CALAMOS DYN CONVERT & INC (CCD) Institutional Shareholders
CALAMOS DYN CONVERT & INC (CCD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $103.37M in CCD holdings during the latest filing period.
D.A. Davidson & Co. is currently the largest disclosed institutional shareholder of CCD tracked by InsiderSet, reporting ownership valued at approximately $16.11M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.11M, representing an estimated loss of -6.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed CCD value among the investors covered in this analysis. Major shareholders include D.A. Davidson & Co., Wells Fargo & Company/Mn, Bank Of America Corp, and several other long-term asset managers with concentrated positions in CALAMOS DYN CONVERT & INC (CCD).
This page ranks the largest institutional CCD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
75
Total Reported Value
$103.37M
Largest Holder
D.A. Davidson & Co.
Largest Position
$16.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
89
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| D.A. Davidson & Co. | 0.09% | 625,231 | $16,112,213 | $15,111,833 | -$1,000,380 | -6.21% | |
| Wells Fargo & Company/Mn | 0.00% | 315,875 | $8,140,109 | $7,634,699 | -$505,410 | -6.21% | |
| Bank Of America Corp | 0.00% | 302,213 | $7,788,028 | $7,304,488 | -$483,540 | -6.21% | |
| Morgan Stanley | 0.00% | 299,076 | $7,707,197 | $7,228,667 | -$478,530 | -6.21% | |
| Guggenheim Capital Llc | 0.04% | 229,621 | $5,917,333 | $5,549,940 | -$367,393 | -6.21% | |
| Royal Bank Of Canada | 0.00% | 193,048 | $4,975,000 | $4,665,970 | -$309,030 | -6.21% | |
| Raymond James Financial Inc | 0.00% | 191,798 | $4,942,629 | $4,635,758 | -$306,871 | -6.21% | |
| Advisors Asset Management, Inc. | 0.06% | 141,214 | $3,639,085 | $3,413,142 | -$225,943 | -6.21% | |
| Lpl Financial Llc | 0.00% | 139,996 | $3,607,709 | $3,383,703 | -$224,006 | -6.21% | |
| Truist Financial Corp | 0.00% | 109,548 | $2,823,058 | $2,647,775 | -$175,283 | -6.21% | |
| &Partners | 0.01% | 105,007 | $2,699,191 | $2,538,019 | -$161,172 | -5.97% | |
| Mutual Advisors, Llc | 0.05% | 100,596 | $2,592,355 | $2,431,405 | -$160,950 | -6.21% | |
| J.W. Cole Advisors, Inc. | 0.04% | 94,955 | $2,446,985 | $2,295,062 | -$151,923 | -6.21% | |
| Bleakley Financial Group, Llc | 0.03% | 84,200 | $2,169,834 | $2,035,114 | -$134,720 | -6.21% | |
| Citadel Advisors Llc | 0.00% | 78,136 | $2,013,565 | $1,888,547 | -$125,018 | -6.21% | |
| Osaic Holdings, Inc. | 0.00% | 74,911 | $1,930,565 | $1,810,599 | -$119,966 | -6.21% | |
| Commonwealth Equity Services, Llc | 0.00% | 70,553 | $1,818,150 | $1,705,266 | -$112,884 | -6.21% | |
| Landscape Capital Management, L.L.C. | 0.10% | 60,762 | $1,565,836 | $1,468,618 | -$97,218 | -6.21% | |
| Ameriprise Financial Inc | 0.00% | 60,100 | $1,548,773 | $1,452,617 | -$96,156 | -6.21% | |
| Pmg Family Office Llc | 1.40% | 58,774 | $1,514,606 | $1,420,568 | -$94,038 | -6.21% | |
| Everstar Asset Management, Llc | 0.52% | 41,742 | $1,075,691 | $1,008,904 | -$66,787 | -6.21% | |
