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Disclosery

CHI CALAMOS CONV OPPORTUNITIES &

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SH BEN INT (fund), issuer CIK 1171471

137 managers (138 13F filers) reported a position in CHI shares at 2025-06-30, 17,076,192 shares in all. 18 filers opened a position and 3 filers sold out during the quarter.

Managers
137
13F filers
138
New
18
Added
54
Reduced
30
Sold out
3
Shares held by filers
17,076,192

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/2,284,573$24M<0.01%+806,29413F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,912,227$20.1M<0.01%+90,09913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,424,327$15M<0.01%-51,47613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,333,363$14M<0.01%-33,30813F-HRTimelineGroup
D.A. DAVIDSON & CO.983,643$10.3M0.07%+43,39613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC686,153$7.22M0.06%-13,44613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC599,272$6.3M<0.01%+75,98913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC565,861$5.95M0.01%-71,74013F-HRTimeline
LPL Financial LLC559,408$5.88M<0.01%+55,52813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.532,450$5.6M0.01%+30,81813F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…433,711$4.56M0.36%+80,30013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC340,154$3.58M<0.01%+5,83513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.320,756$3.37M0.02%-33,92313F-HRTimeline
Creekside Partners272,811$2.87M1.36%+7,19913F-HRTimeline
Grange Capital, LLC255,510$2.69M2.81%+37,64913F-HRTimeline
HARBOUR INVESTMENTS, INC.231,886$2.44M0.06%+3,15513F-HRTimeline
Marathon Strategic Advisors, LLC222,018$2.34M2.17%+16,57613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA204,491$2.15M<0.01%+19,22313F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.203,848$2.14M<0.01%+54,04213F-HR/ATimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC202,775$2.13M0.04%+13,55313F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC191,661$2.02M0.04%-48,04013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …182,778$1.92M0.03%+10,99913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…153,448$1.61M<0.01%-27,39813F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…144,727$1.52M<0.01%+20,56713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth129,375$1.36M<0.01%-16,09813F-HRTimelineGroup
Everstar Asset Management, LLC123,109$1.3M0.79%-3,00013F-HRTimeline
NewEdge Advisors, LLC116,628$1.23M0.01%+78,48813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…101,673$1.07M<0.01%-8,15513F-HRTimelineGroup
KFA Private Wealth Group, LLC97,282$1.02M0.32%-69613F-HRTimeline
Janney Montgomery Scott LLC87,907$925K<0.01%+52,67913F-HRTimeline
Total Wealth Planning & Management, Inc.75,684$796K0.69%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…59,210$626K<0.01%+1,89613F-HRTimeline
Institute for Wealth Management, LLC.59,294$624K0.07%+5,60513F-HRTimeline
Cetera Investment Advisers56,985$599K<0.01%-11,55813F-HRTimeline
Samalin Investment Counsel, LLC53,676$565K0.22%+6,76213F-HRTimeline
L.M. KOHN & COMPANY51,629$543K0.15%+10013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS47,101$496K<0.01%-1,96913F-HRTimeline
SAM Advisors, LLC44,273$466K0.16%+1,87513F-HRTimeline
HighTower Advisors, LLC43,939$462K<0.01%-18,71613F-HRTimeline
Patten Group, Inc.43,243$455K0.1%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC42,233$444K0.01%-33313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP42,228$444K<0.01%+1,23713F-HRTimelineGroup
Arax Advisory Partners41,614$438K0.02%+12513F-HRTimeline
IHT Wealth Management, LLC40,680$428K0.01%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO40,667$428K<0.01%new13F-HRTimelineGroup
TFG Advisers LLC40,509$426K0.15%+1,71913F-HRTimeline
READYSTATE ASSET MANAGEMENT LP39,262$413K0.02%+7,43213F-HRTimeline
CENTRAL TRUST Co38,853$409K0.01%-3,63013F-HRTimeline
Sigma Planning Corp38,755$408K0.01%-21,57913F-HRTimeline
Geneos Wealth Management Inc.38,474$405K0.01%+28,34413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC37,338$393K0.01%-3,50013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding37,322$393K+16,632Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,916$388K<0.01%+9,96013F-HRTimelineGroup
E&G Advisors, LLC36,202$381K0.1%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…35,540$374K0.01%013F-HRTimelineGroup
CW Advisors, LLC32,996$347K<0.01%new13F-HRTimeline
COMERICA BANK30,895$325K<0.01%+4,50013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC30,285$319K0.08%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC30,000$316K0.25%013F-HRTimeline
DF DENT & CO INC29,418$309K<0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.29,024$305K<0.01%new13F-HRTimelineGroup
