CALAMOS GLOBAL TOTAL RETURN (CGO) Top Institutional Shareholders
CALAMOS GLOBAL TOTAL RETURN (CGO) 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 $26.18M in CGO holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of CGO tracked by InsiderSet, reporting ownership valued at approximately $5.03M 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 $6.18M, representing an estimated gain of +22.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed CGO value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Shaker Financial Services, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in CALAMOS GLOBAL TOTAL RETURN (CGO).
This page ranks the largest institutional CGO 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
42
Total Reported Value
$26.18M
Largest Holder
Morgan Stanley
Largest Position
$5.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 450,851 | $5,027,006 | $6,181,167 | +$1,154,161 | +22.96% | |
| Shaker Financial Services, Llc | 0.84% | 216,894 | $2,418,369 | $2,973,617 | +$555,248 | +22.96% | |
| Lpl Financial Llc | 0.00% | 208,799 | $2,328,109 | $2,862,634 | +$534,525 | +22.96% | |
| Principal Securities, Inc. | 0.03% | 175,624 | $1,958,203 | $2,407,805 | +$449,602 | +22.96% | |
| Envestnet Asset Management Inc | 0.00% | 164,567 | $1,834,917 | $2,256,214 | +$421,297 | +22.96% | |
| Integrated Wealth Concepts Llc | 0.01% | 158,611 | $1,768,513 | $2,174,557 | +$406,044 | +22.96% | |
| Guggenheim Capital Llc | 0.01% | 138,849 | $1,548,166 | $1,903,620 | +$355,454 | +22.96% | |
| Advisors Asset Management, Inc. | 0.02% | 107,376 | $1,197,242 | $1,472,125 | +$274,883 | +22.96% | |
| Wolverine Asset Management Llc | 0.02% | 104,406 | $1,164,127 | $1,431,406 | +$267,279 | +22.96% | |
| Prairie Wealth Advisors, Inc. | 0.43% | 0 | $987,611 | — | — | — | |
| Ubs Group Ag | 0.00% | 73,065 | $814,675 | $1,001,721 | +$187,046 | +22.96% | |
| Brookstone Capital Management | 0.01% | 48,760 | $543,674 | $668,500 | +$124,826 | +22.96% | |
| Harbour Investments, Inc. | 0.01% | 48,020 | $535,423 | $658,354 | +$122,931 | +22.96% | |
| Pmg Family Office Llc | 0.57% | 45,698 | $509,533 | $626,520 | +$116,987 | +22.96% | |
| Invesco Ltd. | 0.00% | 44,002 | $490,622 | $603,267 | +$112,645 | +22.96% | |
| Bank Of America Corp | 0.00% | 38,050 | $424,261 | $521,666 | +$97,405 | +22.96% | |
| Royal Bank Of Canada | 0.00% | 25,008 | $279,000 | $342,860 | +$63,860 | +22.89% | |
| Osaic Holdings, Inc. | 0.00% | 23,708 | $264,366 | $325,037 | +$60,671 | +22.95% | |
| Kestra Advisory Services, Llc | 0.00% | 22,652 | $252,567 | $310,559 | +$57,992 | +22.96% | |
| Stifel Financial Corp | 0.00% | 22,533 | $251,247 | $308,927 | +$57,680 | +22.96% | |
| Gilliland Jeter Wealth Management Llc | 0.07% | 20,576 | $229,422 | $282,097 | +$52,675 | +22.96% | |
| Logan Stone Capital, Llc | 0.06% | 19,103 | $212,998 | $261,902 | +$48,904 | +22.96% | |
| Retirement Planning Group, Llc | 0.01% | 18,083 | $201,625 | $247,918 | +$46,293 | +22.96% | |
| Raymond James Financial Inc | 0.00% | 16,725 | $186,487 | $229,300 | +$42,813 | +22.96% | |
| Wells Fargo & Company/Mn | 0.00% | 11,328 | $126,309 | $155,307 | +$28,998 | +22.96% | |
| Captrust Financial Advisors | 0.00% | 10,777 | $120,161 | $147,753 | +$27,592 | +22.96% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 10,709 | $119,401 | $146,820 | +$27,419 | +22.96% | |
| Blue Bell Private Wealth Management, Llc | 0.01% | 7,066 | $78,786 | $96,875 | +$18,089 | +22.96% | |
| Fifth Third Bancorp | 0.00% | 5,643 | $62,919 | $77,366 | +$14,447 | +22.96% | |
| Allworth Financial Lp | 0.00% | 5,000 | $55,750 | $68,550 | +$12,800 | +22.96% | |
| Nbc Securities, Inc. | 0.00% | 4,524 | $50,442 | $62,024 | +$11,582 | +22.96% | |
| Corecap Advisors, Llc | 0.00% | 4,275 | $47,666 | $58,610 | +$10,944 | +22.96% | |
| Cwm, Llc | 0.00% | 2,815 | $31,387 | $38,594 | +$7,207 | +22.96% | |
| Colonial Trust Co / Sc | 0.00% | 2,046 | $21,974 | $28,051 | +$6,077 | +27.65% | |
| Western Wealth Management, Llc | 0.00% | 1,650 | $18,398 | $22,622 | +$4,224 | +22.96% | |
| Newedge Advisors, Llc | 0.00% | 13,200 | $13,200 | $180,972 | +$167,772 | +1271.00% | |
| Highline Wealth Partners Llc | 0.00% | 250 | $2,788 | $3,428 | +$640 | +22.94% | |
| Ameriflex Group, Inc. | 0.00% | 200 | $2,230 | $2,742 | +$512 | +22.96% | |
| Cohen & Steers, Inc. | 0.00% | 64,457 | $719 | $883,705 | +$882,986 | +122807.58% | |
| Golden State Wealth Management, Llc | 0.00% | 55 | $620 | $754 | +$134 | +21.62% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 12,349 | $138 | $169,305 | +$169,167 | +122584.63% | |
| Huntington National Bank | 0.00% | 1 | $11 | $14 | +$3 | +24.64% |
Frequently asked questions about CGO
Who owns the most CGO stock?
The largest holders of CGO 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 GLOBAL TOTAL RETURN (CGO).
Is CGO widely held by superinvestors?
Many widely followed stocks like CGO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CGO 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.