XCHYX Institutional Ownership & Shareholders
CALAMOS CONVERT & HIGH INC (XCHYX) is currently held by 136 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $180.99M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of XCHYX tracked by InsiderSet, reporting ownership valued at approximately $19.93M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed XCHYX value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in CALAMOS CONVERT & HIGH INC (XCHYX).
This page ranks the largest institutional XCHYX 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
136
Total Reported Value
$180.99M
Largest Holder
Lpl Financial Llc
Largest Position
$19.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
97
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 1,463,502 | $19,932,899 | — | — | — | |
| Bank Of America Corp | 0.00% | 1,264,610 | $17,223,993 | — | — | — | |
| Wells Fargo & Company/Mn | 0.00% | 1,258,018 | $17,134,204 | — | — | — | |
| Morgan Stanley | 0.00% | 1,090,866 | $14,857,609 | — | — | — | |
| Advisors Asset Management, Inc. | 0.21% | 888,915 | $14,382,645 | — | — | — | |
| Guggenheim Capital Llc | 0.07% | 795,623 | $10,836,385 | — | — | — | |
| Cohen & Steers, Inc. | 0.01% | 542,484 | $7,389,000 | — | — | — | |
| Pacific Wealth Strategies Group, Inc. | 3.46% | 441,823 | $6,017,629 | — | — | — | |
| Raymond James Financial Inc | 0.00% | 359,069 | $4,890,519 | — | — | — | |
| Envestnet Asset Management Inc | 0.00% | 317,109 | $4,319,024 | — | — | — | |
| Greatmark Investment Partners, Inc. | 0.38% | 298,755 | $3,498,417 | — | — | — | |
| Thomas J. Herzfeld Advisors, Inc. | 1.03% | 245,638 | $3,345,590 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 237,019 | $3,228,000 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 221,918 | $3,022,546 | — | — | — | |
| Morse Asset Management, Inc | 0.50% | 221,656 | $3,018,951 | — | — | — | |
| Dumont & Blake Investment Advisors Llc | 0.62% | 211,579 | $2,477,595 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 166,540 | $2,268,280 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 151,512 | $2,063,604 | — | — | — | |
| Baird Financial Group, Inc. | 0.00% | 151,082 | $2,057,737 | — | — | — | |
| Ubs Group Ag | 0.00% | 137,942 | $1,878,770 | — | — | — | |
| Corient Private Wealth Llc | 0.00% | 122,095 | $1,662,934 | — | — | — | |
| Janney Montgomery Scott Llc | 0.00% | 120,210 | $1,637,000 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 119,235 | $1,626,999 | — | — | — | |
| Cornerstone Advisory, Llc | 0.12% | 104,500 | $1,423,290 | — | — | — | |
| Kestra Private Wealth Services, Llc | 0.01% | 114,376 | $1,339,343 | — | — | — | |
| Newedge Advisors, Llc | 0.00% | 94,848 | $1,291,829 | — | — | — | |
| Pmg Family Office Llc | 1.00% | 92,462 | $1,082,730 | — | — | — | |
| Compound Planning, Inc. | 0.03% | 75,566 | $1,029,213 | — | — | — | |
| Beacon Pointe Advisors, Llc | 0.00% | 65,491 | $891,993 | — | — | — | |
| Rockefeller Capital Management L.P. | 0.00% | 64,227 | $874,772 | — | — | — | |
| Cadent Capital Advisors, Llc | 0.18% | 73,112 | $856,140 | — | — | — | |
| Boreal Capital Management Llc | 0.62% | 0 | $836,363 | — | — | — | |
| Stifel Financial Corp | 0.00% | 58,378 | $795,112 | — | — | — | |
| Burns J W & Co Inc/Ny | 0.08% | 66,325 | $776,666 | — | — | — | |
| Kestra Advisory Services, Llc | 0.00% | 54,473 | $741,923 | — | — | — | |
| Stratos Wealth Partners, Ltd. | 0.01% | 54,125 | $737,186 | — | — | — | |
| Curi Capital, Llc | 0.01% | 51,645 | $703,406 | — | — | — | |
| Samalin Investment Counsel, Llc | 0.22% | 58,894 | $689,654 | — | — | — | |
| &Partners | 0.00% | 49,606 | $675,628 | — | — | — | |
| Greenberg Financial Group | 0.24% | 56,116 | $657,115 | — | — | — | |
| Shaker Financial Services, Llc | 0.22% | 55,669 | $651,884 | — | — | — | |
| Apollon Wealth Management, Llc | 0.01% | 54,230 | $635,031 | — | — | — | |
| Kingsview Wealth Management, Llc | 0.01% | 43,548 | $593,124 | — | — | — | |
| Pfg Investments, Llc | 0.02% | 43,090 | $586,884 | — | — | — | |
| Legacy Wealth Management, Llc / Ms | 0.17% | 49,047 | $574,338 | — | — | — | |
| National Bank Of Canada | 0.00% | 38,050 | $513,675 | — | — | — | |
| Chancellor Financial Group Wb Lp | 0.31% | 37,261 | $507,498 | — | — | — | |
| Steward Partners Investment Advisory, Llc | 0.00% | 32,197 | $438,523 | — | — | — | |
| J.W. Cole Advisors, Inc. | 0.01% | 32,177 | $438,255 | — | — | — | |
| Cofg Advisors, Llc | 0.07% | 31,863 | $433,971 | — | — | — |
Frequently asked questions about XCHYX
Who are the largest institutional holders of XCHYX?
The largest institutional holders of XCHYX reported in the latest SEC Form 13F filings include Lpl Financial Llc, Bank Of America Corp, Wells Fargo & Company/Mn, Morgan Stanley, and Advisors Asset Management, Inc.. InsiderSet ranks institutional holders by their latest reported XCHYX position.
What is XCHYX institutional ownership?
This page tracks XCHYX positions reported by institutional investment managers through SEC Form 13F. CALAMOS CONVERT & HIGH INC (XCHYX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XCHYX?
InsiderSet currently tracks 136 institutional managers reporting XCHYX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XCHYX shareholders.
How much XCHYX stock do institutions own?
Institutional investment managers disclosed approximately $180.99M in XCHYX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XCHYX institutional ownership last updated?
The latest XCHYX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XCHYX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XCHYX position after the reporting date.
Are institutions buying or selling XCHYX?
Institutional buying and selling can be analyzed by comparing XCHYX positions across consecutive 13F reporting periods. InsiderSet's XCHYX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XCHYX ownership changes.
How has XCHYX institutional ownership changed over time?
InsiderSet tracks XCHYX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.