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Disclosery

XCHYX CALAMOS CONV & HIGH INCOME F

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COM SHS (fund)

135 managers (136 13F filers) reported a position in XCHYX shares at 2025-03-31, 13,130,086 shares in all. 21 filers opened a position and 10 filers sold out during the quarter.

Managers
135
13F filers
136
New
21
Added
38
Reduced
42
Sold out
10
Shares held by filers
13,130,086

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/2,341,385$23.6M<0.01%+92,87113F-HRTimelineGroup
LPL Financial LLC1,253,404$12.7M<0.01%+50,57213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY989,340$9.99M<0.01%-239,85613F-HRTimelineGroup
Pacific Wealth Strategies Group, Inc.713,841$7.21M5.36%-12,26813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC701,249$7.08M0.07%-52,48613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN578,015$5.84M<0.01%-5,81113F-HRTimelineGroup
Cornerstone Advisory, LLC424,741$4.32M0.5%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC291,776$2.95M<0.01%-9,73213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.278,671$2.81M0.01%+7,71513F-HRTimelineGroup
BURNS J W & CO INC/NY269,891$2.73M0.35%+22,79513F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…266,337$2.69M0.24%new13F-HRTimelineGroup
GREATMARK INVESTMENT PARTNERS, INC.257,612$2.6M0.35%+3,92313F-HRTimeline
Mariner, LLCin group Mariner, LLC254,650$2.57M<0.01%-63213F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC235,996$2.38M0.67%-32513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA219,177$2.21M<0.01%-516,79213F-HR/ATimelineGroup
Morse Asset Management, Inc181,383$1.83M0.46%+33,55313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC172,355$1.74M<0.01%+70,07413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC157,938$1.6M<0.01%-97613F-HRTimelineGroup
GREENBERG FINANCIAL GROUP144,293$1.57M0.66%13F-HRTimeline
UBS Group AGin group UBS Group AG151,295$1.53M<0.01%-7,75513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding147,096$1.49M-44,777Timeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC144,521$1.46M0.03%new13F-HRTimelineGroup
Advisors Asset Management, Inc.142,472$1.44M0.03%-29,86013F-HR/ATimeline
Janney Montgomery Scott LLC142,350$1.44M<0.01%new13F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.134,884$1.36M<0.01%013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP131,228$1.33M<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC121,468$1.23M0.01%+10,47513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC108,924$1.1M0.02%-1,26413F-HRTimelineGroup
Cambridge Investment Research Advisors,…105,577$1.07M<0.01%-1,23013F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC94,353$953K0.05%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…78,632$794K<0.01%+2,41413F-HRTimelineGroup
SFI Advisors, LLC69,817$705K0.52%+3,10513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …66,723$674K0.04%-10,15613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.66,064$667K<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP64,431$651K<0.01%+5,53513F-HRTimelineGroup
Mirador Capital Partners LP64,293$649K0.11%-1,30513F-HRTimeline
Cetera Investment Advisers64,280$649K<0.01%+1,75113F-HRTimeline
Samalin Investment Counsel, LLC55,823$564K0.23%+32013F-HRTimeline
Curi Capital, LLC53,820$544K0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.52,719$532K0.01%-33,92713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP49,770$503K<0.01%013F-HRTimelineGroup
Beacon Pointe Advisors, LLC46,762$472K0.01%-2,86713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…46,684$472K0.04%-3513F-HRTimeline
J.W. COLE ADVISORS, INC.41,133$415K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/40,150$406K<0.01%-1,30013F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP39,845$402K0.02%new13F-HRTimeline
MKT Advisors LLC43,010$395K0.19%-2,61413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,694$371K<0.01%new13F-HRTimelineGroup
DAVENPORT & Co LLC36,073$364K<0.01%-4,38013F-HRTimeline
Union Bancaire Privee, UBP SA35,176$359K0.01%-13,38113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth33,310$336K<0.01%013F-HR/ATimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC30,000$303K0.27%013F-HRTimeline
LifeWealth Investments, LLC29,123$294K0.14%+13,67613F-HR/ATimeline
Meridian Wealth Management, LLC29,068$294K0.01%-55513F-HRTimeline
Prospera Financial Services Inc28,376$287K0.01%-4,97513F-HRTimeline
PFG Investments, LLC27,459$277K0.02%-2,40013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT26,776$270K0.03%+9513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…25,482$257K0.01%-44213F-HRTimelineGroup
Financial Advocates Investment Manageme…23,924$242K0.02%-1,21613F-HRTimeline
Graves Light Lenhart Wealth, Inc.23,828$241K0.03%013F-HRTimeline
