Who owns Calamos Dynamic Convertible and Income Fund?
Institutional ownership of CCD from SEC Form 13F filings across 58 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.
58
13F holders
$83.8M
value, 2026 filers
12.2%
of shares outstanding (3.4M sh)
15
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
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | D.A. DAVIDSON & CO. | 625,231 | $16.1M | 0.1% | 2.2% | +0.4% |
| 2 | WELLS FARGO & COMPANY/MN | 315,875 | $8.1M | 0.0% | 1.1% | -25.6% |
| 3 | BANK OF AMERICA CORP /DE/ | 302,213 | $7.8M | 0.0% | 1.1% | -3.8% |
| 4 | MORGAN STANLEY | 299,076 | $7.7M | 0.0% | 1.1% | +1.0% |
| 5 | ROYAL BANK OF CANADA | 193,048 | $5.0M | 0.0% | 0.7% | +3.8% |
| 6 | RAYMOND JAMES FINANCIAL INC | 191,798 | $4.9M | 0.0% | 0.7% | +86.5% |
| 7 | LPL Financial LLC | 139,996 | $3.6M | 0.0% | 0.5% | -18.4% |
| 8 | Cambridge Investment Research Advisors, Inc. | 122,664 | $3,162 | 0.0% | 0.4% | +108.6% |
| 9 | TRUIST FINANCIAL CORP | 109,548 | $2.8M | 0.0% | 0.4% | -1.0% |
| 10 | &PARTNERS | 105,007 | $2.7M | 0.0% | 0.4% | +1.3% |
| 11 | Mutual Advisors, LLC | 100,596 | $2.6M | 0.0% | 0.4% | -13.6% |
| 12 | J.W. COLE ADVISORS, INC.NEW | 94,955 | $2.4M | 0.0% | 0.3% | new |
| 13 | Bleakley Financial Group, LLCNEW | 84,200 | $2.2M | 0.0% | 0.3% | new |
| 14 | CITADEL ADVISORS LLC | 78,136 | $2.0M | 0.0% | 0.3% | +267.9% |
| 15 | OSAIC HOLDINGS, INC. | 74,911 | $1.9M | 0.0% | 0.3% | +50.9% |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 70,553 | $1.8M | 0.0% | 0.3% | -6.5% |
| 17 | AMERIPRISE FINANCIAL INC | 60,100 | $1.5M | 0.0% | 0.2% | +8.8% |
| 18 | Janney Montgomery Scott LLC | 40,650 | $1,048 | 0.0% | 0.1% | -0.7% |
| 19 | UBS Group AG | 35,370 | $911,485 | 0.0% | 0.1% | -71.0% |
| 20 | OPPENHEIMER & CO INC | 34,784 | $896,384 | 0.0% | 0.1% | +1.0% |
| 21 | Herold Advisors, Inc. | 34,449 | $885,000 | 0.2% | 0.1% | +4.2% |
| 22 | Kestra Advisory Services, LLC | 33,857 | $872,492 | 0.0% | 0.1% | +5.1% |
| 23 | Rockefeller Capital Management L.P. | 29,644 | $763,942 | 0.0% | 0.1% | +0.2% |
| 24 | WORLD EQUITY GROUP, INC. | 23,119 | $595,796 | 0.1% | 0.1% | -50.0% |
| 25 | STIFEL FINANCIAL CORP | 21,549 | $555,323 | 0.0% | 0.1% | +15.4% |
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.