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Disclosery

CHI CALAMOS CONV OPPORTUNITIES &

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SH BEN INT (common), issuer CIK 1171471

137 managers (137 13F filers) reported a position in CHI shares at 2026-06-30, 18,753,815 shares in all. 13 filers opened a position and 12 filers sold out during the quarter.

Managers
137
13F filers
137
New
13
Added
48
Reduced
33
Sold out
12
Shares held by filers
18,753,815

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,883,914$38.8M<0.01%+254,27713F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,574,530$34.6M0.01%+196,13413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,551,031$20.8M<0.01%+137,55513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,362,840$18.3M<0.01%+4,24713F-HRTimelineGroup
D.A. DAVIDSON & CO.1,105,418$14.9M0.08%+8,16813F-HRTimeline
LPL Financial LLC700,766$9.42M<0.01%+27,06813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC643,309$8.65M0.06%+33,83313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC640,127$8.59M<0.01%-3,19413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.613,861$8.25M0.01%+22,62513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC563,686$7.58M0.01%-1,37313F-HRTimeline
Advisors Asset Management, Inc.533,895$7.18M0.11%+202,94113F-HRTimeline
Marathon Strategic Advisors, LLC293,821$3.95M2.23%+5,49413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC288,924$3.88M<0.01%-12,75613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.273,702$3.68M0.05%-1,75913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.259,047$3.48M<0.01%+34,53613F-HRTimelineGroup
Creekside Partners237,856$3.2M1.16%+8,66613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …237,341$3.19M0.03%+11,02813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA222,047$2.98M<0.01%+2,24813F-HRTimelineGroup
Samalin Investment Counsel, LLC206,445$2.77M0.89%+60,09613F-HRTimeline
Cetera Investment Advisers183,537$2.47M<0.01%-3,03313F-HRTimeline
NewEdge Advisors, LLC168,723$2.27M0.01%+50,32213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…154,322$2.07M<0.01%-1,25813F-HRTimelineGroup
Cambridge Investment Research Advisors,…148,918$2M<0.01%-38,36513F-HR/ATimeline
Grange Capital, LLC146,012$1.96M1.81%-148,40413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth141,775$1.91M<0.01%-1,45013F-HRTimelineGroup
Everstar Asset Management, LLC111,723$1.5M0.72%013F-HRTimeline
PMG Family Office LLC100,303$1.35M1.24%+1,25113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP99,903$1.34M<0.01%+20,66613F-HRTimelineGroup
Advisory Solutions Group, LLC82,718$1.11M0.38%13F-HRTimeline
Janney Montgomery Scott LLC79,989$1.07M<0.01%+4,33513F-HRTimeline
Total Wealth Planning & Management, Inc.77,082$1.04M0.75%+5,64613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…76,357$1.03M<0.01%-8,47513F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.75,000$1.01M<0.01%+20,00013F-HRTimelineGroup
IHT Wealth Management, LLC71,052$955K0.02%013F-HRTimeline
Boreal Capital Management LLC0$856K0.64%new13F-HRTimelineAmount filed as zero, left out of ratios.
SEI INVESTMENTS COin group SEI INVESTMENTS CO62,801$844K<0.01%-2,86813F-HRTimelineGroup
Mutual Advisors, LLC60,670$815K0.02%+9,09313F-HRTimeline
Legacy Wealth Management, LLC / MS55,109$741K0.19%+17113F-HRTimeline
SAM Advisors, LLC53,676$721K0.2%-62513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS50,598$680K<0.01%-4,70013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP46,782$629K<0.01%-6,84613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC45,333$609K0.01%+2,00013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,867$522K<0.01%+2,95013F-HRTimeline
Geneos Wealth Management Inc.37,474$504K0.01%-1,40013F-HRTimeline
&PARTNERS37,395$503K<0.01%+40013F-HRTimeline
KFA Private Wealth Group, LLC37,169$500K0.12%-60,56313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC36,927$496K0.01%-93713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC36,688$493K0.01%+2,40013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC36,684$493K<0.01%+3,23313F-HRTimelineGroup
E&G Advisors, LLC34,902$469K0.09%013F-HRTimeline
NorthRock Partners, LLC34,855$468K0.01%-41713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC33,863$455K<0.01%-20013F-HRTimelineGroup
CENTRAL TRUST Co32,975$443K0.01%-42513F-HRTimeline
Arax Advisory Partners32,098$431K<0.01%+28713F-HRTimeline
Sigma Planning Corp31,247$420K0.01%+61113F-HRTimeline
Private Advisor Group, LLC30,479$410K<0.01%+25813F-HRTimeline
PFG Investments, LLC29,804$401K0.02%+3813F-HRTimeline
DF DENT & CO INC29,418$395K0.01%013F-HRTimeline
Sanctuary Advisors, LLC29,306$394K<0.01%-6413F-HRTimeline
Patten Group, Inc.29,246$393K0.06%013F-HRTimeline
Game Plan Financial Advisors, LLC28,250$380K0.14%+3,25013F-HRTimeline
