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Disclosery

CPZ CALAMOS LNG SHR EQT DYNAMIC

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COM (fund), issuer CIK 1717457

58 managers (58 13F filers) reported a position in CPZ shares at 2026-03-31, 5,865,877 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
58
13F filers
58
New
6
Added
28
Reduced
19
Sold out
5
Shares held by filers
5,865,877

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
MORGAN STANLEYin group MORGAN STANLEY981,247$13.3M<0.01%+70,48813F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC978,911$13.3M0.27%013F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC462,511$6.28M0.32%-26,70213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC364,251$4.94M<0.01%-9,68313F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…341,707$4.64M0.05%+8,02613F-HRTimelineGroup
LPL Financial LLC262,516$3.56M<0.01%+21,43813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN238,151$3.23M<0.01%+3,20613F-HR/ATimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …225,511$3.06M0.04%+4,47513F-HRTimelineGroup
Advisors Asset Management, Inc.192,539$2.61M0.04%-147,70913F-HRTimeline
Closed-End Fund Advisors, Inc.138,277$1.88M1.91%-3,29513F-HRTimeline
UBS Group AGin group UBS Group AG130,957$1.78M<0.01%-23,68913F-HRTimelineGroup
Shaker Financial Services, LLC123,958$1.68M0.59%-1,79213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.93,796$1.27M<0.01%+5,08913F-HRTimelineGroup
TrueMark Investments, LLCin group TrueMark Investments, LLC84,876$1.15M0.22%+4,32013F-HRTimelineGroup
Janney Montgomery Scott LLC83,904$1.14M<0.01%+4,15713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP79,045$1.07M<0.01%+46513F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC68,626$931K0.05%+26613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…63,890$867K0.01%+1,77513F-HRTimelineGroup
Private Advisor Group, LLC62,150$843K<0.01%+1,50013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA58,471$793K<0.01%+7,58513F-HRTimelineGroup
INTEGRITY WEALTH ADVISORS, INC.57,058$774K0.46%+10,39913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC55,513$753K<0.01%-19313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…51,859$704K0.01%+12,33013F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP50,009$679K0.04%+36,10913F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC45,830$622K0.09%+5,81613F-HRTimeline
Belpointe Asset Management LLC41,873$568K0.02%+30,99113F-HRTimeline
Fortis Capital Advisors, LLC41,873$568K0.07%+30,99113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC41,544$564K<0.01%-139,60113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management38,258$519K0.01%+1,54413F-HRTimelineGroup
Cetera Investment Advisers36,470$495K<0.01%+65313F-HRTimeline
Cambridge Investment Research Advisors,…36,291$492K<0.01%-1,39313F-HRTimeline
&PARTNERS34,598$469K<0.01%+97113F-HRTimeline
Logan Stone Capital, LLC34,178$464K0.13%+7,93813F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC30,991$421K0.18%-1,65013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC26,782$363K<0.01%-39,46813F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC19,662$267K<0.01%013F-HRTimelineGroup
VestGen Advisors, LLC19,195$258K0.01%-1,51513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,381$249K<0.01%+4113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…16,868$229K<0.01%new13F-HRTimelineGroup
Sovran Advisors, LLC16,577$226K0.02%+3,95613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,475$224K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,121$219K<0.01%-41,04613F-HRTimelineGroup
WEDBUSH SECURITIES INC14,517$197K0.01%+22913F-HRTimeline
B. Riley Wealth Advisors, Inc.14,287$189K0.01%-18,34213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,481$184K<0.01%-2,10713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.11,241$153K<0.01%+3413F-HRTimelineGroup
Integrated Advisors Network LLC10,306$140K0.01%-1,25013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,062$137K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc2,422$32.9K<0.01%-56613F-HRTimeline
Quarry LP2,359$32K0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,150$15.6K<0.01%new13F-HR/ATimeline
HARBOUR INVESTMENTS, INC.1,015$13.8K<0.01%-1,23013F-HRTimeline
Steward Partners Investment Advisory, L…1,000$13.6K<0.01%-1,25013F-HRTimeline
Geneos Wealth Management Inc.864$11.7K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC739$10K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management415$5.64K<0.01%+1113F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC200$2.71K<0.01%013F-HRTimeline
Advisory Services Network, LLC119$1.61K<0.01%new13F-HRTimeline