CALAMOS STRATEGIC TOTAL

$CSQ
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Institutional coverage

216 13F filers hold $CSQ.

13F holders
216
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

2 holders · Q1 2026

Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.

01
ELCO Management Co., LLC
0.18% NEW
α +10.8pts
02
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 216 · Source: 13F-HR
01
State Farm Mutual Automobile Insurance Co.
0.01% of portfolio
2,085,956 sh
02
CANADA LIFE ASSURANCE Co
1.04% of portfolio
1,944,623 sh
03
Taconic Capital Advisors LP
0.01% of portfolio
1,224,072 sh
04
Kaydan Wealth Management, Inc.
1.97% of portfolio
1,114,699 sh
05
Sheaff Brock Investment Advisors, LLC
0.01% of portfolio
964,070 sh
06
Foresight Capital Management Advisors, Inc.
1.73% of portfolio
794,697 sh
07
FengHe Fund Management Pte. Ltd.
0.01% of portfolio
782,626 sh
08
Sb Investment Advisers (uk) Ltd.
0.02% of portfolio
710,177 sh
09
Regions Financial Corp.
0.18% of portfolio
649,078 sh
10
Thomas Story & Son LLC
3.66% of portfolio
612,583 sh
See all 216 13F holders · Pro →

Insider activity · last 90 days

2 transactions · 1 filers
30 Jan 2025
Herman Thomas E —
▲ BOUGHT
11,507
$18.39
P
29 Jan 2025
Herman Thomas E —
▲ BOUGHT
11,683
$18.23
P

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $CSQ in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:00 UTC.