13FBOX
CALAMOS GLOBAL TOTAL RETURN · 13F Institutional Holdings
Options Calculator Rankings

CALAMOS GLOBAL TOTAL RETURN

CGO
Institutions
45
Combined AUM (Q2 2026)
$33.5M
Combined Shares (Q2 2026)
2.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+305,809
22 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-263,842
19 · 4 Exit · ≈
⚖️ Net
+41,967
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$33.5M
Institutions
45
New Buys
8
Adds
14
Reduces
15
Exits
4
Unchanged
8
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%<0.01%#31$6.3M464,707$5.1M424,893+39,814+9.37%Add
Advisors Asset Management, Inc.
0.05%0.02%#5$3.3M240,943$1.2M107,376+133,567+124.39%Add
LPL Financial LLC
<0.01%<0.01%#25$2.9M212,238$2.3M208,799+3,439+1.65%Add
Shaker Financial Services, LLC
0.76%0.84%#1$2.4M177,106$2.4M216,894-39,788-18.34%Reduce
PRINCIPAL SECURITIES, INC.
0.03%0.03%#8$2.4M176,675$2.0M175,624+1,051+0.60%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#27$2.3M166,026$1.8M164,567+1,459+0.89%Add
Integrated Wealth Concepts LLC
0.01%0.01%#9$2.2M158,585$1.8M158,611-26-0.02%Reduce
GUGGENHEIM CAPITAL LLC
0.01%0.01%#11$1.3M92,824$1.5M138,849-46,025-33.15%Reduce
UBS Group AG
<0.01%<0.01%#36$991,66172,596$814,67573,065-469-0.64%Reduce
WOLVERINE ASSET MANAGEMENT LLC
0.01%0.01%#12$834,21661,070$1.2M104,406-43,336-41.51%Reduce
COHEN & STEERS, INC.
<0.01%<0.01%#21$778,27856,975$719,00064,457-7,482-11.61%Reduce
Brookstone Capital Management
0.01%0.01%#13$716,94452,485$543,67448,760+3,725+7.64%Add
Advisory Solutions Group, LLC
0.24%#3$715,52452,381$00+52,381New Buy
HARBOUR INVESTMENTS, INC.
0.01%0.01%#10$655,95348,020$535,42348,02000.00%Unchanged
PMG Family Office LLC
0.59%0.57%#2$638,74246,760$509,53345,698+1,062+2.32%Add
Invesco Ltd.
<0.01%<0.01%#40$598,43143,809$490,62244,002-193-0.44%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#41$598,00843,778$424,26138,050+5,728+15.05%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#39$321,00023,508$279,00025,008-1,500-6.00%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#30$319,59423,395$264,36623,708-313-1.32%Reduce
STIFEL FINANCIAL CORP
<0.01%<0.01%#33$313,40422,944$251,24722,533+411+1.82%Add
Gilliland Jeter Wealth Management LLC
0.07%0.07%#4$281,06820,576$229,42220,57600.00%Unchanged
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.03%0.01%#7$278,92420,419$78,7867,066+13,353+188.98%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#24$230,18016,851$252,56722,652-5,801-25.61%Reduce
Logan Stone Capital, LLC
0.05%0.06%#6$216,38815,841$212,99819,103-3,262-17.08%Reduce
Retirement Planning Group, LLC
0.01%0.01%#14$214,18915,680$201,62518,083-2,403-13.29%Reduce
CITADEL ADVISORS LLC
<0.01%#43$189,90113,902$00+13,902New Buy
HRT FINANCIAL LP
<0.01%#32$181,84213,312$00+13,312New Buy
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#29$167,60812,270$138,00012,349-79-0.64%Reduce
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#23$155,98011,419$119,40110,709+710+6.63%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#42$154,75411,329$126,30911,328+1+0.01%Add
NewEdge Advisors, LLC
<0.01%<0.01%#28$148,89410,900$147,18013,200-2,300-17.42%Reduce
CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#34$147,81610,821$120,16110,777+44+0.41%Add
XTX Topco Ltd
<0.01%#18$139,26410,195$00+10,195New Buy
Farther Finance Advisors, LLC
<0.01%#26$79,0555,787$00+5,787New Buy
FIFTH THIRD BANCORP
<0.01%<0.01%#37$77,0835,643$62,9195,64300.00%Unchanged
LANARK FINANCIAL, INC.
<0.01%<0.01%#16$61,7974,524$50,4424,52400.00%Unchanged
CoreCap Advisors, LLC
<0.01%<0.01%#20$58,3974,275$47,6664,27500.00%Unchanged
Continuum Advisory, LLC
<0.01%#15$56,5524,140$00+4,140New Buy
Allworth Financial LP
<0.01%<0.01%#35$34,1502,500$55,7505,000-2,500-50.00%Reduce
Colonial Trust Co / SC
<0.01%<0.01%#17$27,3962,046$21,9742,04600.00%Unchanged
Institute for Wealth Management, LLC.
<0.01%#19$19,7671,447$00+1,447New Buy
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%#44$3,825280$00+280New Buy
AMERIFLEX GROUP, INC.
<0.01%<0.01%#22$2,732200$2,23020000.00%Unchanged
Golden State Wealth Management, LLC
<0.01%<0.01%#38$77356$62055+1+1.82%Add
HUNTINGTON NATIONAL BANK
<0.01%<0.01%#45$141$11100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow