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Disclosery

XCHYX CALAMOS CONV & HIGH INCOME F

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COM SHS (fund)

136 managers (137 13F filers) reported a position in XCHYX shares at 2025-06-30, 12,780,864 shares in all. 14 filers opened a position and 13 filers sold out during the quarter.

Managers
136
13F filers
137
New
14
Added
47
Reduced
37
Sold out
13
Shares held by filers
12,780,864

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/1,489,146$16.4M<0.01%-852,23913F-HRTimelineGroup
LPL Financial LLC1,282,380$14.1M<0.01%+28,97613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,152,461$12.7M<0.01%+574,44613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY926,509$10.2M<0.01%-62,83113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC719,293$7.91M0.06%+18,04413F-HRTimelineGroup
Pacific Wealth Strategies Group, Inc.640,471$7.02M4.6%-73,37013F-HRTimeline
Cornerstone Advisory, LLC423,931$4.66M0.5%-81013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.300,475$3.3M0.01%+21,80413F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC291,249$3.2M<0.01%-52713F-HRTimelineGroup
GREATMARK INVESTMENT PARTNERS, INC.258,200$2.84M0.36%+58813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA249,530$2.74M<0.01%+30,35313F-HR/ATimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.240,984$2.65M<0.01%+106,10013F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…238,817$2.62M0.21%-27,52013F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC235,841$2.59M0.68%-15513F-HRTimeline
Advisors Asset Management, Inc.226,683$2.49M0.04%+84,21113F-HR/ATimeline
Mariner, LLCin group Mariner, LLC224,899$2.47M<0.01%-29,75113F-HRTimelineGroup
Morse Asset Management, Inc193,970$2.13M0.47%+12,58713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding193,956$2.13M+46,860Timeline
BURNS J W & CO INC/NY192,028$2.11M0.26%-77,86313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC180,271$1.98M<0.01%+7,91613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC169,991$1.87M<0.01%+12,05313F-HRTimelineGroup
UBS Group AGin group UBS Group AG161,068$1.77M<0.01%+9,77313F-HRTimelineGroup
Janney Montgomery Scott LLC133,951$1.47M<0.01%-8,39913F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC133,800$1.47M0.02%-10,72113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP131,228$1.44M<0.01%013F-HR/ATimelineGroup
GREENBERG FINANCIAL GROUP103,676$1.41M0.53%-40,61713F-HRTimeline
Cambridge Investment Research Advisors,…119,862$1.32M<0.01%+14,28513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC103,903$1.14M0.02%-5,02113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…99,541$1.09M<0.01%+20,90913F-HR/ATimelineGroup
NewEdge Advisors, LLC99,271$1.09M0.01%-22,19713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP70,567$776K<0.01%+6,13613F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.68,815$756K0.04%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.66,563$732K0.01%+13,84413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.66,416$730K<0.01%+35213F-HRTimelineGroup
Cetera Investment Advisers64,610$710K<0.01%+33013F-HRTimeline
Mirador Capital Partners LP61,929$681K0.11%-2,36413F-HRTimeline
Curi Capital, LLC53,820$591K0.01%013F-HRTimeline
Samalin Investment Counsel, LLC51,231$563K0.22%-4,59213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP49,770$547K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…46,260$508K0.04%-42413F-HRTimeline
Beacon Pointe Advisors, LLC44,875$493K0.01%-1,88713F-HRTimeline
MKT Advisors LLC41,696$458K0.18%-1,31413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/40,250$442K<0.01%+10013F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.39,534$434K0.01%-1,59913F-HRTimeline
READYSTATE ASSET MANAGEMENT LP39,130$430K0.02%-71513F-HRTimeline
DAVENPORT & Co LLC30,909$340K<0.01%-5,16413F-HRTimeline
LifeWealth Investments, LLC30,668$337K0.12%+1,54513F-HR/ATimeline
Meridian Wealth Management, LLC30,589$336K0.01%+1,52113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,278$333K0.01%+4,79613F-HRTimelineGroup
Cadent Capital Advisors, LLC30,000$330K0.11%+15,00013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC30,000$330K0.27%013F-HRTimeline
Prospera Financial Services Inc28,396$312K0.01%+2013F-HRTimeline
PFG Investments, LLC27,459$302K0.02%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT26,881$295K0.03%+10513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth26,810$295K<0.01%-6,50013F-HRTimelineGroup
NFSG Corp25,822$284K0.05%new13F-HRTimeline
Atria Wealth Solutions, Inc.25,100$276K0.01%+1,96413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,108$265K<0.01%new13F-HRTimelineGroup
Financial Advocates Investment Manageme…24,065$264K0.02%+14113F-HRTimeline
Chancellor Financial Group WB LP24,032$264K0.21%+93913F-HRTimeline
