13FBOX
CALAMOS DYNAMIC CONV & INCOM · 13F Institutional Holdings
Options Calculator Rankings

CALAMOS DYNAMIC CONV & INCOM

CCD
Institutions
78
Combined AUM (Q2 2026)
$106.7M
Combined Shares (Q2 2026)
4.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+660,089
44 · 21 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-386,967
29 · 8 Exit · ≈
⚖️ Net
+273,122
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$106.7M
Institutions
78
New Buys
21
Adds
23
Reduces
21
Exits
8
Unchanged
13
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
D.A. DAVIDSON & CO.
0.09%0.08%#13$16.1M625,231$13.3M622,462+2,769+0.44%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#50$8.1M315,875$9.1M424,712-108,837-25.63%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#59$7.8M302,213$6.7M314,124-11,911-3.79%Reduce
MORGAN STANLEY
<0.01%<0.01%#63$7.7M299,076$6.7M320,592-21,516-6.71%Reduce
GUGGENHEIM CAPITAL LLC
0.04%0.04%#20$5.9M229,621$4.5M212,818+16,803+7.90%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#56$5.0M193,048$4.0M185,980+7,068+3.80%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#49$4.9M191,798$2.2M102,825+88,973+86.53%Add
Advisors Asset Management, Inc.
0.06%0.01%#16$3.6M141,214$813,01438,116+103,098+270.48%Add
LPL Financial LLC
<0.01%<0.01%#54$3.6M139,996$3.7M171,560-31,564-18.40%Reduce
TRUIST FINANCIAL CORP
<0.01%<0.01%#36$2.8M109,548$2.4M110,636-1,088-0.98%Reduce
&PARTNERS
0.01%0.01%#26$2.7M105,007$2.2M103,695+1,312+1.27%Add
Mutual Advisors, LLC
0.05%0.05%#17$2.6M100,596$2.5M116,382-15,786-13.56%Reduce
J.W. COLE ADVISORS, INC.
0.04%#19$2.4M94,955$00+94,955New Buy
Bleakley Financial Group, LLC
0.03%#21$2.2M84,200$00+84,200New Buy
CITADEL ADVISORS LLC
<0.01%<0.01%#69$2.0M78,136$453,07121,241+56,895+267.85%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#43$1.9M74,911$1.1M49,650+25,261+50.88%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#42$1.8M70,553$1.6M75,419-4,866-6.45%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#35$1.6M61,332$1.3M58,811+2,521+4.29%Add
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
0.1%0.13%#12$1.6M60,762$2.0M94,577-33,815-35.75%Reduce
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#67$1.5M60,100$1.2M55,246+4,854+8.79%Add
PMG Family Office LLC
1.4%1.37%#1$1.5M58,774$1.2M57,566+1,208+2.10%Add
Everstar Asset Management, LLC
0.44%0.48%#2$1.1M41,742$899,13442,114-372-0.88%Reduce
Janney Montgomery Scott LLC
<0.01%<0.01%#46$1.0M40,650$874,00040,945-295-0.72%Reduce
Advisory Solutions Group, LLC
0.35%#3$1.0M40,541$00+40,541New Buy
Shaker Financial Services, LLC
0.32%#4$1.0M39,424$00+39,424New Buy
UBS Group AG
<0.01%<0.01%#71$911,48535,370$2.6M122,044-86,674-71.02%Reduce
CoreCap Advisors, LLC
0.03%0.02%#22$907,78835,227$623,52729,205+6,022+20.62%Add
OPPENHEIMER & CO INC
0.01%0.01%#28$896,38434,784$735,25134,438+346+1.00%Add
Herold Advisors, Inc.
0.17%0.16%#7$885,00034,449$705,97233,067+1,382+4.18%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#38$872,49233,857$687,65732,209+1,648+5.12%Add
Rockefeller Capital Management L.P.
<0.01%<0.01%#51$763,94229,644$631,76129,590+54+0.18%Add
Samalin Investment Counsel, LLC
0.2%0.27%#6$646,11325,072$768,29835,986-10,914-30.33%Reduce
WORLD EQUITY GROUP, INC.
0.13%0.26%#9$595,79623,119$987,81046,266-23,147-50.03%Reduce
STIFEL FINANCIAL CORP
<0.01%<0.01%#61$555,32321,549$398,75218,677+2,872+15.38%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#70$507,41919,690$410,68619,236+454+2.36%Add
JANE STREET GROUP, LLC
<0.01%#75$466,97818,121$00+18,121New Buy
Gilliland Jeter Wealth Management LLC
0.12%0.11%#11$447,70217,373$370,91417,37300.00%Unchanged
Quad-Cities Investment Group, LLC
0.16%0.14%#8$439,06817,038$353,70316,567+471+2.84%Add
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#45$431,07016,728$354,06616,584+144+0.87%Add
WEDBUSH SECURITIES INC
0.01%0.01%#27$393,25015,260$276,00012,915+2,345+18.16%Add
KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%<0.01%#33$386,18914,986$383,85217,979-2,993-16.65%Reduce
Private Advisor Group, LLC
<0.01%<0.01%#47$380,62014,770$584,89127,395-12,625-46.09%Reduce
Tempus Wealth Planning, LLC
0.07%0.07%#15$353,53913,719$292,90113,71900.00%Unchanged
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.01%0.02%#25$347,86913,452$310,19614,017-565-4.03%Reduce
DAYMARK WEALTH PARTNERS, LLC
0.01%0.01%#29$338,87613,150$280,75313,15000.00%Unchanged
Baird Financial Group, Inc.
<0.01%#62$322,48612,514$00+12,514New Buy
Cetera Investment Advisers
<0.01%<0.01%#68$319,94112,416$258,35812,101+315+2.60%Add
Apeiron RIA LLC
0.08%0.05%#14$304,60211,820$222,21010,408+1,412+13.57%Add
Brookstone Capital Management
<0.01%<0.01%#37$298,21711,572$252,82711,842-270-2.28%Reduce
XTX Topco Ltd
<0.01%#34$296,12311,491$00+11,491New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow