CALAMOS DYN CONVERT & INC (CCD) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $80.23M 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 $13.29M in its March 31, 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 $15.70M, representing an estimated gain of +18.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% 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
65
Total Reported Value
$80.23M
Largest Holder
D.A. Davidson & Co.
Largest Position
$13.29M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
76
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| D.A. Davidson & Co. | 0.08% | 622,462 | $13,289,572 | $15,698,492 | +$2,408,920 | +18.13% | |
| Wells Fargo & Company/Mn | 0.00% | 424,712 | $9,067,605 | $10,711,237 | +$1,643,632 | +18.13% | |
| Bank Of America Corp | 0.00% | 314,124 | $6,706,537 | $7,922,207 | +$1,215,670 | +18.13% | |
| Morgan Stanley | 0.00% | 295,996 | $6,319,516 | $7,465,019 | +$1,145,503 | +18.13% | |
| Guggenheim Capital Llc | 0.04% | 212,818 | $4,539,408 | $5,367,270 | +$827,862 | +18.24% | |
| Royal Bank Of Canada | 0.00% | 185,980 | $3,971,000 | $4,690,416 | +$719,416 | +18.12% | |
| Lpl Financial Llc | 0.00% | 171,560 | $3,662,799 | $4,326,743 | +$663,944 | +18.13% | |
| Ubs Group Ag | 0.00% | 122,044 | $2,605,639 | $3,077,950 | +$472,311 | +18.13% | |
| Mutual Advisors, Llc | 0.05% | 116,382 | $2,484,766 | $2,935,154 | +$450,388 | +18.13% | |
| Truist Financial Corp | 0.00% | 110,636 | $2,362,086 | $2,790,240 | +$428,154 | +18.13% | |
| &Partners | 0.01% | 103,695 | $2,213,891 | $2,615,188 | +$401,297 | +18.13% | |
| Raymond James Financial Inc | 0.00% | 102,825 | $2,195,317 | $2,593,247 | +$397,930 | +18.13% | |
| Landscape Capital Management, L.L.C. | 0.13% | 94,577 | $2,019,219 | $2,385,232 | +$366,013 | +18.13% | |
| Commonwealth Equity Services, Llc | 0.00% | 75,419 | $1,610,200 | $1,902,067 | +$291,867 | +18.13% | |
| Pmg Family Office Llc | 1.37% | 57,566 | $1,229,034 | $1,451,815 | +$222,781 | +18.13% | |
| Ameriprise Financial Inc | 0.00% | 55,246 | $1,179,507 | $1,393,304 | +$213,797 | +18.13% | |
| Osaic Holdings, Inc. | 0.00% | 49,650 | $1,060,081 | $1,252,173 | +$192,092 | +18.12% | |
| World Equity Group, Inc. | 0.26% | 46,266 | $987,810 | $1,166,829 | +$179,019 | +18.12% | |
| Everstar Asset Management, Llc | 0.48% | 42,114 | $899,134 | $1,062,115 | +$162,981 | +18.13% | |
| Advisors Asset Management, Inc. | 0.01% | 38,116 | $813,014 | $961,286 | +$148,272 | +18.24% | |
| Samalin Investment Counsel, Llc | 0.27% | 35,986 | $768,298 | $907,567 | +$139,269 | +18.13% | |
| Oppenheimer & Co Inc | 0.01% | 34,438 | $735,251 | $868,526 | +$133,275 | +18.13% | |
| Herold Advisors, Inc. | 0.16% | 33,067 | $705,972 | $833,950 | +$127,978 | +18.13% | |
| Kestra Advisory Services, Llc | 0.00% | 32,209 | $687,657 | $812,311 | +$124,654 | +18.13% | |
| Boreal Capital Management Llc | 0.56% | 1 | $684,823 | $25 | -$684,798 | -100.00% | |
| Rockefeller Capital Management L.P. | 0.00% | 29,590 | $631,761 | $746,260 | +$114,499 | +18.12% | |
| Corecap Advisors, Llc | 0.02% | 29,205 | $623,527 | $736,550 | +$113,023 | +18.13% | |
| Private Advisor Group, Llc | 0.00% | 27,395 | $584,891 | $690,902 | +$106,011 | +18.12% | |
| Citadel Advisors Llc | 0.00% | 21,241 | $453,071 | $535,698 | +$82,627 | +18.24% | |
| Envestnet Asset Management Inc | 0.00% | 19,236 | $410,686 | $485,132 | +$74,446 | +18.13% | |
| Stifel Financial Corp | 0.00% | 18,677 | $398,752 | $471,034 | +$72,282 | +18.13% | |
| Kestra Private Wealth Services, Llc | 0.00% | 17,979 | $383,852 | $453,430 | +$69,578 | +18.13% | |
| Capital Cs Group, Llc | 0.78% | 17,674 | $377,341 | $445,738 | +$68,397 | +18.13% | |
| Gilliland Jeter Wealth Management Llc | 0.11% | 17,373 | $370,914 | $438,147 | +$67,233 | +18.13% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 16,584 | $354,066 | $418,248 | +$64,182 | +18.13% | |
| Quad-Cities Investment Group, Llc | 0.14% | 16,567 | $353,703 | $417,820 | +$64,117 | +18.13% | |
| International Assets Investment Management, Llc | 0.02% | 14,017 | $310,196 | $353,509 | +$43,313 | +13.96% | |
| Tempus Wealth Planning, Llc | 0.07% | 13,719 | $292,901 | $345,993 | +$53,092 | +18.13% | |
| Daymark Wealth Partners, Llc | 0.01% | 13,150 | $280,753 | $331,643 | +$50,890 | +18.13% | |
| Cetera Investment Advisers | 0.00% | 12,101 | $258,358 | $305,187 | +$46,829 | +18.13% | |
| Brookstone Capital Management | 0.00% | 11,842 | $252,827 | $298,655 | +$45,828 | +18.13% | |
| Apeiron Ria Llc | 0.05% | 10,408 | $222,210 | $262,490 | +$40,280 | +18.13% | |
| Abel Hall, Llc | 0.05% | 10,000 | $213,500 | $252,200 | +$38,700 | +18.13% | |
| Fifth Third Bancorp | 0.00% | 7,540 | $160,979 | $190,159 | +$29,180 | +18.13% | |
| Harbour Investments, Inc. | 0.00% | 5,007 | $106,899 | $126,277 | +$19,378 | +18.13% | |
| Triumph Capital Management | 0.01% | 2,820 | $60,207 | $71,120 | +$10,913 | +18.13% | |
| Farther Finance Advisors, Llc | 0.00% | 2,460 | $54,440 | $62,041 | +$7,601 | +13.96% | |
| Western Wealth Management, Llc | 0.00% | 2,500 | $53,375 | $63,050 | +$9,675 | +18.13% | |
| Advisory Services Network, Llc | 0.00% | 1,857 | $39,647 | $46,834 | +$7,187 | +18.13% | |
| Westside Investment Management, Inc. | 0.01% | 1,667 | $35,590 | $42,042 | +$6,452 | +18.13% |
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.