XCHYXCALAMOS CONV & HIGH INCOME F
CUSIP 12811P108 · Yahoo Finance ↗ · Google Finance ↗
Calamos Conv & High Income F (XCHYX) has 133 institutional holders in Filings Flow’s 13F database, together reporting 12.63M shares worth $129M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Wells Fargo & Company/Mn, and Bank Of America Corp /De/.
Institutional Holders
133
Q1 2026
Reported Value
$129M
Ticker
XCHYX
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Pacific Wealth Strategies Group, Inc.$174M AUM | 3.71% | $6M | 546.2K | Q1 2026 |
| GREENBERG FINANCIAL GROUP$270M AUM | 0.65% | $2M | 144.3K | Q1 2026 |
| Boreal Capital Management LLC$123M AUM | 0.54% | $668,722 | 1 | Q1 2026 |
| Morse Asset Management, Inc$481M AUM | 0.48% | $2M | 211.4K | Q1 2026 |
| GREATMARK INVESTMENT PARTNERS, INC.$854M AUM | 0.38% | $3M | 296.2K | Q1 2026 |
| Arlington Capital Management, Inc.$177M AUM | 0.34% | $551,634 | 48.8K | Q4 2025OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.33% | $784,088 | 69.3K | Q4 2025OLDER |
| Shaker Financial Services, LLC$287M AUM | 0.31% | $899,689 | 82.6K | Q1 2026 |
| Cornerstone Advisory, LLC$1.1B AUM | 0.29% | $3M | 278.5K | Q1 2026 |
| Chancellor Financial Group WB LP$141M AUM | 0.28% | $397,223 | 36.5K | Q1 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 0.27% | $329,700 | 30.0K | Q2 2025OLDER |
| Samalin Investment Counsel, LLC$282M AUM | 0.22% | $616,681 | 56.6K | Q1 2026 |
| Cadent Capital Advisors, LLC$386M AUM | 0.17% | $675,180 | 62.0K | Q1 2026 |
| Legacy Wealth Management, LLC / MS$390M AUM | 0.16% | $556,402 | 51.1K | Q1 2026 |
| Autumn Glory Partners, LLC$272M AUM | 0.12% | $326,700 | 30.0K | Q1 2026 |
| MKT Advisors LLC$322M AUM | 0.12% | $353,879 | 31.0K | Q1 2026 |
| LifeWealth Investments, LLC$374M AUM | 0.11% | $381,069 | 35.0K | Q1 2026 |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.11% | $186,246 | 17.1K | Q1 2026 |
| SOL Capital Management CO$206M AUM | 0.10% | $215,693 | 21.2K | Q1 2026 |
| Tandem Investment Partners LLC$118M AUM | 0.09% | $111,735 | 10.3K | Q1 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.09% | $2M | 135.2K | Q3 2025OLDER |
| COFG Advisors, LLC$404M AUM | 0.09% | $349,519 | 32.1K | Q1 2026 |
| BURNS J W & CO INC/NY$959M AUM | 0.08% | $722,279 | 66.3K | Q1 2026 |
| QTR Family Wealth, LLC$240M AUM | 0.07% | $118,122 | 10.7K | Q2 2025OLDER |
| United Financial Planning Group LLC$169M AUM | 0.07% | $113,100 | 10.0K | Q4 2025OLDER |
| Sage Capital Management, LLC$213M AUM | 0.07% | $147,030 | 13.0K | Q4 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.06% | $8M | 727.2K | Q1 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.06% | $3M | 312.1K | Q1 2026 |
| Quad-Cities Investment Group, LLC$278M AUM | 0.05% | $119,687 | 10.9K | Q2 2025OLDER |
| TFG Advisers LLC$292M AUM | 0.05% | $157,532 | 14.3K | Q2 2025OLDER |
| NFSG Corp$608M AUM | 0.04% | $290,318 | 25.9K | Q3 2025OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.04% | $163,821 | 15.0K | Q1 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.04% | $591,003 | 52.7K | Q3 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.04% | $756,277 | 68.8K | Q2 2025OLDER |
| Gilliland Jeter Wealth Management LLC$338M AUM | 0.04% | $117,866 | 10.5K | Q3 2025OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.03% | $356,237 | 27.3K | Q1 2026 |
| SHEETS SMITH WEALTH MANAGEMENT$1.0B AUM | 0.03% | $290,554 | 26.7K | Q1 2026 |
| PFG Investments, LLC$2.1B AUM | 0.03% | $666,849 | 61.2K | Q1 2026 |
| Mirador Capital Partners LP$817M AUM | 0.03% | $203,839 | 18.7K | Q1 2026 |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.03% | $259,487 | 23.8K | Q1 2026 |
| Stonebrook Private Inc.$470M AUM | 0.03% | $118,373 | 10.9K | Q1 2026 |
| Burk Holdings LLC$233M AUM | 0.02% | $57,717 | 5.3K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $787,180 | 72.3K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $46,827 | 4.3K | Q1 2026 |
| Financial Advocates Investment Management$178M AUM | 0.02% | $264,476 | 24.1K | Q2 2025OLDER |
| Oxbow Advisors, LLC$1.2B AUM | 0.02% | $190,575 | 17.5K | Q1 2026 |
| SeaCrest Wealth Management, LLC$903M AUM | 0.02% | $144,285 | 12.5K | Q3 2025OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $1M | 111.1K | Q1 2026 |
| Summit Financial Strategies, Inc.$1.3B AUM | 0.01% | $179,565 | 16.5K | Q1 2026 |
| PATTEN & PATTEN INC/TN$1.7B AUM | 0.01% | $214,391 | 19.7K | Q1 2026 |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.01% | $174,599 | 16.0K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $164,163 | 14.8K | Q1 2026 |
| Curi Capital, LLC$5.6B AUM | 0.01% | $562,415 | 51.6K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $402,995 | 35.6K | Q4 2025OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.01% | $118,963 | 10.8K | Q2 2025OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.01% | $130,271 | 12.0K | Q1 2026 |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.01% | $113,000 | 10.0K | Q4 2025OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $533,596 | 49.0K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $172,896 | 70.0K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $223,339 | 20.5K | Q1 2026 |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.01% | $164,452 | 14.7K | Q3 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $593,463 | 54.5K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $292,905 | 23.8K | Q1 2026 |
| Costello Asset Management, INC$289M AUM | 0.01% | $19,269 | 1.7K | Q3 2025OLDER |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $275,854 | 25.1K | Q2 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $428,413 | 39.3K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 301.2K | Q1 2026 |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $291,815 | 26.8K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $135,715 | 12.5K | Q1 2026 |
| Zhang Financial LLC$2.9B AUM | 0.00% | $128,992 | 11.8K | Q1 2026 |
| TFC Financial Management, Inc.$812M AUM | 0.00% | $33,660 | 3.0K | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $815,499 | 74.9K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $16M | 1.44M | Q1 2026 |
