As of November 7, 2026, 4 holders' latest Schedule 13D or 13G filings report owning 5% or more of Calamos Strategic Total Return Fund. The largest reported stake is BlackRock Portfolio Management LLC's, at 36.4%. 9 filings are on record since August 14, 2025 (Schedule 13G, September 8, 2026).
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Key facts
- · Reporting person: Equitable Holdings, Inc. · Sole voting: 1,200,000 · Shared voting: 0 · Sole dispositive: 1,200,000 · Shared dispositive: 0 · SCHEDULE 13G, 2026-09-11
- · Reporting person: BlackRock Portfolio Management LLC · Sole voting: 0 · Shared voting: 2,200,000 · Sole dispositive: 0 · Shared dispositive: 2,200,000 · SCHEDULE 13G, 2026-09-08
- · Reporting person: The Lincoln National Life Insurance Company · Sole voting: 0 · Shared voting: 80,000 · Sole dispositive: 560,000 · Shared dispositive: 80,000 · SCHEDULE 13G, 2026-09-08
- · Reporting person: MetLife Investment Management, LLC · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-09-08
- · Reporting person: Apollo Management Holdings GP, LLC · Sole voting: 0 · Shared voting: 608,000 · Sole dispositive: 0 · Shared dispositive: 608,000 · SCHEDULE 13G/A, 2026-07-28
Calamos Strategic Total Return Fund has 9 Schedule 13D or 13G filings on record since 2025-08-14. 4 holders' latest filing reports 5% or more of series h mandatory redeemable preferred shares. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 36.4% | 2,200,000 | SCHEDULE 13G, 2026-09-08 | 2026-08-31 |
| Equitable Holdings, Inc. | 19.9% | 1,200,000 | SCHEDULE 13G, 2026-09-11 | 2026-08-31 |
| Apollo Management Holdings GP, LLC | 15.2% | 608,000 | SCHEDULE 13G/A, 2026-07-28 | 2026-06-18 |
| The Lincoln National Life Insurance Company | 10.6% | 640,000 | SCHEDULE 13G, 2026-09-08 | 2026-08-26 |
| MetLife Investment Management, LLC | 0% | 0 | SCHEDULE 13G/A, 2026-09-08 | 2026-08-31 |
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More on Calamos Strategic Total Return Fund and the records around it.
Calamos Strategic Total Return Fund elsewhere on the record
Companies that share a holder
- Equitable Holdings, Inc. also filed stake reports on 3 other companies: RIVERNORTH OPPORTUNITIES FUND, INC. (Oct 2026), AB Private Lending Fund (Aug 2026), ALLIANCEBERNSTEIN L.P. (Jul 2025)
- MetLife Investment Management, LLC also filed stake reports on 7 other companies: Calamos Global Dynamic Income Fund (Sep 2026), Carlyle Tactical Private Credit Fund (Apr 2026), abrdn Income Credit Strategies Fund (Jan 2026)
- Apollo Management Holdings GP, LLC also filed stake reports on 14 other companies: Carlyle Tactical Private Credit Fund (Aug 2026), CION Ares Diversified Credit Fund (Aug 2026), COMMUNITY HEALTH SYSTEMS INC (Aug 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 0 | 2,200,000 | 0 | 2,200,000 | SCHEDULE 13G, 2026-09-08 |
| Equitable Holdings, Inc. | 1,200,000 | 0 | 1,200,000 | 0 | SCHEDULE 13G, 2026-09-11 |
| Apollo Management Holdings GP, LLC | 0 | 608,000 | 0 | 608,000 | SCHEDULE 13G/A, 2026-07-28 |
| Athene Annuity and Life Company | 0 | 608,000 | 0 | 608,000 | SCHEDULE 13G/A, 2026-07-28 |
