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Calamos Global Total Return (CGO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares213,587 from 212,238
Change+1,349 (+1%)
Value$2.8M (-$143.9K)
Filed 2026-11-06
Shaker Financial Services, LLC
INCREASED
Shares185,151 from 177,106
Change+8,045 (+5%)
Value$2.4M (-$30.8K)
Filed 2026-10-14
Advisory Solutions Group, LLC
INCREASED
Shares55,711 from 52,381
Change+3,330 (+6%)
Value$718.7K (+$3.1K)
Filed 2026-10-14
Harbour Investments, Inc.
INCREASED
Shares50,534 from 48,020
Change+2,514 (+5%)
Value$651.9K (-$4.1K)
Filed 2026-11-09
Brookstone Capital Management
DECREASED
Shares49,354 from 52,485
Change-3,131 (-6%)
Value$636.7K (-$80.3K)
Filed 2026-10-22
PMG Family Office LLC
INCREASED
Shares46,842 from 46,760
Change+82 (+0%)
Value$604.3K (-$34.5K)
Filed 2026-10-19
Blue Bell Private Wealth Management, LLC
INCREASED
Shares24,121 from 20,419
Change+3,702 (+18%)
Value$311.2K (+$32.2K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares22,043 from 16,851
Change+5,192 (+31%)
Value$284.4K (+$54.2K)
Filed 2026-11-02
Gilliland Jeter Wealth Management LLC
DECREASED
Shares19,500 from 20,576
Change-1,076 (-5%)
Value$251.6K (-$29.5K)
Filed 2026-10-28
Retirement Planning Group, LLC
DECREASED
Shares11,263 from 15,680
Change-4,417 (-28%)
Value$145.3K (-$68.9K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares11,161 from 12,270
Change-1,109 (-9%)
Value$144.0K (-$24.0K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares5,908 from 5,787
Change+121 (+2%)
Value$76.2K (-$2.8K)
Filed 2026-10-08
Fifth Third Bancorp
UNCHANGED
Shares5,643 from 5,643
Change0 (0%)
Value$72.8K (-$4.3K)
Filed 2026-11-05
CoreCap Advisors, LLC
UNCHANGED
Shares4,275 from 4,275
Change0 (0%)
Value$55.1K (-$3.2K)
Filed 2026-10-08
Lanark Financial, Inc.
DECREASED
Shares4,239 from 4,524
Change-285 (-6%)
Value$54.7K (-$7.1K)
Filed 2026-10-26
Allworth Financial LP
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$34.2K ($0)
Filed 2026-11-06
Central Trust Co
NEW
Shares800
Change+800
Value$10.3K
Filed 2026-11-05
Highline Wealth Partners LLC
NEW
Shares230
Change+230
Value$3.0K
Filed 2026-10-19
Golden State Wealth Management, LLC
INCREASED
Shares57 from 56
Change+1 (+2%)
Value$745 (-$28)
Filed 2026-11-02
PNC Financial Services Group, Inc.
DECREASED
Shares56 from 280
Change-224 (-80%)
Value$722 (-$3.1K)
Filed 2026-11-06
Wolverine Asset Management LLC
CLOSED
Shares0 from 61,070
Change-61,070 (-100%)
Value$0 (-$834.2K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,447
Change-1,447 (-100%)
Value$0 (-$19.8K)
Filed 2026-11-06
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$1.5M (+$171.7K)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 464,707
Change-464,707 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 240,943
Change-240,943 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 176,675
Change-176,675 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 166,026
Change-166,026 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 158,585
Change-158,585 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 92,824
Change-92,824 (-100%)
Value—
UBS Group AG
N/A
Shares— from 72,596
Change-72,596 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 56,975
Change-56,975 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 43,809
Change-43,809 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 43,778
Change-43,778 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 23,508
Change-23,508 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 23,395
Change-23,395 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 22,944
Change-22,944 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 15,841
Change-15,841 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 13,902
Change-13,902 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 13,312
Change-13,312 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 11,419
Change-11,419 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 11,329
Change-11,329 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 10,900
Change-10,900 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 10,821
Change-10,821 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 10,195
Change-10,195 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,140
Change-4,140 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,046
Change-2,046 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED213,587212,238+1,349+1%$2.9M$2.8M-$143.9K2026-11-06
Shaker Financial Services, LLC
INCREASED185,151177,106+8,045+5%$2.4M$2.4M-$30.8K2026-10-14
Advisory Solutions Group, LLC
INCREASED55,71152,381+3,330+6%$715.5K$718.7K+$3.1K2026-10-14
Harbour Investments, Inc.
