CSQ Calamos Strategic Total Return
Calamos Strategic Total Return (CSQ) Institutional Ownership
What the institutions did with CSQ last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 4.9M | 12.5% |
| MORGAN STANLEY | 4.3M | 11.0% |
| UBS Group AG | 3.9M | 10.1% |
| WELLS FARGO & COMPANY/MN | 3.0M | 7.8% |
| RAYMOND JAMES FINANCIAL INC | 2.4M | 6.0% |
| ROYAL BANK OF CANADA | 2.2M | 5.5% |
| Karpus Management, Inc. | 2.1M | 5.3% |
| LPL Financial LLC | 1.2M | 3.2% |
| Bensler, LLC | 1.2M | 3.0% |
| McGowan Group Asset Management, Inc. | 787.3K | 2.0% |
| Cetera Investment Advisers | 772.0K | 2.0% |
| Rockefeller Capital Management L.P. | 748.4K | 1.9% |
| Advisors Asset Management, Inc. | 699.5K | 1.8% |
| 1607 Capital Partners, LLC | 635.5K | 1.6% |
| Stratos Wealth Partners, LTD. | 527.6K | 1.4% |
| &PARTNERS | 501.6K | 1.3% |
| STIFEL FINANCIAL CORP | 412.7K | 1.1% |
| OSAIC HOLDINGS, INC. | 369.3K | 0.9% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 351.5K | 0.9% |
| GUGGENHEIM CAPITAL LLC | 338.0K | 0.9% |
| Cambridge Investment Research Advisors, Inc. | 328.3K | 0.8% |
| TRUIST FINANCIAL CORP | 315.6K | 0.8% |
| AMERIPRISE FINANCIAL INC | 301.5K | 0.8% |
| Apollon Wealth Management, LLC | 274.9K | 0.7% |
| Janney Montgomery Scott LLC | 237.2K | 0.6% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Shaker Financial Services, LLC | Reduced | 612.6K | 163.7K | -448.9K |
| READYSTATE ASSET MANAGEMENT LP | Sold Out | 236.6K | 0 | -236.6K |
| RAYMOND JAMES FINANCIAL INC | Increased | 2.1M | 2.4M | +230.3K |
| 1607 Capital Partners, LLC | Increased | 432.6K | 635.5K | +202.8K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Increased | 172.5K | 351.5K | +179.1K |
| Cambridge Investment Research Advisors, Inc. | Increased | 166.1K | 328.3K | +162.2K |
| Logan Stone Capital, LLC | Sold Out | 130.4K | 0 | -130.4K |
| J.W. COLE ADVISORS, INC. | New | 0 | 125.6K | +125.6K |
| Karpus Management, Inc. | Increased | 1.9M | 2.1M | +107.6K |
| Calamos Advisors LLC | Sold Out | 85.2K | 0 | -85.2K |
| Arax Advisory Partners | Increased | 184 | 80.5K | +80.3K |
| MORGAN STANLEY | Reduced | 4.4M | 4.3M | -67.5K |
| CAPTRUST FINANCIAL ADVISORS | Reduced | 137.6K | 80.3K | -57.3K |
| &PARTNERS | Reduced | 555.2K | 501.6K | -53.6K |
| Advisors Asset Management, Inc. | Increased | 649.1K | 699.5K | +50.5K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 147.0K | 195.5K | +48.5K |
| ROYAL BANK OF CANADA | Increased | 2.1M | 2.2M | +44.8K |
| OSAIC HOLDINGS, INC. | Increased | 330.4K | 369.3K | +38.9K |
| Palogic Value Management, L.P. | Increased | 38.8K | 77.6K | +38.8K |
| Rockefeller Capital Management L.P. | Increased | 710.2K | 748.4K | +38.2K |
| Bensler, LLC | Increased | 1.1M | 1.2M | +38.2K |
| Beacon Pointe Advisors, LLC | Increased | 35.0K | 71.5K | +36.5K |
| M&T Bank Corp | Reduced | 45.7K | 10.7K | -35.0K |
| Waterloo Capital, L.P. | New | 0 | 32.1K | +32.1K |
| XTX Topco Ltd | New | 0 | 31.6K | +31.6K |
| UBS Group AG | Increased | 3.9M | 3.9M | +29.0K |
| NINE MASTS CAPITAL Ltd | Sold Out | 27.7K | 0 | -27.7K |
| MGO ONE SEVEN LLC | New | 0 | 25.7K | +25.7K |
| LPL Financial LLC | Increased | 1.2M | 1.2M | +24.4K |
| STIFEL FINANCIAL CORP | Increased | 388.5K | 412.7K | +24.2K |
| Creative Planning | New | 0 | 24.0K | +24.0K |
| Invesco Ltd. | Reduced | 76.6K | 54.3K | -22.3K |
| DAVENPORT & Co LLC | Reduced | 167.2K | 147.5K | -19.7K |
| Cascade Financial Partners, LLC | Sold Out | 18.7K | 0 | -18.7K |
| Compass Planning Associates Inc | Sold Out | 17.9K | 0 | -17.9K |
| WELLS FARGO & COMPANY/MN | Reduced | 3.1M | 3.0M | -17.6K |
| Janney Montgomery Scott LLC | Increased | 221.0K | 237.2K | +16.2K |
| AMERIPRISE FINANCIAL INC | Increased | 286.8K | 301.5K | +14.7K |
| WOLVERINE ASSET MANAGEMENT LLC | Increased | 210.8K | 225.4K | +14.6K |
| GUGGENHEIM CAPITAL LLC | Increased | 324.5K | 338.0K | +13.5K |
| Norris Financial Group, LLC | Sold Out | 12.0K | 0 | -12.0K |
| Cerity Partners LLC | New | 0 | 11.2K | +11.2K |
| Ameritas Advisory Services, LLC | New | 0 | 11.2K | +11.2K |
| Virtu Financial LLC | Sold Out | 11.1K | 0 | -11.1K |
| MERCER GLOBAL ADVISORS INC /ADV | New | 0 | 10.9K | +10.9K |
| 49 WEALTH MANAGEMENT, LLC | New | 0 | 10.8K | +10.8K |
| Cetera Investment Advisers | Reduced | 782.6K | 772.0K | -10.6K |
| JANE STREET GROUP, LLC | Reduced | 35.2K | 24.8K | -10.4K |
| Brookstone Capital Management | Increased | 28.3K | 38.7K | +10.3K |
| SP Asset Management LLC | New | 0 | 10.1K | +10.1K |
| LAKE STREET PRIVATE WEALTH, LLC | Increased | 74.2K | 84.3K | +10.1K |
| Mariner, LLC | Increased | 107.1K | 117.0K | +10.0K |
| IFG Advisory, LLC | New | 0 | 9.8K | +9.8K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | Increased | 5.6K | 15.1K | +9.5K |
| Pointe Capital Management LLC | Reduced | 124.1K | 115.6K | -8.5K |
| Advisory Services Network, LLC | Sold Out | 8.4K | 0 | -8.4K |
| Summit Financial, LLC | Increased | 21.2K | 29.2K | +8.0K |
| BANK OF AMERICA CORP /DE/ | Increased | 4.9M | 4.9M | +7.9K |
| PFG Investments, LLC | Increased | 39.7K | 47.5K | +7.8K |
| McGowan Group Asset Management, Inc. | Reduced | 794.7K | 787.3K | -7.4K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.