CALAMOS CONVERT & HIGH INC (XCHYX) Institutional Shareholders
CALAMOS CONVERT & HIGH INC (XCHYX) 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 $169.08M in XCHYX holdings during the latest filing period.
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 63% 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
138
Total Reported Value
$169.08M
Largest Holder
Lpl Financial Llc
Largest Position
$19.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
140
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 | — | — | — | |
| Guggenheim Capital Llc | 0.07% | 795,623 | $10,836,385 | — | — | — | |
| Advisors Asset Management, Inc. | 0.12% | 573,420 | $7,809,980 | — | — | — | |
| 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. | 0.45% | 300,632 | $4,094,610 | — | — | — | |
| 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 | — | — | — | |
| Corient Private Wealth Llc | 0.00% | 170,928 | $2,328,039 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 166,540 | $2,268,280 | — | — | — | |
| Shaker Financial Services, Llc | 0.67% | 157,254 | $2,141,800 | — | — | — | |
| 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 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 119,235 | $1,626,999 | — | — | — | |
| Kestra Private Wealth Services, Llc | 0.02% | 110,076 | $1,499,235 | — | — | — | |
| Cornerstone Advisory, Llc | 0.12% | 104,500 | $1,423,290 | — | — | — | |
| Greenberg Financial Group | 0.53% | 103,676 | $1,412,071 | — | — | — | |
| Newedge Advisors, Llc | 0.00% | 94,848 | $1,291,829 | — | — | — | |
| Pmg Family Office Llc | 1.15% | 91,904 | $1,251,732 | — | — | — | |
| Compound Planning, Inc. | 0.03% | 75,566 | $1,029,213 | — | — | — | |
| Cadent Capital Advisors, Llc | 0.20% | 70,750 | $963,615 | — | — | — | |
| Burns J W & Co Inc/Ny | 0.09% | 66,325 | $903,347 | — | — | — | |
| Rockefeller Capital Management L.P. | 0.00% | 64,227 | $874,772 | — | — | — | |
| Boreal Capital Management Llc | 0.62% | 0 | $836,363 | — | — | — | |
| Beacon Pointe Advisors, Llc | 0.00% | 74,885 | $815,499 | — | — | — | |
| Stifel Financial Corp | 0.00% | 58,378 | $795,112 | — | — | — | |
| Samalin Investment Counsel, Llc | 0.25% | 57,743 | $786,460 | — | — | — | |
| Kestra Advisory Services, Llc | 0.00% | 54,473 | $741,923 | — | — | — | |
| Stratos Wealth Partners, Ltd. | 0.01% | 54,125 | $737,186 | — | — | — | |
| Apollon Wealth Management, Llc | 0.01% | 53,993 | $735,391 | — | — | — | |
| Curi Capital, Llc | 0.01% | 51,645 | $703,406 | — | — | — | |
| Legacy Wealth Management, Llc / Ms | 0.18% | 51,261 | $698,169 | — | — | — | |
| &Partners | 0.00% | 49,606 | $675,628 | — | — | — | |
| Pfg Investments, Llc | 0.02% | 43,090 | $586,884 | — | — | — | |
| National Bank Of Canada | 0.00% | 38,050 | $513,675 | — | — | — | |
| Truist Financial Corp | 0.00% | 37,629 | $512,512 | — | — | — | |
| Chancellor Financial Group Wb Lp | 0.31% | 37,261 | $507,498 | — | — | — | |
| Lifewealth Investments, Llc | 0.13% | 34,993 | $476,599 | — | — | — | |
| Choreo, Llc | 0.01% | 33,974 | $462,726 | — | — | — | |
| Bison Wealth, Llc | 0.04% | 33,298 | $449,525 | — | — | — | |
| D.A. Davidson & Co. | 0.00% | 32,770 | $446,341 | — | — | — | |
| Steward Partners Investment Advisory, Llc | 0.00% | 32,197 | $438,523 | — | — | — | |
| J.W. Cole Advisors, Inc. | 0.01% | 32,177 | $438,255 | — | — | — |
Frequently asked questions about XCHYX
Who owns the most XCHYX stock?
The largest holders of XCHYX 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 CONVERT & HIGH INC (XCHYX).
Is XCHYX widely held by superinvestors?
Many widely followed stocks like XCHYX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XCHYX 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.