INCREASED50,53448,020+2,514+5%$656.0K$651.9K-$4.1K2026-11-09
Brookstone Capital Management
DECREASED49,35452,485-3,131-6%$716.9K$636.7K-$80.3K2026-10-22
PMG Family Office LLC
INCREASED46,84246,760+82+0%$638.7K$604.3K-$34.5K2026-10-19
Blue Bell Private Wealth Management, LLC
INCREASED24,12120,419+3,702+18%$278.9K$311.2K+$32.2K2026-10-29
Kestra Advisory Services, LLC
INCREASED22,04316,851+5,192+31%$230.2K$284.4K+$54.2K2026-11-02
Gilliland Jeter Wealth Management LLC
DECREASED19,50020,576-1,076-5%$281.1K$251.6K-$29.5K2026-10-28
Retirement Planning Group, LLC
DECREASED11,26315,680-4,417-28%$214.2K$145.3K-$68.9K2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED11,16112,270-1,109-9%$168.0K$144.0K-$24.0K2026-11-02
Farther Finance Advisors, LLC
INCREASED5,9085,787+121+2%$79.1K$76.2K-$2.8K2026-10-08
Fifth Third Bancorp
UNCHANGED5,6435,64300%$77.1K$72.8K-$4.3K2026-11-05
CoreCap Advisors, LLC
UNCHANGED4,2754,27500%$58.4K$55.1K-$3.2K2026-10-08
Lanark Financial, Inc.
DECREASED4,2394,524-285-6%$61.8K$54.7K-$7.1K2026-10-26
Allworth Financial LP
UNCHANGED2,5002,50000%$34.2K$34.2K$02026-11-06
Central Trust Co
NEW800—+800——$10.3K—2026-11-05
Highline Wealth Partners LLC
NEW230—+230——$3.0K—2026-10-19
Golden State Wealth Management, LLC
INCREASED5756+1+2%$773$745-$282026-11-02
PNC Financial Services Group, Inc.
DECREASED56280-224-80%$3.8K$722-$3.1K2026-11-06
Wolverine Asset Management LLC
CLOSED061,070-61,070-100%$834.2K$0-$834.2K2026-11-02
Institute for Wealth Management, Llc.
CLOSED01,447-1,447-100%$19.8K$0-$19.8K2026-11-06
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.3M$1.5M+$171.7K2026-10-29
Morgan Stanley
N/A—464,707-464,707-100%$6.3M———
Advisors Asset Management, Inc.
N/A—240,943-240,943-100%$3.3M———
Principal Securities, Inc.
N/A—176,675-176,675-100%$2.4M———
Envestnet Asset Management Inc
N/A—166,026-166,026-100%$2.3M———
Integrated Wealth Concepts LLC
N/A—158,585-158,585-100%$2.2M———
Guggenheim Capital LLC
N/A—92,824-92,824-100%$1.3M———
UBS Group AG
N/A—72,596-72,596-100%$991.7K———
Cohen & Steers, Inc.
N/A—56,975-56,975-100%$778.0K———
Invesco Ltd.
N/A—43,809-43,809-100%$598.4K———
Bank of America Corp
N/A—43,778-43,778-100%$598.0K———
Royal Bank of Canada
N/A—23,508-23,508-100%$321.0K———
Osaic Holdings, Inc.
N/A—23,395-23,395-100%$319.6K———
Stifel Financial Corp
N/A—22,944-22,944-100%$313.4K———
Logan Stone Capital, LLC
N/A—15,841-15,841-100%$216.4K———
Citadel Advisors LLC
N/A—13,902-13,902-100%$189.9K———
HRT Financial LP
N/A—13,312-13,312-100%$181.0K———
Steward Partners Investment Advisory, LLC
N/A—11,419-11,419-100%$156.0K———
Wells Fargo & Company
N/A—11,329-11,329-100%$154.8K———
NewEdge Advisors, LLC
N/A—10,900-10,900-100%$148.9K———
Captrust Financial Advisors
N/A—10,821-10,821-100%$147.8K———
XTX Topco Ltd
N/A—10,195-10,195-100%$139.3K———
Continuum Advisory, LLC
N/A—4,140-4,140-100%$56.6K———
Colonial Trust Co / SC
N/A—2,046-2,046-100%$27.4K———
Ameriflex Group, Inc.
N/A—200-200-100%$2.7K———
Huntington National Bank
N/A—1-1-100%$14———
Showing 48 of 48 institutions