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Disclosery

XCHYX CALAMOS CONV & HIGH INCOME F

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COM SHS (fund)

128 managers (129 13F filers) reported a position in XCHYX shares at 2025-12-31, 13,156,112 shares in all. 9 filers opened a position and 17 filers sold out during the quarter.

Managers
128
13F filers
129
New
9
Added
44
Reduced
39
Sold out
17
Shares held by filers
13,156,112

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.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,478,856$16.7M<0.01%+102,66413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,281,487$14.5M<0.01%+44,37113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,235,080$14M<0.01%+6,40413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY943,356$10.7M<0.01%+15,88513F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC719,274$8.13M0.06%+77,78913F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…705,206$7.97M0.09%+65,28013F-HRTimelineGroup
Pacific Wealth Strategies Group, Inc.580,102$6.56M3.71%-56,45013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.379,984$4.3M0.01%+38,00013F-HRTimelineGroup
Cornerstone Advisory, LLC364,453$4.12M0.39%-33,84713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC306,708$3.47M<0.01%+6,71113F-HRTimelineGroup
GREATMARK INVESTMENT PARTNERS, INC.282,897$3.2M0.38%+20,27913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.282,618$3.2M<0.01%+12,89113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA250,958$2.84M<0.01%+4,86413F-HRTimelineGroup
Advisors Asset Management, Inc.239,119$2.7M0.05%-9,23513F-HR/ATimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC228,661$2.59M0.62%-6,38013F-HRTimeline
Morse Asset Management, Inc209,507$2.37M0.47%+2,34413F-HRTimeline
GREENBERG FINANCIAL GROUP201,222$2.28M0.94%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC161,501$1.83M<0.01%+29,71813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding148,378$1.68M+13,413Timeline
UBS Group AGin group UBS Group AG141,601$1.6M<0.01%-19,88213F-HRTimelineGroup
Cambridge Investment Research Advisors,…136,958$1.55M<0.01%+8,10513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP131,228$1.5M<0.01%013F-HR/ATimelineGroup
Cetera Investment Advisers131,344$1.49M<0.01%+6,60713F-HRTimeline
Mariner, LLCin group Mariner, LLC130,373$1.47M<0.01%-33,88513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC128,506$1.45M<0.01%-38,77813F-HRTimelineGroup
Janney Montgomery Scott LLC120,152$1.36M<0.01%-11,36213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.92,350$1.04M<0.01%+1,59313F-HRTimelineGroup
PMG Family Office LLC86,923$983K1.14%-19,43013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC84,617$957K0.02%-10,47113F-HRTimelineGroup
BURNS J W & CO INC/NY82,300$931K0.1%-102,51813F-HRTimeline
NewEdge Advisors, LLC82,151$929K<0.01%-1,13213F-HRTimeline
Boreal Capital Management LLC0$901K0.68%new13F-HRTimelineAmount filed as zero, left out of ratios.
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…75,555$855K<0.01%-25,83613F-HR/ATimelineGroup
Navis Wealth Advisors, LLC69,327$784K0.33%new13F-HRTimeline
Compound Planning, Inc.66,687$754K0.02%+37,55213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP63,416$717K<0.01%-25013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.60,846$688K0.01%-2,72013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…56,015$634K<0.01%+38,11513F-HRTimelineGroup
Samalin Investment Counsel, LLC55,425$627K0.22%+3,55513F-HRTimeline
Cadent Capital Advisors, LLC55,000$622K0.16%013F-HRTimeline
Curi Capital, LLC51,645$589K0.01%-2,17513F-HRTimeline
Legacy Wealth Management, LLC / MS50,916$576K0.15%+18213F-HRTimeline
Arlington Capital Management, Inc.48,774$552K0.34%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Beacon Pointe Advisors, LLC41,004$464K<0.01%+4,28813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/39,150$442K<0.01%-40013F-HRTimelineGroup
PFG Investments, LLC36,959$418K0.02%+9,50013F-HRTimeline
MKT Advisors LLC36,465$417K0.14%-3,73113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP36,484$413K<0.01%-15,77413F-HRTimelineGroup
J.W. COLE ADVISORS, INC.35,632$403K0.01%-91613F-HRTimeline
Chancellor Financial Group WB LP35,605$403K0.28%+88113F-HRTimeline
&PARTNERS32,358$366K<0.01%+12,72713F-HRTimeline
LifeWealth Investments, LLC31,743$359K0.11%013F-HRTimeline
D.A. DAVIDSON & CO.31,695$358K<0.01%+10,64013F-HRTimeline
COFG Advisors, LLC31,407$355K0.09%13F-HRTimeline
Autumn Glory Partners, LLC30,000$339K0.12%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth28,460$322K<0.01%+3,00013F-HRTimelineGroup
Prospera Financial Services Inc27,796$314K0.01%-39213F-HRTimeline
