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Disclosery

CHI CALAMOS CONV OPPORTUNITIES &

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SH BEN INT (fund), issuer CIK 1171471

131 managers (131 13F filers) reported a position in CHI shares at 2025-09-30, 17,146,008 shares in all. 16 filers opened a position and 16 filers sold out during the quarter.

Managers
131
13F filers
131
New
16
Added
48
Reduced
27
Sold out
16
Shares held by filers
17,146,008

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/2,394,478$25.8M<0.01%+109,90513F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG2,036,796$22M<0.01%+124,56913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,432,650$15.5M<0.01%+8,32313F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,381,486$14.9M<0.01%+48,12313F-HRTimelineGroup
D.A. DAVIDSON & CO.1,024,381$11.1M0.07%+40,73813F-HRTimeline
LPL Financial LLC706,221$7.62M<0.01%+146,81313F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC642,426$6.93M0.05%-43,72713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC634,814$6.84M<0.01%+35,54213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.560,673$6.05M0.01%+28,22313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC541,626$5.84M0.01%-24,23513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC336,763$3.63M<0.01%-3,39113F-HRTimelineGroup
Grange Capital, LLC316,596$3.42M3.3%+61,08613F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC282,557$3.05M0.04%+79,78213F-HRTimelineGroup
Marathon Strategic Advisors, LLC267,662$2.89M2.31%+45,64413F-HRTimeline
Creekside Partners238,679$2.58M1.13%-34,13213F-HRTimeline
HARBOUR INVESTMENTS, INC.237,170$2.56M0.06%+5,28413F-HRTimeline
Cetera Investment Advisers233,524$2.52M<0.01%+176,53913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.227,395$2.4M<0.01%+23,54713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA213,571$2.3M<0.01%+9,08013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …191,628$2.07M0.03%+8,85013F-HRTimelineGroup
Cambridge Investment Research Advisors,…161,240$1.74M<0.01%+16,51313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…154,175$1.66M<0.01%+72713F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC149,131$1.61M0.03%-42,53013F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…146,143$1.58M0.1%-287,56813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth129,750$1.4M<0.01%+37513F-HRTimelineGroup
Everstar Asset Management, LLC120,358$1.3M0.74%-2,75113F-HRTimeline
NewEdge Advisors, LLC119,469$1.29M0.01%+2,84113F-HRTimeline
PMG Family Office LLC106,822$1.15M1.29%13F-HRTimeline
KFA Private Wealth Group, LLC100,610$1.09M0.31%+3,32813F-HRTimeline
Janney Montgomery Scott LLC65,886$711K<0.01%-22,02113F-HRTimeline
Institute for Wealth Management, LLC.61,906$668K0.07%+2,61213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…58,024$639K<0.01%-1,18613F-HRTimeline
Advisors Asset Management, Inc.58,065$627K0.01%new13F-HR/ATimeline
Samalin Investment Counsel, LLC55,632$600K0.21%+1,95613F-HRTimeline
Legacy Wealth Management, LLC / MS54,563$589K0.18%+31,68613F-HRTimeline
COMERICA BANK52,983$572K<0.01%+22,08813F-HRTimeline
SAM Advisors, LLC49,132$530K0.17%+4,85913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO48,987$529K<0.01%+8,32013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP43,394$468K<0.01%+1,16613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC42,333$457K0.01%+10013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS42,076$454K<0.01%-5,02513F-HRTimeline
IHT Wealth Management, LLC41,680$450K0.01%+1,00013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC39,338$424K0.01%+2,00013F-HRTimelineGroup
Geneos Wealth Management Inc.38,474$415K0.01%013F-HRTimeline
Patten Group, Inc.38,403$414K0.08%-4,84013F-HRTimeline
Arax Advisory Partners37,854$408K0.01%-3,76013F-HRTimeline
HighTower Advisors, LLC37,801$408K<0.01%-6,13813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP37,182$401K<0.01%+26613F-HRTimelineGroup
&PARTNERS36,980$399K<0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…35,540$383K<0.01%013F-HRTimelineGroup
E&G Advisors, LLC35,402$382K0.09%-80013F-HRTimeline
Sigma Planning Corp34,611$373K0.01%-4,14413F-HRTimeline
CENTRAL TRUST Co34,280$370K0.01%-4,57313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC33,182$358K<0.01%new13F-HRTimelineGroup
First Nebraska Trust Co32,985$356K0.03%+6,02013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC30,285$327K0.08%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.30,242$326K<0.01%+1,21813F-HRTimelineGroup
DF DENT & CO INC29,418$317K<0.01%013F-HRTimeline
