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Disclosery

CHI CALAMOS CONV OPPORTUNITIES &

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SH BEN INT (fund), issuer CIK 1171471

134 managers (134 13F filers) reported a position in CHI shares at 2026-03-31, 17,978,644 shares in all. 7 filers opened a position and 13 filers sold out during the quarter.

Managers
134
13F filers
134
New
7
Added
54
Reduced
31
Sold out
13
Shares held by filers
17,978,644

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/2,629,637$28.2M<0.01%+145,62213F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,378,396$25.5M<0.01%+190,61213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,413,476$15.2M<0.01%+16,58713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,358,593$14.6M<0.01%+11,77813F-HR/ATimelineGroup
D.A. DAVIDSON & CO.1,097,250$11.8M0.07%+51,78013F-HRTimeline
LPL Financial LLC673,698$7.24M<0.01%-55,55813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC643,321$6.91M<0.01%-16,04413F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC609,476$6.55M0.05%-85,33413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.591,236$6.35M0.01%+48,23513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC565,059$6.07M0.01%+10,07113F-HRTimeline
Advisors Asset Management, Inc.330,954$3.55M0.06%+104,36213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC301,680$3.24M<0.01%-20,58513F-HRTimelineGroup
Grange Capital, LLC294,416$3.16M3.15%-15,12113F-HRTimeline
Marathon Strategic Advisors, LLC288,327$3.1M2.23%+11,40113F-HRTimeline
HARBOUR INVESTMENTS, INC.275,461$2.96M0.05%+35,96413F-HRTimeline
Creekside Partners229,190$2.46M1.01%+11,37113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …226,313$2.43M0.03%+11,51013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.224,511$2.41M<0.01%+8,41913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA219,799$2.36M<0.01%+1,50013F-HRTimelineGroup
Cambridge Investment Research Advisors,…187,283$2.01M0.01%+6,19813F-HRTimeline
Cetera Investment Advisers186,570$2M<0.01%-26,09613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…155,580$1.67M<0.01%+5,73313F-HRTimelineGroup
Samalin Investment Counsel, LLC146,349$1.57M0.56%+78,64313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth143,225$1.54M<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC118,401$1.27M<0.01%+15,33513F-HR/ATimeline
Everstar Asset Management, LLC111,723$1.2M0.64%-6,23013F-HRTimeline
PMG Family Office LLC99,052$1.06M1.19%+3,70413F-HRTimeline
KFA Private Wealth Group, LLC97,732$1.05M0.25%+1,85013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…84,832$911K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP79,237$851K<0.01%+4,94013F-HRTimelineGroup
Janney Montgomery Scott LLC75,654$813K<0.01%+3,61813F-HRTimeline
Total Wealth Planning & Management, Inc.71,436$767K0.61%013F-HRTimeline
IHT Wealth Management, LLC71,052$763K0.02%+1,97713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO65,669$705K<0.01%+18,65113F-HRTimelineGroup
Institute for Wealth Management, LLC.59,277$637K0.07%+58113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS55,298$594K<0.01%+14,37813F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.55,000$591K<0.01%new13F-HRTimelineGroup
Legacy Wealth Management, LLC / MS54,938$590K0.17%+18513F-HRTimeline
SAM Advisors, LLC54,301$583K0.18%+3,33413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP53,628$576K<0.01%+9,06413F-HRTimelineGroup
Mutual Advisors, LLC51,577$554K0.01%+22,41613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC43,333$465K0.01%013F-HR/ATimeline
Geneos Wealth Management Inc.38,874$418K0.01%+40013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC37,864$407K0.01%-74,99613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…35,917$402K<0.01%-30,10513F-HRTimeline
&PARTNERS36,995$397K<0.01%-7,24213F-HRTimeline
NorthRock Partners, LLC35,272$379K0.01%new13F-HRTimeline
E&G Advisors, LLC34,902$375K0.08%-10013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC34,288$368K0.01%-3,55013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC34,063$366K<0.01%+40013F-HRTimelineGroup
First Nebraska Trust Co33,760$363K0.03%+80013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding33,451$359K+3,791Timeline
CENTRAL TRUST Co33,400$359K0.01%013F-HRTimeline
Arax Advisory Partners31,811$342K0.01%-9,86213F-HRTimeline
Sigma Planning Corp30,636$329K0.01%+35913F-HRTimeline
Private Advisor Group, LLC30,221$325K<0.01%+1,03213F-HRTimeline
PFG Investments, LLC29,766$320K0.01%+5,14213F-HRTimeline
DF DENT & CO INC29,418$316K0.01%013F-HRTimeline
Sanctuary Advisors, LLC29,370$315K<0.01%+1,10213F-HRTimeline
Patten Group, Inc.29,246$314K0.05%013F-HRTimeline
