CUSIP 12811L107
CALAMOS GBL DYN INCOME FUND
124 institutions · $151.2M total · 20,474,479 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5,657,895 | $41.9M | 27.63% | 2025-12-31 |
| 2 | Karpus Management, Inc. | 1,941,888 | $14.4M | 9.48% | 2025-12-31 |
| 3 | Advisors Asset Management, Inc. | 1,517,250 | $11.2M | 7.41% | 2025-12-31 |
| 4 | Pathstone Holdings, LLC | 1,386,433 | $10.3M | 6.77% | 2025-12-31 |
| 5 | GUGGENHEIM CAPITAL LLC | 1,123,843 | $8.3M | 5.48% | 2025-12-31 |
| 6 | LPL Financial LLC | 1,026,645 | $7.6M | 5.01% | 2025-12-31 |
| 7 | Baird Financial Group, Inc. | 947,646 | $7.0M | 4.62% | 2025-12-31 |
| 8 | Shaker Financial Services, LLC | 684,698 | $5.1M | 3.34% | 2025-12-31 |
| 9 | Private Advisor Group, LLC | 407,370 | $3.0M | 1.98% | 2025-12-31 |
| 10 | ADAPT WEALTH ADVISORS, LLC | 399,005 | $3.0M | 1.94% | 2025-12-31 |
| 11 | Saba Capital Management, L.P. | 299,358 | $2.2M | 1.46% | 2025-12-31 |
| 12 | AMERIPRISE FINANCIAL INC | 270,022 | $2.0M | 1.31% | 2025-12-31 |
| 13 | MANGROVE PARTNERS IM, LLC | 226,522 | $1.7M | 1.10% | 2025-09-30 |
| 14 | Royal Bank of Canada | 221,640 | $1.6M | 1.08% | 2025-12-31 |
| 15 | 1607 Capital Partners, LLC | 213,387 | $1.6M | 1.04% | 2025-12-31 |
| 16 | WOLVERINE ASSET MANAGEMENT LLC | 200,595 | $1.5M | 0.97% | 2025-09-30 |
| 17 | Cerity Partners LLC | 202,773 | $1.5M | 0.99% | 2025-12-31 |
| 18 | UBS Group AG | 201,602 | $1.5M | 0.98% | 2025-12-31 |
| 19 | D.A. DAVIDSON & CO. | 186,949 | $1.4M | 0.91% | 2025-12-31 |
| 20 | Invesco Ltd. | 159,976 | $1.2M | 0.78% | 2025-12-31 |
| 21 | AQR Arbitrage LLC | 153,184 | $1.2M | 0.74% | 2025-09-30 |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11,877 | $1.0M | 0.05% | 2025-12-31 |
| 23 | RAYMOND JAMES FINANCIAL INC | 132,587 | $982.5K | 0.64% | 2025-12-31 |
| 24 | Altium Capital Management LLC | 131,803 | $976.7K | 0.64% | 2025-12-31 |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 112,821 | $857.4K | 0.55% | 2025-12-31 |
| 26 | COMMONWEALTH EQUITY SERVICES, LLC | 112,634 | $834.6K | 0.55% | 2025-12-31 |
| 27 | OSAIC HOLDINGS, INC. | 106,016 | $785.6K | 0.51% | 2025-12-31 |
| 28 | Walleye Capital LLC | 104,984 | $748.5K | 0.51% | 2025-06-30 |
| 29 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 99,686 | $738.7K | 0.48% | 2025-12-31 |
| 30 | Saxony Capital Management, LLC | 88,250 | $653.9K | 0.43% | 2025-12-31 |
| 31 | WELLS FARGO & COMPANY/MN | 88,071 | $652.6K | 0.43% | 2025-12-31 |
| 32 | Focus Partners Wealth | 86,476 | $629.3K | 0.42% | 2025-12-31 |
| 33 | PMG Family Office LLC | 68,328 | $515.2K | 0.33% | 2025-12-31 |
| 34 | COMERICA BANK | 67,852 | $502.8K | 0.33% | 2025-12-31 |
| 35 | NewEdge Advisors, LLC | 63,916 | $473.6K | 0.31% | 2025-12-31 |
| 36 | Dakota Wealth Management | 63,635 | $471.5K | 0.31% | 2025-12-31 |
| 37 | Chicago Partners Investment Group LLC | 57,793 | $459.5K | 0.28% | 2025-12-31 |
| 38 | RPO LLC | 61,799 | $457.9K | 0.30% | 2025-12-31 |
| 39 | Kestra Advisory Services, LLC | 60,802 | $450.5K | 0.29% | 2025-12-31 |
| 40 | Brookstone Capital Management | 59,155 | $438.3K | 0.28% | 2025-12-31 |
| 41 | EVOLVE PRIVATE WEALTH, LLC | 58,125 | $433.6K | 0.28% | 2025-12-31 |
