Calamos Dynamic Convertible & Income Fund (CCD) — Institutional Holders, Q2 2026
78 institutional investment managers reported a CCD position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $107.5M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CCD in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Advisors Asset ManagementAdded · +103,098 sh+$2.7M
- J.W. COLE ADVISORSNew · +94,955 sh+$2.4M
- RAYMOND JAMES FINANCIALAdded · +88,973 sh+$2.3M
- Bleakley Financial GroupNew · +84,200 sh+$2.2M
- CITADEL ADVISORSAdded · +56,895 sh+$1.5M
Biggest sellers
- WELLS FARGO & COMPANYTrimmed · -108,837 sh-$2.8M
- UBS Group AGTrimmed · -86,674 sh-$2.2M
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.Trimmed · -33,815 sh-$871.4K
- LPL FinancialTrimmed · -31,564 sh-$813.4K
- WORLD EQUITY GROUPTrimmed · -23,147 sh-$596.5K
CCD 13F holders ranked 1–78 of 78
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | D.A. DAVIDSON#1 · 625,231 sh | 625,231 | $16.1M | 0.09% | +0.4% |
| 2 | WELLS FARGO & COMPANY#2 · 315,875 sh | 315,875 | $8.1M | <0.01% | -25.6% |
| 3 | BANK OF AMERICA#3 · 302,213 sh | 302,213 | $7.8M | <0.01% | -3.8% |
| 4 | MORGAN STANLEY#4 · 299,076 sh | 299,076 | $7.7M | <0.01% | +1.0% |
| 5 | GUGGENHEIM CAPITAL#5 · 229,621 sh | 229,621 | $5.9M | 0.04% | +7.9% |
| 6 | ROYAL BANK OF CANADA#6 · 193,048 sh | 193,048 | $5.0M | <0.01% | +3.8% |
| 7 | RAYMOND JAMES FINANCIAL#7 · 191,798 sh | 191,798 | $4.9M | <0.01% | +86.5% |
| 8 | Advisors Asset Management#8 · 141,214 sh | 141,214 | $3.6M | 0.06% | +270.5% |
| 9 | LPL Financial#9 · 139,996 sh | 139,996 | $3.6M | <0.01% | -18.4% |
| 10 | TRUIST FINANCIAL#10 · 109,548 sh | 109,548 | $2.8M | <0.01% | -1.0% |
| 11 | WILEY BROS.-AINTREE CAPITAL#11 · 105,007 sh | 105,007 | $2.7M | 0.01% | +1.3% |
| 12 | Mutual Advisors#12 · 100,596 sh | 100,596 | $2.6M | 0.05% | -13.6% |
| 13 | J.W. COLE ADVISORS#13 · 94,955 sh | 94,955 | $2.4M | 0.04% | New |
| 14 | Bleakley Financial Group#14 · 84,200 sh | 84,200 | $2.2M | 0.03% | New |
| 15 | CITADEL ADVISORS#15 · 78,136 sh | 78,136 | $2.0M | <0.01% | +267.9% |
| 16 | OSAIC#16 · 74,911 sh | 74,911 | $1.9M | <0.01% | +50.9% |
| 17 | COMMONWEALTH EQUITY SERVICES#17 · 70,553 sh | 70,553 | $1.8M | <0.01% | -6.5% |
| 18 | Cambridge Investment Research Advisors#18 · 61,332 sh | 61,332 | $1.6M | <0.01% | +4.3% |
| 19 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C.#19 · 60,762 sh | 60,762 | $1.6M | 0.10% | -35.8% |
| 20 | AMERIPRISE FINANCIAL#20 · 60,100 sh | 60,100 | $1.5M | <0.01% | +8.8% |
| 21 | PMG Family Office#21 · 58,774 sh | 58,774 | $1.5M | — | +2.1% |
| 22 | Everstar Asset Management#22 · 41,742 sh | 41,742 | $1.1M | 0.52% | -0.9% |
| 23 | Janney Montgomery Scott#23 · 40,650 sh | 40,650 | $1.0M | <0.01% | -0.7% |
| 24 | Advisory Solutions Group#24 · 40,541 sh | 40,541 | $1.0M | — | — |
| 25 | Shaker Financial Services#25 · 39,424 sh | 39,424 | $1.0M | — | New |
| 26 | UBS Group AG#26 · 35,370 sh | 35,370 | $911.5K | <0.01% | -71.0% |
| 27 | CoreCap Advisors#27 · 35,227 sh | 35,227 | $907.8K | — | +20.6% |
| 28 | OPPENHEIMER#28 · 34,784 sh | 34,784 | $896.4K | — | +1.0% |
| 29 | Herold Advisors#29 · 34,449 sh | 34,449 | $885.0K | — | +4.2% |
| 30 | Kestra Advisory Services#30 · 33,857 sh | 33,857 | $872.5K | <0.01% | +5.1% |
| 31 | Boreal Capital Management#31 · 0 sh | 0 | $826.6K | 0.62% | -100.0% |
| 32 | Rockefeller Capital Management L.P.#32 · 29,644 sh | 29,644 | $763.9K | <0.01% | +0.2% |
| 33 | Samalin Investment Counsel#33 · 25,072 sh | 25,072 | $646.1K | — | -30.3% |
| 34 | WORLD EQUITY GROUP#34 · 23,119 sh | 23,119 | $595.8K | — | -50.0% |
| 35 | STIFEL FINANCIAL#35 · 21,549 sh | 21,549 | $555.3K | <0.01% | +15.4% |
| 36 | ENVESTNET ASSET MANAGEMENT#36 · 19,690 sh | 19,690 | $507.4K | <0.01% | +2.4% |
| 37 | JANE STREET GROUP#37 · 18,121 sh | 18,121 | $467.0K | 0.00% | New |
