CSQ CALAMOS STRATEGIC TOTAL RETU
FollowCOM SH BEN INT (fund), issuer CIK 1275214
214 managers (216 13F filers) reported a position in CSQ shares at 2025-12-31, 38,588,153 shares in all. 22 filers opened a position and 22 filers sold out during the quarter.
- Managers
- 214
- 13F filers
- 216
- New
- 22
- Added
- 75
- Reduced
- 49
- Sold out
- 22
- Shares held by filers
- 38,588,153
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 500 | $9.6K | <0.01% | 0 | 13F-HRTimeline |
| AMERIFLEX GROUP, INC. | 450 | $8.64K | <0.01% | +150 | 13F-HRTimeline |
| EVOLUTION WEALTH MANAGEMENT INC. | 410 | $7.87K | 0.01% | 0 | 13F-HRTimeline |
| North Star Investment Management Corp. | 400 | $7.68K | <0.01% | 0 | 13F-HRTimeline |
| GAMMA Investing LLC | 300 | $5.76K | <0.01% | new | 13F-HRTimeline |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 270 | $5.18K | <0.01% | 0 | 13F-HRTimeline |
| Key Financial Inc | 250 | $4.8K | <0.01% | 0 | 13F-HRTimeline |
| Ares Financial Consulting, LLC | 247 | $4.74K | <0.01% | 13F-HRTimeline | |
| City State Bank | 200 | $3.84K | <0.01% | 0 | 13F-HRTimeline |
| SOA Wealth Advisors, LLC. | 179 | $3.43K | <0.01% | +3 | 13F-HRTimeline |
| Estate Planners Group, LLC | 150 | $2.88K | <0.01% | 13F-HRTimeline | |
| Tidemark, LLC | 17 | $326 | <0.01% | 0 | 13F-HRTimeline |
| Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T… | 14 | $269 | <0.01% | new | 13F-HRTimelineGroup |
| Russell Investments Group, Ltd.in group Russell Investments Group, Lt… | 0 | $4 | <0.01% | 0 | 13F-HRTimelineGroupAmount filed as zero, left out of ratios. |