DAVENPORT & Co LLC27,213$308K<0.01%-2,97313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT26,681$302K0.03%+60013F-HRTimeline
Chicago Partners Investment Group LLC23,366$275K0.01%+44113F-HRTimeline
Graves Light Lenhart Wealth, Inc.23,828$269K0.03%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,718$268K<0.01%-14,99213F-HRTimelineGroup
Merrithew & Thorsten Inc22,231$251K0.27%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…22,168$251K<0.01%-11313F-HRTimelineGroup
Bison Wealth, LLC21,500$245K0.03%new13F-HRTimeline
MML INVESTORS SERVICES, LLC20,318$230K<0.01%+37013F-HRTimeline
Meridian Wealth Management, LLC20,174$228K0.01%+83413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,181$224K<0.01%+3,63313F-HRTimeline
PATTEN & PATTEN INC/TN19,196$217K0.01%+50313F-HRTimeline
Prime Capital Investment Advisors, LLC19,183$217K<0.01%-68513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,557$210K<0.01%+3,90013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC17,785$208K<0.01%+61213F-HRTimelineGroup
Mirador Capital Partners LP18,370$208K0.03%-14,41113F-HRTimeline
Steward Partners Investment Advisory, L…17,697$200K<0.01%-41713F-HRTimeline
Oxbow Advisors, LLC17,500$198K0.02%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.17,103$193K0.11%013F-HRTimeline
Summit Financial Strategies, Inc.16,489$186K0.02%013F-HRTimeline
EP Wealth Advisors, LLC16,487$186K<0.01%13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC16,033$181K0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,237$172K<0.01%-47813F-HRTimelineGroup
PKS Advisory Services, LLC14,724$167K0.04%-1,92813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,197$161K0.01%-32,06313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13,311$151K0.01%+32813F-HRTimelineGroup
Sage Capital Management, LLC13,000$147K0.07%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC12,936$146K0.01%-1,35213F-HR/ATimeline
Allworth Financial LP11,480$130K<0.01%-213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,767$122K<0.01%013F-HRTimeline
Stonebrook Private Inc.10,597$120K0.03%+27813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,500$119K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC10,462$118K<0.01%-11513F-HRTimelineGroup
United Financial Planning Group LLC10,000$113K0.07%013F-HRTimeline
Koss-Olinger Consulting, LLC10,000$113K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,898$101K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,313$71.4K<0.01%+50013F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,829$65.9K<0.01%+3,92113F-HRTimelineGroup
GHP Investment Advisors, Inc.5,407$61.2K<0.01%013F-HRTimeline
MAI Capital Management4,164$47.1K<0.01%+10913F-HRTimeline
PRIVATE TRUST CO NA3,900$44.1K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,500$39.6K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,298$37.3K<0.01%-1613F-HRTimelineGroup
CoreCap Advisors, LLC3,054$34.5K<0.01%new13F-HRTimeline
COMERICA BANK3,012$34.1K<0.01%-60413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,940$33.3K<0.01%013F-HRTimeline
Arax Advisory Partners2,850$32.2K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.2,580$29.1K<0.01%+6713F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,100$24K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,000$22.6K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC2,000$22.6K<0.01%+1,00013F-HRTimeline
Geneos Wealth Management Inc.1,540$17.4K<0.01%-1,50013F-HRTimeline
Farther Finance Advisors, LLC1,507$17K<0.01%013F-HRTimeline
ORG Partners LLC1,500$17K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,358$15.8K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC1,300$14.7K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,250$14.1K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,017$11.5K<0.01%-2,06613F-HRTimeline
Wilmington Savings Fund Society, FSB1,000$11.3K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…950$10.7K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC637$7.29K<0.01%013F-HRTimeline
Stephens Consulting, LLC600$6.91K<0.01%013F-HRTimeline
Millstone Evans Group, LLC600$6.79K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC555$6.33K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC500$5.66K<0.01%013F-HRTimeline
CX Institutional458$5K<0.01%-1,33813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC395$4.47K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC395$4.47K<0.01%-40013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP324$3.66K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC108$1.23K<0.01%+313F-HRTimeline
Key Financial Inc50$566<0.01%013F-HRTimeline