Calamos Strategic Total Return Fund
CSQ- Exchange
- Nasdaq
- SEC CIK
- 0001275214
No open-market purchases or sales by Calamos Strategic Total Return Fund insiders were filed in the last 90 days; 223 institutions reported holding it in 13F filings for Q2 2026, worth $801.0M in total; no superinvestor holds it.
Q2 2026 vs. Q1 2026
How the institutions holding Calamos Strategic Total Return Fund changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 219 | 3 | 223 | +7 |
| Shares | 38.6M | 75.0K | 38.8M | +325.4K (+0.8%) |
| Value | $663.4M | $1.28M | $801.0M | +$138.8M (+21.0%) |
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (19)
Institutions that held Calamos Strategic Total Return Fund at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| J.W. Cole Advisors, Inc. | 125,610 | $2.58M | 0.04% |
| Waterloo Capital, L.P. | 32,122 | $660.4K | 0.04% |
| XTX Topco Ltd | 31,619 | $650.1K | 0.01% |
| We Are One Seven, LLC | 25,745 | $529.3K | 0.01% |
| Creative Planning | 23,961 | $492.6K | 0.00% |
| Cerity Partners LLC | 11,233 | $230.9K | 0.00% |
| Ameritas Advisory Services, LLC | 11,155 | $229.3K | 0.00% |
| Mercer Global Advisors Inc | 10,875 | $223.6K | 0.00% |
| 49 Wealth Management, LLC | 10,794 | $221.9K | 0.04% |
| Alongside, LLC | 10,794 | $221.9K | 0.04% |
| SP Asset Management LLC | 10,122 | $208.1K | 0.02% |
| IFG Advisory, LLC | 9,829 | $202.1K | 0.01% |
| Global Retirement Partners, LLC | 6,425 | $132.1K | 0.00% |
| FWL Investment Management, LLC | 3,550 | $73.0K | 0.01% |
| Farmers & Merchants Trust Co of Chambersburg PA | 940 | $19.0K | 0.00% |
| Financial Network Wealth Advisors LLC | 520 | $10.7K | 0.01% |
| JFS Wealth Advisors, LLC | 163 | $3.35K | 0.00% |
| Providence Capital Advisors, LLC | 140 | $2.88K | 0.00% |
| Compass Financial Management LLC | 15 | $308 | 0.00% |
Sold out (12)
Institutions that held Calamos Strategic Total Return Fund at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Readystate Asset Management LP | 236,613 | $4.05M |
| Logan Stone Capital, LLC | 130,383 | $2.23M |
| Calamos Advisors LLC | 85,160 | $1.46M |
| Nine Masts Capital Ltd | 27,663 | $473.6K |
| Cascade Financial Partners, LLC | 18,723 | $320.5K |
| Compass Planning Associates Inc | 17,898 | $306.4K |
| Norris Financial Group, LLC | 12,000 | $205.4K |
| Virtu Financial LLC | 11,084 | $190.0K |
| Advisory Services Network, LLC | 8,354 | $143.0K |
| Hilltop National Bank | 1,118 | $19.1K |
| Rossby Financial, LCC | 486 | $8.45K |
| Tower Research Capital LLC (TRC) | 35 | $599 |
Not filed for Q2 2026 yet (3)
Institutions that held Calamos Strategic Total Return Fund at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 54,312 | $929.8K |
| Moseley Investment Management Inc | 13,275 | $227.3K |
| CWM, LLC | 7,440 | $127.4K |