Private Advisor Group, LLC28,409$307K<0.01%+3,71613F-HRTimeline
Founders Financial Alliance, LLC28,329$306K0.06%+11913F-HRTimeline
Sanctuary Advisors, LLC27,961$302K<0.01%+20713F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…26,590$287K<0.01%+3,65613F-HRTimelineGroup
CoreCap Advisors, LLC26,369$285K0.01%-1,74413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…25,452$275K<0.01%-76,22113F-HRTimelineGroup
Capital CS Group, LLC25,224$272K0.45%013F-HRTimeline
Game Plan Financial Advisors, LLC25,000$270K0.11%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT24,293$262K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC23,113$249K<0.01%-14413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC22,219$240K<0.01%+4,23913F-HRTimeline
NFSG Corp21,704$234K0.03%013F-HRTimeline
Jaffetilchin Investment Partners, LLC21,525$232K0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC20,050$216K0.01%+10,00013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding19,988$216K-17,334Timeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…20,012$211K0.02%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP19,058$206K0.01%-20,20413F-HRTimeline
Hilltop Partners LLC18,305$198K0.06%013F-HRTimeline
WEALTH EFFECTS LLC18,006$194K0.06%+1,07413F-HRTimeline
Sunpointe, LLC17,745$191K0.07%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,223$186K<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC17,050$184K0.01%013F-HRTimeline
Mutual Advisors, LLC16,514$183K<0.01%new13F-HRTimeline
Semus Wealth Partners LLC16,480$178K0.1%-2,85513F-HRTimeline
PINNACLE ASSOCIATES LTD16,433$177K<0.01%013F-HRTimeline
Sonora Investment Management Group, LLC16,350$176K0.01%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,089$163K<0.01%+32913F-HRTimelineGroup
NOVEM GROUP14,851$160K0.02%-2,80013F-HRTimeline
one8zero8, LLC14,350$155K0.03%013F-HRTimeline
San Luis Wealth Advisors LLC13,555$146K0.03%013F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC12,315$133K<0.01%new13F-HRTimelineGroup
Alpha Cubed Investments, LLC12,300$133K<0.01%013F-HRTimeline
Kovack Advisors, Inc.12,147$131K0.01%-54113F-HRTimeline
NWAM LLC11,893$131K0.01%new13F-HR/ATimeline
Palogic Value Management, L.P.12,000$129K0.05%013F-HRTimeline
Modern Wealth Management, LLC11,915$129K<0.01%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.11,819$128K0.07%013F-HRTimeline
Clearstead Advisors, LLC11,224$121K<0.01%+30213F-HRTimeline
Creative Planningin group Creative Planning11,000$119K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…9,912$107K<0.01%-10,76313F-HRTimeline
CX Institutional9,421$102K<0.01%new13F-HRTimeline
Allworth Financial LP8,935$96.4K<0.01%013F-HRTimeline
Global Retirement Partners, LLC8,194$88.4K<0.01%-1,69413F-HRTimeline
BARRETT & COMPANY, INC.7,750$83.6K0.03%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC7,500$80.9K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.7,400$79.8K0.03%+4,40013F-HRTimeline
Farther Finance Advisors, LLC5,340$57.6K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.4,413$47.6K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB4,000$43.2K<0.01%013F-HR/ATimeline
PRIVATE TRUST CO NA3,000$32.4K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc2,575$27.8K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.2,400$25.9K<0.01%013F-HRTimeline
Costello Asset Management, INC2,186$23.6K0.01%+4013F-HRTimeline
Turim 21 Investimentos Ltda.1,945$21K0.01%new13F-HRTimeline
Caldwell Trust Co1,534$16.6K<0.01%013F-HRTimeline
ORG Partners LLC1,500$16.2K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,279$13.8K<0.01%-43413F-HRTimelineGroup
Center for Financial Planning, Inc.1,094$11.8K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,012$10.9K<0.01%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…1,000$10.8K0.02%013F-HRTimeline
McIlrath & Eck, LLC811$8.75K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC725$7.82K<0.01%013F-HRTimeline
Advisory Services Network, LLC664$7.17K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC662$7.14K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC400$4.32K<0.01%new13F-HRTimeline
Twin Lakes Capital Management, LLC317$3.42K<0.01%+813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC300$3.24K<0.01%new13F-HRTimelineGroup
Creekmur Asset Management LLC156$1.69K<0.01%+413F-HRTimeline
GAMMA Investing LLC121$1.31K<0.01%013F-HRTimeline
Key Financial Inc89$960<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…54$583<0.01%-6913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC27$291<0.01%new13F-HRTimelineGroup
EASTERN BANK0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.