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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.

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

Q3 2026 vs. Q2 2026

How the institutions holding Calamos Strategic Total Return Fund changed between Q2 2026 and Q3 2026.

All holders in Q3 2026All holders in Q2 2026

13F holders of CSQ: Q2 2026 compared with Q3 2026
MeasureQ2 2026Of which not filed for Q3 2026Q3 2026Change
Holders22322030
Shares38.8M38.8M29.9K−2.64K (−8.1%)
Value$801.0M$800.3M$610.5K−$58.9K (−8.8%)

220 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (0)

Institutions that held Calamos Strategic Total Return Fund at the end of Q3 2026 but not at the end of Q2 2026.

None.

Sold out (0)

Institutions that held Calamos Strategic Total Return Fund at the end of Q2 2026 and filed for Q3 2026 without it.

None.

Not filed for Q3 2026 yet (220)

Institutions that held Calamos Strategic Total Return Fund at the end of Q2 2026 and haven't filed a 13F for Q3 2026. Not filing isn't selling, so they aren't counted as sold out.

Showing the largest 100 of 220 by value.

Institutions holding CSQ in Q2 2026 that haven't filed for Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
Bank of America Corp4,865,484$100.0M
Morgan Stanley4,298,735$88.4M
UBS Group AG3,937,493$81.0M
Wells Fargo & Company3,045,129$62.6M
Raymond James Financial Inc2,356,479$48.4M
Royal Bank of Canada2,162,971$44.5M
Karpus Management, Inc.2,052,204$42.2M
LPL Financial LLC1,248,517$25.7M
Bensler, LLC1,152,865$23.7M
McGowan Group Asset Management, Inc.787,259$16.2M
Cetera Investment Advisers772,014$15.9M
Rockefeller Capital Management L.P.748,412$15.4M
Advisors Asset Management, Inc.699,531$14.4M
1607 Capital Partners, LLC635,466$13.1M
Stratos Wealth Partners, LTD.527,617$10.8M
Wiley Bros.-Aintree Capital, LLC501,570$10.2M
Stifel Financial Corp412,706$8.49M
Advisor Group Holdings, Inc.369,250$7.59M
Rivernorth Capital Management, LLC351,534$7.23M
Guggenheim Capital LLC338,003$6.95M
Truist Financial Corp315,627$6.49M
Ameriprise Financial Inc301,478$6.20M
Apollon Wealth Management, LLC274,887$5.65M
Janney Montgomery Scott LLC237,208$4.88M
Smith Asset Management Co., LLC226,606$4.66M
Wolverine Asset Management LLC225,353$4.63M
Envestnet Asset Management Inc195,505$4.02M
Sanctuary Advisors, LLC166,343$3.42M
Cambridge Investment Research Advisors, Inc.164,163$3.38M
Shaker Financial Services, LLC163,703$3.37M
PMG Family Office LLC162,340$3.34M
Commonwealth Equity Services, LLC159,926$3.29M
Prairie Wealth Advisors, Inc.0$3.17M
Davenport & Co LLC147,497$3.03M
Pensionmark Financial Group, LLC170,261$2.91M
Savant Capital, LLC136,791$2.81M
Clearstead Advisors, LLC133,571$2.75M
J.W. Cole Advisors, Inc.125,610$2.58M
HighTower Advisors, LLC121,577$2.50M
Steward Partners Investment Advisory, LLC121,061$2.49M
Founders Financial Securities LLC120,550$2.48M
Mariner, LLC117,049$2.41M
Pointe Capital Management LLC115,602$2.38M
Aviance Capital Partners, LLC98,505$2.03M
Kestra Advisory Services, LLC93,995$1.93M
Meridian Wealth Advisors, LLC85,722$1.76M
Calamos Wealth Management LLC85,160$1.75M
Private Advisor Group, LLC84,798$1.74M
Lake Street Financial LLC84,348$1.73M
SRS Capital Advisors, Inc.80,528$1.66M
Captrust Financial Advisors80,272$1.65M
Oppenheimer & Co Inc72,256$1.49M
Snowden Capital Advisors LLC71,588$1.47M
Beacon Pointe Advisors, LLC71,451$1.47M
Fifth Third Bancorp65,469$1.35M
The PNC Financial Services Group, Inc.65,425$1.35M
Mesirow Financial Investment Management, Inc.61,156$1.26M
Central Trust Co59,008$1.21M
Harbour Investments, Inc.57,616$1.18M
GWM Advisors LLC57,600$1.18M
Invesco Ltd.54,311$1.12M
Dakota Wealth Management54,052$1.11M
PFG Investments, LLC47,492$976.4K
David J Yvars Group45,208$923.8K
Concurrent Investment Advisors, LLC44,345$911.7K
Warren Averett Asset Management, LLC42,653$876.9K
Western Wealth Management, LLC38,810$797.9K
Palogic Value Management, L.P.38,800$797.7K
Brookstone Capital Management38,658$794.8K
TrueMark Investments, LLC35,665$733.3K
PW Nova Financial Services LLC35,485$729.6K
Aptus Capital Advisors, LLC34,611$711.6K
Quad-Cities Investment Group, LLC33,337$685.4K
QTR Family Wealth, LLC32,408$666.3K
NWF Advisory Services Inc.32,334$664.8K
Waterloo Capital, L.P.32,122$660.4K
Goldman Sachs Group Inc32,032$658.6K
XTX Topco Ltd31,619$650.1K
Wealth Enhancement Advisory Services, LLC31,007$644.9K
Pathstone Holdings, LLC30,885$635.0K
Advisory Advocates, LLC30,574$628.6K
Integrated Wealth Concepts LLC29,734$611.3K
D.A. Davidson & Co.29,301$602.4K
Summit Financial, LLC29,230$601.0K
Wealthcare Advisory Partners LLC29,166$599.7K
Gryphon Financial Partners LLC28,982$595.9K
Kovack Advisors, Inc.28,768$593.2K
Mezzasalma Advisors, LLC26,800$551.0K
Nations Financial Group Inc,26,662$548.2K
Lowe Brockenbrough & Co Inc26,637$547.7K
We Are One Seven, LLC25,745$529.3K
WCG Wealth Advisors LLC25,688$528.1K
Baird Financial Group, Inc.24,878$511.5K
Jane Street Group, LLC24,775$509.4K
Creative Planning23,961$492.6K
Fairman Group, LLC23,569$484.6K
Guardian Wealth Advisors, LLC22,822$469.2K
Uniting Wealth Partners, LLC22,519$463.0K
CAPROCK Group, Inc.21,771$447.6K
Game Plan Financial Advisors, LLC21,500$442.0K