EP Wealth Advisors, LLC28,500$306K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC28,495$306K0.06%+8313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…27,569$296K<0.01%-7,97113F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC27,486$295K0.01%+17,80713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.27,338$294K<0.01%-4,18513F-HRTimelineGroup
Beacon Pointe Advisors, LLC27,286$293K<0.01%+8,22013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…26,590$286K<0.01%013F-HRTimelineGroup
Capital CS Group, LLC25,224$271K0.56%013F-HRTimeline
Game Plan Financial Advisors, LLC25,000$268K0.12%013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC24,961$268K0.07%-12,13713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…23,617$262K0.02%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT24,293$261K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC23,402$251K<0.01%+2213F-HRTimelineGroup
HighTower Advisors, LLC22,811$245K<0.01%-7,31013F-HRTimeline
Lexington Hill Partners, LLC22,497$242K0.14%+55813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…22,306$240K<0.01%+30713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC21,457$230K<0.01%-1,12213F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC20,050$215K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,899$214K<0.01%-32,40413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,319$207K<0.01%+75613F-HRTimelineGroup
WEALTH EFFECTS LLC18,405$198K0.07%-67513F-HRTimeline
Hilltop Partners LLC18,305$197K0.05%013F-HRTimeline
Sunpointe, LLC17,745$191K0.06%013F-HRTimeline
WEDBUSH SECURITIES INC17,050$183K0.01%013F-HRTimeline
NOVEM GROUP16,592$178K0.02%+32613F-HRTimeline
PINNACLE ASSOCIATES LTD16,433$176K<0.01%013F-HRTimeline
Clear Trail Advisors, LLC16,245$174K0.03%+2,59613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,874$170K<0.01%+78513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,393$165K<0.01%+2,41413F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP13,799$148K0.01%new13F-HRTimeline
Kovack Advisors, Inc.13,151$146K0.01%+15213F-HRTimeline
San Luis Wealth Advisors LLC13,555$146K0.02%013F-HRTimeline
one8zero8, LLC13,350$143K0.03%013F-HRTimeline
Clearwave Capital, LLC13,060$140K0.1%013F-HRTimeline
NWAM LLC12,911$139K0.01%-48813F-HRTimeline
Modern Wealth Management, LLC11,915$132K<0.01%013F-HRTimeline
CALTON & ASSOCIATES, INC.12,211$131K0.02%-8,12113F-HRTimeline
ProCore Advisors, LLC12,136$130K0.2%013F-HRTimeline
Palogic Value Management, L.P.12,000$129K0.06%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.11,819$127K0.07%013F-HRTimeline
Semus Wealth Partners LLC11,221$121K0.07%-713F-HRTimeline
Creative Planningin group Creative Planning11,003$118K<0.01%-113F-HRTimelineGroup
Clearstead Advisors, LLC10,952$118K<0.01%-57513F-HRTimeline
CoreCap Advisors, LLC9,750$105K<0.01%-17,48713F-HRTimeline
Allworth Financial LP8,935$96K<0.01%-2,96213F-HRTimeline
Steward Partners Investment Advisory, L…8,824$94.8K<0.01%-1,08813F-HRTimeline
BARRETT & COMPANY, INC.7,750$83.2K0.03%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC7,500$80.5K0.02%013F-HRTimeline
Farther Finance Advisors, LLC5,340$59.2K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC5,179$55.6K<0.01%+1,54013F-HRTimelineGroup
LANARK FINANCIAL, INC.4,413$47.4K<0.01%013F-HRTimeline
Clark Wealth Partners4,300$46.2K0.03%new13F-HRTimeline
Wilmington Savings Fund Society, FSB4,000$43K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.3,700$39.7K0.02%013F-HRTimeline
PRIVATE TRUST CO NA3,000$32.2K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.2,400$25.8K<0.01%013F-HRTimeline
Costello Asset Management, INC2,266$24.3K0.01%+3913F-HRTimeline
Gen-Wealth Partners Inc2,200$23.6K0.01%-37513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,197$23.6K<0.01%+70213F-HRTimelineGroup
IFP Advisors, Inc2,000$21.5K<0.01%013F-HRTimeline
CX Institutional1,547$17K<0.01%-62913F-HRTimeline
Caldwell Trust Co1,534$16.5K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,520$16.3K<0.01%new13F-HRTimelineGroup
Center for Financial Planning, Inc.1,094$11.8K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,000$10.7K<0.01%013F-HRTimeline
McIlrath & Eck, LLC811$8.71K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC725$7.79K<0.01%013F-HRTimeline
Advisory Services Network, LLC664$7.13K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC662$7.11K<0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC334$3.58K<0.01%+913F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC250$2.69K<0.01%-15013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC241$2.59K<0.01%013F-HRTimelineGroup
Key Financial Inc89$956<0.01%013F-HRTimeline
EASTERN BANK0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.