| 38 | Gilliland Jeter Wealth Management#38 · 17,373 sh | 17,373 | $447.7K | 0.12% | 0.0% |
| 39 | Quad-Cities Investment Group#39 · 17,038 sh | 17,038 | $439.1K | — | +2.8% |
| 40 | Steward Partners Investment Advisory#40 · 16,728 sh | 16,728 | $431.1K | <0.01% | +0.9% |
| 41 | WEDBUSH SECURITIES#41 · 15,260 sh | 15,260 | $393.0K | — | +18.2% |
| 42 | KESTRA PRIVATE WEALTH SERVICES#42 · 14,986 sh | 14,986 | $386.2K | <0.01% | -16.6% |
| 43 | Private Advisor Group#43 · 14,770 sh | 14,770 | $380.6K | <0.01% | -46.1% |
| 44 | Tempus Wealth Planning#44 · 13,719 sh | 13,719 | $353.5K | — | 0.0% |
| 45 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#45 · 13,452 sh | 13,452 | $347.9K | 0.02% | -4.0% |
| 46 | DAYMARK WEALTH PARTNERS#46 · 13,150 sh | 13,150 | $338.9K | <0.01% | 0.0% |
| 47 | Baird Financial Group#47 · 12,514 sh | 12,514 | $322.5K | <0.01% | New |
| 48 | Cetera Investment Advisers#48 · 12,416 sh | 12,416 | $319.9K | <0.01% | +2.6% |
| 49 | Apeiron RIA#49 · 11,820 sh | 11,820 | $304.6K | — | +13.6% |
| 50 | Brookstone Capital Management#50 · 11,572 sh | 11,572 | $298.2K | — | -2.3% |
| 51 | XTX Topco Ltd#51 · 11,491 sh | 11,491 | $296.1K | <0.01% | New |
| 52 | Capital CS Group#52 · 10,920 sh | 10,920 | $281.4K | 0.22% | -38.2% |
| 53 | Abel Hall#53 · 10,000 sh | 10,000 | $257.7K | — | 0.0% |
| 54 | Financial Engines Advisors L.L.C.#54 · 8,758 sh | 8,758 | $225.7K | <0.01% | New |
| 55 | FIFTH THIRD BANCORP#55 · 7,540 sh | 7,540 | $194.3K | <0.01% | 0.0% |
| 56 | Integrated Wealth Concepts#56 · 5,885 sh | 5,885 | $151.6K | <0.01% | New |
| 57 | Clear Street Group#57 · 4,907 sh | 4,907 | $126.5K | <0.01% | New |
| 58 | WOLVERINE ASSET MANAGEMENT#58 · 4,430 sh | 4,430 | $114.2K | <0.01% | New |
| 59 | Continuum Advisory#59 · 2,617 sh | 2,617 | $67.4K | <0.01% | New |
| 60 | Farther Finance Advisors#60 · 2,460 sh | 2,460 | $63.4K | — | 0.0% |
| 61 | Triumph Capital Management#61 · 2,420 sh | 2,420 | $62.4K | — | -14.2% |
| 62 | HARBOUR INVESTMENTS#62 · 2,412 sh | 2,412 | $62.2K | <0.01% | -51.8% |
| 63 | EverSource Wealth Advisors#63 · 2,000 sh | 2,000 | $51.5K | <0.01% | New |
| 64 | Westside Investment Management#64 · 1,667 sh | 1,667 | $43.0K | <0.01% | 0.0% |
| 65 | VALLEY WEALTH MANAGERS#65 · 1,500 sh | 1,500 | $38.7K | — | 0.0% |
| 66 | Harborfront Financial Group#66 · 1,245 sh | 1,245 | $32.1K | 0.12% | — |
| 67 | Allworth Financial#67 · 1,000 sh | 1,000 | $25.8K | <0.01% | 0.0% |
| 68 | Regatta Research & Money Management#68 · 905 sh | 905 | $23.3K | 0.02% | — |
| 69 | SJS Investment Consulting#69 · 900 sh | 900 | $23.2K | — | 0.0% |
| 70 | Key FInancial#70 · 625 sh | 625 | $16.1K | <0.01% | New |
| 71 | North Star Investment Management#71 · 500 sh | 500 | $12.9K | <0.01% | 0.0% |
| 72 | LifeSteps Financial#72 · 400 sh | 400 | $10.3K | — | New |
| 73 | CALDWELL SUTTER CAPITAL#73 · 250 sh | 250 | $6.4K | <0.01% | 0.0% |
| 74 | SRS Capital Advisors#74 · 229 sh | 229 | $5.9K | 0.00% | New |
| 75 | ASSETMARK#75 · 131 sh | 131 | $3.4K | — | New |
| 76 | HIGHLINE WEALTH PARTNERS#76 · 109 sh | 109 | $2.8K | — | -16.2% |
| 77 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#77 · 83 sh | 83 | $2.1K | 0.00% | New |
| 78 | JFS WEALTH ADVISORS#78 · 61 sh | 61 | $1.6K | <0.01% | New |
Funds that sold out of CCD in Q2 2026 (8)
Held CCD at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Boreal Capital Management1 sh | 1 | $684.8K |
| CENTAURUS FINANCIAL5,085 sh | 5,085 | $109.0K |
| Western Wealth Management2,500 sh | 2,500 | $53.4K |
| Advisory Services Network1,857 sh | 1,857 | $39.6K |
| Sound Income Strategies1,213 sh | 1,213 | $26.8K |
| Osbon Capital Management660 sh | 660 | $14.1K |
| JPMORGAN CHASE405 sh | 405 | $8.2K |
| Beaird Harris Wealth Management118 sh | 118 | $2.5K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.