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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 55 | $620 | 0.00% | +1+1.9% | Added |
| Ameriflex Group, Inc. | 200 | $2.23K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 250 | $2.79K | 0.00% | +250 | New |
| Colonial Trust Co | 2,046 | $22.0K | 0.00% | +2,046 | New |
| CWM, LLC | 2,815 | $31.4K | 0.00% | +910+47.8% | Added |
| CoreCap Advisors, LLC | 4,275 | $47.7K | 0.00% | −1,340−23.9% | Reduced |
| NBC Securities, Inc. | 4,524 | $50.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5,000 | $55.8K | 0.00% | −1,001−16.7% | Reduced |
| Fifth Third Bancorp | 5,643 | $62.9K | 0.00% | +5,643 | New |
| Blue Bell Private Wealth Management, LLC | 7,066 | $78.8K | 0.01% | +7,066 | New |
| Steward Partners Investment Advisory, LLC | 10,709 | $119.4K | 0.00% | +1,264+13.4% | Added |
| Captrust Financial Advisors | 10,777 | $120.2K | 0.00% | +10,777 | New |
| Wells Fargo & Company | 11,328 | $126.3K | 0.00% | +5,287+87.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,349 | $138.0K | 0.00% | −7−0.1% | Reduced |
| GWM Advisors LLC | 13,200 | $147.2K | 0.00% | −3,100−19.0% | Reduced |
| Raymond James Financial Inc | 16,725 | $186.5K | 0.00% | +16,725 | New |
| Retirement Planning Group | 18,083 | $201.6K | 0.01% | +6,820+60.6% | Added |
| Logan Stone Capital, LLC | 19,103 | $213.0K | 0.06% | +19,103 | New |
| Gilliland Jeter Wealth Management LLC | 20,576 | $229.4K | 0.07% | 00.0% | Unchanged |
| Stifel Financial Corp | 22,533 | $251.2K | 0.00% | +2,436+12.1% | Added |
| Kestra Advisory Services, LLC | 22,652 | $252.6K | 0.00% | +5,655+33.3% | Added |
| Advisor Group Holdings, Inc. | 23,708 | $264.4K | 0.00% | −4,012−14.5% | Reduced |
| Royal Bank of Canada | 25,008 | $279.0K | 0.00% | −1,451−5.5% | Reduced |
| Bank of America Corp | 38,050 | $424.3K | 0.00% | +847+2.3% | Added |
| Invesco Ltd. | 44,002 | $490.6K | 0.00% | +3,709+9.2% | Added |
| PMG Family Office LLC | 45,698 | $509.5K | 0.57% | +2,230+5.1% | Added |
| Harbour Investments, Inc. | 48,020 | $535.4K | 0.01% | −1,680−3.4% | Reduced |
| Brookstone Capital Management | 48,760 | $543.7K | 0.01% | +1,177+2.5% | Added |
| Cohen & Steers, Inc. | 64,457 | $719.0K | 0.00% | +7,180+12.5% | Added |
| UBS Group AG | 73,065 | $814.7K | 0.00% | −283−0.4% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $987.6K | 0.43% | 0 | Unchanged |
| Wolverine Asset Management LLC | 104,406 | $1.16M | 0.02% | +27,734+36.2% | Added |
| Advisors Asset Management, Inc. | 107,376 | $1.20M | 0.02% | +430.0% | Added |
| Guggenheim Capital LLC | 138,849 | $1.55M | 0.01% | −33,163−19.3% | Reduced |
| Integrated Wealth Concepts LLC | 158,611 | $1.77M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 164,567 | $1.83M | 0.00% | +1,522+0.9% | Added |
| Principal Securities, Inc. | 175,624 | $1.96M | 0.03% | +60.0% | Added |
| LPL Financial LLC | 208,799 | $2.33M | 0.00% | −4,240−2.0% | Reduced |
| Shaker Financial Services, LLC | 216,894 | $2.42M | 0.84% | +33,750+18.4% | Added |
| Morgan Stanley | 450,851 | $5.03M | 0.00% | +15,181+3.5% | Added |
| 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 |