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Disclosery

XCHYX CALAMOS CONV & HIGH INCOME F

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COM SHS (fund)

130 managers (131 13F filers) reported a position in XCHYX shares at 2026-03-31, 12,740,505 shares in all. 19 filers opened a position and 12 filers sold out during the quarter.

Managers
130
13F filers
131
New
19
Added
50
Reduced
29
Sold out
12
Shares held by filers
12,740,505

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC1,443,850$15.7M<0.01%-35,00613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,301,610$14.2M<0.01%+20,12313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,255,952$13.7M<0.01%+20,87213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY973,589$10.6M<0.01%+30,23313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC727,218$7.92M0.06%+7,94413F-HRTimelineGroup
Pacific Wealth Strategies Group, Inc.546,229$5.95M3.71%-33,87313F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.502,484$5.47M0.01%+122,50013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC337,017$3.67M<0.01%+30,30913F-HRTimelineGroup
Advisors Asset Management, Inc.312,123$3.4M0.06%+73,00413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.301,151$3.28M<0.01%+18,53313F-HRTimelineGroup
GREATMARK INVESTMENT PARTNERS, INC.296,195$3.23M0.38%+13,29813F-HRTimeline
Cornerstone Advisory, LLC278,497$3.03M0.29%-85,95613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA230,855$2.51M<0.01%-20,10313F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC221,015$2.41M0.6%-7,64613F-HRTimeline
Morse Asset Management, Inc211,381$2.3M0.48%+1,87413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding199,625$2.17M+51,247Timeline
UBS Group AGin group UBS Group AG183,824$2M<0.01%+42,22313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP170,928$1.86M<0.01%+39,70013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC163,137$1.78M<0.01%+1,63613F-HRTimeline
Cambridge Investment Research Advisors,…155,607$1.7M<0.01%+18,64913F-HRTimeline
Cetera Investment Advisers149,380$1.63M<0.01%+18,03613F-HRTimeline
Janney Montgomery Scott LLC117,183$1.28M<0.01%-2,96913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.116,471$1.27M<0.01%+24,12113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC109,185$1.19M<0.01%-19,32113F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC101,649$1.11M<0.01%-28,72413F-HRTimelineGroup
PMG Family Office LLC90,321$984K1.1%+3,39813F-HRTimeline
Shaker Financial Services, LLC82,616$900K0.31%new13F-HRTimeline
NewEdge Advisors, LLC79,427$865K<0.01%-2,72413F-HR/ATimeline
Beacon Pointe Advisors, LLC74,885$815K<0.01%+33,88113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…74,134$807K<0.01%-1,42113F-HRTimelineGroup
Compound Planning, Inc.72,285$787K0.02%+5,59813F-HRTimeline
BURNS J W & CO INC/NY66,325$722K0.08%-15,97513F-HRTimeline
Cadent Capital Advisors, LLC62,000$675K0.18%+7,00013F-HRTimeline
PFG Investments, LLC61,235$667K0.03%+24,27613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…60,686$661K<0.01%+4,67113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP59,754$651K<0.01%-3,66213F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC59,037$643K<0.01%new13F-HRTimelineGroup
Samalin Investment Counsel, LLC56,628$617K0.22%+1,20313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.54,496$593K0.01%-6,35013F-HRTimelineGroup
Curi Capital, LLC51,645$562K0.01%013F-HRTimeline
Legacy Wealth Management, LLC / MS51,093$556K0.16%+17713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC48,999$534K0.01%-35,61813F-HRTimelineGroup
Kingsview Wealth Management, LLC39,340$428K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/38,250$417K<0.01%-90013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,470$408K<0.01%+13,75213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP36,484$397K<0.01%013F-HRTimelineGroup
Chancellor Financial Group WB LP36,476$397K0.28%+87113F-HRTimeline
LifeWealth Investments, LLC34,993$381K0.11%+3,25013F-HRTimeline
Bison Wealth, LLC27,256$356K0.03%+5,75613F-HRTimeline
MKT Advisors LLC31,042$354K0.12%-5,42313F-HRTimeline
Steward Partners Investment Advisory, L…32,197$351K<0.01%+14,50013F-HRTimeline
COFG Advisors, LLC32,095$350K0.09%+68813F-HRTimeline
D.A. DAVIDSON & CO.31,964$348K<0.01%+26913F-HRTimeline
&PARTNERS30,528$332K<0.01%-1,83013F-HRTimeline
Autumn Glory Partners, LLC30,000$327K0.12%013F-HRTimeline
HRT FINANCIAL LP29,425$320K<0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth29,261$319K<0.01%+80113F-HRTimelineGroup
Chicago Partners Investment Group LLC23,794$293K0.01%+42813F-HRTimeline
