Calamos Global Total Return Fund
CGO- Exchange
- Nasdaq
- SEC CIK
- 0001285650
No open-market purchases or sales by Calamos Global Total Return Fund insiders were filed in the last 90 days; 46 institutions reported holding it in 13F filings for Q2 2026, worth $34.8M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Calamos Global Total Return Fund as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 39
- 0 vs. Q3 2025
- Shares held
- 2.26M
- −101.9K (−4.3%) vs. Q3 2025
- Total value
- $26.7M
- −$1.67M (−5.9%) vs. Q3 2025
- New holders
- 3
- 15 more added
- Sold out
- 3
- 14 more reduced
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CGO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 46 | $34.8M |
| Q1 2026 | 41 | $27.2M |
| Q4 2025 | 39 | $26.7M |
| Q3 2025 | 39 | $28.4M |
| Q2 2025 | 39 | $26.5M |
| Q1 2025 | 37 | $22.2M |
| Q4 2024 | 36 | $22.7M |
| Q3 2024 | 31 | $21.0M |
| Q2 2024 | 30 | $18.2M |
| Q1 2024 | 30 | $16.7M |
| Q4 2023 | 33 | $14.5M |
| Q3 2023 | 31 | $11.2M |
| Q2 2023 | 29 | $11.7M |
| Q1 2023 | 31 | $12.0M |
| Q4 2022 | 27 | $10.1M |
| Q3 2022 | 24 | $9.81M |
| Q2 2022 | 29 | $10.4M |
| Q1 2022 | 23 | $12.2M |
| Q4 2021 | 26 | $13.3M |
| Q3 2021 | 19 | $12.4M |
| Q2 2021 | 19 | $13.0M |
| Q1 2021 | 20 | $10.6M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Calamos Global Total Return Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 435,670 | $4.96M | 0.00% | +10,777+2.5% | Added |
| LPL Financial LLC | 213,039 | $2.43M | 0.00% | −12,590−5.6% | Reduced |
| Shaker Financial Services, LLC | 183,144 | $2.10M | 0.67% | −31,188−14.6% | Reduced |
| Principal Securities, Inc. | 175,618 | $2.00M | 0.03% | −4,915−2.7% | Reduced |
| Guggenheim Capital LLC | 172,012 | $1.96M | 0.01% | +2,902+1.7% | Added |
| Envestnet Asset Management Inc | 163,045 | $1.86M | 0.00% | −3,246−2.0% | Reduced |
| Integrated Wealth Concepts LLC | 158,611 | $1.81M | 0.02% | −13,756−8.0% | Reduced |
| Advisors Asset Management, Inc. | 107,333 | $1.22M | 0.02% | −4,144−3.7% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $1.01M | 0.43% | −88,575−100.0% | Reduced |
| Wolverine Asset Management LLC | 76,672 | $873.3K | 0.01% | −14,439−15.8% | Reduced |
| UBS Group AG | 73,348 | $835.4K | 0.00% | −11,386−13.4% | Reduced |
| Cohen & Steers, Inc. | 57,277 | $652.0K | 0.00% | +27,190+90.4% | Added |
| Harbour Investments, Inc. | 49,700 | $566.1K | 0.01% | −2,709−5.2% | Reduced |
| Brookstone Capital Management | 47,583 | $542.0K | 0.01% | +2,591+5.8% | Added |
| PMG Family Office LLC | 43,468 | $495.1K | 0.57% | −1,247−2.8% | Reduced |
| Invesco Ltd. | 40,293 | $458.9K | 0.00% | +21,561+115.1% | Added |
| Bank of America Corp | 37,203 | $423.7K | 0.00% | +291+0.8% | Added |
| Advisor Group Holdings, Inc. | 27,720 | $315.7K | 0.00% | +15,869+133.9% | Added |
| Royal Bank of Canada | 26,459 | $301.0K | 0.00% | −1,279−4.6% | Reduced |
| Gilliland Jeter Wealth Management LLC | 20,576 | $234.4K | 0.07% | 00.0% | Unchanged |
| Stifel Financial Corp | 20,097 | $228.9K | 0.00% | +417+2.1% | Added |
| Kestra Advisory Services, LLC | 16,997 | $193.6K | 0.00% | +136+0.8% | Added |
| GWM Advisors LLC | 16,300 | $185.7K | 0.00% | −1,000−5.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,356 | $141.0K | 0.00% | +86+0.7% | Added |
| Retirement Planning Group | 11,263 | $128.3K | 0.00% | +11,263 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,498 | $119.6K | 0.01% | +20.0% | Added |
| Beacon Pointe Advisors, LLC | 10,242 | $116.7K | 0.00% | +10,242 | New |
| Cetera Investment Advisers | 10,068 | $114.7K | 0.00% | +10,068 | New |
| Steward Partners Investment Advisory, LLC | 9,445 | $107.6K | 0.00% | +426+4.7% | Added |
| Wells Fargo & Company | 6,041 | $68.8K | 0.00% | +10.0% | Added |
| Allworth Financial LP | 6,001 | $68.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 5,643 | $64.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,615 | $64.0K | 0.00% | +1,500+36.5% | Added |
| NBC Securities, Inc. | 4,524 | $51.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,905 | $22.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,500 | $17.1K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 200 | $2.28K | 0.00% | −200−50.0% | Reduced |
| Golden State Wealth Management, LLC | 54 | $621 | 0.00% | +1+1.9% | Added |
| Huntington National Bank | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −23,819−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,103−100.0% | Sold out |