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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
3
0 vs. Q2 2026
Shares held
29.9K
−2.64K (−8.1%) vs. Q2 2026
Total value
$610.5K
−$58.9K (−8.8%) vs. Q2 2026
New holders
0
0 more added
Sold out
0
2 more reduced

220 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
Uniting Wealth Partners, LLC––––Not filed
CAPROCK Group, Inc.––––Not filed
Game Plan Financial Advisors, LLC––––Not filed
ELCO Management Co., LLC––––Not filed
WealthTrust Axiom LLC––––Not filed
Smith, Moore & Co.––––Not filed
Mosaic Family Wealth Partners, LLC––––Not filed
Coquina Private Wealth LLC––––Not filed
Wedbush Securities Inc––––Not filed
IHT Wealth Management, LLC––––Not filed
Dana Investment Advisors, Inc.––––Not filed
San Luis Wealth Advisors LLC––––Not filed
Empower Advisory Group, LLC––––Not filed
Strategies Wealth Advisors, LLC––––Not filed
Kestra Private Wealth Services, LLC––––Not filed
Modern Wealth Management, LLC––––Not filed
Sequoia Financial Advisors, LLC––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
Stephens Inc––––Not filed
Live Oak Private Wealth LLC––––Not filed
SMH Capital Advisors Inc––––Not filed
International Assets Investment Management, LLC––––Not filed
Blue Bell Private Wealth Management, LLC––––Not filed
Nicolet Bankshares Inc––––Not filed
Silverlake Wealth Management LLC––––Not filed
Cresset Asset Management, LLC––––Not filed
Institute for Wealth Management, LLC.––––Not filed
JPMorgan Chase & Co––––Not filed
XML Financial, LLC––––Not filed
CI Private Wealth, LLC––––Not filed
Northwestern Mutual Wealth Management Co––––Not filed
Fundamentun, LLC––––Not filed
Chicago Partners Investment Group LLC––––Not filed
Dynamic Advisor Solutions LLC––––Not filed
Lantz Financial LLC––––Not filed
AQR Capital Management LLC––––Not filed
EP Wealth Advisors, LLC––––Not filed
Calton & Associates, Inc.––––Not filed
Closed-End Fund Advisors, Inc.––––Not filed
Kellett Schaffner Wealth Advisors LLC––––Not filed
Vestmark Advisory Solutions, Inc.––––Not filed
Mount Yale Investment Advisors, LLC––––Not filed
Bay Capital Advisors, LLC––––Not filed
Insigneo Advisory Services, LLC––––Not filed
MML Investors Services, LLC––––Not filed
Signal Advisors Wealth, LLC––––Not filed
LaSalle St. Investment Advisors, LLC––––Not filed
Farther Finance Advisors, LLC––––Not filed
Prospera Financial Services Inc––––Not filed
Susquehanna International Group, LLP––––Not filed
Founders Financial Alliance, LLC––––Not filed
Benjamin Edwards Inc––––Not filed
Ashton Thomas Private Wealth, LLC––––Not filed
Private Wealth Group, LLC––––Not filed
MAI Capital Management––––Not filed
Cerity Partners LLC––––Not filed
Ameritas Advisory Services, LLC––––Not filed
Neuberger Berman Group LLC––––Not filed
Consolidated Planning Corp––––Not filed
Mercer Global Advisors Inc––––Not filed
49 Wealth Management, LLC––––Not filed
Alongside, LLC––––Not filed
Azimuth Capital Investment Management LLC––––Not filed
M&T Bank Corp––––Not filed
Continuum Advisory, LLC––––Not filed
SP Asset Management LLC––––Not filed
Kayne Anderson Rudnick Investment Management LLC––––Not filed
Private Trust Co NA––––Not filed
IFG Advisory, LLC––––Not filed
PlanVest Financial, Inc––––Not filed
NBC Securities, Inc.––––Not filed
IFP Advisors, Inc––––Not filed
AdvisorNet Financial, Inc––––Not filed
Halbert Hargrove Global Advisors, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Huntington National Bank––––Not filed
Barrett & Company, Inc.––––Not filed
Delta Asset Management LLC––––Not filed
Keating Financial Advisory Services, Inc.––––Not filed
Rothschild Investment LLC––––Not filed
Atlantic Union Bankshares Corp––––Not filed
FWL Investment Management, LLC––––Not filed
CoreCap Advisors, LLC––––Not filed
Parallel Advisors, LLC––––Not filed
Allworth Financial LP––––Not filed
Truvestments Capital LLC––––Not filed
Smartleaf Asset Management LLC––––Not filed
Dunhill Financial, LLC––––Not filed
Asset Dedication, LLC––––Not filed
N.E.W. Advisory Services LLC––––Not filed
Bartlett & Co. Wealth Management LLC––––Not filed
Assetmark, Inc––––Not filed
US Bancorp––––Not filed
Westside Investment Management, Inc.––––Not filed
Pacific Center for Financial Services––––Not filed
Wolff Wiese Magana LLC––––Not filed
Kilter Group LLC––––Not filed
Princeton Global Asset Management LLC––––Not filed
First Pacific Financial––––Not filed
Geneos Wealth Management Inc.––––Not filed