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Disclosery

CHI CALAMOS CONV OPPORTUNITIES &

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SH BEN INT (fund), issuer CIK 1171471

144 managers (145 13F filers) reported a position in CHI shares at 2025-12-31, 17,678,429 shares in all. 15 filers opened a position and 7 filers sold out during the quarter.

Managers
144
13F filers
145
New
15
Added
53
Reduced
32
Sold out
7
Shares held by filers
17,678,429

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/2,484,015$26M<0.01%+89,53713F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,187,784$22.9M<0.01%+150,98813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,396,889$14.6M<0.01%-35,76113F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,346,815$14.1M<0.01%-34,67113F-HRTimelineGroup
D.A. DAVIDSON & CO.1,045,470$11M0.07%+21,08913F-HRTimeline
LPL Financial LLC729,256$7.64M<0.01%+23,03513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC694,810$7.28M0.05%+52,38413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC659,365$6.91M<0.01%+24,55113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC554,988$5.82M0.01%+13,36213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.543,001$5.69M0.01%-17,67213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC322,265$3.38M<0.01%-14,49813F-HRTimelineGroup
Grange Capital, LLC309,537$3.24M3.11%-7,05913F-HRTimeline
Marathon Strategic Advisors, LLC276,926$2.9M2.22%+9,26413F-HRTimeline
HARBOUR INVESTMENTS, INC.239,497$2.51M0.05%+2,32713F-HRTimeline
Advisors Asset Management, Inc.226,592$2.37M0.04%+168,52713F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA218,299$2.29M<0.01%+4,72813F-HRTimelineGroup
Creekside Partners217,819$2.28M0.96%-20,86013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.216,092$2.26M<0.01%-11,30313F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …214,803$2.25M0.03%+23,17513F-HRTimelineGroup
Cetera Investment Advisers212,666$2.23M<0.01%-20,85813F-HRTimeline
Cambridge Investment Research Advisors,…181,085$1.9M0.01%+19,84513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…149,847$1.57M<0.01%-4,32813F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth143,225$1.5M<0.01%+13,47513F-HRTimelineGroup
Everstar Asset Management, LLC117,953$1.24M0.66%-2,40513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC112,860$1.18M0.02%-36,27113F-HRTimelineGroup
NewEdge Advisors, LLC103,066$1.08M<0.01%-16,40313F-HRTimeline
KFA Private Wealth Group, LLC95,882$1M0.24%-4,72813F-HRTimeline
PMG Family Office LLC95,348$999K1.15%-11,47413F-HRTimeline
Boreal Capital Management LLC0$880K0.66%new13F-HRTimelineAmount filed as zero, left out of ratios.
COMERICA BANK79,205$830K<0.01%+26,22213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP74,297$779K<0.01%+37,11513F-HRTimelineGroup
Janney Montgomery Scott LLC72,036$755K<0.01%+6,15013F-HRTimeline
Total Wealth Planning & Management, Inc.71,436$749K0.59%13F-HRTimeline
IHT Wealth Management, LLC69,075$724K0.02%+27,39513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…66,022$722K<0.01%+7,99813F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…68,264$715K0.05%-77,87913F-HRTimelineGroup
Samalin Investment Counsel, LLC67,706$710K0.25%+12,07413F-HRTimeline
Institute for Wealth Management, LLC.58,696$615K0.07%-3,21013F-HRTimeline
Legacy Wealth Management, LLC / MS54,753$574K0.15%+19013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…52,303$548K<0.01%new13F-HRTimelineGroup
SAM Advisors, LLC50,967$534K0.17%+1,83513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO47,018$493K<0.01%-1,96913F-HRTimelineGroup
GREENBERG FINANCIAL GROUP45,685$479K0.2%13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP44,564$467K<0.01%+1,17013F-HRTimelineGroup
&PARTNERS44,237$464K<0.01%+7,25713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC43,333$454K0.01%+1,00013F-HRTimeline
Arax Advisory Partners41,673$437K0.01%+3,81913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS40,920$429K<0.01%-1,15613F-HRTimeline
Geneos Wealth Management Inc.38,474$403K0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC37,838$397K0.01%-1,50013F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC37,098$389K0.09%+6,81313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…35,540$372K<0.01%013F-HRTimelineGroup
E&G Advisors, LLC35,002$367K0.08%-40013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC33,663$353K<0.01%+48113F-HRTimelineGroup
CENTRAL TRUST Co33,400$350K0.01%-88013F-HRTimeline
First Nebraska Trust Co32,960$345K0.03%-2513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.31,523$330K<0.01%+1,28113F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC31,343$328K<0.01%-251,21413F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC31,029$325K0.02%+9,50413F-HRTimeline
Sigma Planning Corp30,277$317K0.01%-4,33413F-HRTimeline
HighTower Advisors, LLC30,121$316K<0.01%-7,68013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding29,660$311K+9,672Timeline
