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CSQ

CSQ

Calamos Strategic Total Return FundFinancial Services

Institutional holders
418
As of Q2 2026
Total 13F value
$3.2B
Sum of disclosed positions
New positions
195
This quarter
Sold positions
103
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange
FIDUCIARY FINANCIAL ADVISORS

Action Point Financial Planning, Llc

$1B36.8K0.02%New Position
MORGAN STANLEY

Morgan Stanley

$167.7M12.22M0.00%-15.1%
BANK OF AMERICA CORP /DE/

Bank Of America

$118M6.17M0.01%+0.2%
Calamos Wealth Management LLC

Calamos Wealth Management Llc

$106M3.91M1.56%Unchanged
WELLS FARGO & COMPANY/MN

Wells Fargo & Company/Mn

$87.1M5.00M0.01%-0.6%
UBS Group AG

Ubs Group Ag

$86.5M4.42M0.01%Exited
ROYAL BANK OF CANADA

Royal Bank Of Canada

$77.8M3.74M0.01%-23.1%
Cambridge Investment Research Advisors, Inc.

Cambridge Investment Research Advisors, Inc.

$66.4M2.89M0.03%Exited
Karpus Management, Inc.

Karpus Management, Inc.

$64.1M4.51M1.21%+5.5%
RAYMOND JAMES FINANCIAL INC

Raymond James Financial Inc

$64.1M3.57M0.01%+10.8%
LPL Financial LLC

Lpl Financial Llc

$60.6M3.94M0.01%+2.0%
Regatta Research & Money Management

Regatta Research & Money Management

$60.1M2.2K0.03%New Position
1607 Capital Partners, LLC

1607 Capital Partners, Llc

$59.5M4.18M1.14%+46.9%
Calamos Advisors LLC

Calamos Advisors Llc

$58.8M2.15M0.03%Exited
COMMONWEALTH EQUITY SERVICES, LLC

Commonwealth Equity Services, Llc

$45.5M1.86M0.02%+0.4%
Advisors Asset Management, Inc.

Advisors Asset Management, Inc.

$37.1M2.89M0.22%-36.3%
Wealth Watch Advisors, INC

Wealth Watch Advisors, Inc

$35.2M1.30M11.43%+56.0%
VestGen Advisors, LLC

Vestgen Advisors, Llc

$30.2M1.12M0.87%-14.3%
UNITED CAPITAL FINANCIAL ADVISORS, LLC

United Capital Financial Advisers, Llc

$29.3M1.09M0.08%+6.2%
GUGGENHEIM CAPITAL LLC

Guggenheim Capital Llc

$28.4M2.31M0.07%+4.2%
Cornerstone Wealth, LLC/TN

Cornerstone Wealth, Llc/Tn

$26.7M994.0K9.79%+2.9%
Cetera Investment Advisers

Cetera Investment Advisers

$25.5M1.23M0.01%Exited
Bensler, LLC

Bensler, Llc

$23.7M1.15M2.10%+3.4%
Prime Capital Investment Advisors, LLC

Prime Capital Investment Advisors, Llc

$20.6M761.6K0.16%+14.5%
OSAIC HOLDINGS, INC.

Advisor Group Holdings, Inc.

$20.5M1.08M0.01%+3465.2%
Pathstone Holdings, LLC

Pathstone Holdings, Llc

$19.9M2.19M0.06%Exited
Menard Financial Group LLC

Menard Financial Group Llc

$18.9M695.6K10.30%+144.9%
Waverly Advisors, LLC

Waverly Advisors, Llc

$16.9M646.3K0.08%Exited
Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P.

$16.4M832.9K0.02%+5.4%
McGowan Group Asset Management, Inc.

Mcgowan Group Asset Management, Inc.

$16.2M787.3K1.97%-0.9%
Intrepid Financial Planning Group LLC

Intrepid Financial Planning Group Llc

$15.7M579.8K3.74%Exited
ENVESTNET ASSET MANAGEMENT INC

Envestnet Asset Management Inc

$14.9M800.6K0.00%Exited
Innovative Asset Advisors Group, LLC

Innovative Asset Advisors Group, Llc

$13.7M501.4K4.38%New Position
&PARTNERS

Wiley Bros.-Aintree Capital, Llc

$13.6M686.3K0.04%-9.7%
RIVERNORTH CAPITAL MANAGEMENT, LLC

Rivernorth Capital Management, Llc

$13.3M817.4K0.34%+103.8%
SUSQUEHANNA INTERNATIONAL GROUP, LLP

Susquehanna International Group, Llp

$12.9M498.0K0.00%Exited
CENTAURUS FINANCIAL, INC.

Centaurus Financial, Inc.

$12.9M460.4K0.11%+80.5%
Pinion Investment Advisors, LLC

Pinion Investment Advisors, Llc

$12.4M457.0K2.36%+39.7%
Stratos Wealth Partners, LTD.

Stratos Wealth Partners, Ltd.

$11.6M581.7K0.11%+0.3%
Chicago Partners Investment Group LLC

Chicago Partners Investment Group Llc

$11.2M467.5K0.15%+1.1%
HARBOUR INVESTMENTS, INC.

Harbour Investments, Inc.

$11M452.3K0.06%Exited
SIT INVESTMENT ASSOCIATES INC

Sit Investment Associates Inc

$10.8M827.6K0.20%-15.5%
Kestra Advisory Services, LLC

Kestra Advisory Services, Llc

$10.7M512.7K0.02%+7.2%
STIFEL FINANCIAL CORP

Stifel Financial Corp

$10.6M578.1K0.01%-2.0%
Saba Capital Management, L.P.

Saba Capital Management, L.P.

$10.5M1.02M0.16%New Position
Steward Partners Investment Advisory, LLC

Steward Partners Investment Advisory, Llc

$10.4M429.6K0.03%Unchanged
AMERIPRISE FINANCIAL INC

Ameriprise Financial Inc

$10.2M685.2K0.00%+5.1%
INDEPENDENT FINANCIAL GROUP, LLC

Independent Financial Group, Llc

$9.6M355.4K0.09%+389.3%
Baird Financial Group, Inc.

Baird Financial Group, Inc.

$9.4M945.8K0.01%+8.6%
Janney Montgomery Scott LLC

Janney Montgomery Scott Llc

$9M515.1K0.01%-0.0%

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