Who owns Calamos Global Total Return Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CGO from SEC Form 13F filings across 46 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, 46 institutions disclosed 2.5M shares of Calamos Global Total Return Fund worth $33.7M — about 24.9% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
46
13F holders
$33.7M
value, 2026 filers
24.9%
of shares outstanding (2.5M sh)
8
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 CGO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 464,707 | $6.3M | 0.0% | 4.7% | +3.1% |
| 2 | Advisors Asset Management, Inc. | 240,943 | $3.3M | 0.1% | 2.5% | +124.4% |
| 3 | LPL Financial LLC | 212,238 | $2.9M | 0.0% | 2.2% | +1.6% |
| 4 | Shaker Financial Services, LLC | 177,106 | $2.4M | 0.8% | 1.8% | -18.3% |
| 5 | PRINCIPAL SECURITIES, INC. | 176,675 | $2.4M | 0.0% | 1.8% | +0.6% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 166,026 | $2.3M | 0.0% | 1.7% | +0.9% |
| 7 | Integrated Wealth Concepts LLC | 158,585 | $2.2M | 0.0% | 1.6% | 0.0% |
| 8 | GUGGENHEIM CAPITAL LLC | 92,824 | $1.3M | 0.0% | 0.9% | -33.1% |
| 9 | UBS Group AG | 72,596 | $991,661 | 0.0% | 0.7% | -0.6% |
| 10 | WOLVERINE ASSET MANAGEMENT LLC | 61,070 | $834,216 | 0.0% | 0.6% | -41.5% |
| 11 | COHEN & STEERS, INC. | 56,975 | $778 | 0.0% | 0.6% | -11.6% |
| 12 | Brookstone Capital Management | 52,485 | $716,944 | 0.0% | 0.5% | +7.6% |
| 13 | Advisory Solutions Group, LLCNEW | 52,381 | $715,524 | 0.2% | 0.5% | new |
| 14 | HARBOUR INVESTMENTS, INC. | 48,020 | $655,953 | 0.0% | 0.5% | 0.0% |
| 15 | PMG Family Office LLC | 46,760 | $638,742 | 0.6% | 0.5% | +2.3% |
| 16 | Invesco Ltd. | 43,809 | $598,431 | 0.0% | 0.4% | -0.4% |
| 17 | BANK OF AMERICA CORP /DE/ | 43,778 | $598,008 | 0.0% | 0.4% | +15.1% |
| 18 | ROYAL BANK OF CANADA | 23,508 | $321,000 | 0.0% | 0.2% | -6.0% |
| 19 | OSAIC HOLDINGS, INC. | 23,395 | $319,594 | 0.0% | 0.2% | -1.3% |
| 20 | STIFEL FINANCIAL CORP | 22,944 | $313,404 | 0.0% | 0.2% | +1.8% |
| 21 | Gilliland Jeter Wealth Management LLC | 20,576 | $281,068 | 0.1% | 0.2% | 0.0% |
| 22 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 20,419 | $278,924 | 0.0% | 0.2% | +189.0% |
| 23 | Kestra Advisory Services, LLC | 16,851 | $230,180 | 0.0% | 0.2% | -25.6% |
| 24 | Logan Stone Capital, LLC | 15,841 | $216,388 | 0.0% | 0.2% | -17.1% |
| 25 | Retirement Planning Group, LLC | 15,680 | $214,189 | 0.0% | 0.2% | -13.3% |
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.