CHI · Calamos Convertible Opportunities & Income Fund · Shareholders & Ownership
Market Cap
$909.80M
Shares
80.87M
Volume · Oct 27
130.61K
Avg daily vol (3M)
163.01K
Every disclosed holder of CHI 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 CHI
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) | 18,940,735 | — |
| Insiders (Forms 3, 4, 5) | 48,000 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 266,814 | — |
% 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 CHI
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,883,914 | ||
| 2 |
|
2,574,530 | ||
| 3 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,551,031 | ||
| 4 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,362,840 | ||
| 5 |
D.A. DAVIDSON & CO.
13F
CIK 1080107 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,105,418 | ||
| 6 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
700,766 | ||
| 7 |
GUGGENHEIM CAPITAL LLC
13F
CIK 1283072 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
643,309 | ||
| 8 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
640,127 | ||
| 9 |
Baird Financial Group, Inc.
13F
CIK 1648711 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
613,861 | ||
| 10 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
563,686 | ||
| 11 |
Advisors Asset Management, Inc.
13F
CIK 1297376 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
533,895 | ||
| 12 |
Samalin Investment Counsel, LLC
13F
CIK 1544366 · Registered investment adviser · Sep 30, 2026
|
298,799 | ||
| 13 |
Marathon Strategic Advisors, LLC
13F
CIK 2021711 · Registered investment adviser · Sep 30, 2026
|
298,591 | ||
| 14 |
OPPENHEIMER & CO INC
13F
CIK 822581 · Unknown · Sep 30, 2026
|
291,248 | ||
| 15 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
288,924 | ||
| 16 |
HARBOUR INVESTMENTS, INC.
13F
CIK 810121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
273,702 | ||
| 17 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
259,047 | ||
| 18 |
Creekside Partners
13F
CIK 2035951 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
237,856 | ||
| 19 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
222,047 | ||
| 20 |
Modern Capital Tactical Income Fund
Fund
S000069477 · Registered fund · Jun 30, 2026
Modern Capital Funds Trust, not summed
|
191,814 | ||
| 21 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
183,537 | ||
| 22 |
NewEdge Advisors, LLC
13F
CIK 1633516 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
168,723 | ||
| 23 |
Rockefeller Capital Management L.P.
13F
CIK 1739439 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
154,322 | ||
| 24 |
Cambridge Investment Research Advisors, Inc.
13F
CIK 1419186 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
148,918 | ||
| 25 |
Focus Partners Wealth
13F
CIK 1542153 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
141,775 | ||
| 26 |
Grange Capital, LLC
13F
CIK 2048387 · Registered investment adviser · Sep 30, 2026
|
137,103 | ||
| 27 |
Everstar Asset Management, LLC
13F
CIK 2023744 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
111,723 | ||
| 28 |
PMG Family Office LLC
13F
CIK 2102299 · Registered investment adviser · Sep 30, 2026
|
100,512 | ||
| 29 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
99,903 | ||
| 30 |
Advisory Solutions Group, LLC
13F
CIK 2147643 · Unknown · Sep 30, 2026
|
99,023 | ||
| 31 |
Janney Montgomery Scott LLC
13F
CIK 1329948 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
79,989 | ||
| 32 |
Total Wealth Planning & Management, Inc.
13F
CIK 2058383 · Registered investment adviser · Sep 30, 2026
|
77,082 | ||
| 33 |
FIFTH THIRD BANCORP
13F
CIK 35527 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
76,357 | ||
| 34 |
Cohen & Steers Closed-End Opportunity Fund, Inc.
Fund
· Registered fund · Jun 30, 2026
Cohen & Steers Closed-End Opportunity Fund, Inc., not summed
|
75,000 | ||
| 35 |
COHEN & STEERS, INC.
13F
CIK 1284812 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
75,000 | ||
| 36 |
IHT Wealth Management, LLC
13F
CIK 1697490 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
71,052 | ||
| 37 |
SEI INVESTMENTS CO
13F
CIK 350894 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
62,801 | ||
| 38 |
Mutual Advisors, LLC
13F
CIK 1694080 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
60,670 | ||
| 39 |
Legacy Wealth Management, LLC / MS
13F
CIK 2047443 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
55,109 | ||
| 40 |
SAM Advisors, LLC
13F
CIK 1600944 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
53,676 | ||
| 41 |
CAPTRUST FINANCIAL ADVISORS
13F
CIK 1512024 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
50,598 | ||
| 42 |
KFA Private Wealth Group, LLC
13F
CIK 1800556 · Registered investment adviser · Sep 30, 2026
|
48,498 | ||
| 43 |
|
48,000 | ||
| 44 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
46,782 | ||
| 45 |
INDEPENDENT FINANCIAL GROUP, LLC
13F
CIK 275484 · Registered investment adviser · Sep 30, 2026
|
41,133 | ||
| 46 |
Geneos Wealth Management Inc.
13F
CIK 1764754 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
37,474 | ||
| 47 |
|
37,395 | ||
| 48 |
CreativeOne Wealth, LLC
13F
CIK 1739728 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
36,688 | ||
| 49 |
Kestra Advisory Services, LLC
13F
CIK 1830819 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
36,684 | ||
| 50 |
Jaffetilchin Investment Partners, LLC
13F
CIK 1404652 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
35,186 |
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.
Showing 1–50 of 137 holders
Create a free account to page through every holder, filter by source and group by ultimate parent.