CUSIP 12811V105
CALAMOS DYNAMIC CONV & INCOM
104 institutions · $87.8M total · 4,284,420 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | D.A. DAVIDSON & CO. | 599,113 | $12.5M | 13.98% | 2025-12-31 |
| 2 | MORGAN STANLEY | 323,008 | $6.7M | 7.53% | 2025-12-31 |
| 3 | BANK OF AMERICA CORP /DE/ | 291,571 | $6.1M | 6.80% | 2025-12-31 |
| 4 | WELLS FARGO & COMPANY/MN | 261,161 | $5.4M | 6.09% | 2025-12-31 |
| 5 | GUGGENHEIM CAPITAL LLC | 257,289 | $5.4M | 6.00% | 2025-12-31 |
| 6 | Royal Bank of Canada | 177,912 | $3.7M | 4.15% | 2025-12-31 |
| 7 | LPL Financial LLC | 147,629 | $3.1M | 3.44% | 2025-12-31 |
| 8 | &PARTNERS | 139,243 | $2.9M | 3.24% | 2025-12-31 |
| 9 | Mutual Advisors, LLC | 113,353 | $2.4M | 2.64% | 2025-12-31 |
| 10 | TRUIST FINANCIAL CORP | 108,792 | $2.3M | 2.53% | 2025-12-31 |
| 11 | UBS Group AG | 100,064 | $2.1M | 2.33% | 2025-12-31 |
| 12 | J.W. COLE ADVISORS, INC. | 99,952 | $2.1M | 2.33% | 2025-12-31 |
| 13 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 83,324 | $1.7M | 1.94% | 2025-12-31 |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 77,412 | $1.6M | 1.80% | 2025-12-31 |
| 15 | PMG Family Office LLC | 67,865 | $1.4M | 1.58% | 2025-12-31 |
| 16 | CoreCap Advisors, LLC | 65,335 | $1.4M | 1.52% | 2025-12-31 |
| 17 | WOLVERINE ASSET MANAGEMENT LLC | 64,085 | $1.3M | 1.49% | 2025-12-31 |
| 18 | RAYMOND JAMES & ASSOCIATES | 50,798 | $1.3M | 1.18% | 2024-09-30 |
| 19 | Raymond James Financial Services Advisors, Inc. | 49,046 | $1.2M | 1.14% | 2024-09-30 |
| 20 | OSAIC HOLDINGS, INC. | 58,601 | $1.2M | 1.36% | 2025-12-31 |
| 21 | READYSTATE ASSET MANAGEMENT LP | 58,054 | $1.2M | 1.35% | 2025-12-31 |
| 22 | AMERIPRISE FINANCIAL INC | 48,460 | $1.0M | 1.13% | 2025-12-31 |
| 23 | Advisors Asset Management, Inc. | 46,850 | $985.7K | 1.09% | 2025-09-30 |
| 24 | RAYMOND JAMES FINANCIAL INC | 46,927 | $978.9K | 1.09% | 2025-12-31 |
| 25 | Everstar Asset Management, LLC | 44,114 | $920.2K | 1.02% | 2025-12-31 |
| 26 | Samalin Investment Counsel, LLC | 41,183 | $859.1K | 0.96% | 2025-12-31 |
| 27 | Boreal Capital Management LLC | 0 | $774.4K | 0.00% | 2025-12-31 |
| 28 | ABSOLUTE INVESTMENT ADVISERS, LLC | 33,118 | $723.6K | 0.77% | 2025-12-31 |
| 29 | OPPENHEIMER & CO INC | 34,513 | $719.9K | 0.80% | 2025-12-31 |
| 30 | CITADEL ADVISORS LLC | 30,972 | $644.8K | 0.72% | 2025-12-31 |
| 31 | Rockefeller Capital Management L.P. | 29,530 | $616.0K | 0.68% | 2025-12-31 |
| 32 | Herold Advisors, Inc. | 28,999 | $604.9K | 0.67% | 2025-12-31 |
| 33 | Steward Partners Investment Advisory, LLC | 25,588 | $533.8K | 0.59% | 2025-12-31 |