EP Wealth Advisors, LLC28,500$300K<0.01%-83513F-HRTimeline
Founders Financial Alliance, LLC28,210$297K0.07%+63213F-HRTimeline
CoreCap Advisors, LLC28,113$296K0.01%+8,30213F-HRTimeline
Sanctuary Advisors, LLC27,754$292K<0.01%-6,63013F-HRTimeline
First Nebraska Trust Co26,965$284K0.03%-2,25013F-HRTimeline
Financial Advocates Investment Manageme…26,625$280K0.02%+1,06313F-HRTimeline
Capital CS Group, LLC25,224$265K0.44%new13F-HRTimeline
Game Plan Financial Advisors, LLC25,000$263K0.11%-1,07513F-HRTimeline
Private Advisor Group, LLC24,693$260K<0.01%+57113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT24,293$256K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,558$248K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC23,257$245K<0.01%+23613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…22,934$241K<0.01%+85013F-HRTimelineGroup
Legacy Wealth Management, LLC / MS22,877$241K0.07%+9,57513F-HRTimeline
NFSG Corp21,704$228K0.04%new13F-HRTimeline
Steward Partners Investment Advisory, L…20,675$217K<0.01%+6013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…20,012$211K0.02%+96513F-HRTimeline
CALTON & ASSOCIATES, INC.19,515$205K0.04%+4,88513F-HRTimeline
Semus Wealth Partners LLC19,335$203K0.13%-1,96313F-HRTimeline
Hilltop Partners LLC18,305$193K0.06%new13F-HRTimeline
MML INVESTORS SERVICES, LLC17,980$189K<0.01%+2,89513F-HRTimeline
Sunpointe, LLC17,745$187K0.07%new13F-HRTimeline
NOVEM GROUP17,651$186K0.02%new13F-HRTimeline
WEDBUSH SECURITIES INC17,050$179K0.01%+2013F-HRTimeline
WEALTH EFFECTS LLC16,932$178K0.07%-92113F-HRTimeline
PINNACLE ASSOCIATES LTD16,433$173K<0.01%+1,49313F-HRTimeline
Sonora Investment Management Group, LLC16,350$172K0.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,760$155K<0.01%+34113F-HRTimelineGroup
one8zero8, LLC14,350$151K0.04%+70013F-HRTimeline
Atria Wealth Solutions, Inc.14,194$149K<0.01%-17,87913F-HRTimeline
San Luis Wealth Advisors LLC13,555$143K0.03%013F-HRTimeline
Beacon Pointe Advisors, LLC12,900$136K<0.01%+27613F-HRTimeline
Kovack Advisors, Inc.12,688$133K0.01%+18113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd12,601$133K0.01%new13F-HRTimelineGroup
Alpha Cubed Investments, LLC12,300$129K<0.01%013F-HRTimeline
Palogic Value Management, L.P.12,000$126K0.05%013F-HRTimeline
Modern Wealth Management, LLC11,915$125K<0.01%013F-HR/ATimeline
MELFA WEALTH MANAGEMENT, INC.11,819$124K0.08%013F-HRTimeline
Creative Planningin group Creative Planning11,000$116K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC10,922$115K<0.01%+32013F-HRTimeline
HRT FINANCIAL LP10,508$110K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC10,050$106K0.01%+60013F-HRTimeline
J.W. COLE ADVISORS, INC.10,032$106K<0.01%-2,55713F-HRTimeline
Global Retirement Partners, LLC9,888$104K<0.01%13F-HRTimeline
Allworth Financial LP8,935$94K<0.01%+3,63513F-HRTimeline
BARRETT & COMPANY, INC.7,750$81.5K0.03%-1,25013F-HRTimeline
MONETARY MANAGEMENT GROUP INC7,500$78.9K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.4,413$46K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,300$45.2K<0.01%013F-HRTimelineGroup
Elequin Capital, LP4,244$44.6K0.01%-10,33313F-HRTimeline
Wilmington Savings Fund Society, FSB4,000$42.1K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC3,075$32.3K0.01%013F-HRTimeline
PRIVATE TRUST CO NA3,000$31.6K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.3,000$31.2K0.02%-1,21313F-HRTimeline
Gen-Wealth Partners Inc2,575$27.1K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.2,400$25.2K<0.01%new13F-HRTimeline
Costello Asset Management, INC2,146$22.6K0.01%+4113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,713$18K<0.01%new13F-HRTimelineGroup
Caldwell Trust Co1,534$16.1K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,520$16K<0.01%13F-HRTimelineGroup
ORG Partners LLC1,500$15.8K<0.01%013F-HRTimeline
MAI Capital Management1,325$13.9K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.1,094$11.5K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,000$10.5K<0.01%013F-HRTimeline
McIlrath & Eck, LLC811$8.53K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC725$7.63K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC662$6.96K<0.01%013F-HRTimeline
Garde Capital, Inc.532$5.6K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.402$4.23K<0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC309$3.25K<0.01%+913F-HRTimeline
Creekmur Asset Management LLC152$1.6K<0.01%+15013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…123$1.29K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC121$1.27K<0.01%new13F-HRTimeline
Key Financial Inc89$936<0.01%013F-HRTimeline
EASTERN BANK0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.