CGOCALAMOS GLOBAL TOTAL RETURN
CUSIP 128118106 · Yahoo Finance ↗ · Google Finance ↗
Calamos Global Total Return (CGO) has 42 institutional holders in Filings Flow’s 13F database, together reporting 2.33M shares worth $26M as of Q1 2026. The largest reported holders are Morgan Stanley, Shaker Financial Services, LLC, and Lpl Financial LLC.
Institutional Holders
42
Q1 2026
Reported Value
$26M
Ticker
CGO
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Shaker Financial Services, LLC$287M AUM | 0.84% | $2M | 216.9K | Q1 2026OLDER |
| Prairie Wealth Advisors, Inc.$231M AUM | 0.43% | $987,611 | 0 | Q1 2026OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.07% | $229,422 | 20.6K | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.06% | $212,998 | 19.1K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.03% | $2M | 175.6K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.02% | $1M | 107.4K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.01% | $119,574 | 10.5K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $2M | 158.6K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $2M | 138.8K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.01% | $78,786 | 7.1K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.01% | $1M | 104.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $535,423 | 48.0K | Q1 2026OLDER |
| Retirement Planning Group, LLC$3.2B AUM | 0.01% | $201,625 | 18.1K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $543,674 | 48.8K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $50,442 | 4.5K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $17,085 | 1.5K | Q4 2025OLDER |
| Colonial Trust Co / SC$735M AUM | 0.00% | $21,974 | 2.0K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $19,866 | 1.6K | Q3 2025OLDER |
| NFSG Corp$608M AUM | 0.00% | $13,280 | 1.1K | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $58,397 | 4.3K | Q2 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $2,230 | 200 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $252,567 | 22.7K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $116,657 | 10.2K | Q4 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $2,788 | 250 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $18,398 | 1.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 208.8K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $119,401 | 10.7K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $147,180 | 13.2K | Q2 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 164.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $264,366 | 23.7K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $5M | 435.7K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $64,274 | 5.6K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $251,247 | 22.5K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $55,750 | 5.0K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $120,161 | 10.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $114,676 | 10.1K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $814,675 | 73.1K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $62,919 | 5.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $31,387 | 2.8K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $490,622 | 44.0K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $620 | 55 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $186,487 | 16.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $279,000 | 25.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $424,261 | 38.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $126,309 | 11.3K | Q2 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $11 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.