| Shaker Financial Services, Llc | 0.32% | 39,424 | $1,015,957 | $952,878 | -$63,079 | -6.21% | |
| Ubs Group Ag | 0.00% | 35,370 | $911,485 | $854,893 | -$56,592 | -6.21% | |
| Corecap Advisors, Llc | 0.03% | 35,227 | $907,788 | $851,437 | -$56,351 | -6.21% | |
| Oppenheimer & Co Inc | 0.01% | 34,784 | $896,384 | $840,729 | -$55,655 | -6.21% | |
| Herold Advisors, Inc. | 0.17% | 34,449 | $885,000 | $832,632 | -$52,368 | -5.92% | |
| Kestra Advisory Services, Llc | 0.00% | 33,857 | $872,492 | $818,324 | -$54,168 | -6.21% | |
| Boreal Capital Management Llc | 0.62% | 0 | $826,599 | — | — | — | |
| Rockefeller Capital Management L.P. | 0.00% | 29,644 | $763,942 | $716,495 | -$47,447 | -6.21% | |
| Samalin Investment Counsel, Llc | 0.21% | 25,072 | $646,113 | $605,990 | -$40,123 | -6.21% | |
| World Equity Group, Inc. | 0.13% | 23,119 | $595,796 | $558,786 | -$37,010 | -6.21% | |
| Stifel Financial Corp | 0.00% | 21,549 | $555,323 | $520,839 | -$34,484 | -6.21% | |
| Envestnet Asset Management Inc | 0.00% | 19,690 | $507,419 | $475,907 | -$31,512 | -6.21% | |
| Jane Street Group, Llc | 0.00% | 18,121 | $466,978 | $437,985 | -$28,993 | -6.21% | |
| Gilliland Jeter Wealth Management Llc | 0.12% | 17,373 | $447,702 | $419,905 | -$27,797 | -6.21% | |
| Quad-Cities Investment Group, Llc | 0.16% | 17,038 | $439,068 | $411,808 | -$27,260 | -6.21% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 16,728 | $431,070 | $404,316 | -$26,754 | -6.21% | |
| Kestra Private Wealth Services, Llc | 0.00% | 14,986 | $386,189 | $362,212 | -$23,977 | -6.21% | |
| Private Advisor Group, Llc | 0.00% | 14,770 | $380,620 | $356,991 | -$23,629 | -6.21% | |
| Tempus Wealth Planning, Llc | 0.07% | 13,719 | $353,539 | $331,588 | -$21,951 | -6.21% | |
| International Assets Investment Management, Llc | 0.02% | 13,452 | $347,869 | $325,135 | -$22,734 | -6.54% | |
| Daymark Wealth Partners, Llc | 0.01% | 13,150 | $338,876 | $317,836 | -$21,041 | -6.21% | |
| Baird Financial Group, Inc. | 0.00% | 12,514 | $322,486 | $302,463 | -$20,023 | -6.21% | |
| Cetera Investment Advisers | 0.00% | 12,416 | $319,941 | $300,095 | -$19,846 | -6.20% | |
| Apeiron Ria Llc | 0.08% | 11,820 | $304,602 | $285,689 | -$18,913 | -6.21% | |
| Brookstone Capital Management | 0.00% | 11,572 | $298,217 | $279,695 | -$18,522 | -6.21% | |
| Xtx Topco Ltd | 0.00% | 11,491 | $296,123 | $277,737 | -$18,386 | -6.21% | |
| Capital Cs Group, Llc | 0.41% | 10,920 | $281,413 | $263,936 | -$17,477 | -6.21% | |
| Abel Hall, Llc | 0.04% | 10,000 | $257,700 | $241,700 | -$16,000 | -6.21% | |
| Financial Engines Advisors L.L.C. | 0.00% | 8,758 | $225,694 | $211,681 | -$14,013 | -6.21% |
Frequently asked questions about CCD
Who owns the most CCD stock?
The largest holders of CCD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CALAMOS DYN CONVERT & INC (CCD).
Is CCD widely held by superinvestors?
Many widely followed stocks like CCD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CCD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.