| Millstone Evans Group, LLC$167M AUM | 0.00% | $6,786 | 600 | Q4 2025OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $42,471 | 3.9K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.00% | $112,200 | 10.0K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $963,563 | 88.5K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.00% | $207,803 | 19.1K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $285,873 | 26.3K | Q1 2026 |
| Colonial Trust Co / SC$735M AUM | 0.00% | $23,947 | 2.2K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.00% | $16,965 | 1.5K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $14M | 1.30M | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 170.9K | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $229,258 | 21.1K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 163.1K | Q1 2026 |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $58,883 | 5.4K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $208,903 | 19.2K | Q1 2026 |
| Stephens Consulting, LLC$309M AUM | 0.00% | $6,906 | 600 | Q4 2025OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $348,095 | 32.0K | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $14,157 | 1.3K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $1M | 116.5K | Q1 2026 |
| Osbon Capital Management LLC$123M AUM | 0.00% | $2,276 | 209 | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $350,625 | 32.2K | Q1 2026 |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.00% | $10,346 | 950 | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 149.4K | Q1 2026 |
| &PARTNERS$20.2B AUM | 0.00% | $332,448 | 30.5K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $23,674 | 2.1K | Q3 2025OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $158,264 | 14.5K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $97,108 | 8.9K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $807,321 | 74.1K | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $258,528 | 23.7K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 101.6K | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $34,538 | 3.1K | Q4 2025OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $32,017 | 2.9K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $118,699 | 10.9K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 337.0K | Q1 2026 |
| Tortoise Investment Management, LLC$1.2B AUM | 0.00% | $12,131 | 1.1K | Q3 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $71,941 | 6.5K | Q2 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $14M | 1.26M | Q1 2026 |
| Fortis Group Advisors, LLC$605M AUM | 0.00% | $5,445 | 500 | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $179,546 | 16.5K | Q1 2026 |
| N.E.W. Advisory Services LLC$1.3B AUM | 0.00% | $10,983 | 1.0K | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $2,723 | 250 | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $125,246 | 11.4K | Q2 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $7,185 | 637 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $11M | 943.4K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $21,780 | 2.0K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $221,598 | 20.3K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $650,729 | 59.8K | Q1 2026 |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $11,075 | 1.0K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $397,311 | 36.5K | Q1 2026 |
| FIRST HORIZON CORP$2.4B AUM | 0.00% | $11,220 | 1.0K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $125,018 | 11.5K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $30,451 | 2.7K | Q3 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 230.9K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $38,302 | 3.4K | Q3 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $16,771 | 1.5K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $416,542 | 38.3K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $318,656 | 29.3K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $131,790 | 12.1K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $15,291 | 1.4K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $148,406 | 13.2K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 183.8K | Q1 2026 |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $108,900 | 10.0K | Q1 2026 |
| First Horizon Advisors, Inc.$3.8B AUM | 0.00% | $10,990 | 1.0K | Q2 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $196,954 | 18.1K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 109.2K | Q1 2026 |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $642,913 | 59.0K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $46,510 | 4.3K | Q1 2026 |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $10,890 | 1.0K | Q1 2026 |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $4,302 | 395 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $16,773 | 1.5K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $34,066 | 3.0K | Q4 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $1,211 | 111 | Q1 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $3,574 | 328 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $65,926 | 5.8K | Q4 2025OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $566 | 50 | Q4 2025OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $6,938 | 555 | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $130,353 | 12.0K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $29,301 | 2.6K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $5,587 | 513 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $660,871 | 60.7K | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $96,896 | 8.9K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $408,049 | 37.5K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $189,079 | 17.4K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $13,612 | 1.3K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $38,115 | 3.5K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $238,285 | 21.7K | Q2 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $64,033 | 5.9K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $19,602 | 1.8K | Q1 2026 |
| Union Bancaire Privee, UBP SA$7.2B AUM | 0.00% | $1,971 | 248 | Q2 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3,664 | 324 | Q4 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $22 | 2 | Q2 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $35,915 | 3.3K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.