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Disclosery

CHW CALAMOS GBL DYN INCOME FUND

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COM (fund), issuer CIK 1396277

96 managers (96 13F filers) reported a position in CHW shares at 2025-12-31, 19,729,829 shares in all. 8 filers opened a position and 10 filers sold out during the quarter.

Managers
96
13F filers
96
New
8
Added
37
Reduced
22
Sold out
10
Shares held by filers
19,729,829

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
MORGAN STANLEYin group MORGAN STANLEY5,722,402$42.4M<0.01%+320,92013F-HR/ATimelineGroup
Karpus Management, Inc.1,941,888$14.4M0.44%+276,13013F-HR/ATimeline
Advisors Asset Management, Inc.1,517,250$11.2M0.19%+383,51113F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,389,314$10.3M0.04%+67,23813F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,123,843$8.33M0.06%+86,69313F-HRTimelineGroup
LPL Financial LLC1,026,645$7.61M<0.01%+25,03313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.947,646$7.02M0.01%-63,59713F-HRTimelineGroup
Shaker Financial Services, LLC684,698$5.11M1.62%-139,79213F-HRTimeline
Private Advisor Group, LLC407,370$3.02M0.01%+10,60013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC399,005$2.96M1.02%+50,07513F-HRTimeline
Saba Capital Management, L.P.in group Saba Capital Management, L.P.299,358$2.22M0.07%-69,28713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC282,196$2.09M<0.01%-20,86713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC270,022$2M<0.01%-14013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA221,640$1.64M<0.01%+2,58213F-HRTimelineGroup
1607 Capital Partners, LLC213,387$1.58M0.11%+15,70013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC202,773$1.5M<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG201,602$1.49M<0.01%+3,54213F-HRTimelineGroup
D.A. DAVIDSON & CO.186,949$1.39M0.01%-10,83113F-HRTimeline
Invesco Ltd.in group Invesco Ltd.159,976$1.19M<0.01%+59,33513F-HRTimelineGroup
Cambridge Investment Research Advisors,…153,616$1.14M<0.01%+12,55913F-HRTimeline
Altium Capital Management LLC131,803$977K3.86%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN118,210$876K<0.01%+10,92113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…112,821$857K<0.01%+22,92513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC112,634$835K<0.01%-15,52613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.108,016$800K<0.01%+21,51313F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC99,686$739K0.11%+21,69313F-HRTimeline
Saxony Capital Management, LLC88,250$654K0.4%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth86,476$629K<0.01%+46,29913F-HRTimelineGroup
COMERICA BANK78,400$581K<0.01%-8813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…78,263$580K<0.01%-2,59713F-HR/ATimelineGroup
NewEdge Advisors, LLC63,916$474K<0.01%-2,53713F-HRTimeline
Dakota Wealth Management63,635$472K0.01%+71513F-HR/ATimeline
Chicago Partners Investment Group LLC57,793$459K0.01%-1,50113F-HRTimeline
RPO LLC61,799$458K0.53%013F-HRTimeline
PMG Family Office LLC61,695$457K0.53%-6,63313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC60,802$451K<0.01%+27713F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management59,155$438K0.01%+3,86913F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC58,125$434K0.03%13F-HRTimeline
HARBOUR INVESTMENTS, INC.42,765$317K0.01%+1,04913F-HRTimeline
NWF Advisory Services Inc.41,600$308K0.03%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…33,238$246K<0.01%+8,15413F-HRTimelineGroup
Janney Montgomery Scott LLC32,207$239K<0.01%+1,36513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/31,581$234K<0.01%-88413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP31,284$232K<0.01%+4,83713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,641$220K<0.01%new13F-HRTimelineGroup
Institute for Wealth Management, LLC.29,300$217K0.02%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…29,097$216K<0.01%+30013F-HRTimelineGroup
&PARTNERS28,537$211K<0.01%+9,98213F-HRTimeline
Waverly Advisors, LLC28,473$211K<0.01%+9613F-HRTimeline
Continuum Advisory, LLC28,299$210K0.02%+6,18213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS27,266$202K<0.01%-67613F-HRTimeline
Integrated Wealth Concepts LLC26,525$197K<0.01%-113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP25,000$185K<0.01%new13F-HR/ATimelineGroup
Closed-End Fund Advisors, Inc.24,641$183K0.11%13F-HRTimeline
RFG Advisory, LLC23,412$173K<0.01%-5,00013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …22,110$164K<0.01%+23213F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.20,316$151K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,223$150K<0.01%+72313F-HR/ATimelineGroup
MRA Advisory Group19,006$141K0.06%-1,10413F-HRTimeline
San Luis Wealth Advisors LLC18,944$140K0.02%013F-HRTimeline
CoreCap Advisors, LLC17,905$133K<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,856$132K<0.01%-25,10713F-HRTimelineGroup
WEDBUSH SECURITIES INC17,658$131K<0.01%+4213F-HRTimeline
XML Financial, LLC17,200$127K0.01%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC17,192$127K<0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,794$124K<0.01%+7313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,798$110K<0.01%+16613F-HRTimelineGroup
Prairie Wealth Advisors, Inc.0$107K0.05%-14,10013F-HRTimelineAmount filed as zero, left out of ratios.
Valeo Financial Advisors, LLC14,412$107K<0.01%+29013F-HRTimeline
Sage Capital Management, LLC14,000$104K0.05%013F-HRTimeline
Cetera Investment Advisers13,967$103K<0.01%-67513F-HRTimeline
J.W. COLE ADVISORS, INC.11,742$87K<0.01%-10,04713F-HRTimeline
Palogic Value Management, L.P.11,000$81.5K0.04%013F-HRTimeline
DECISION INVESTMENTS, INC10,680$79.1K0.09%13F-HRTimeline
LEIGH BALDWIN & CO., LLC10,000$74K0.05%013F-HRTimeline
Farther Finance Advisors, LLC9,159$67.9K<0.01%013F-HRTimeline
Parallel Advisors, LLC7,196$53.3K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.4,764$35.3K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,660$34.5K<0.01%013F-HRTimelineGroup
MAI Capital Management4,567$33.8K<0.01%+9213F-HRTimeline
Steward Partners Investment Advisory, L…3,516$26.1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,250$24.1K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc3,047$22.6K<0.01%+6113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,797$20.7K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,500$18.5K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,500$18.5K<0.01%013F-HRTimelineGroup
ORG Partners LLC2,460$18.2K<0.01%013F-HRTimeline
Tidemark, LLC2,400$17.8K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,908$14.1K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO846$6.27K<0.01%013F-HRTimelineGroup
Allworth Financial LP846$6.27K<0.01%013F-HRTimeline
GAMMA Investing LLC810$6K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.500$3.71K<0.01%-50013F-HRTimeline
Stephens Consulting, LLC200$1.48K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\175$1.3K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.