Mariner, LLCin group Mariner, LLC28,092$378K<0.01%+4,69013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC28,015$377K0.01%+52913F-HRTimeline
Founders Financial Alliance, LLC27,970$376K0.05%-52513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…27,569$371K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…26,590$357K<0.01%013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd25,761$346K<0.01%new13F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC24,961$335K0.08%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT24,293$327K0.02%013F-HRTimeline
HighTower Advisors, LLC23,811$320K<0.01%+1,00013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…23,617$312K0.02%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…22,456$302K<0.01%+15013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC21,654$291K<0.01%+19713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,976$268K<0.01%+4,58313F-HRTimelineGroup
EP Wealth Advisors, LLC18,682$251K<0.01%-9,81813F-HRTimeline
WEALTH EFFECTS LLC18,472$248K0.07%+6713F-HRTimeline
Hilltop Partners LLC18,305$246K0.06%013F-HRTimeline
Sunpointe, LLC17,745$238K0.07%013F-HRTimeline
WEDBUSH SECURITIES INC17,050$229K0.01%013F-HRTimeline
NOVEM GROUP16,592$223K0.02%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC16,550$222K0.01%-3,50013F-HRTimeline
Clear Trail Advisors, LLC16,199$218K0.03%-4613F-HRTimeline
CoreCap Advisors, LLC15,750$212K0.01%+6,00013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC15,728$211K<0.01%new13F-HRTimelineGroup
PINNACLE ASSOCIATES LTD14,940$201K<0.01%-1,49313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,138$190K<0.01%-1,73613F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP13,799$185K0.01%013F-HRTimeline
Farther Finance Advisors, LLC13,640$183K<0.01%+8,30013F-HRTimeline
Beacon Pointe Advisors, LLC13,610$183K<0.01%-13,67613F-HRTimeline
San Luis Wealth Advisors LLC13,555$182K0.03%013F-HRTimeline
Kovack Advisors, Inc.13,272$176K0.01%+12113F-HRTimeline
Clearwave Capital, LLC13,060$176K0.1%013F-HRTimeline
Carrera Capital Advisors13,000$175K0.03%new13F-HRTimeline
NWAM LLC12,911$174K0.01%013F-HRTimeline
one8zero8, LLC12,550$169K0.03%-80013F-HRTimeline
Palogic Value Management, L.P.12,000$161K0.06%013F-HRTimeline
ProCore Advisors, LLC11,932$160K0.2%-20413F-HRTimeline
Modern Wealth Management, LLC11,915$160K<0.01%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.11,819$159K0.09%013F-HRTimeline
MGO ONE SEVEN LLC10,807$145K<0.01%new13F-HRTimeline
Continuum Advisory, LLC10,713$144K0.01%new13F-HRTimeline
Clearstead Advisors, LLC10,424$140K<0.01%-52813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,466$127K<0.01%+7,26913F-HRTimelineGroup
Allworth Financial LP8,935$120K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…8,824$119K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,400$109K<0.01%new13F-HRTimelineGroup
BARRETT & COMPANY, INC.7,750$104K0.03%013F-HRTimeline
Global Retirement Partners, LLC7,513$101K<0.01%13F-HRTimeline
MONETARY MANAGEMENT GROUP INC7,500$101K0.02%013F-HRTimeline
Integrated Wealth Concepts LLC4,637$62.3K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.4,413$59.3K<0.01%013F-HRTimeline
Clark Wealth Partners4,300$57.8K0.03%013F-HRTimeline
Wilmington Savings Fund Society, FSB4,000$53.8K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.3,700$49.7K0.02%013F-HRTimeline
PRIVATE TRUST CO NA3,000$40.3K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.2,400$32.3K<0.01%013F-HRTimeline
Costello Asset Management, INC2,303$30.9K0.01%+3713F-HRTimeline
IFG Advisory, LLC2,058$27.7K<0.01%new13F-HRTimeline
IFP Advisors, Inc2,000$26.9K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.1,695$22.8K<0.01%-57,58213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,672$22.5K<0.01%+1,43113F-HRTimelineGroup
CX Institutional1,582$21K<0.01%+3513F-HRTimeline
Caldwell Trust Co1,534$20.6K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc1,525$20.5K0.01%-67513F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,520$20.4K<0.01%13F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC1,121$15.1K<0.01%13F-HRTimeline
Center for Financial Planning, Inc.1,094$14.7K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,000$13.4K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC725$9.74K<0.01%013F-HRTimeline
TRUST CO OF VERMONT715$9.61K<0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC662$8.9K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.402$5.4K<0.01%new13F-HRTimeline
Twin Lakes Capital Management, LLC341$4.59K<0.01%+713F-HRTimeline
Blue Trust, Inc.227$3.05K<0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC200$2.69K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC88$1.18K<0.01%new13F-HRTimeline
EASTERN BANK0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.