Mutual Advisors, LLC
Position in CCD — Calamos Dynamic Convertible & Income Fund
CIK 1694080
OMAHA, NE
Position in CCD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,592,358
+$107,603 QoQ
Shares Held
100,596
-13.6% QoQ
Ownership
0.351%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#12
of 77 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CCD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Mutual Advisors, LLC holds $51,478,825 across 60 Asset Management names. CCD ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
354,730 | $6,573,146 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
95,196 | $3,829,735 | |
| 3 | BLK |
BlackRock, Inc.
|
3,287 | $3,160,647 | |
| 4 | CCD |
Calamos Dynamic Convertible & Income Fund
This page
|
100,596 | $2,592,358 | |
| 5 | TROW |
Price T Rowe Group Inc
|
22,681 | $2,578,602 | |
| 6 | BX |
Blackstone Inc.
|
17,958 | $2,113,117 | |
| 7 | TRIN |
Trinity Capital Inc.
|
104,179 | $1,863,762 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
119,705 | $1,781,210 |
All Filings in CCD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,592,358 | 100,596 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,484,755 | 116,382 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,364,543 | 113,353 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,390,333 | 113,609 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,256,423 | 111,898 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,277,327 | 106,967 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,555,257 | 105,133 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,833,446 | 111,553 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,472,708 | 110,192 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $2,179,934 | 110,209 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,951,850 | 104,713 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,215,936 | 101,929 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,051,317 | 96,306 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,773,184 | 86,539 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,700,086 | 84,877 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,685,226 | 78,602 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,845,209 | 71,938 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,858,980 | 59,034 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,677,050 | 55,148 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,402,026 | 44,980 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,275,202 | 39,875 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,181,477 | 41,941 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $963,019 | 42,090 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $864,129 | 40,954 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $594,002 | 35,633 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||