| Apollo Insurance Solutions Group LP | 0 | 608,000 | 0 | 608,000 | SCHEDULE 13G/A, 2026-07-28 |
| AISG GP Ltd. | 0 | 608,000 | 0 | 608,000 | SCHEDULE 13G/A, 2026-07-28 |
| Apollo Life Asset L.P. | 0 | 608,000 | 0 | 608,000 | SCHEDULE 13G/A, 2026-07-28 |
| Apollo Life Asset GP, LLC | 0 | 608,000 | 0 | 608,000 | SCHEDULE 13G/A, 2026-07-28 |
| Apollo Capital Management, L.P. | 0 | 608,000 | 0 | 608,000 | SCHEDULE 13G/A, 2026-07-28 |
| Apollo Capital Management GP, LLC | 0 | 608,000 | 0 | 608,000 | SCHEDULE 13G/A, 2026-07-28 |
| Apollo Management Holdings, L.P. | 0 | 608,000 | 0 | 608,000 | SCHEDULE 13G/A, 2026-07-28 |
| The Lincoln National Life Insurance Company | 0 | 80,000 | 560,000 | 80,000 | SCHEDULE 13G, 2026-09-08 |
| MetLife Investment Management, LLC | 0 | 0 | 0 | 0 | SCHEDULE 13G/A, 2026-09-08 |
The latest filing names Calamos Strategic Total Return Fund, with its principal executive office as 2020 CALAMOS COURT, C/O CALAMOS ADVISORS LLC, NAPERVILLE, IL 60563 (SCHEDULE 13G, 2026-09-11).
What the percentages are based on
Information in Row 11 of the respective cover pages of the individual Reporting Persons is incorporated into this Item 4(b) by reference.Apollo Management Holdings GP, LLC, SCHEDULE 13G/A, 2026-07-28
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-14 | Apollo Management Holdings GP, LLC | 48% | SCHEDULE 13G/A |
| 2025-11-14 | Apollo Management Holdings GP, LLC | 48% | SCHEDULE 13G/A |
| 2026-02-13 | Apollo Management Holdings GP, LLC | 48% | SCHEDULE 13G/A |
| 2026-05-14 | Apollo Management Holdings GP, LLC | 48% | SCHEDULE 13G/A |
| 2026-07-28 | Apollo Management Holdings GP, LLC | 15.2% | SCHEDULE 13G/A |
| 2026-09-08 | MetLife Investment Management, LLC | 0% | SCHEDULE 13G/A |
| 2026-09-08 | The Lincoln National Life Insurance Company | 10.6% | SCHEDULE 13G |
| 2026-09-08 | BlackRock Portfolio Management LLC | 36.4% | SCHEDULE 13G |
| 2026-09-11 | Equitable Holdings, Inc. | 19.9% | SCHEDULE 13G |
Questions about who owns Calamos Strategic Total Return Fund
Who owns Calamos Strategic Total Return Fund?
On this page, 4 holders' latest ownership filings report 5% or more of Calamos Strategic Total Return Fund: BlackRock Portfolio Management LLC (36.4%, Schedule 13G, filed 2026-09-08), Equitable Holdings, Inc. (19.9%, Schedule 13G, filed 2026-09-11), Apollo Management Holdings GP, LLC (15.2%, Schedule 13G/A, filed 2026-07-28) and The Lincoln National Life Insurance Company (10.6%, Schedule 13G, filed 2026-09-08).
Who are the largest shareholders of Calamos Strategic Total Return Fund?
By the share each holder's latest filing reports, the largest holders of Calamos Strategic Total Return Fund on this page are BlackRock Portfolio Management LLC (36.4%), Equitable Holdings, Inc. (19.9%) and Apollo Management Holdings GP, LLC (15.2%).
When did BlackRock Portfolio Management LLC buy into Calamos Strategic Total Return Fund?
The filings give report dates, not purchase dates. The earliest filing from BlackRock Portfolio Management LLC on this page is the Schedule 13G, filed 2026-09-08, reporting 36.4%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 9 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.