| 34 | Kestra Advisory Services, LLC | 25,574 | $533.5K | 0.59% | 2025-12-31 |
| 35 | Private Advisor Group, LLC | 25,147 | $524.6K | 0.58% | 2025-12-31 |
| 36 | WORLD EQUITY GROUP, INC. | 22,384 | $466.9K | 0.52% | 2025-12-31 |
| 37 | KESTRA PRIVATE WEALTH SERVICES, LLC | 21,736 | $453.4K | 0.50% | 2025-12-31 |
| 38 | Quarry LP | 21,574 | $450.0K | 0.50% | 2025-12-31 |
| 39 | Capital CS Group, LLC | 21,509 | $448.7K | 0.50% | 2025-12-31 |
| 40 | Cerity Partners LLC | 20,000 | $417.2K | 0.46% | 2025-12-31 |
| 41 | ENVESTNET ASSET MANAGEMENT INC | 18,397 | $383.8K | 0.42% | 2025-12-31 |
| 42 | Newbridge Financial Services Group, Inc. | 17,889 | $376.4K | 0.41% | 2025-09-30 |
| 43 | STIFEL FINANCIAL CORP | 17,299 | $360.8K | 0.40% | 2025-12-31 |
| 44 | Gilliland Jeter Wealth Management LLC | 17,237 | $359.6K | 0.40% | 2025-12-31 |
| 45 | RAYMOND JAMES TRUST N.A. | 13,670 | $347.2K | 0.31% | 2024-09-30 |
| 46 | Walkner Condon Financial Advisors LLC | 14,272 | $346.9K | 0.33% | 2024-12-31 |
| 47 | Quad-Cities Investment Group, LLC | 16,254 | $339.1K | 0.37% | 2025-12-31 |
| 48 | Moors & Cabot, Inc. | 15,521 | $326.6K | 0.36% | 2025-09-30 |
| 49 | JANE STREET GROUP, LLC | 14,904 | $313.6K | 0.34% | 2025-09-30 |
| 50 | MERCER GLOBAL ADVISORS INC /ADV | 14,341 | $289.2K | 0.33% | 2025-06-30 |
| 51 | Tempus Wealth Planning, LLC | 13,719 | $286.2K | 0.32% | 2025-12-31 |
| 52 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 13,382 | $279.1K | 0.31% | 2025-12-31 |
| 53 | PRIMORIS WEALTH ADVISORS, LLC | 12,950 | $275.7K | 0.30% | 2025-03-31 |
| 54 | DAYMARK WEALTH PARTNERS, LLC | 13,150 | $274.3K | 0.30% | 2025-12-31 |
| 55 | Cetera Investment Advisers | 12,380 | $258.2K | 0.28% | 2025-12-31 |
| 56 | Atria Wealth Solutions, Inc. | 12,637 | $254.8K | 0.29% | 2025-06-30 |
| 57 | Brookstone Capital Management | 11,882 | $247.9K | 0.27% | 2025-12-31 |
| 58 | Integrated Wealth Concepts LLC | 11,616 | $242.3K | 0.27% | 2025-12-31 |
| 59 | Apeiron RIA LLC | 10,159 | $228.9K | 0.23% | 2025-12-31 |
| 60 | NewEdge Advisors, LLC | 8,900 | $216.3K | 0.20% | 2024-12-31 |
| 61 | Financial Engines Advisors L.L.C. | 10,671 | $215.0K | 0.24% | 2025-06-30 |
| 62 | Abel Hall, LLC | 10,000 | $208.6K | 0.23% | 2025-12-31 |
| 63 | Semus Wealth Partners LLC | 8,189 | $208.0K | 0.19% | 2024-09-30 |
| 64 | GWN SECURITIES INC. | 8,481 | $207.9K | 0.19% | 2024-12-31 |
| 65 | Perennial Investment Advisors, LLC | 7,998 | $203.1K | 0.18% | 2024-09-30 |
| 66 | Elequin Capital, LP | 8,814 | $177.7K | 0.20% | 2025-06-30 |
| 67 | COMERICA BANK | 7,540 | $157.3K | 0.17% | 2025-12-31 |
| 68 | Triumph Capital Management | 2,620 | $54.7K | 0.06% | 2025-12-31 |