Atria Wealth Solutions, Inc.23,136$234K<0.01%+1,31013F-HRTimeline
Chancellor Financial Group WB LP23,093$233K0.19%-3,19813F-HRTimeline
Prime Capital Investment Advisors, LLC22,894$231K<0.01%-1,51913F-HRTimeline
Chicago Partners Investment Group LLC22,424$229K0.01%+58513F-HRTimeline
L.M. KOHN & COMPANY22,574$228K0.06%+1,10013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …22,167$224K<0.01%-2,24813F-HRTimelineGroup
QTR Family Wealth, LLC21,486$217K0.16%13F-HRTimeline
Cook Wealth, LLC21,209$216K0.1%+59713F-HRTimeline
Compound Planning, Inc.21,038$212K0.01%+58313F-HRTimeline
EP Wealth Advisors, LLC20,517$207K<0.01%+29113F-HRTimeline
MML INVESTORS SERVICES, LLC19,820$200K<0.01%-80813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management18,620$188K0.01%+86813F-HRTimelineGroup
Oxbow Advisors, LLC17,500$177K0.02%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,490$177K<0.01%+2,97113F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.17,103$173K0.12%013F-HRTimeline
Summit Financial Strategies, Inc.16,489$167K0.02%013F-HRTimeline
PKS Advisory Services, LLC15,939$161K0.04%+33713F-HRTimeline
CWM, LLCin group CWM, LLC15,732$159K<0.01%-57713F-HRTimelineGroup
Elequin Capital, LP15,037$152K0.03%new13F-HRTimeline
Cadent Capital Advisors, LLC15,000$152K0.06%-232,71413F-HRTimeline
TFG Advisers LLC14,588$147K0.05%-5,13213F-HRTimeline
D.A. DAVIDSON & CO.13,965$141K<0.01%+60013F-HRTimeline
Legacy Wealth Management, LLC / MS13,365$135K0.04%-32,88613F-HRTimeline
SeaCrest Wealth Management, LLC12,178$123K0.01%+16713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.12,094$122K<0.01%+10913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC11,909$120K0.01%+64613F-HRTimeline
Zhang Financial LLC11,845$120K0.01%013F-HRTimeline
Creative Planningin group Creative Planning11,732$118K<0.01%-44713F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC11,515$116K0.01%+1,44413F-HR/ATimeline
Sanctuary Advisors, LLC11,096$112K<0.01%-1,45013F-HRTimeline
Quad-Cities Investment Group, LLC10,653$108K0.05%+21413F-HRTimeline
Merit Financial Group, LLC10,212$103K<0.01%new13F-HRTimeline
SteelPeak Wealth, LLC10,000$101K<0.01%013F-HRTimeline
Koss-Olinger Consulting, LLC10,000$101K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,484$85.7K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT6,565$66.3K<0.01%013F-HRTimeline
Clearstead Advisors, LLC6,546$66.1K<0.01%+2,56613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,813$58.7K<0.01%-7,08113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,539$55.1K<0.01%+6013F-HRTimelineGroup
PRIVATE TRUST CO NA3,900$39.4K<0.01%013F-HRTimeline
MAI Capital Management3,835$38.7K<0.01%+10213F-HRTimeline
COMERICA BANK3,616$36.5K<0.01%-1913F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC3,550$35.9K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,500$35.4K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC3,346$33.8K0.01%+9313F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.3,314$33.5K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.3,224$32.6K<0.01%+9013F-HRTimeline
Geneos Wealth Management Inc.3,040$30.7K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.2,380$24.1K<0.01%+6113F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,100$21K0.01%013F-HRTimeline
McClarren Financial Advisors, Inc.20$20K0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,907$17.9K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC1,672$16.9K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,583$16K<0.01%-2,54013F-HRTimeline
Farther Finance Advisors, LLC1,507$15.3K<0.01%+1,33313F-HRTimeline
ORG Partners LLC1,500$15.3K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,358$13.7K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,300$13.1K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,250$12.6K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC1,021$10.3K<0.01%+2813F-HR/ATimeline
AdvisorNet Financial, Inc1,017$10.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,000$10.1K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,000$10.1K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.1,000$10.1K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC1,000$10.1K<0.01%new13F-HRTimeline
Continuum Advisory, LLC1,000$10.1K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC637$6.43K<0.01%013F-HRTimeline
Stephens Consulting, LLC600$6.06K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC600$6.06K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC500$5.05K<0.01%013F-HRTimeline
Allworth Financial LP480$4.85K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC395$3.99K<0.01%013F-HRTimelineGroup
SVB WEALTH LLC50$505<0.01%new13F-HRTimeline
Key Financial Inc50$505<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.