DF DENT & CO INC29,418$308K<0.01%013F-HRTimeline
Patten Group, Inc.29,246$306K0.06%-9,15713F-HRTimeline
Private Advisor Group, LLC29,189$306K<0.01%+78013F-HRTimeline
Mutual Advisors, LLC29,161$306K0.01%+12,64713F-HRTimeline
EP Wealth Advisors, LLC28,500$299K<0.01%13F-HRTimeline
Founders Financial Alliance, LLC28,412$298K0.06%+8313F-HRTimeline
Sanctuary Advisors, LLC28,268$296K<0.01%+30713F-HRTimeline
CoreCap Advisors, LLC27,237$285K0.01%+86813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…26,590$279K<0.01%013F-HRTimelineGroup
Capital CS Group, LLC25,224$264K0.42%013F-HRTimeline
Game Plan Financial Advisors, LLC25,000$262K0.11%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP24,702$259K0.01%+5,64413F-HRTimeline
PFG Investments, LLC24,624$258K0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT24,293$255K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…23,617$248K0.02%+3,60513F-HRTimeline
Mariner, LLCin group Mariner, LLC23,380$245K<0.01%+26713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC22,579$237K<0.01%+36013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…21,999$231K<0.01%new13F-HRTimelineGroup
Lexington Hill Partners, LLC21,939$230K0.17%13F-HRTimeline
CALTON & ASSOCIATES, INC.20,332$213K0.03%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC20,050$210K0.01%013F-HRTimeline
WEALTH EFFECTS LLC19,080$200K0.06%+1,07413F-HRTimeline
Beacon Pointe Advisors, LLC19,066$200K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,563$195K<0.01%+1,34013F-HRTimelineGroup
Hilltop Partners LLC18,305$192K0.05%013F-HRTimeline
Sunpointe, LLC17,745$188K0.06%013F-HRTimeline
WEDBUSH SECURITIES INC17,050$179K0.01%013F-HRTimeline
Alpha Cubed Investments, LLC16,808$176K0.01%+4,50813F-HRTimeline
PINNACLE ASSOCIATES LTD16,433$172K<0.01%013F-HRTimeline
NOVEM GROUP16,266$170K0.02%+1,41513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,089$158K<0.01%013F-HRTimelineGroup
NWAM LLC13,399$148K0.01%+1,50613F-HRTimeline
HRT FINANCIAL LP14,099$147K<0.01%new13F-HRTimeline
Clear Trail Advisors, LLC13,649$143K0.03%13F-HRTimeline
San Luis Wealth Advisors LLC13,555$142K0.02%013F-HRTimeline
one8zero8, LLC13,350$140K0.03%-1,00013F-HRTimeline
Clearwave Capital, LLC13,060$137K0.1%13F-HRTimeline
Kovack Advisors, Inc.12,999$136K0.01%+85213F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,979$136K<0.01%new13F-HRTimelineGroup
ProCore Advisors, LLC12,136$127K0.13%13F-HRTimeline
Continuum Advisory, LLC12,120$127K0.01%new13F-HRTimeline
Palogic Value Management, L.P.12,000$126K0.05%013F-HRTimeline
Modern Wealth Management, LLC11,915$125K<0.01%013F-HRTimeline
Allworth Financial LP11,897$125K<0.01%+2,96213F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.11,819$124K0.07%013F-HRTimeline
Clearstead Advisors, LLC11,527$121K<0.01%+30313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,435$120K<0.01%-88013F-HRTimelineGroup
Semus Wealth Partners LLC11,228$118K0.06%-5,25213F-HRTimeline
Creative Planningin group Creative Planning11,004$115K<0.01%+413F-HRTimelineGroup
Steward Partners Investment Advisory, L…9,912$104K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC9,679$101K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC8,308$87.1K<0.01%+11413F-HRTimeline
BARRETT & COMPANY, INC.7,750$81.2K0.03%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC7,500$78.6K0.02%013F-HRTimeline
Farther Finance Advisors, LLC5,340$56K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.4,413$46.2K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB4,000$41.9K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.3,700$38.8K0.02%-3,70013F-HRTimeline
CWM, LLCin group CWM, LLC3,639$38K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA3,000$31.4K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc2,575$27K0.01%013F-HRTimeline
GHP Investment Advisors, Inc.2,400$25.2K<0.01%013F-HRTimeline
Costello Asset Management, INC2,227$23.3K0.01%+4113F-HRTimeline
CX Institutional2,176$23K<0.01%-7,24513F-HRTimeline
IFP Advisors, Inc2,000$21K<0.01%new13F-HRTimeline
Caldwell Trust Co1,534$16.1K<0.01%013F-HRTimeline
ORG Partners LLC1,500$15.7K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,495$15.7K<0.01%-23,95713F-HR/ATimelineGroup
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$8.5K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC725$7.6K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC662$6.94K<0.01%013F-HRTimeline
Garton & Associates Financial Advisors …575$6.03K<0.01%13F-HRTimeline
Cape Investment Advisory, Inc.402$4.21K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC400$4.19K<0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC325$3.41K<0.01%+813F-HRTimeline
GAMMA Investing LLC321$3.36K<0.01%+20013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC241$2.53K<0.01%new13F-HRTimelineGroup
Key Financial Inc89$933<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC27$283<0.01%013F-HRTimelineGroup
EASTERN BANK0$3<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.