| 42 | Kovitz Investment Group Partners, LLC | 45,399 | $342.3K | 0.22% | 2025-09-30 |
| 43 | HARBOUR INVESTMENTS, INC. | 42,765 | $316.9K | 0.20% | 2025-12-31 |
| 44 | Zuckerman Investment Group, LLC | 41,074 | $309.7K | 0.20% | 2025-09-30 |
| 45 | NWF Advisory Services Inc. | 49,800 | $299.8K | 0.24% | 2025-12-31 |
| 46 | READYSTATE ASSET MANAGEMENT LP | 35,725 | $269.4K | 0.17% | 2025-09-30 |
| 47 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 33,906 | $241.8K | 0.16% | 2025-06-30 |
| 48 | Balyasny Asset Management L.P. | 33,666 | $240.0K | 0.16% | 2025-06-30 |
| 49 | BANK OF AMERICA CORP /DE/ | 31,465 | $237.2K | 0.15% | 2025-12-31 |
| 50 | TRUIST FINANCIAL CORP | 29,641 | $219.6K | 0.14% | 2025-12-31 |
| 51 | STIFEL FINANCIAL CORP | 29,442 | $218.2K | 0.14% | 2025-12-31 |
| 52 | Institute for Wealth Management, LLC. | 29,300 | $217.1K | 0.14% | 2025-12-31 |
| 53 | STEPHENS INC /AR/ | 29,097 | $215.6K | 0.14% | 2025-12-31 |
| 54 | Calamos Wealth Management LLC | 29,748 | $212.1K | 0.14% | 2025-06-30 |
| 55 | &PARTNERS | 28,537 | $211.5K | 0.13% | 2025-12-31 |
| 56 | Waverly Advisors, LLC | 28,473 | $211.0K | 0.13% | 2025-12-31 |
| 57 | Continuum Advisory, LLC | 28,299 | $209.7K | 0.13% | 2025-12-31 |
| 58 | PNC Financial Services Group, Inc. | 27,744 | $205.6K | 0.13% | 2025-12-31 |
| 59 | CAPTRUST FINANCIAL ADVISORS | 27,266 | $202.0K | 0.13% | 2025-12-31 |
| 60 | Integrated Wealth Concepts LLC | 26,525 | $196.6K | 0.12% | 2025-12-31 |
| 61 | Strategic Financial Concepts, LLC | 25,300 | $190.8K | 0.12% | 2025-09-30 |
| 62 | Corient Private Wealth LLC | 25,000 | $185.3K | 0.12% | 2025-12-31 |
| 63 | Closed-End Fund Advisors, Inc. | 24,641 | $182.6K | 0.12% | 2025-12-31 |
| 64 | RFG Advisory, LLC | 23,412 | $173.5K | 0.11% | 2025-12-31 |
| 65 | L.M. KOHN & COMPANY | 22,836 | $172.2K | 0.11% | 2025-09-30 |
| 66 | OPPENHEIMER & CO INC | 22,110 | $163.8K | 0.10% | 2025-12-31 |
| 67 | B. Riley Wealth Advisors, Inc. | 20,316 | $150.5K | 0.09% | 2025-12-31 |
| 68 | Rockefeller Capital Management L.P. | 20,223 | $149.9K | 0.09% | 2025-12-31 |
| 69 | MRA Advisory Group | 19,006 | $140.8K | 0.09% | 2025-12-31 |
| 70 | San Luis Wealth Advisors LLC | 18,944 | $140.4K | 0.09% | 2025-12-31 |
| 71 | CoreCap Advisors, LLC | 17,905 | $132.7K | 0.08% | 2025-12-31 |
| 72 | JANE STREET GROUP, LLC | 17,856 | $132.3K | 0.08% | 2025-12-31 |
| 73 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,669 | $132.3K | 0.10% | 2025-03-31 |
| 74 | XML Financial, LLC | 17,200 | $127.5K | 0.08% | 2025-12-31 |
| 75 | Atria Wealth Solutions, Inc. | 17,872 | $127.4K | 0.08% | 2025-06-30 |
| 76 | BOOTHBAY FUND MANAGEMENT, LLC | 17,192 | $127.4K | 0.08% | 2025-12-31 |
| 77 | Apollon Wealth Management, LLC | 16,794 | $124.4K | 0.08% | 2025-12-31 |
| 78 | Concurrent Investment Advisors, LLC | 14,798 | $109.7K | 0.07% | 2025-12-31 |
| 79 | Prairie Wealth Advisors, Inc. | 0 | $107.4K | 0.00% | 2025-12-31 |
| 80 | Valeo Financial Advisors, LLC | 14,412 | $106.8K | 0.07% | 2025-12-31 |
| 81 | Sage Capital Management, LLC | 14,000 | $103.7K | 0.06% | 2025-12-31 |
