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Equibles

STEPHENS INC /AR/

Position in CHI — Calamos Convertible Opportunities & Income Fund

CIK 757657 LITTLE ROCK, AR
Back to CHI Full portfolio

Position in CHI

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$370,527
+$74,436 QoQ
Shares Held
27,569
0.0% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#65
of 136 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in CHI Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

STEPHENS INC /AR/ holds $200,793,081 across 80 Asset Management names. CHI ranks #40 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 303,289 $35,688,016
2 APO
Apollo Global Management, Inc.
 215,221 $25,462,796
3 ARCC
Ares Capital Corp
 1,186,676 $21,989,106
4 KKR
KKR & Co. Inc.
 198,246 $18,195,017
5 OBDC
Blue Owl Capital Corp
 1,550,470 $16,853,608
6 OTF
Blue Owl Technology Finance Corp.
 1,379,124 $14,273,933
7 BLK
BlackRock, Inc.
 10,150 $9,759,834
8 NXP
Nuveen Select Tax Free Income Portfolio
 676,632 $9,682,603

All Filings in CHI

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $370,527 27,569
2026-03-31 $296,091 27,569
2025-12-31 $372,459 35,540
2025-09-30 $383,476 35,540
2025-06-30 $373,880 35,540
2025-03-31 $340,828 35,540
2024-12-31 $424,347 35,540
2024-09-30 $425,581 36,562
2024-06-30 $425,581 36,562
2024-03-31 $414,978 36,562
2023-12-31 $378,782 36,562
2023-09-30 $385,363 36,562
2023-06-30 $409,494 36,562