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Disclosery

XCHYX CALAMOS CONV & HIGH INCOME F

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COM SHS (fund)

132 managers (133 13F filers) reported a position in XCHYX shares at 2025-09-30, 13,113,516 shares in all. 15 filers opened a position and 15 filers sold out during the quarter.

Managers
132
13F filers
133
New
15
Added
44
Reduced
37
Sold out
15
Shares held by filers
13,113,516

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
LPL Financial LLC1,376,192$15.4M<0.01%+93,81213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,237,116$13.9M<0.01%+84,65513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,228,676$13.8M<0.01%-260,47013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY927,471$10.4M<0.01%+96213F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC641,485$7.2M0.05%-77,80813F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…639,926$7.18M0.09%new13F-HRTimelineGroup
Pacific Wealth Strategies Group, Inc.636,552$7.14M4.38%-3,91913F-HRTimeline
Cornerstone Advisory, LLC398,300$4.47M0.44%-25,63113F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.341,984$3.84M0.01%+101,00013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC299,997$3.37M<0.01%+8,74813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.269,727$2.98M<0.01%-30,74813F-HRTimelineGroup
GREATMARK INVESTMENT PARTNERS, INC.262,618$2.95M0.35%+4,41813F-HRTimeline
Advisors Asset Management, Inc.248,354$2.79M0.05%+21,67113F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA246,094$2.76M<0.01%-3,43613F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC238,658$2.68M0.04%+104,85813F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC235,041$2.64M0.64%-80013F-HRTimeline
Morse Asset Management, Inc207,163$2.32M0.46%+13,19313F-HRTimeline
BURNS J W & CO INC/NY184,818$2.07M0.23%-7,21013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC167,284$1.88M<0.01%-2,70713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC164,258$1.84M<0.01%-60,64113F-HRTimelineGroup
UBS Group AGin group UBS Group AG161,483$1.81M<0.01%+41513F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC135,169$1.52M0.09%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding134,965$1.51M-58,991Timeline
COMMONWEALTH EQUITY SERVICES, LLC131,783$1.48M<0.01%-48,48813F-HRTimeline
Janney Montgomery Scott LLC131,514$1.48M<0.01%-2,43713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP131,228$1.47M<0.01%013F-HRTimelineGroup
Cambridge Investment Research Advisors,…128,853$1.45M<0.01%+8,99113F-HRTimeline
Cetera Investment Advisers124,737$1.4M<0.01%+60,12713F-HRTimeline
PMG Family Office LLC106,353$1.19M1.33%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…101,391$1.14M<0.01%+1,85013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC95,088$1.07M0.02%-8,81513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.90,757$1.02M<0.01%+24,34113F-HRTimelineGroup
NewEdge Advisors, LLC83,283$934K<0.01%-15,98813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP63,666$714K<0.01%-6,90113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.63,566$713K0.01%-2,99713F-HRTimelineGroup
Cadent Capital Advisors, LLC55,000$617K0.16%+25,00013F-HRTimeline
Curi Capital, LLC53,820$604K0.01%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…52,674$591K0.04%-186,14313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP52,258$586K<0.01%+2,48813F-HRTimelineGroup
Samalin Investment Counsel, LLC51,870$582K0.2%+63913F-HRTimeline
Legacy Wealth Management, LLC / MS50,734$569K0.17%+28,19413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…46,260$508K0.04%013F-HRTimeline
MKT Advisors LLC40,196$451K0.17%-1,50013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/39,550$442K<0.01%-70013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,710$434K<0.01%+14,60213F-HRTimelineGroup
Beacon Pointe Advisors, LLC36,716$412K<0.01%-8,15913F-HRTimeline
J.W. COLE ADVISORS, INC.36,548$410K0.01%-2,98613F-HRTimeline
Chancellor Financial Group WB LP34,724$390K0.28%+10,69213F-HRTimeline
Mirador Capital Partners LP32,781$368K0.05%-29,14813F-HRTimeline
LifeWealth Investments, LLC31,743$356K0.12%+1,07513F-HR/ATimeline
DAVENPORT & Co LLC30,186$339K<0.01%-72313F-HRTimeline
Compound Planning, Inc.29,135$327K0.01%+8,09713F-HRTimeline
Prospera Financial Services Inc28,188$316K0.01%-20813F-HRTimeline
PFG Investments, LLC27,459$308K0.02%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT26,081$293K0.03%-80013F-HRTimeline
NFSG Corp25,875$290K0.04%+5313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth25,460$286K<0.01%-1,35013F-HRTimelineGroup
Chicago Partners Investment Group LLC22,925$268K0.01%+4813F-HRTimeline
