CALAMOS GLOBAL TOTAL RETURN

CUSIP: 128118106 Class: COM SH BEN INT

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
MORGAN STANLEY435,670$4,962
LPL Financial LLC213,039$2,427
Shaker Financial Services, LLC183,144$2,101
PRINCIPAL SECURITIES, INC.175,618$2,000
GUGGENHEIM CAPITAL LLC172,012$1,959
ENVESTNET ASSET MANAGEMENT INC163,045$1,857
Integrated Wealth Concepts LLC158,611$1,807
Advisors Asset Management, Inc.107,333$1,223
WOLVERINE ASSET MANAGEMENT LLC76,672$873
UBS Group AG73,348$835
COHEN & STEERS, INC.57,277$1
HARBOUR INVESTMENTS, INC.49,700$566
Brookstone Capital Management47,583$542
PMG Family Office LLC43,468$495
Invesco Ltd.40,293$459
BANK OF AMERICA CORP /DE/37,203$424
OSAIC HOLDINGS, INC.27,720$316
ROYAL BANK OF CANADA26,459$301
Gilliland Jeter Wealth Management LLC20,576$234
STIFEL FINANCIAL CORP20,097$229
Kestra Advisory Services, LLC16,997$194
NewEdge Advisors, LLC16,300$186
Cambridge Investment Research Advisors, Inc.12,356$0
Retirement Planning Group, LLC11,263$128
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors10,498$120
Beacon Pointe Advisors, LLC10,242$117
Cetera Investment Advisers10,068$115
Steward Partners Investment Advisory, LLC9,445$108
WELLS FARGO & COMPANY/MN6,041$69
Allworth Financial LP6,001$68
COMERICA BANK5,643$64
CoreCap Advisors, LLC5,615$64
NBC SECURITIES, INC.4,524$52
CWM, LLC1,905$0
ORG Partners LLC1,500$17
AMERIFLEX GROUP, INC.200$2
Golden State Wealth Management, LLC54$1
HUNTINGTON NATIONAL BANK1$0
Total (38 institutions)2,257,521$24,914