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CCD · Calamos Dynamic Convertible & Income Fund

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$23.68 -0.95 (-3.86%)
Market Cap
$677.70M
Shares
28.58M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 69
Total Value: $89,912,171
Total Shares: 3,947,439

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 66 13F filers
Top Holder
16.2%
Jun 2023 → Mar 2026 · range 14.0% – 59.6%
of institutional value
Top 5
48.6%
Jun 2023 → Mar 2026 · range 45.5% – 100.0%
of institutional value
Top 10
67.0%
Jun 2023 → Mar 2026 · range 63.0% – 100.0%
of institutional value
HHI
656
Jun 2023 → Mar 2026 · range 567 – 4,323
Broadly held
Showing 69 of 69
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mid D.A. DAVIDSON & CO. $16,112,202 17.92% 625,231
Mega WELLS FARGO & COMPANY/MN $9,067,601 10.08% 424,712
Mega BANK OF AMERICA CORP /DE/ Bank $6,706,547 7.46% 314,124
Mega MORGAN STANLEY $6,319,514 7.03% 295,996
Large GUGGENHEIM CAPITAL LLC $4,543,664 5.05% 212,818
Mega ROYAL BANK OF CANADA Bank $3,970,673 4.42% 185,980
Mega LPL Financial LLC $3,662,806 4.07% 171,560
Large TRUIST FINANCIAL CORP $2,823,051 3.14% 109,548
Mega UBS Group AG $2,605,639 2.90% 122,044
Mid Mutual Advisors, LLC $2,484,755 2.76% 116,382
Mid J.W. COLE ADVISORS, INC. $2,446,990 2.72% 94,955
Large &PARTNERS $2,213,888 2.46% 103,695
Mega RAYMOND JAMES FINANCIAL INC $2,195,312 2.44% 102,825
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $2,019,217 2.25% 94,577
Large COMMONWEALTH EQUITY SERVICES, LLC $1,610,195 1.79% 75,419
Large Cambridge Investment Research Advisors, Inc. $1,580,525 1.76% 61,332
Micro PMG Family Office LLC Family Office $1,514,605 1.68% 58,774
Mega AMERIPRISE FINANCIAL INC $1,179,502 1.31% 55,246
Large OSAIC HOLDINGS, INC. $1,060,027 1.18% 49,650
Small Shaker Financial Services, LLC $1,015,956 1.13% 39,424
Mid CoreCap Advisors, LLC $907,799 1.01% 35,227
Micro Everstar Asset Management, LLC $899,133 1.00% 42,114
Small Herold Advisors, Inc. $887,750 0.99% 34,449
Large Janney Montgomery Scott LLC $874,175 0.97% 40,945
Large Kestra Advisory Services, LLC $872,494 0.97% 33,857
Mid Advisors Asset Management, Inc. $813,776 0.91% 38,116
Mid OPPENHEIMER & CO INC $735,251 0.82% 34,438
Small Samalin Investment Counsel, LLC $646,105 0.72% 25,072
Large Rockefeller Capital Management L.P. $631,746 0.70% 29,590
Small WORLD EQUITY GROUP, INC. $595,776 0.66% 23,119
Mega CITADEL ADVISORS LLC $453,495 0.50% 21,241
Small Quad-Cities Investment Group, LLC $439,069 0.49% 17,038
Mega ENVESTNET ASSET MANAGEMENT INC $410,688 0.46% 19,236
Large STIFEL FINANCIAL CORP $398,753 0.44% 18,677
Mid WEDBUSH SECURITIES INC Broker-Dealer $393,250 0.44% 15,260
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $386,189 0.43% 14,986
Mid Private Advisor Group, LLC $380,622 0.42% 14,770
Micro Capital CS Group, LLC $377,339 0.42% 17,674
Small Gilliland Jeter Wealth Management LLC $370,913 0.41% 17,373
Large Steward Partners Investment Advisory, LLC $354,068 0.39% 16,584
Small Tempus Wealth Planning, LLC $353,538 0.39% 13,719
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $346,658 0.39% 13,452
Micro Apeiron RIA LLC $304,601 0.34% 11,820
Mid Brookstone Capital Management $298,210 0.33% 11,572
Mid DAYMARK WEALTH PARTNERS, LLC $280,752 0.31% 13,150
Large Cetera Investment Advisers $258,356 0.29% 12,101
Small Abel Hall, LLC $257,700 0.29% 10,000
Large FIFTH THIRD BANCORP Bank $160,979 0.18% 7,540
Small CENTAURUS FINANCIAL, INC. $108,564 0.12% 5,085
Mid HARBOUR INVESTMENTS, INC. $106,899 0.12% 5,007
Mid Farther Finance Advisors, LLC $63,394 0.07% 2,460
Small Triumph Capital Management $62,363 0.07% 2,420
Mid Western Wealth Management, LLC $53,375 0.06% 2,500
Mid EverSource Wealth Advisors, LLC $51,540 0.06% 2,000
Small Westside Investment Management, Inc. $42,958 0.05% 1,667
Mid Advisory Services Network, LLC $39,646 0.04% 1,857
Mid VALLEY WEALTH MANAGERS, INC. $32,025 0.04% 1,500
Small SJS Investment Consulting Inc. $23,193 0.03% 900
Mid Allworth Financial LP $21,350 0.02% 1,000
Small Key Financial Inc $16,106 0.02% 625
Micro Osbon Capital Management LLC $14,091 0.02% 660
Small McIlrath & Eck, LLC $13,237 0.01% 620
Mid North Star Investment Management Corp. $12,885 0.01% 500
Small LifeSteps Financial, Inc. $10,308 0.01% 400
Mega JPMORGAN CHASE & CO $8,646 0.01% 405
Small CALDWELL SUTTER CAPITAL, INC. $5,337 0.01% 250
Small HIGHLINE WEALTH PARTNERS LLC $2,808 0.00% 109
Small JFS WEALTH ADVISORS, LLC $1,571 0.00% 61
Micro Boreal Capital Management LLC $21 0.00% 1
Key facts CIK 1602584 CUSIP 12811V105 13F (30d) 30 filings 30 filers Visit website

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