CALAMOS GLOBAL TOTAL RETURN FUND - CGO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 464,707 | 6,347 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 240,943 | 3,291 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 212,238 | 2,899 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 176,675 | 2,413 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Shaker Financial Services, LLC | History | Added to | 185,151 | 2,388 | 0.79% | 0.76% | 5 | +8,045 | 4.54% | Q3 2026 | Oct 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 166,026 | 2,267 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 158,585 | 2,166 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 92,824 | 1,267 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 72,596 | 991 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 61,070 | 834 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COHEN & STEERS, INC. | History | No change | 56,975 | 778 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Solutions Group, LLC | History | Added to | 55,711 | 718 | 0.15% | 0.24% | 12 | +3,330 | 6.36% | Q3 2026 | Oct 14, 2026 |
| Brookstone Capital Management | History | No change | 52,485 | 716 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 48,020 | 655 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PMG Family Office LLC | History | No change | 46,760 | 638 | 0.59% | 0.59% | 15 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 43,778 | 598 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 43,809 | 598 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 23,508 | 321 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 23,395 | 319 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 22,944 | 313 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gilliland Jeter Wealth Management LLC | History | No change | 20,576 | 281 | 0.07% | 0.07% | 21 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 20,419 | 278 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, LLC | History | No change | 16,851 | 230 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Logan Stone Capital, LLC | History | No change | 15,841 | 216 | 0.05% | 0.05% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Planning Group, LLC | History | No change | 15,680 | 214 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | No change | 13,902 | 189 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| HRT FINANCIAL LP | History | No change | 13,312 | 181 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 12,270 | 168 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 11,419 | 155 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 11,329 | 154 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 10,900 | 148 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 10,821 | 147 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 10,195 | 139 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,643 | 77 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,908 | 76 | 0.0% | 0.0% | 35 | +121 | 2.09% | Q3 2026 | Oct 08, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 4,524 | 61 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Continuum Advisory, LLC | History | No change | 4,140 | 56 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 4,275 | 55 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Allworth Financial LP | History | No change | 2,500 | 34 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Colonial Trust Co / SC | History | No change | 2,046 | 27 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,447 | 19 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 280 | 3 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 200 | 2 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |