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Disclosery

CCD CALAMOS DYNAMIC CONV & INCOM

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COM (common), issuer CIK 1602584

77 managers (78 13F filers) reported a position in CCD shares at 2026-06-30, 4,140,428 shares in all. 18 filers opened a position and 6 filers sold out during the quarter.

Managers
77
13F filers
78
New
18
Added
24
Reduced
20
Sold out
6
Shares held by filers
4,140,428

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
D.A. DAVIDSON & CO.625,231$16.1M0.09%+2,76913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN315,875$8.14M<0.01%-108,83713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/302,213$7.79M<0.01%-11,91113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY299,076$7.71M<0.01%+3,08013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC229,621$5.92M0.04%+16,80313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA193,048$4.97M<0.01%+7,06813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC191,798$4.94M<0.01%+88,97313F-HRTimelineGroup
Advisors Asset Management, Inc.141,214$3.64M0.06%+103,09813F-HRTimeline
LPL Financial LLC139,996$3.61M<0.01%-31,56413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP109,548$2.82M<0.01%-1,08813F-HRTimelineGroup
&PARTNERS105,007$2.7M0.01%+1,31213F-HRTimeline
Mutual Advisors, LLC100,596$2.59M0.05%-15,78613F-HRTimeline
J.W. COLE ADVISORS, INC.94,955$2.45M0.04%new13F-HRTimeline
Bleakley Financial Group, LLC84,200$2.17M0.03%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC78,136$2.01M<0.01%+56,89513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.74,911$1.93M<0.01%+25,26113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC70,553$1.82M<0.01%-4,86613F-HRTimeline
Cambridge Investment Research Advisors,…61,332$1.58M<0.01%+2,52113F-HR/ATimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…60,762$1.57M0.1%-33,81513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC60,100$1.55M<0.01%+4,85413F-HRTimelineGroup
PMG Family Office LLC58,774$1.51M1.4%+1,20813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding48,843$1.26M-1,345Timeline
Everstar Asset Management, LLC41,742$1.08M0.52%-37213F-HRTimeline
Janney Montgomery Scott LLC40,650$1.05M<0.01%-29513F-HRTimeline
Advisory Solutions Group, LLC40,541$1.04M0.36%13F-HRTimeline
Shaker Financial Services, LLC39,424$1.02M0.32%new13F-HRTimeline
UBS Group AGin group UBS Group AG35,370$911K<0.01%-86,67413F-HRTimelineGroup
CoreCap Advisors, LLC35,227$908K0.03%+6,02213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …34,784$896K0.01%+34613F-HRTimelineGroup
Herold Advisors, Inc.34,449$885K0.17%+1,38213F-HRTimeline
Boreal Capital Management LLC0$827K0.62%new13F-HRTimelineAmount filed as zero, left out of ratios.
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…29,644$764K<0.01%+5413F-HRTimelineGroup
Samalin Investment Counsel, LLC25,072$646K0.21%-10,91413F-HRTimeline
WORLD EQUITY GROUP, INC.23,119$596K0.13%-23,14713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,549$555K<0.01%+2,87213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,690$507K<0.01%+45413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,121$467K<0.01%new13F-HRTimelineGroup
Gilliland Jeter Wealth Management LLC17,373$448K0.12%013F-HRTimeline
Quad-Cities Investment Group, LLC17,038$439K0.16%+47113F-HRTimeline
Steward Partners Investment Advisory, L…16,728$431K<0.01%+14413F-HRTimeline
WEDBUSH SECURITIES INC15,260$393K0.01%+2,34513F-HRTimeline
Private Advisor Group, LLC14,770$381K<0.01%-12,62513F-HRTimeline
Tempus Wealth Planning, LLC13,719$354K0.07%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,452$348K0.02%-56513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC13,150$339K0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,514$322K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers12,416$320K<0.01%+31513F-HRTimeline
Apeiron RIA LLC11,820$305K0.08%+1,41213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,572$298K<0.01%-27013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd11,491$296K<0.01%new13F-HRTimelineGroup
Capital CS Group, LLC10,920$281K0.41%-6,75413F-HRTimeline
Abel Hall, LLC10,000$258K0.04%013F-HRTimeline
Financial Engines Advisors L.L.C.8,758$226K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,540$194K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC5,885$152K<0.01%new13F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.4,907$126K<0.01%new13F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC4,430$114K<0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC2,617$67.4K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2,460$63.4K<0.01%013F-HRTimeline
Triumph Capital Management2,420$62.4K0.01%-40013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,412$62.2K<0.01%-2,59513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,000$51.5K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.1,667$43K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,500$38.7K<0.01%013F-HRTimelineGroup
Harborfront Financial Group LLC1,245$32.1K0.12%13F-HRTimeline
Allworth Financial LP1,000$25.8K<0.01%013F-HRTimeline
Regatta Research & Money Management905$23.3K0.02%13F-HRTimeline
SJS Investment Consulting Inc.900$23.2K<0.01%013F-HRTimeline
Key Financial Inc625$16.1K<0.01%new13F-HRTimeline
North Star Investment Management Corp.500$12.9K<0.01%013F-HRTimeline
LifeSteps Financial, Inc.400$10.3K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.250$6.44K<0.01%013F-HRTimeline
Arax Advisory Partners229$5.9K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC131$3.38K<0.01%new13F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC109$2.81K<0.01%-2113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…83$2.14K<0.01%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC61$1.57K<0.01%new13F-HRTimeline