Graves Light Lenhart Wealth, Inc.23,828$262K0.03%013F-HRTimeline
Chicago Partners Investment Group LLC22,877$252K0.01%+45313F-HRTimeline
Legacy Wealth Management, LLC / MS22,540$248K0.08%+9,17513F-HRTimeline
L.M. KOHN & COMPANY22,019$242K0.07%-55513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,682$238K<0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …21,192$233K<0.01%-97513F-HRTimelineGroup
Compound Planning, Inc.21,038$231K0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC20,876$229K<0.01%-2,01813F-HRTimeline
MML INVESTORS SERVICES, LLC19,579$215K<0.01%-24113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19,173$211K0.01%+55313F-HRTimelineGroup
PATTEN & PATTEN INC/TN18,199$200K0.01%new13F-HRTimeline
HRT FINANCIAL LP17,592$193K<0.01%new13F-HRTimeline
Oxbow Advisors, LLC17,500$192K0.02%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,092$189K<0.01%-39813F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.17,103$188K0.12%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC16,869$186K<0.01%new13F-HRTimelineGroup
Summit Financial Strategies, Inc.16,489$181K0.02%013F-HRTimeline
EP Wealth Advisors, LLC16,487$181K<0.01%-4,03013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC16,033$176K0.02%+4,12413F-HRTimeline
CWM, LLCin group CWM, LLC15,972$176K<0.01%+24013F-HRTimelineGroup
TFG Advisers LLC14,334$158K0.05%-25413F-HRTimeline
D.A. DAVIDSON & CO.12,850$141K<0.01%-1,11513F-HRTimeline
SeaCrest Wealth Management, LLC12,365$136K0.01%+18713F-HRTimeline
Zhang Financial LLC11,845$130K0.01%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC11,553$127K0.01%+3813F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.11,396$125K<0.01%-69813F-HRTimeline
Sanctuary Advisors, LLC11,096$122K<0.01%013F-HRTimeline
Quad-Cities Investment Group, LLC10,891$120K0.05%+23813F-HRTimeline
Koshinski Asset Management, Inc.10,825$119K0.01%new13F-HRTimeline
QTR Family Wealth, LLC10,748$118K0.07%-10,73813F-HRTimeline
Stonebrook Private Inc.10,043$110K0.03%new13F-HRTimeline
SteelPeak Wealth, LLC10,000$110K<0.01%013F-HRTimeline
Koss-Olinger Consulting, LLC10,000$110K0.01%013F-HRTimeline
Allworth Financial LP9,480$104K<0.01%+9,00013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,898$97.8K<0.01%+41413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,000$76.3K<0.01%new13F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT6,565$72.1K<0.01%013F-HRTimeline
Clearstead Advisors, LLC6,546$71.9K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,813$63.9K<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.5,407$59.4K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…4,274$47K<0.01%+2,69113F-HRTimeline
MAI Capital Management3,948$43.4K<0.01%+11313F-HRTimeline
PRIVATE TRUST CO NA3,900$42.9K<0.01%013F-HRTimeline
COMERICA BANK3,616$39.7K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,500$38.5K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.3,322$36.5K<0.01%+9813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,314$36.4K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.3,040$33.4K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc3,029$33.3K<0.01%+2,01213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,708$29.8K<0.01%-1,83113F-HRTimelineGroup
TD Waterhouse Canada Inc.2,448$26.8K<0.01%+6813F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,100$23K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,000$22K<0.01%+1,00013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,907$21K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,804$19.8K<0.01%new13F-HRTimelineGroup
Costello Asset Management, INC1,695$18.6K0.01%+2313F-HRTimeline
Farther Finance Advisors, LLC1,507$16.6K<0.01%013F-HRTimeline
ORG Partners LLC1,500$16.5K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,358$14.9K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,300$14.3K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,250$13.7K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC1,052$11.6K<0.01%+3113F-HRTimeline
Wilmington Savings Fund Society, FSB1,000$11K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.1,000$11K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC1,000$11K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC637$7.02K<0.01%013F-HRTimeline
Stephens Consulting, LLC600$6.59K<0.01%013F-HRTimeline
Millstone Evans Group, LLC600$6.59K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC500$5.5K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC395$4.34K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC395$4.34K<0.01%new13F-HRTimeline
Union Bancaire Privee, UBP SA248$1.97K<0.01%-34,92813F-HRTimeline
Golden State Wealth Management, LLC102$1.13K<0.01%-3,24413F-HRTimeline
Key Financial Inc50$550<0.01%013F-HRTimeline
Larson Financial Group LLC2$22<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.