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, Q1 2026
Institutional positions in Calamos Global Total Return Fund as of Mar 31, 2026. 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
- 41
- +4 vs. Q4 2025
- Shares held
- 2.35M
- +96.3K (+4.3%) vs. Q4 2025
- Total value
- $27.2M
- +$499.7K (+1.9%) vs. Q4 2025
- New holders
- 7
- 18 more added
- Sold out
- 3
- 10 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Calamos Global Total Return Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 450,851 | $5.03M | 0.00% | +15,181+3.5% | Added |
| Shaker Financial Services, LLC | 216,894 | $2.42M | 0.84% | +33,750+18.4% | Added |
| LPL Financial LLC | 208,799 | $2.33M | 0.00% | −4,240−2.0% | Reduced |
| Principal Securities, Inc. | 175,624 | $1.96M | 0.03% | +60.0% | Added |
| Envestnet Asset Management Inc | 164,567 | $1.83M | 0.00% | +1,522+0.9% | Added |
| Integrated Wealth Concepts LLC | 158,611 | $1.77M | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 138,849 | $1.55M | 0.01% | −33,163−19.3% | Reduced |
| Advisors Asset Management, Inc. | 107,376 | $1.20M | 0.02% | +430.0% | Added |
| Wolverine Asset Management LLC | 104,406 | $1.16M | 0.02% | +27,734+36.2% | Added |
| Prairie Wealth Advisors, Inc. | 0 | $987.6K | 0.43% | 0 | Unchanged |
| UBS Group AG | 73,065 | $814.7K | 0.00% | −283−0.4% | Reduced |
| Cohen & Steers, Inc. | 64,457 | $719.0K | 0.00% | +7,180+12.5% | Added |
| Brookstone Capital Management | 48,760 | $543.7K | 0.01% | +1,177+2.5% | Added |
| Harbour Investments, Inc. | 48,020 | $535.4K | 0.01% | −1,680−3.4% | Reduced |
| PMG Family Office LLC | 45,698 | $509.5K | 0.57% | +2,230+5.1% | Added |
| Invesco Ltd. | 44,002 | $490.6K | 0.00% | +3,709+9.2% | Added |
| Bank of America Corp | 38,050 | $424.3K | 0.00% | +847+2.3% | Added |
| Royal Bank of Canada | 25,008 | $279.0K | 0.00% | −1,451−5.5% | Reduced |
| Advisor Group Holdings, Inc. | 23,708 | $264.4K | 0.00% | −4,012−14.5% | Reduced |
| Kestra Advisory Services, LLC | 22,652 | $252.6K | 0.00% | +5,655+33.3% | Added |
| Stifel Financial Corp | 22,533 | $251.2K | 0.00% | +2,436+12.1% | Added |
| Gilliland Jeter Wealth Management LLC | 20,576 | $229.4K | 0.07% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 19,103 | $213.0K | 0.06% | +19,103 | New |
| Retirement Planning Group | 18,083 | $201.6K | 0.01% | +6,820+60.6% | Added |
| Raymond James Financial Inc | 16,725 | $186.5K | 0.00% | +16,725 | New |
| GWM Advisors LLC | 13,200 | $147.2K | 0.00% | −3,100−19.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,349 | $138.0K | 0.00% | −7−0.1% | Reduced |
| Wells Fargo & Company | 11,328 | $126.3K | 0.00% | +5,287+87.5% | Added |
| Captrust Financial Advisors | 10,777 | $120.2K | 0.00% | +10,777 | New |
| Steward Partners Investment Advisory, LLC | 10,709 | $119.4K | 0.00% | +1,264+13.4% | Added |
| Blue Bell Private Wealth Management, LLC | 7,066 | $78.8K | 0.01% | +7,066 | New |
| Fifth Third Bancorp | 5,643 | $62.9K | 0.00% | +5,643 | New |
| Allworth Financial LP | 5,000 | $55.8K | 0.00% | −1,001−16.7% | Reduced |
| NBC Securities, Inc. | 4,524 | $50.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4,275 | $47.7K | 0.00% | −1,340−23.9% | Reduced |
| CWM, LLC | 2,815 | $31.4K | 0.00% | +910+47.8% | Added |
| Colonial Trust Co | 2,046 | $22.0K | 0.00% | +2,046 | New |
| Highline Wealth Partners LLC | 250 | $2.79K | 0.00% | +250 | New |
| Ameriflex Group, Inc. | 200 | $2.23K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 55 | $620 | 0.00% | +1+1.9% | Added |
| Huntington National Bank | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −10,498−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −10,242−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −10,068−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |