| 148 | Garde Capital, Inc. | 532 | $5.6K | 0.00% | 2025-06-30 |
| 149 | Cape Investment Advisory, Inc. | 402 | $4.2K | 0.00% | 2025-12-31 |
| 150 | HIGHLINE WEALTH PARTNERS LLC | 400 | $4.2K | 0.00% | 2025-12-31 |
| 151 | Twin Lakes Capital Management, LLC | 325 | $3.4K | 0.00% | 2025-12-31 |
| 152 | GAMMA Investing LLC | 321 | $3.4K | 0.00% | 2025-12-31 |
| 153 | ST GERMAIN D J CO INC | 300 | $3.2K | 0.00% | 2025-09-30 |
| 154 | ASSETMARK, INC | 241 | $2.5K | 0.00% | 2025-12-31 |
| 155 | Cambridge Investment Research Advisors, Inc. | 181,085 | $1.9K | 0.92% | 2025-12-31 |
| 156 | Creekmur Asset Management LLC | 156 | $1.7K | 0.00% | 2025-09-30 |
| 157 | Key Financial Inc | 89 | $933 | 0.00% | 2025-12-31 |
| 158 | Janney Montgomery Scott LLC | 72,036 | $755 | 0.36% | 2025-12-31 |
| 159 | Tower Research Capital LLC (TRC) | 54 | $583 | 0.00% | 2025-09-30 |
| 160 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 37,098 | $389 | 0.19% | 2025-12-31 |
| 161 | CITIGROUP INC | 27 | $283 | 0.00% | 2025-12-31 |
| 162 | WEDBUSH SECURITIES INC | 17,050 | $179 | 0.08% | 2025-12-31 |
| 163 | HRT FINANCIAL LP | 14,099 | $147 | 0.07% | 2025-12-31 |
| 164 | CWM, LLC | 3,639 | $38 | 0.01% | 2025-12-31 |
| 165 | CX Institutional | 2,176 | $23 | 0.01% | 2025-12-31 |
| 166 | HUNTINGTON NATIONAL BANK | 1 | $10 | 0.00% | 2025-12-31 |
| 167 | EASTERN BANK | 0 | $3 | 0.00% | 2025-12-31 |
| 168 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |