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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.

13F holders, Q3 2026

Institutional positions in Calamos Strategic Total Return Fund as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
2
0 vs. Q2 2026
Shares held
26.9K
−2.64K (−8.9%) vs. Q2 2026
Total value
$548.2K
−$58.4K (−9.6%) vs. Q2 2026
New holders
0
0 more added
Sold out
0
2 more reduced

221 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CSQ 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.

Institutional holders
Q1 2021: 149 institutionsQ2 2021: 148 institutionsQ3 2021: 144 institutionsQ4 2021: 169 institutionsQ1 2022: 159 institutionsQ2 2022: 153 institutionsQ3 2022: 157 institutionsQ4 2022: 164 institutionsQ1 2023: 169 institutionsQ2 2023: 160 institutionsQ3 2023: 168 institutionsQ4 2023: 173 institutionsQ1 2024: 177 institutionsQ2 2024: 189 institutionsQ3 2024: 190 institutionsQ4 2024: 203 institutionsQ1 2025: 201 institutionsQ2 2025: 202 institutionsQ3 2025: 209 institutionsQ4 2025: 216 institutionsQ1 2026: 219 institutionsQ2 2026: 223 institutions
Value held
Q1 2021: $425.1MQ2 2021: $460.4MQ3 2021: $459.6MQ4 2021: $523.2MQ1 2022: $471.3MQ2 2022: $366.2MQ3 2022: $357.6MQ4 2022: $389.2MQ1 2023: $410.4MQ2 2023: $437.1MQ3 2023: $422.6MQ4 2023: $453.9MQ1 2024: $513.6MQ2 2024: $544.3MQ3 2024: $573.8MQ4 2024: $603.7MQ1 2025: $558.1MQ2 2025: $644.5MQ3 2025: $721.5MQ4 2025: $743.6MQ1 2026: $663.4MQ2 2026: $801.0M
Institutions holding CSQ and their total value by quarter
QuarterHoldersValue
Q2 2026223$801.0M
Q1 2026219$663.4M
Q4 2025216$743.6M
Q3 2025209$721.5M
Q2 2025202$644.5M
Q1 2025201$558.1M
Q4 2024203$603.7M
Q3 2024190$573.8M
Q2 2024189$544.3M
Q1 2024177$513.6M
Q4 2023173$453.9M
Q3 2023168$422.6M
Q2 2023160$437.1M
Q1 2023169$410.4M
Q4 2022164$389.2M
Q3 2022157$357.6M
Q2 2022153$366.2M
Q1 2022159$471.3M
Q4 2021169$523.2M
Q3 2021144$459.6M
Q2 2021148$460.4M
Q1 2021149$425.1M

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Calamos Strategic Total Return Fund; share changes are against Q2 2026.

Institutions holding CSQ in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Doliver Advisors, LP24,284$495.2K0.11%−2,200−8.3%Reduced
CX Institutional2,586$53.0K0.00%−436−14.4%Reduced
Bank of America Corp––––Not filed
Morgan Stanley––––Not filed
UBS Group AG––––Not filed
Wells Fargo & Company––––Not filed
Raymond James Financial Inc––––Not filed
Royal Bank of Canada––––Not filed
Karpus Management, Inc.––––Not filed
LPL Financial LLC––––Not filed
Bensler, LLC––––Not filed
McGowan Group Asset Management, Inc.––––Not filed
Cetera Investment Advisers––––Not filed
Rockefeller Capital Management L.P.––––Not filed
Advisors Asset Management, Inc.––––Not filed
1607 Capital Partners, LLC––––Not filed
Stratos Wealth Partners, LTD.––––Not filed
Wiley Bros.-Aintree Capital, LLC––––Not filed
Stifel Financial Corp––––Not filed
Advisor Group Holdings, Inc.––––Not filed
Rivernorth Capital Management, LLC––––Not filed
Guggenheim Capital LLC––––Not filed
Truist Financial Corp––––Not filed
Ameriprise Financial Inc––––Not filed
Apollon Wealth Management, LLC––––Not filed
Janney Montgomery Scott LLC––––Not filed
Smith Asset Management Co., LLC––––Not filed
Wolverine Asset Management LLC––––Not filed
Envestnet Asset Management Inc––––Not filed
Sanctuary Advisors, LLC––––Not filed
Cambridge Investment Research Advisors, Inc.––––Not filed
Shaker Financial Services, LLC––––Not filed
PMG Family Office LLC––––Not filed
Commonwealth Equity Services, LLC––––Not filed
Prairie Wealth Advisors, Inc.––––Not filed
Davenport & Co LLC––––Not filed
Pensionmark Financial Group, LLC––––Not filed
Savant Capital, LLC––––Not filed
Clearstead Advisors, LLC––––Not filed
J.W. Cole Advisors, Inc.––––Not filed
HighTower Advisors, LLC––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
Founders Financial Securities LLC––––Not filed
Mariner, LLC––––Not filed
Pointe Capital Management LLC––––Not filed
Aviance Capital Partners, LLC––––Not filed
Kestra Advisory Services, LLC––––Not filed
Meridian Wealth Advisors, LLC––––Not filed
Calamos Wealth Management LLC––––Not filed
Private Advisor Group, LLC––––Not filed
Lake Street Financial LLC––––Not filed
SRS Capital Advisors, Inc.––––Not filed
Captrust Financial Advisors––––Not filed
Oppenheimer & Co Inc––––Not filed
Snowden Capital Advisors LLC––––Not filed
Beacon Pointe Advisors, LLC––––Not filed
Fifth Third Bancorp––––Not filed
The PNC Financial Services Group, Inc.––––Not filed
Mesirow Financial Investment Management, Inc.––––Not filed
Central Trust Co––––Not filed
Harbour Investments, Inc.––––Not filed
GWM Advisors LLC––––Not filed
Invesco Ltd.––––Not filed
Dakota Wealth Management––––Not filed
PFG Investments, LLC––––Not filed
David J Yvars Group––––Not filed
Concurrent Investment Advisors, LLC––––Not filed
Warren Averett Asset Management, LLC––––Not filed
Western Wealth Management, LLC––––Not filed
Palogic Value Management, L.P.––––Not filed
Brookstone Capital Management––––Not filed
TrueMark Investments, LLC––––Not filed
PW Nova Financial Services LLC––––Not filed
Aptus Capital Advisors, LLC––––Not filed
Quad-Cities Investment Group, LLC––––Not filed
QTR Family Wealth, LLC––––Not filed
NWF Advisory Services Inc.––––Not filed
Waterloo Capital, L.P.––––Not filed
Goldman Sachs Group Inc––––Not filed
XTX Topco Ltd––––Not filed
Wealth Enhancement Advisory Services, LLC––––Not filed
Pathstone Holdings, LLC––––Not filed
Advisory Advocates, LLC––––Not filed
Integrated Wealth Concepts LLC––––Not filed
D.A. Davidson & Co.––––Not filed
Summit Financial, LLC––––Not filed
Wealthcare Advisory Partners LLC––––Not filed
Gryphon Financial Partners LLC––––Not filed
Kovack Advisors, Inc.––––Not filed
Mezzasalma Advisors, LLC––––Not filed
Nations Financial Group Inc,––––Not filed
Lowe Brockenbrough & Co Inc––––Not filed
We Are One Seven, LLC––––Not filed
WCG Wealth Advisors LLC––––Not filed
Baird Financial Group, Inc.––––Not filed
Jane Street Group, LLC––––Not filed
Creative Planning––––Not filed
Fairman Group, LLC––––Not filed
Guardian Wealth Advisors, LLC––––Not filed
Uniting Wealth Partners, LLC––––Not filed