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Who owns CCDWhat CCD owns — n/a

Who owns Calamos Dynamic Convertible and Income Fund?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of CCD from SEC Form 13F filings across 77 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 77 institutions disclosed 4.1M shares of Calamos Dynamic Convertible and Income Fund worth $107.4M — about 14.5% of shares outstanding; the largest disclosed holder is D.A. DAVIDSON & CO.. Source: SEC Form 13F filings, parsed by EvidInvest.

77

13F holders

$107.4M

value, 2026 filers

14.5%

of shares outstanding (4.1M sh)

19

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CCD's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1D.A. DAVIDSON & CO.625,231$16.1M0.1%2.2%+0.4%
2WELLS FARGO & COMPANY/MN315,875$8.1M0.0%1.1%-25.6%
3BANK OF AMERICA CORP /DE/302,213$7.8M0.0%1.1%-3.8%
4MORGAN STANLEY299,076$7.7M0.0%1%+1.0%
5GUGGENHEIM CAPITAL LLC229,621$5.9M0.0%0.8%+7.9%
6ROYAL BANK OF CANADA193,048$5.0M0.0%0.7%+3.8%
7RAYMOND JAMES FINANCIAL INC191,798$4.9M0.0%0.7%+86.5%
8Advisors Asset Management, Inc.141,214$3.6M0.1%0.5%+270.5%
9LPL Financial LLC139,996$3.6M0.0%0.5%-18.4%
10TRUIST FINANCIAL CORP109,548$2.8M0.0%0.4%-1.0%
11&PARTNERS105,007$2.7M0.0%0.4%+1.3%
12Mutual Advisors, LLC100,596$2.6M0.0%0.4%-13.6%
13J.W. COLE ADVISORS, INC.NEW94,955$2.4M0.0%0.3%new
14Bleakley Financial Group, LLCNEW84,200$2.2M0.0%0.3%new
15CITADEL ADVISORS LLC78,136$2.0M0.0%0.3%+267.9%
16OSAIC HOLDINGS, INC.74,911$1.9M0.0%0.3%+50.9%
17COMMONWEALTH EQUITY SERVICES, LLC70,553$1.8M0.0%0.2%-6.5%
18Cambridge Investment Research Advisors, Inc.61,332$1.6M0.0%0.2%+4.3%
19LANDSCAPE CAPITAL MANAGEMENT, L.L.C.60,762$1.6M0.1%0.2%-35.8%
20AMERIPRISE FINANCIAL INC60,100$1.5M0.0%0.2%+8.8%
21PMG Family Office LLC58,774$1.5M1.4%0.2%+2.1%
22Everstar Asset Management, LLC41,742$1.1M0.5%0.1%-0.9%
23Janney Montgomery Scott LLC40,650$1.0M0.0%0.1%-0.7%
24Advisory Solutions Group, LLCNEW40,541$1.0M0.4%0.1%new
25Shaker Financial Services, LLCNEW39,424$1.0M0.3%0.1%new

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.