CALAMOS STRAT TTL RTRN FND (CSQ) Institutional Shareholders
CALAMOS STRAT TTL RTRN FND (CSQ) 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 $787.27M in CSQ holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of CSQ tracked by InsiderSet, reporting ownership valued at approximately $100.03M 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 $99.55M, representing an estimated loss of -0.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed CSQ value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Ubs Group Ag, and several other long-term asset managers with concentrated positions in CALAMOS STRAT TTL RTRN FND (CSQ).
This page ranks the largest institutional CSQ 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
219
Total Reported Value
$787.27M
Largest Holder
Bank Of America Corp
Largest Position
$100.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 4,865,484 | $100,034,358 | $99,547,803 | -$486,555 | -0.49% | |
| Morgan Stanley | 0.00% | 4,298,735 | $88,382,011 | $87,952,118 | -$429,893 | -0.49% | |
| Ubs Group Ag | 0.01% | 3,937,493 | $80,954,857 | $80,561,107 | -$393,750 | -0.49% | |
| Wells Fargo & Company/Mn | 0.01% | 3,045,129 | $62,607,865 | $62,303,339 | -$304,526 | -0.49% | |
| Raymond James Financial Inc | 0.01% | 2,356,479 | $48,449,215 | $48,213,560 | -$235,655 | -0.49% | |
| Royal Bank Of Canada | 0.01% | 2,162,971 | $44,471,000 | $44,254,387 | -$216,613 | -0.49% | |
| Karpus Management, Inc. | 1.21% | 2,052,204 | $42,193,310 | $41,988,094 | -$205,216 | -0.49% | |
| Lpl Financial Llc | 0.01% | 1,248,517 | $25,669,503 | $25,544,658 | -$124,845 | -0.49% | |
| Bensler, Llc | 2.10% | 1,152,865 | $23,702,892 | $23,587,618 | -$115,274 | -0.49% | |
| Mcgowan Group Asset Management, Inc. | 1.97% | 787,259 | $16,186,046 | $16,107,319 | -$78,727 | -0.49% | |
| Cetera Investment Advisers | 0.01% | 772,014 | $15,872,591 | $15,795,406 | -$77,185 | -0.49% | |
| Rockefeller Capital Management L.P. | 0.02% | 748,412 | $15,387,352 | $15,312,510 | -$74,842 | -0.49% | |
| 1607 Capital Partners, Llc | 1.14% | 635,466 | $13,065,181 | $13,001,634 | -$63,547 | -0.49% | |
| Stratos Wealth Partners, Ltd. | 0.11% | 527,617 | $10,847,812 | $10,795,044 | -$52,768 | -0.49% | |
| &Partners | 0.04% | 501,570 | $10,232,091 | $10,262,122 | +$30,031 | +0.29% | |
| Stifel Financial Corp | 0.01% | 412,706 | $8,485,273 | $8,443,965 | -$41,308 | -0.49% | |
| Osaic Holdings, Inc. | 0.01% | 369,250 | $7,592,012 | $7,554,855 | -$37,157 | -0.49% | |
| Rivernorth Capital Management, Llc | 0.34% | 351,534 | $7,227,539 | $7,192,386 | -$35,153 | -0.49% | |
| Guggenheim Capital Llc | 0.04% | 338,003 | $6,949,342 | $6,915,541 | -$33,801 | -0.49% | |
| Truist Financial Corp | 0.01% | 315,627 | $6,489,291 | $6,457,728 | -$31,563 | -0.49% | |
| Advisors Asset Management, Inc. | 0.09% | 324,638 | $6,252,528 | $6,642,093 | +$389,565 | +6.23% | |
| Ameriprise Financial Inc | 0.00% | 301,478 | $6,198,395 | $6,168,240 | -$30,155 | -0.49% | |
| Apollon Wealth Management, Llc | 0.07% | 274,887 | $5,651,678 | $5,624,188 | -$27,490 | -0.49% | |
| Janney Montgomery Scott Llc | 0.01% | 237,208 | $4,877,000 | $4,853,276 | -$23,724 | -0.49% | |
| Smith Asset Management Co., Llc | 3.67% | 226,606 | $4,659,019 | $4,636,359 | -$22,660 | -0.49% | |
| Wolverine Asset Management Llc | 0.06% | 225,353 | $4,633,258 | $4,610,722 | -$22,536 | -0.49% | |
| Envestnet Asset Management Inc | 0.00% | 195,505 | $4,019,576 | $4,000,032 | -$19,544 | -0.49% | |
| Sanctuary Advisors, Llc | 0.02% | 166,343 | $3,420,010 | $3,403,378 | -$16,632 | -0.49% | |
| Shaker Financial Services, Llc | 1.05% | 163,703 | $3,365,734 | $3,349,363 | -$16,371 | -0.49% | |
| Pmg Family Office Llc | 3.08% | 162,340 | $3,337,710 | $3,321,476 | -$16,234 | -0.49% | |
| Commonwealth Equity Services, Llc | 0.00% | 159,926 | $3,288,085 | $3,272,086 | -$15,999 | -0.49% | |
| Prairie Wealth Advisors, Inc. | 0.76% | 0 | $3,169,026 | — | — | — | |
| Davenport & Co Llc | 0.02% | 147,497 | $3,032,548 | $3,017,789 | -$14,759 | -0.49% | |
| World Investment Advisors | 0.05% | 170,261 | $2,914,865 | $3,483,540 | +$568,675 | +19.51% | |
| Savant Capital, Llc | 0.01% | 136,791 | $2,812,423 | $2,798,744 | -$13,679 | -0.49% | |
| Clearstead Advisors, Llc | 0.03% | 133,571 | $2,746,222 | $2,732,863 | -$13,359 | -0.49% | |
| J.W. Cole Advisors, Inc. | 0.04% | 125,610 | $2,582,548 | $2,569,981 | -$12,567 | -0.49% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 121,061 | $2,489,009 | $2,476,908 | -$12,101 | -0.49% | |
| Founders Financial Securities Llc | 0.13% | 120,550 | $2,478,508 | $2,466,453 | -$12,055 | -0.49% | |
| Mariner, Llc | 0.00% | 117,049 | $2,406,537 | $2,394,823 | -$11,714 | -0.49% | |
| Pointe Capital Management Llc | 1.06% | 115,602 | $2,376,769 | $2,365,217 | -$11,552 | -0.49% | |
| Aviance Capital Partners, Llc | 0.21% | 98,505 | $2,025,263 | $2,015,412 | -$9,851 | -0.49% | |
| Kestra Advisory Services, Llc | 0.01% | 93,995 | $1,932,539 | $1,923,138 | -$9,401 | -0.49% | |
| Meridian Wealth Advisors, Llc | 0.20% | 85,722 | $1,762,444 | $1,753,872 | -$8,572 | -0.49% | |
| Calamos Wealth Management Llc | 0.05% | 85,160 | $1,750,883 | $1,742,374 | -$8,509 | -0.49% | |
| Private Advisor Group, Llc | 0.01% | 84,798 | $1,743,452 | $1,734,967 | -$8,485 | -0.49% | |
| Lake Street Private Wealth, Llc | 0.20% | 84,348 | $1,734,195 | $1,725,760 | -$8,435 | -0.49% | |
| B. Riley Wealth Advisors, Inc. | 0.05% | 104,774 | $1,695,239 | $2,143,676 | +$448,437 | +26.45% | |
| Arax Advisory Partners | 0.01% | 80,528 | $1,655,646 | $1,647,603 | -$8,043 | -0.49% | |
| Captrust Financial Advisors | 0.00% | 80,272 | $1,650,390 | $1,642,365 | -$8,025 | -0.49% |
Frequently asked questions about CSQ
Who owns the most CSQ stock?
The largest holders of CSQ 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 STRAT TTL RTRN FND (CSQ).
Is CSQ widely held by superinvestors?
Many widely followed stocks like CSQ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CSQ 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.