CPZ · Calamos Long/Short Equity & Dynamic Income Trust · Shareholders & Ownership

$12.61 -0.19 (-1.48%) At close · Nov 12

Market Cap

$247.56M

19.63M

Volume · Nov 12 70.08K Avg daily vol (3M) 64.4K

Every disclosed holder of CPZ 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.

How the holder list picks a filing →

Who Owns CPZ

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: shares outstanding cannot be set against these holders.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	59	5,986,114	—	Yes
Insiders (Forms 3, 4, 5)	2	77,702	—	Yes
13D/G-only blocks	0	0	—	Yes
Registered funds (N-PORT, not summed)	4	894,223	—	No

% 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 CPZ

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	SIT INVESTMENT ASSOCIATES INC 13F CIK 769317 · Registered investment adviser · Sep 30, 2026	835,887	—	+8,309	Sep 30, 2026
2	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	833,063	—	-148,184	Jun 30, 2026	carried, not yet filed for the newest quarter
3	RIVERNORTH CAPITAL MANAGEMENT, LLC 13F CIK 1447578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	465,879	—	+3,368	Jun 30, 2026	carried, not yet filed for the newest quarter
4	RiverNorth Opportunities Fund Inc. Fund · Registered fund · Jun 30, 2026 RIVERNORTH OPPORTUNITIES FUND INC., not summed	375,000	—	—	Jun 30, 2026	RIVERNORTH OPPORTUNITIES FUND INC., not summed
5	Penserra Capital Management LLC 13F CIK 1593324 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	355,241	—	+13,534	Jun 30, 2026	carried, not yet filed for the newest quarter
6	Amplify CEF High Income ETF Fund S000065408 · Registered fund · Jun 30, 2026 Amplify ETF Trust, not summed	353,549	—	+12,974	Jun 30, 2026	Amplify ETF Trust, not summed
7	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Sep 30, 2026	353,222	—	-31,627	Sep 30, 2026
8	Saba Capital Management, L.P. 13F CIK 1510281 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	335,551	—	+335,551	Jun 30, 2026	carried, not yet filed for the newest quarter
9	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Sep 30, 2026	317,688	—	+8,178	Sep 30, 2026
10	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	226,846	—	-11,305	Jun 30, 2026	carried, not yet filed for the newest quarter
11	OPPENHEIMER & CO INC 13F CIK 822581 · Unknown · Sep 30, 2026	216,928	—	-5,773	Sep 30, 2026
12	Atlas Wealth LLC 13F CIK 1964106 · Registered investment adviser · Sep 30, 2026	174,841	—	+27,608	Sep 30, 2026
13	Closed-End Fund Advisors, Inc. 13F CIK 2103520 · Unknown · Sep 30, 2026	141,922	—	-1,254	Sep 30, 2026
14	UBS Group AG 13F CIK 1610520 · Bank · Sep 30, 2026	126,227	—	-5,417	Sep 30, 2026
15	Private Advisor Group, LLC 13F CIK 1567755 · Registered investment adviser · Sep 30, 2026	112,400	—	+112,400	Sep 30, 2026
16	OSAIC HOLDINGS, INC. 13F CIK 1677044 · Holding company · Sep 30, 2026	100,435	—	-11,254	Sep 30, 2026
17	TrueMark Investments, LLC 13F CIK 1974457 · Registered investment adviser · Sep 30, 2026	96,489	—	+5,610	Sep 30, 2026
17.1	RiverNorth Active Income ETF Fund S000093615 · Registered fund · Jul 31, 2026 Elevation Series Trust, not summed	91,440	—	+561	Jul 31, 2026	Elevation Series Trust, not summed
18	Shaker Financial Services, LLC 13F CIK 1511794 · Registered investment adviser · Sep 30, 2026	90,470	—	-93,553	Sep 30, 2026
19	STEPHENS INC /AR/ 13F CIK 757657 · Registered investment adviser · Sep 30, 2026	86,409	—	+1,497	Sep 30, 2026
20	Janney Montgomery Scott LLC 13F CIK 1329948 · Investment adviser · Sep 30, 2026	81,409	—	-2,477	Sep 30, 2026
21	CALAMOS JOHN P SR Insider CIK 1248580 · Dec 17, 2025 Director, President and Chairman, issuer-wide	74,702	—	-13,817	Dec 17, 2025	Director, President and Chairman, issuer-wide
22	Saba Opportunistically Hedged Closed-End Funds ETF Fund S000056657 · Registered fund · Aug 31, 2026 Exchange Listed Funds Trust, not summed	74,234	—	+34,474	Aug 31, 2026	Exchange Listed Funds Trust, not summed
23	STIFEL FINANCIAL CORP 13F CIK 720672 · Unknown · Sep 30, 2026	72,514	—	-4,927	Sep 30, 2026
24	EVOLVE PRIVATE WEALTH, LLC 13F CIK 2111131 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	67,711	—	-915	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Calamos Wealth Management LLC 13F CIK 1455258 · Registered investment adviser · Sep 30, 2026	67,508	—	+67,508	Sep 30, 2026
26	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 13F CIK 1352860 · Registered investment adviser · Sep 30, 2026	67,286	—	+7,384	Sep 30, 2026
27	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	59,335	—	+42,860	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Kestra Advisory Services, LLC 13F CIK 1830819 · Unknown · Sep 30, 2026	56,256	—	+366	Sep 30, 2026
29	Brookstone Capital Management 13F CIK 1599584 · Registered investment adviser · Sep 30, 2026	47,428	—	+3,597	Sep 30, 2026
30	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	44,951	—	-13,520	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Logan Stone Capital, LLC 13F CIK 1535521 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	41,166	—	+6,988	Jun 30, 2026	carried, not yet filed for the newest quarter
32	GUGGENHEIM CAPITAL LLC 13F CIK 1283072 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	39,063	—	+12,281	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Cetera Investment Advisers 13F CIK 1666741 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	38,843	—	+2,373	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Almitas Capital LLC 13F CIK 1596468 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	38,584	—	+38,584	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Concurrent Investment Advisors, LLC 13F CIK 2001015 · Registered investment adviser · Sep 30, 2026	36,022	—	-11,975	Sep 30, 2026
36	&PARTNERS 13F CIK 107136 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	35,698	—	+1,100	Jun 30, 2026	carried, not yet filed for the newest quarter
37	READYSTATE ASSET MANAGEMENT LP 13F CIK 1900923 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	28,292	—	-21,717	Jun 30, 2026	carried, not yet filed for the newest quarter
38	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	27,888	—	+27,888	Jun 30, 2026	carried, not yet filed for the newest quarter
39	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Sep 30, 2026	27,849	—	+11,405	Sep 30, 2026
40	INTEGRITY WEALTH ADVISORS, INC. 13F CIK 1951908 · Investment adviser · Sep 30, 2026	26,741	—	—	Sep 30, 2026
41	Cambridge Investment Research Advisors, Inc. 13F CIK 1419186 · Unknown · Sep 30, 2026	26,062	—	-2,473	Sep 30, 2026
42	Sovran Advisors, LLC 13F CIK 2051471 · Registered investment adviser · Sep 30, 2026	20,996	—	+2,634	Sep 30, 2026
43	COMMONWEALTH EQUITY SERVICES, LLC 13F CIK 312272 · Registered investment adviser · Sep 30, 2026	17,041	—	+475	Sep 30, 2026
44	Bleakley Financial Group, LLC 13F CIK 1936953 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	16,900	—	+16,900	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Marex Group plc 13F CIK 1997464 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	16,119	—	+16,119	Jun 30, 2026	carried, not yet filed for the newest quarter
46	FIFTH THIRD BANCORP 13F CIK 35527 · Bank · Sep 30, 2026	15,868	—	-1,000	Sep 30, 2026
47	VestGen Advisors, LLC 13F CIK 2050130 · Registered investment adviser · Sep 30, 2026	15,450	—	-1,000	Sep 30, 2026
48	XTX Topco Ltd 13F CIK 1828301 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	15,299	—	+15,299	Jun 30, 2026	carried, not yet filed for the newest quarter
49	WEDBUSH SECURITIES INC 13F CIK 1142495 · Registered investment adviser · Sep 30, 2026	12,901	—	+765	Sep 30, 2026
50	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	12,837	—	+12,837	Jun 30, 2026	carried, not yet filed for the newest quarter

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 64 holders

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Key facts CIK 1717457 CUSIP 12812C106 13F (30d) 41 filings 38 filers