CGO · Calamos Global Total Return Fund · Shareholders & Ownership
Market Cap
$115.47M
Shares
9.83M
Volume · Oct 23
31.19K
Avg daily vol (3M)
25.9K
Every disclosed holder of CGO in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns CGO
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 2,455,499 | — |
| Insiders (Forms 3, 4, 5) | 0 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 56,975 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of CGO
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
464,707 | ||
| 2 |
Advisors Asset Management, Inc.
13F
CIK 1297376 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
240,943 | ||
| 3 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
212,238 | ||
| 4 |
Shaker Financial Services, LLC
13F
CIK 1511794 · Registered investment adviser · Sep 30, 2026
|
185,151 | ||
| 5 |
PRINCIPAL SECURITIES, INC.
13F
CIK 12600 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
176,675 | ||
| 6 |
ENVESTNET ASSET MANAGEMENT INC
13F
CIK 1407543 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
166,026 | ||
| 7 |
Integrated Wealth Concepts LLC
13F
CIK 1737109 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
158,585 | ||
| 8 |
GUGGENHEIM CAPITAL LLC
13F
CIK 1283072 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
92,824 | ||
| 9 |
|
72,596 | ||
| 10 |
WOLVERINE ASSET MANAGEMENT LLC
13F
CIK 1279891 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
61,070 | ||
| 11 |
Cohen & Steers Closed-End Opportunity Fund, Inc.
Fund
· Registered fund · Jun 30, 2026
Cohen & Steers Closed-End Opportunity Fund, Inc., not summed
|
56,975 | ||
| 12 |
COHEN & STEERS, INC.
13F
CIK 1284812 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
56,975 | ||
| 13 |
Advisory Solutions Group, LLC
13F
CIK 2147643 · Unknown · Sep 30, 2026
|
55,711 | ||
| 14 |
Brookstone Capital Management
13F
CIK 1599584 · Registered investment adviser · Sep 30, 2026
|
49,354 | ||
| 15 |
HARBOUR INVESTMENTS, INC.
13F
CIK 810121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
48,020 | ||
| 16 |
PMG Family Office LLC
13F
CIK 2102299 · Registered investment adviser · Sep 30, 2026
|
46,842 | ||
| 17 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
43,809 | ||
| 18 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
43,778 | ||
| 19 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
23,508 | ||
| 20 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
23,395 | ||
| 21 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
22,944 | ||
| 22 |
Gilliland Jeter Wealth Management LLC
13F
CIK 2009886 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
20,576 | ||
| 23 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
13F
CIK 1352860 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
20,419 | ||
| 24 |
Kestra Advisory Services, LLC
13F
CIK 1830819 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
16,851 | ||
| 25 |
Logan Stone Capital, LLC
13F
CIK 1535521 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
15,841 | ||
| 26 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,902 | ||
| 27 |
HRT FINANCIAL LP
13F
CIK 1475597 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,312 | ||
| 28 |
Cambridge Investment Research Advisors, Inc.
13F
CIK 1419186 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,270 | ||
| 29 |
Steward Partners Investment Advisory, LLC
13F
CIK 1723397 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,419 | ||
| 30 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
11,329 | ||
| 31 |
Retirement Planning Group, LLC
13F
CIK 1508195 · Registered investment adviser · Sep 30, 2026
|
11,263 | ||
| 32 |
NewEdge Advisors, LLC
13F
CIK 1633516 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,900 | ||
| 33 |
CAPTRUST FINANCIAL ADVISORS
13F
CIK 1512024 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,821 | ||
| 34 |
XTX Topco Ltd
13F
CIK 1828301 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
10,195 | ||
| 35 |
Farther Finance Advisors, LLC
13F
CIK 1992825 · Registered investment adviser · Sep 30, 2026
|
5,908 | ||
| 36 |
FIFTH THIRD BANCORP
13F
CIK 35527 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,643 | ||
| 37 |
NBC SECURITIES, INC.
13F
CIK 791540 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,524 | ||
| 38 |
CoreCap Advisors, LLC
13F
CIK 1902501 · Registered investment adviser · Sep 30, 2026
|
4,275 | ||
| 39 |
Continuum Advisory, LLC
13F
CIK 1846532 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,140 | ||
| 40 |
Allworth Financial LP
13F
CIK 1555170 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,500 | ||
| 41 |
Colonial Trust Co / SC
13F
CIK 1954093 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,046 | ||
| 42 |
Institute for Wealth Management, LLC.
13F
CIK 1533954 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,447 | ||
| 43 |
PNC FINANCIAL SERVICES GROUP, INC.
13F
CIK 713676 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
280 | ||
| 44 |
HIGHLINE WEALTH PARTNERS LLC
13F
CIK 2042654 · Registered investment adviser · Sep 30, 2026
|
230 | ||
| 45 |
AMERIFLEX GROUP, INC.
13F
CIK 2057637 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
200 | ||
| 46 |
Golden State Wealth Management, LLC
13F
CIK 1776033 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
56 | ||
| 47 |
HUNTINGTON NATIONAL BANK
13F
CIK 49205 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.