13FBOX
CALAMOS LNG SHR EQT DYNAMIC · 13F Institutional Holdings
Options Calculator Rankings
C

CALAMOS LNG SHR EQT DYNAMIC

CPZ
Institutions
62
Combined AUM (Q2 2026)
$79.7M
Combined Shares (Q2 2026)
6.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+989,733
37 · 14 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-572,716
25 · 10 Exit · ≈
⚖️ Net
+417,017
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$79.7M
Institutions
62
New Buys
14
Adds
23
Reduces
15
Exits
10
Unchanged
10
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%<0.01%#41$10.9M833,063$12.8M789,739+43,324+5.49%Add
SIT INVESTMENT ASSOCIATES INC
0.2%0.27%#5$10.8M827,578$13.3M978,911-151,333-15.46%Reduce
RIVERNORTH CAPITAL MANAGEMENT, LLC
0.29%0.32%#3$6.1M465,879$6.3M462,511+3,368+0.73%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#34$5.0M384,849$4.9M364,251+20,598+5.65%Add
Penserra Capital Management LLC
0.04%0.05%#12$4.6M355,241$4.6M341,707+13,534+3.96%Add
Saba Capital Management, L.P.
0.12%#8$4.4M335,551$00+335,551New Buy
LPL Financial LLC
<0.01%<0.01%#35$4.0M309,510$3.6M262,516+46,994+17.90%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#43$3.0M226,846$3.2M238,151-11,305-4.75%Reduce
OPPENHEIMER & CO INC
0.03%0.04%#14$2.9M222,701$3.1M225,511-2,810-1.25%Reduce
Shaker Financial Services, LLC
0.75%0.59%#2$2.4M184,023$1.7M123,958+60,065+48.46%Add
Atlas Wealth LLC
0.27%#4$1.9M147,233$00+147,233New Buy
Closed-End Fund Advisors, Inc.
1.83%1.91%#1$1.9M143,176$1.9M138,277+4,899+3.54%Add
UBS Group AG
<0.01%<0.01%#51$1.7M131,644$1.8M130,957+687+0.52%Add
Advisors Asset Management, Inc.
0.02%0.04%#15$1.6M122,651$2.6M192,539-69,888-36.30%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#32$1.5M111,689$1.3M93,796+17,893+19.08%Add
TrueMark Investments, LLC
0.15%0.22%#6$1.2M90,879$1.2M84,876+6,003+7.07%Add
STEPHENS INC /AR/
0.01%0.01%#17$1.1M84,912$866,98763,890+21,022+32.90%Add
Janney Montgomery Scott LLC
<0.01%<0.01%#30$1.1M83,886$1.1M83,904-18-0.02%Reduce
STIFEL FINANCIAL CORP
<0.01%<0.01%#38$1.0M77,441$1.1M79,045-1,604-2.03%Reduce
EVOLVE PRIVATE WEALTH, LLC
0.05%0.05%#11$885,66067,711$931,25568,626-915-1.33%Reduce
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.1%0.09%#10$783,51859,902$621,91345,830+14,072+30.70%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#53$776,09659,335$223,55916,475+42,860+260.15%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#29$731,04355,890$753,30755,513+377+0.68%Add
READYSTATE ASSET MANAGEMENT LP
0.03%0.03%#13$678,62250,009$678,62250,00900.00%Unchanged
Concurrent Investment Advisors, LLC
0.01%0.01%#23$627,79547,997$703,73351,859-3,862-7.45%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#55$588,00044,951$793,00058,471-13,520-23.12%Reduce
Brookstone Capital Management
0.01%0.01%#22$573,31243,831$519,15638,258+5,573+14.57%Add
Logan Stone Capital, LLC
0.11%0.13%#9$538,45141,166$463,79534,178+6,988+20.45%Add
GUGGENHEIM CAPITAL LLC
<0.01%<0.01%#25$510,94439,063$363,43226,782+12,281+45.86%Add
Cetera Investment Advisers
<0.01%<0.01%#44$508,06638,843$494,90036,470+2,373+6.51%Add
Almitas Capital LLC
0.12%#7$504,67938,584$00+38,584New Buy
&PARTNERS
<0.01%<0.01%#31$466,92735,698$469,49034,598+1,100+3.18%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#37$373,23828,535$492,00036,291-7,756-21.37%Reduce
HRT FINANCIAL LP
<0.01%#39$364,77527,888$00+27,888New Buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#40$352,75326,744$183,88113,481+13,263+98.38%Add
Apollon Wealth Management, LLC
<0.01%<0.01%#26$257,17919,662$266,81319,66200.00%Unchanged
Sovran Advisors, LLC
0.02%0.02%#16$241,63718,362$226,27016,577+1,785+10.77%Add
IMC-Chicago, LLC
<0.01%#58$233,03317,816$00+17,816New Buy
Bleakley Financial Group, LLC
<0.01%#27$221,05216,900$00+16,900New Buy
FIFTH THIRD BANCORP
<0.01%<0.01%#46$220,63316,868$228,89916,86800.00%Unchanged
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#47$216,68016,566$249,43018,381-1,815-9.87%Reduce
VestGen Advisors, LLC
0.01%0.01%#20$215,16616,450$257,59719,195-2,745-14.30%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#60$215,08716,444$218,76216,121+323+2.00%Add
Marex Group plc
<0.01%#36$210,83716,119$00+16,119New Buy
XTX Topco Ltd
<0.01%#28$200,11115,299$00+15,299New Buy
CITADEL ADVISORS LLC
<0.01%#59$167,90812,837$00+12,837New Buy
WEDBUSH SECURITIES INC
<0.01%0.01%#24$158,73912,136$197,00014,517-2,381-16.40%Reduce
Invesco Ltd.
<0.01%<0.01%#61$145,35811,113$152,54011,241-128-1.14%Reduce
SPIREPOINT PRIVATE CLIENT, LLC
0.01%#18$138,80510,612$00+10,612New Buy
Integrated Advisors Network LLC
0.01%0.01%#21$134,80310,306$139,85310,30600.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow