Calamos Global Total ReturnCGO
13F holders, Q2 2026 (June 30)45holders +5
7new positions
2sold out
1famous investor
$14.19avg. 13F price*
At the end of Q2 2026, 45 institutions reported holding Calamos Global Total Return (CGO) in their 13F filings, up 5 from Q1 2026. 7 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($6.3M), Advisors Asset Management, Inc. ($3.3M) and LPL Financial LLC ($2.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Calamos Global Total Return
- CUSIP
- 128118106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $669K |
| Exits | 2 | $189K |
All 13F filers, Q1 2026 → Q2 2026: 227,470 shares bought and 172,452 shares sold, net +55,018 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Morgan Stanley | 0.00% | Add +3.1% | 464,707 | $6.3M |
| Advisors Asset Management, Inc. | 0.05% | Add +124.4% | 240,943 | $3.3M |
| LPL Financial LLC | 0.00% | Add +1.6% | 212,238 | $2.9M |
| Shaker Financial Services, LLC | 0.76% | Reduce -18.3% | 177,106 | $2.4M |
| Principal Securities, Inc. | 0.03% | Add +0.6% | 176,675 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.9% | 166,026 | $2.3M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.0% | 158,585 | $2.2M |
| Guggenheim Capital LLC | 0.01% | Reduce -33.1% | 92,824 | $1.3M |
| UBS Group AG | 0.00% | Reduce -0.6% | 72,596 | $992K |
| Wolverine Asset Management LLC | 0.04% | Reduce -41.5% | 61,070 | $834K |
| Cohen & Steers, Inc. | 0.00% | Reduce -11.6% | 56,975 | $778K |
| Brookstone Capital Management | 0.01% | Add +7.6% | 52,485 | $717K |
| Advisory Solutions Group, LLC | 0.24% | — | 52,381 | $716K |
| Harbour Investments, Inc. | 0.01% | No change | 48,020 | $656K |
| PMG Family Office LLC | 0.59% | Add +2.3% | 46,760 | $639K |
| Invesco Ltd. | 0.00% | Reduce -0.4% | 43,809 | $598K |
| Bank of America Corp. | 0.00% | Add +15.1% | 43,778 | $598K |
| Royal Bank of Canada | 0.00% | Reduce -6.0% | 23,508 | $321K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.3% | 23,395 | $320K |
| Stifel Financial Corp. | 0.00% | Add +1.8% | 22,944 | $313K |
| Gilliland Jeter Wealth Management LLC | 0.07% | No change | 20,576 | $281K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Add +189.0% | 20,419 | $279K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -25.6% | 16,851 | $230K |
| Logan Stone Capital, LLC | 0.05% | Reduce -17.1% | 15,841 | $216K |
| Retirement Planning Group, LLC | 0.01% | Reduce -13.3% | 15,680 | $214K |
| Citadel Advisors | 0.00% | New | 13,902 | $190K |
| HRT Financial LP | 0.00% | New | 13,312 | $181K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.6% | 12,270 | $168K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.6% | 11,419 | $156K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 11,329 | $155K |
| NewEdge Advisors, LLC | 0.00% | Reduce -17.4% | 10,900 | $149K |
| Captrust Financial Advisors | 0.00% | Add +0.4% | 10,821 | $148K |
| XTX Topco Ltd | 0.00% | New | 10,195 | $139K |
| Farther Finance Advisors, LLC | 0.00% | New | 5,787 | $79K |
| Fifth Third Bancorp | 0.00% | No change | 5,643 | $77K |
| Lanark Financial, Inc. | 0.00% | No change | 4,524 | $62K |
| CoreCap Advisors, LLC | 0.00% | No change | 4,275 | $58K |
| Continuum Advisory, LLC | 0.00% | New | 4,140 | $57K |
| Allworth Financial LP | 0.00% | Reduce -50.0% | 2,500 | $34K |
| Colonial Trust Co / SC | 0.00% | No change | 2,046 | $27K |
| Institute for Wealth Management, LLC. | 0.00% | New | 1,447 | $20K |
| PNC Financial Services Group, Inc. | 0.00% | New | 280 | $4K |
| Ameriflex Group, Inc. | 0.00% | No change | 200 | $3K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.8% | 56 | $773 |
| Huntington National Bank | 0.00% | No change | 1 | $14 |
"% of holder's portfolio" is CGO's weight in each manager's 13F, not the share of Calamos Global Total Return the manager owns.