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CGO · Calamos Global Total Return Fund

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$12.94 +0.11 (+0.86%) At close · Jul 21
Market Cap
$127.17M
Shares
9.83M

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: 42
Total Value: $26,585,309
Total Shares: 2,318,841

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 42 13F filers
Top Holder
19.2%
Jun 2023 → Mar 2026 · range 17.6% – 24.4%
of institutional value
Top 5
51.8%
Jun 2023 → Mar 2026 · range 51.6% – 67.1%
of institutional value
Top 10
76.6%
Jun 2023 → Mar 2026 · range 76.2% – 87.3%
of institutional value
HHI
803
Jun 2023 → Mar 2026 · range 777 – 1,202
Broadly held
Showing 42 of 42
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $5,026,988 18.91% 450,851
Small Shaker Financial Services, LLC $2,419,267 9.10% 177,106
Mega LPL Financial LLC $2,328,108 8.76% 208,799
Mid PRINCIPAL SECURITIES, INC. Broker-Dealer $1,958,207 7.37% 175,624
Mega ENVESTNET ASSET MANAGEMENT INC $1,834,922 6.90% 164,567
Mid Integrated Wealth Concepts LLC $1,768,512 6.65% 158,611
Large GUGGENHEIM CAPITAL LLC $1,548,166 5.82% 138,849
Mid Advisors Asset Management, Inc. $1,197,242 4.50% 107,376
Mid WOLVERINE ASSET MANAGEMENT LLC $1,164,126 4.38% 104,406
Mega UBS Group AG $814,674 3.06% 73,065
Large COHEN & STEERS, INC. $718,695 2.70% 64,457
Mid Brookstone Capital Management $716,945 2.70% 52,485
Micro PMG Family Office LLC Family Office $638,741 2.40% 46,760
Mid HARBOUR INVESTMENTS, INC. $535,423 2.01% 48,020
Mega Invesco Ltd. $490,622 1.85% 44,002
Mega BANK OF AMERICA CORP /DE/ Bank $424,257 1.60% 38,050
Mega ROYAL BANK OF CANADA Bank $278,839 1.05% 25,008
Large OSAIC HOLDINGS, INC. $264,344 0.99% 23,708
Large Kestra Advisory Services, LLC $252,569 0.95% 22,652
Large STIFEL FINANCIAL CORP $251,242 0.95% 22,533
Small Gilliland Jeter Wealth Management LLC $229,422 0.86% 20,576
Small Logan Stone Capital, LLC $212,998 0.80% 19,103
Small Retirement Planning Group, LLC Pension $201,625 0.76% 18,083
Mega RAYMOND JAMES FINANCIAL INC $186,483 0.70% 16,725
Large NewEdge Advisors, LLC $147,180 0.55% 13,200
Large Cambridge Investment Research Advisors, Inc. $137,691 0.52% 12,349
Mega WELLS FARGO & COMPANY/MN $126,306 0.48% 11,328
Large CAPTRUST FINANCIAL ADVISORS $120,163 0.45% 10,777
Large Steward Partners Investment Advisory, LLC $119,405 0.45% 10,709
Mid Farther Finance Advisors, LLC $79,050 0.30% 5,787
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $78,785 0.30% 7,066
Large FIFTH THIRD BANCORP Bank $62,919 0.24% 5,643
Small NBC SECURITIES, INC. Broker-Dealer $61,797 0.23% 4,524
Mid CoreCap Advisors, LLC $58,396 0.22% 4,275
Mid Allworth Financial LP $55,750 0.21% 5,000
Large CWM, LLC $31,387 0.12% 2,815
Small Colonial Trust Co / SC Bank $22,812 0.09% 2,046
Mid Western Wealth Management, LLC $18,397 0.07% 1,650
Small AMERIFLEX GROUP, INC. $2,230 0.01% 200
Small Golden State Wealth Management, LLC $613 0.00% 55
Large HUNTINGTON NATIONAL BANK Bank $11 0.00% 1
Micro Prairie Wealth Advisors, Inc. $0 0.00% 0
Key facts CIK 1285650 CUSIP 128118106 13F (30d) 6 filings 6 filers Visit website

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