Graves Light Lenhart Wealth, Inc.23,828$267K0.03%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…22,281$250K<0.01%-7,99713F-HRTimelineGroup
D.A. DAVIDSON & CO.21,055$236K<0.01%+8,20513F-HRTimeline
MML INVESTORS SERVICES, LLC19,948$224K<0.01%+36913F-HRTimeline
Prime Capital Investment Advisors, LLC19,868$223K<0.01%-1,00813F-HRTimeline
&PARTNERS19,631$220K<0.01%new13F-HRTimeline
Meridian Wealth Management, LLC19,340$217K0.01%-11,24913F-HRTimeline
PATTEN & PATTEN INC/TN18,693$210K0.01%+49413F-HRTimeline
Steward Partners Investment Advisory, L…18,114$203K<0.01%+13,84013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,900$201K<0.01%new13F-HRTimelineGroup
Oxbow Advisors, LLC17,500$196K0.02%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC17,173$195K<0.01%+30413F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.17,103$192K0.11%013F-HRTimeline
PKS Advisory Services, LLC16,652$187K0.04%new13F-HRTimeline
Summit Financial Strategies, Inc.16,489$185K0.02%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC16,033$180K0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…15,548$177K<0.01%-1,54413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,715$176K<0.01%-5,47713F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP14,657$164K0.01%-24,47313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,657$164K<0.01%new13F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC14,288$160K0.01%+2,73513F-HR/ATimeline
Sage Capital Management, LLC13,000$146K0.07%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,983$146K<0.01%-6,19013F-HRTimelineGroup
SeaCrest Wealth Management, LLC12,546$144K0.02%+18113F-HRTimeline
Zhang Financial LLC11,845$133K0.01%013F-HRTimeline
Allworth Financial LP11,482$129K<0.01%+2,00213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,767$121K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC10,577$119K<0.01%-5,39513F-HRTimelineGroup
Gilliland Jeter Wealth Management LLC10,505$118K0.04%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,500$118K<0.01%new13F-HRTimelineGroup
Stonebrook Private Inc.10,319$116K0.03%+27613F-HRTimeline
SteelPeak Wealth, LLC10,000$112K<0.01%013F-HRTimeline
United Financial Planning Group LLC10,000$112K0.07%13F-HRTimeline
Koss-Olinger Consulting, LLC10,000$110K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,898$99.8K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,813$65.2K<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.5,407$60.7K<0.01%013F-HRTimeline
MAI Capital Management4,055$45.5K<0.01%+10713F-HRTimeline
PRIVATE TRUST CO NA3,900$43.8K<0.01%013F-HRTimeline
COMERICA BANK3,616$40.6K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,500$39.3K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.3,414$38.3K<0.01%+9213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,314$37.2K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc3,083$34.6K<0.01%+5413F-HRTimeline
Geneos Wealth Management Inc.3,040$34.1K<0.01%013F-HRTimeline
TFC Financial Management, Inc.3,000$33.7K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,940$33K<0.01%-3,62513F-HRTimeline
Arax Advisory Partners2,850$32K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,714$30.5K<0.01%+613F-HRTimelineGroup
TD Waterhouse Canada Inc.2,513$28.2K<0.01%+6513F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,100$24K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,110$23.7K<0.01%+30613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,000$22.4K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,908$21.4K<0.01%+113F-HRTimelineGroup
CX Institutional1,796$20K<0.01%new13F-HRTimeline
Costello Asset Management, INC1,717$19.3K0.01%+2213F-HRTimeline
Farther Finance Advisors, LLC1,507$16.9K<0.01%013F-HRTimeline
ORG Partners LLC1,500$16.8K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,300$14.6K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,250$14K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC1,081$12.1K<0.01%+2913F-HRTimeline
FIRST HORIZON CORP1,000$11.2K<0.01%13F-HRTimeline
Wilmington Savings Fund Society, FSB1,000$11.2K<0.01%013F-HR/ATimeline
N.E.W. Advisory Services LLC1,000$11.2K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC795$8.92K<0.01%+40013F-HRTimeline
Salomon & Ludwin, LLC637$7.21K<0.01%013F-HRTimeline
Stephens Consulting, LLC600$6.73K<0.01%013F-HRTimeline
Millstone Evans Group, LLC600$6.73K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC555$6.23K<0.01%new13F-HRTimeline
Advisory Services Network, LLC513$5.76K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC500$5.61K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC395$4.43K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC105$1.18K<0.01%+313F-HRTimeline
Key Financial Inc50$560<0.01%013F-HRTimeline