| 69 | Farther Finance Advisors, LLC | 2,460 | $51.3K | 0.05% | 2025-12-31 |
| 70 | WASHINGTON TRUST Co | 2,296 | $48.9K | 0.05% | 2025-03-31 |
| 71 | EASTERN BANK | 1,915 | $46.5K | 0.04% | 2024-12-31 |
| 72 | EverSource Wealth Advisors, LLC | 2,000 | $41.7K | 0.04% | 2025-12-31 |
| 73 | Advisory Services Network, LLC | 1,657 | $34.9K | 0.03% | 2025-09-30 |
| 74 | Westside Investment Management, Inc. | 1,667 | $34.8K | 0.03% | 2025-12-31 |
| 75 | ORG Partners LLC | 1,500 | $31.3K | 0.03% | 2025-12-31 |
| 76 | VALLEY WEALTH MANAGERS, INC. | 1,500 | $31.3K | 0.03% | 2025-12-31 |
| 77 | Sound Income Strategies, LLC | 1,213 | $27.3K | 0.02% | 2025-12-31 |
| 78 | Wilmington Savings Fund Society, FSB | 1,200 | $25.0K | 0.02% | 2025-12-31 |
| 79 | Allworth Financial LP | 1,000 | $21.0K | 0.02% | 2025-12-31 |
| 80 | Parkside Financial Bank & Trust | 1,000 | $20.1K | 0.02% | 2025-06-30 |
| 81 | Arax Advisory Partners | 11,543 | $19.5K | 0.26% | 2025-12-31 |
| 82 | SJS Investment Consulting Inc. | 900 | $18.8K | 0.02% | 2025-12-31 |
| 83 | HARBOUR INVESTMENTS, INC. | 820 | $17.1K | 0.01% | 2025-12-31 |
| 84 | Independence Bank of Kentucky | 682 | $14.2K | 0.01% | 2025-12-31 |
| 85 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 666 | $13.4K | 0.01% | 2025-06-30 |
| 86 | McIlrath & Eck, LLC | 620 | $12.9K | 0.01% | 2025-12-31 |
| 87 | PNC Financial Services Group, Inc. | 545 | $11.5K | 0.01% | 2025-09-30 |
| 88 | JONES FINANCIAL COMPANIES LLLP | 454 | $11.0K | 0.01% | 2024-12-31 |
| 89 | North Star Investment Management Corp. | 500 | $10.4K | 0.01% | 2025-12-31 |
| 90 | JPMORGAN CHASE & CO | 405 | $8.4K | 0.00% | 2025-12-31 |
| 91 | MATHER GROUP, LLC. | 358 | $7.6K | 0.00% | 2025-03-31 |
| 92 | Sunbelt Securities, Inc. | 350 | $7.4K | 0.00% | 2025-09-30 |
| 93 | CALDWELL SUTTER CAPITAL, INC. | 250 | $5.2K | 0.00% | 2025-12-31 |
| 94 | Wingate Wealth Advisors, Inc. | 200 | $4.9K | 0.00% | 2024-12-31 |
| 95 | HIGHLINE WEALTH PARTNERS LLC | 180 | $3.8K | 0.00% | 2025-12-31 |
| 96 | Russell Investments Group, Ltd. | 130 | $2.7K | 0.00% | 2025-09-30 |
| 97 | Cambridge Investment Research Advisors, Inc. | 65,206 | $1.4K | 1.52% | 2025-12-31 |
| 98 | Arete Wealth Advisors, LLC | 33,024 | $703 | 0.77% | 2025-03-31 |
| 99 | Janney Montgomery Scott LLC | 22,955 | $479 | 0.53% | 2025-12-31 |
| 100 | WEDBUSH SECURITIES INC | 13,240 | $276 | 0.30% | 2025-12-31 |
| 101 | CENTAURUS FINANCIAL, INC. | 5,305 | $111 | 0.12% | 2025-12-31 |
| 102 | FMR LLC | 1 | $18 | 0.00% | 2025-09-30 |
| 103 | McClarren Financial Advisors, Inc. | 21 | $8 | 0.00% | 2025-03-31 |
| 104 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |