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Calamos Strategic Total Return Fund
$20.53 -0.17 (-0.82%) At close · Jul 7
Market Cap
$3.29B
Shares
160,369,635

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: 219
Total Value: $660,833,528
Total Shares: 38,579,519
Showing 1–100 of 219 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 220 13F filers
Top Holder
12.6%
Jun 2023 → Mar 2026 · range 12.4% – 15.4%
of institutional value
Top 5
47.5%
Jun 2023 → Mar 2026 · range 46.8% – 56.1%
of institutional value
Top 10
66.1%
Jun 2023 → Mar 2026 · range 65.9% – 72.1%
of institutional value
HHI
588
Jun 2023 → Mar 2026 · range 574 – 774
Broadly held
Showing 100 of 219
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BANK OF AMERICA CORP /DE/ Bank $83,160,998 12.58% 4,857,535
Mega MORGAN STANLEY $74,749,564 11.31% 4,366,213
Mega UBS Group AG $66,913,485 10.13% 3,908,498
Mega WELLS FARGO & COMPANY/MN $52,434,125 7.93% 3,062,741
Mega RAYMOND JAMES FINANCIAL INC $36,399,515 5.51% 2,126,140
Mega ROYAL BANK OF CANADA Bank $36,263,857 5.49% 2,118,216
Mid Karpus Management, Inc. $33,291,945 5.04% 1,944,623
Mega LPL Financial LLC $20,956,112 3.17% 1,224,072
Small Bensler, LLC $19,083,646 2.89% 1,114,699
Small McGowan Group Asset Management, Inc. $13,605,212 2.06% 794,697
Large Cetera Investment Advisers $13,398,557 2.03% 782,626
Large Rockefeller Capital Management L.P. $12,158,230 1.84% 710,177
Mid Advisors Asset Management, Inc. $11,112,215 1.68% 649,078
Small Shaker Financial Services, LLC $10,487,420 1.59% 612,583
Large &PARTNERS $9,504,887 1.44% 555,192
Mid Stratos Wealth Partners, LTD. $9,001,490 1.36% 525,788
Small 1607 Capital Partners, LLC $7,406,813 1.12% 432,641
Large STIFEL FINANCIAL CORP $6,651,719 1.01% 388,535
Large OSAIC HOLDINGS, INC. $5,655,693 0.86% 330,356
Large GUGGENHEIM CAPITAL LLC $5,556,210 0.84% 324,545
Large TRUIST FINANCIAL CORP $5,279,208 0.80% 308,365
Mega AMERIPRISE FINANCIAL INC $4,909,348 0.74% 286,761
Mid Apollon Wealth Management, LLC $4,811,918 0.73% 281,070
Mid READYSTATE ASSET MANAGEMENT LP $4,050,814 0.61% 236,613
Small Smith Asset Management Co., LLC $3,935,134 0.60% 229,856
Large Janney Montgomery Scott LLC $3,784,239 0.57% 221,042
Mid WOLVERINE ASSET MANAGEMENT LLC $3,608,810 0.55% 210,795
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $2,952,566 0.45% 172,463
Mid World Investment Advisors $2,943,972 0.45% 171,961
Large DAVENPORT & Co LLC $2,862,874 0.43% 167,224
Mid Sanctuary Advisors, LLC $2,852,140 0.43% 166,597
Large Cambridge Investment Research Advisors, Inc. $2,843,666 0.43% 166,102
Micro PMG Family Office LLC Family Office $2,761,096 0.42% 161,279
Large COMMONWEALTH EQUITY SERVICES, LLC $2,727,969 0.41% 159,344
Mega ENVESTNET ASSET MANAGEMENT INC $2,517,256 0.38% 147,036
Large CAPTRUST FINANCIAL ADVISORS $2,355,249 0.36% 137,573
Mid Clearstead Advisors, LLC $2,332,651 0.35% 136,253
Mid Savant Capital, LLC $2,317,072 0.35% 135,343
Small Logan Stone Capital, LLC $2,232,156 0.34% 130,383
Micro Pointe Capital Management LLC $2,124,609 0.32% 124,101
Large Steward Partners Investment Advisory, LLC $2,113,532 0.32% 123,454
Large HighTower Advisors, LLC $2,055,957 0.31% 120,091
Small FOUNDERS FINANCIAL SECURITIES LLC Broker-Dealer $2,032,657 0.31% 118,730
Large Mariner, LLC $1,832,696 0.28% 107,050
Small Aviance Capital Partners, LLC $1,692,226 0.26% 98,845
Large Kestra Advisory Services, LLC $1,500,670 0.23% 87,656
Small Meridian Wealth Advisors, LLC $1,467,560 0.22% 85,722
Mid Calamos Wealth Management LLC $1,457,939 0.22% 85,160
Large Calamos Advisors LLC $1,457,939 0.22% 85,160
Mid Private Advisor Group, LLC $1,402,864 0.21% 81,943
Mega Invesco Ltd. $1,312,145 0.20% 76,644
Small LAKE STREET PRIVATE WEALTH, LLC $1,271,125 0.19% 74,248
Mid OPPENHEIMER & CO INC $1,250,735 0.19% 73,057
Large FIFTH THIRD BANCORP Bank $1,134,628 0.17% 66,275
Mid Snowden Capital Advisors LLC $1,127,899 0.17% 65,882
Large NewEdge Advisors, LLC $1,098,008 0.17% 64,136
Mega PNC FINANCIAL SERVICES GROUP, INC. $1,083,438 0.16% 63,285
Mid Mesirow Financial Investment Management, Inc. $1,043,532 0.16% 60,954
Mid CENTRAL TRUST Co Bank $1,029,048 0.16% 60,108
Mid HARBOUR INVESTMENTS, INC. $985,923 0.15% 57,589
Mid U.S. Capital Wealth Advisors, LLC $929,821 0.14% 54,312
Small David J Yvars Group $929,476 0.14% 45,208
Mid Dakota Wealth Management $917,666 0.14% 53,602
Large M&T Bank Corp Bank $782,298 0.12% 45,695
Mid Waverly Advisors, LLC $774,440 0.12% 45,236
Mid Concurrent Investment Advisors, LLC $720,769 0.11% 42,101
Small Quad-Cities Investment Group, LLC $685,408 0.10% 33,337
Mid PFG Investments, LLC $679,527 0.10% 39,692
Mid Western Wealth Management, LLC $664,427 0.10% 38,810
Small Palogic Value Management, L.P. $664,256 0.10% 38,800
Small PW Nova Financial Services LLC $606,116 0.09% 35,404
Mega JANE STREET GROUP, LLC $602,298 0.09% 35,181
Mid Beacon Pointe Advisors, LLC $599,080 0.09% 34,993
Mid Aptus Capital Advisors, LLC $591,530 0.09% 34,552
Small TrueMark Investments, LLC $570,164 0.09% 33,304
Small QTR Family Wealth, LLC $554,191 0.08% 32,371
Mid Kovack Advisors, Inc. $542,652 0.08% 31,697
Mega GOLDMAN SACHS GROUP INC $541,779 0.08% 31,646
Large Pathstone Holdings, LLC $528,751 0.08% 30,885
Small NWF Advisory Services Inc. $519,318 0.08% 30,334
Micro Advisory Advocates, LLC $519,146 0.08% 30,324
Mid Integrated Wealth Concepts LLC $502,403 0.08% 29,346
Mid D.A. DAVIDSON & CO. $501,530 0.08% 29,295
Small Gryphon Financial Partners LLC $496,171 0.08% 28,982
Mid Brookstone Capital Management $485,180 0.07% 28,340
Mid Wealthcare Advisory Partners LLC $482,030 0.07% 28,156
Mid NINE MASTS CAPITAL Ltd $473,590 0.07% 27,663
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $468,916 0.07% 27,390
Small Mezzasalma Advisors, LLC $463,027 0.07% 27,046
Mid LOWE BROCKENBROUGH & CO INC $456,025 0.07% 26,637
Small DOLIVER ADVISORS, LP $453,406 0.07% 26,484
Mid WCG Wealth Advisors LLC $439,778 0.07% 25,688
Small NATIONS FINANCIAL GROUP INC, /IA/ /ADV $422,042 0.06% 24,652
Micro Fairman Group, LLC $403,501 0.06% 23,569
Small Uniting Wealth Partners, LLC $393,554 0.06% 22,988
Large Baird Financial Group, Inc. $392,030 0.06% 22,899
Mid Sequoia Financial Advisors, LLC $389,839 0.06% 22,771
Small GUARDIAN WEALTH ADVISORS, LLC / NC $389,702 0.06% 22,763
Small ELCO Management Co., LLC $366,761 0.06% 21,423
Mid Summit Financial, LLC $363,714 0.06% 21,245
Key facts CIK 1275214 CUSIP 128125101 13F (30d) 6 filings 6 filers

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