CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) — Institutional Holders, Q2 2026 (page 2)
139 institutional investment managers reported a CHI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $253.4M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 139. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CHI 13F holders ranked 101–139 of 139
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | MGO ONE SEVEN#101 · 10,807 sh | 10,807 | $145.3K | <0.01% | New |
| 102 | Continuum Advisory#102 · 10,713 sh | 10,713 | $144.0K | 0.01% | New |
| 103 | Clearstead Advisors#103 · 10,424 sh | 10,424 | $140.1K | <0.01% | -4.8% |
| 104 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#104 · 9,466 sh | 9,466 | $127.2K | <0.01% | +330.9% |
| 105 | Allworth Financial#105 · 8,935 sh | 8,935 | $120.1K | <0.01% | 0.0% |
| 106 | Steward Partners Investment Advisory#106 · 8,824 sh | 8,824 | $118.6K | <0.01% | 0.0% |
| 107 | JONES FINANCIAL COMPANIES LLLP#107 · 8,400 sh | 8,400 | $109.0K | 0.00% | New |
| 108 | BARRETT & COMPANY#108 · 7,750 sh | 7,750 | $104.2K | — | 0.0% |
| 109 | Global Retirement Partners#109 · 7,513 sh | 7,513 | $101.0K | <0.01% | — |
| 110 | MONETARY MANAGEMENT GROUP#110 · 7,500 sh | 7,500 | $100.8K | 0.02% | 0.0% |
| 111 | Integrated Wealth Concepts#111 · 4,637 sh | 4,637 | $62.3K | <0.01% | New |
| 112 | NBC SECURITIES#112 · 4,413 sh | 4,413 | $59.3K | — | 0.0% |
| 113 | Clark Wealth Partners#113 · 4,300 sh | 4,300 | $57.8K | — | 0.0% |
| 114 | Wilmington Savings Fund Society, FSB#114 · 4,000 sh | 4,000 | $53.8K | — | 0.0% |
| 115 | AMERIFLEX GROUP#115 · 3,700 sh | 3,700 | $49.7K | 0.02% | 0.0% |
| 116 | PRIVATE NA#116 · 3,000 sh | 3,000 | $40.3K | — | 0.0% |
| 117 | GHP Investment Advisors#117 · 2,400 sh | 2,400 | $32.3K | — | 0.0% |
| 118 | Costello Asset Management#118 · 2,303 sh | 2,303 | $30.9K | <0.01% | +1.6% |
| 119 | IFG Advisory#119 · 2,058 sh | 2,058 | $27.7K | <0.01% | New |
| 120 | IFP Advisors#120 · 2,000 sh | 2,000 | $26.9K | — | 0.0% |
| 121 | Institute for Wealth Management#121 · 1,695 sh | 1,695 | $22.8K | <0.01% | -97.1% |
| 122 | ASSETMARK#122 · 1,672 sh | 1,672 | $22.5K | — | +593.8% |
| 123 | CX Institutional#123 · 1,582 sh | 1,582 | $21.0K | — | +2.3% |
| 124 | Caldwell#124 · 1,534 sh | 1,534 | $20.6K | <0.01% | 0.0% |
| 125 | Gen-Wealth Partners#125 · 1,525 sh | 1,525 | $20.5K | <0.01% | -30.7% |
| 126 | Financial Gravity Companies, (FGCO)#126 · 1,520 sh | 1,520 | $20.4K | <0.01% | — |
| 127 | COMPASS FINANCIAL MANAGEMENT#127 · 1,121 sh | 1,121 | $15.1K | <0.01% | — |
| 128 | Center for Financial Planning#128 · 1,094 sh | 1,094 | $14.7K | — | 0.0% |
| 129 | THURSTON, SPRINGER, MILLER, HERD & TITAK#129 · 1,000 sh | 1,000 | $13.4K | — | 0.0% |
| 130 | HHM Wealth Advisors#130 · 725 sh | 725 | $9.7K | <0.01% | 0.0% |
| 131 | OF VERMONT#131 · 715 sh | 715 | $9.6K | — | — |
| 132 | ROTHSCHILD INVESTMENT#132 · 662 sh | 662 | $8.9K | <0.01% | 0.0% |
| 133 | Cape Investment Advisory#133 · 402 sh | 402 | $5.4K | — | New |
| 134 | Twin Lakes Capital Management#134 · 341 sh | 341 | $4.6K | <0.01% | +2.1% |
| 135 | Ronald Blue#135 · 227 sh | 227 | $3.0K | — | New |
| 136 | Buck Wealth Strategies#136 · 200 sh | 200 | $2.7K | — | New |
| 137 | JFS WEALTH ADVISORS#137 · 88 sh | 88 | $1.2K | <0.01% | New |
| 138 | HUNTINGTON NATIONAL BANK#138 · 1 sh | 1 | $13.00 | 0.00% | 0.0% |
| 139 | EASTERN BANK#139 · 0 sh | 0 | $4.00 | — | New |
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.