| 82 | Cetera Investment Advisers | 13,967 | $103.5K | 0.06% | 2025-12-31 |
| 83 | First Heartland Consultants, Inc. | 13,617 | $97.1K | 0.06% | 2025-06-30 |
| 84 | J.W. COLE ADVISORS, INC. | 11,742 | $87.0K | 0.05% | 2025-12-31 |
| 85 | Palogic Value Management, L.P. | 11,000 | $81.5K | 0.05% | 2025-12-31 |
| 86 | DECISION INVESTMENTS, INC | 10,680 | $79.1K | 0.05% | 2025-12-31 |
| 87 | LEIGH BALDWIN & CO., LLC | 10,000 | $74.0K | 0.04% | 2025-12-31 |
| 88 | Almitas Capital LLC | 10,000 | $71.3K | 0.04% | 2025-06-30 |
| 89 | Farther Finance Advisors, LLC | 9,159 | $67.9K | 0.04% | 2025-12-31 |
| 90 | FIRST MANHATTAN CO. LLC. | 10,522 | $67.2K | 0.05% | 2025-03-31 |
| 91 | Advisor Resource Council | 10,230 | $65.4K | 0.04% | 2025-03-31 |
| 92 | Equitable Holdings, Inc. | 10,000 | $63.9K | 0.04% | 2025-03-31 |
| 93 | Parallel Advisors, LLC | 7,196 | $53.3K | 0.03% | 2025-12-31 |
| 94 | Newbridge Financial Services Group, Inc. | 7,008 | $52.8K | 0.03% | 2025-09-30 |
| 95 | NBC SECURITIES, INC. | 4,764 | $35.3K | 0.02% | 2025-12-31 |
| 96 | Spire Wealth Management | 4,660 | $34.5K | 0.02% | 2025-12-31 |
| 97 | MAI Capital Management | 4,567 | $33.8K | 0.02% | 2025-12-31 |
| 98 | Steward Partners Investment Advisory, LLC | 3,516 | $26.1K | 0.01% | 2025-12-31 |
| 99 | ASSETMARK, INC | 3,250 | $24.1K | 0.01% | 2025-12-31 |
| 100 | IFP Advisors, Inc | 3,047 | $22.6K | 0.01% | 2025-12-31 |
| 101 | Elequin Capital, LP | 3,343 | $21.4K | 0.01% | 2025-03-31 |
| 102 | FLAGSHIP HARBOR ADVISORS, LLC | 2,797 | $20.7K | 0.01% | 2025-12-31 |
| 103 | EverSource Wealth Advisors, LLC | 2,500 | $18.5K | 0.01% | 2025-12-31 |
| 104 | CITIGROUP INC | 2,500 | $18.5K | 0.01% | 2025-12-31 |
| 105 | Tidemark, LLC | 2,400 | $17.8K | 0.01% | 2025-12-31 |
| 106 | Advisory Services Network, LLC | 2,251 | $17.0K | 0.01% | 2025-09-30 |
| 107 | FIFTH THIRD BANCORP | 1,908 | $14.1K | 0.00% | 2025-12-31 |
| 108 | Ameritas Advisory Services, LLC | 1,632 | $12.3K | 0.00% | 2025-09-30 |
| 109 | ORG Partners LLC | 1,500 | $11.1K | 0.00% | 2025-12-31 |
| 110 | OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1,500 | $9.6K | 0.00% | 2025-06-30 |
| 111 | Beacon Capital Management, LLC | 1,116 | $8.0K | 0.00% | 2025-06-30 |
| 112 | PRINCIPAL SECURITIES, INC. | 1,000 | $7.1K | 0.00% | 2025-06-30 |
| 113 | Allworth Financial LP | 846 | $6.4K | 0.00% | 2025-12-31 |
| 114 | JPMORGAN CHASE & CO | 846 | $6.3K | 0.00% | 2025-12-31 |
| 115 | GAMMA Investing LLC | 810 | $6.0K | 0.00% | 2025-12-31 |
| 116 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 600 | $4.3K | 0.00% | 2025-06-30 |
| 117 | AMERIFLEX GROUP, INC. | 500 | $3.7K | 0.00% | 2025-12-31 |
| 118 | Stephens Consulting, LLC | 200 | $1.5K | 0.00% | 2025-12-31 |
| 119 | US BANCORP \DE\ | 175 | $1.3K | 0.00% | 2025-12-31 |
| 120 | Cambridge Investment Research Advisors, Inc. | 153,616 | $1.1K | 0.75% | 2025-12-31 |
| 121 | Janney Montgomery Scott LLC | 32,207 | $239 | 0.15% | 2025-12-31 |
| 122 | WEDBUSH SECURITIES INC | 17,658 | $131 | 0.08% | 2025-12-31 |
| 123 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |
| 124 | JONES FINANCIAL COMPANIES LLLP | 0 | $0 | 0.00% | 2025-12-31 |