Prospera Financial Services Inc26,796$292K<0.01%-1,00013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT26,681$291K0.03%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …26,251$286K<0.01%+11,01413F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.23,828$259K0.03%013F-HRTimeline
DAVENPORT & Co LLC23,740$259K<0.01%-3,47313F-HRTimeline
WEDBUSH SECURITIES INC23,550$256K0.01%new13F-HRTimeline
Merrithew & Thorsten Inc22,231$242K0.23%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…21,052$229K<0.01%-1,11613F-HRTimelineGroup
Meridian Wealth Management, LLC20,509$223K0.01%+33513F-HRTimeline
MML INVESTORS SERVICES, LLC20,349$222K<0.01%+3113F-HRTimeline
PATTEN & PATTEN INC/TN19,687$214K0.01%+49113F-HRTimeline
Prime Capital Investment Advisors, LLC19,183$209K<0.01%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd19,082$208K<0.01%new13F-HRTimelineGroup
Mirador Capital Partners LP18,718$204K0.03%+34813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC18,086$197K<0.01%+30113F-HRTimelineGroup
Oxbow Advisors, LLC17,500$191K0.02%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,363$189K<0.01%-1,19413F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.17,103$186K0.11%013F-HRTimeline
Summit Financial Strategies, Inc.16,489$180K0.01%013F-HRTimeline
EP Wealth Advisors, LLC16,487$180K<0.01%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC16,033$175K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,750$164K0.01%+55313F-HRTimeline
PKS Advisory Services, LLC15,043$164K0.04%+31913F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC14,533$158K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,157$148K<0.01%-6,02413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,462$136K<0.01%-84913F-HRTimelineGroup
CWM, LLCin group CWM, LLC12,102$132K<0.01%+1,64013F-HRTimelineGroup
Creative Planningin group Creative Planning11,970$130K<0.01%new13F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC11,962$130K0.01%-97413F-HRTimeline
Zhang Financial LLC11,845$129K<0.01%new13F-HRTimeline
Allworth Financial LP11,480$125K<0.01%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,900$119K<0.01%+40013F-HRTimelineGroup
Stonebrook Private Inc.10,870$118K0.03%+27313F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC10,866$118K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC10,767$117K<0.01%013F-HR/ATimeline
Tandem Investment Partners LLC10,260$112K0.09%new13F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD10,000$109K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.8,917$97.1K<0.01%+6,91713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,898$96.9K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,880$64K<0.01%-43313F-HRTimelineGroup
GHP Investment Advisors, Inc.5,407$58.9K<0.01%013F-HRTimeline
Burk Holdings LLC5,300$57.7K0.02%new13F-HRTimeline
AMERIFLEX GROUP, INC.4,300$46.8K0.02%new13F-HRTimeline
MAI Capital Management4,271$46.5K<0.01%+10713F-HRTimeline
PRIVATE TRUST CO NA3,900$42.5K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,500$38.1K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.3,298$35.9K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT2,940$32K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.2,644$29.3K<0.01%+6413F-HRTimeline
IFG Advisory, LLC2,600$28.3K0.08%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,199$23.9K<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.2,100$23K0.01%013F-HRTimeline
Arax Advisory Partners2,000$21.8K<0.01%-85013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,800$19.6K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC1,507$16.8K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,540$16.8K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,358$15.3K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,300$14.2K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,250$13.6K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,017$11.1K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC1,009$11K<0.01%-99113F-HRTimeline
Wilmington Savings Fund Society, FSB1,000$10.9K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…950$10.3K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC637$7.18K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC555$6.94K<0.01%013F-HRTimeline
Advisory Services Network, LLC513$5.59K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC500$5.45K<0.01%013F-HRTimeline
CX Institutional469$5K<0.01%+1113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC395$4.3K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC250$2.72K<0.01%-14513F-HRTimeline
Osbon Capital Management LLC209$2.28K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC111$1.21K<0.01%+313F-HRTimeline