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Owners, funding and legal record

Who owns Calamos Strategic Total Return Fund? Owners, funding and legal record

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Calamos Strategic Total Return Fund is a publicly traded company (Nasdaq: CSQ). The most recent 5%+ ownership report names Equitable Holdings, Inc. holding 19.9% (Schedule 13G, filed 2026-09-11).

As of November 6, 2026, Calamos Strategic Total Return Fund is a publicly traded company (Nasdaq: CSQ); its largest reported holder is BlackRock, with 36.4% on Schedule 13G of September 8, 2026, then Equitable Holdings, Inc. (19.9%). The largest insider holding is John S. Koudounis, the president, with 15,830 shares, per Form 3/A of September 9, 2025 (Schedule 13G, September 8, 2026).

Equitable Holdings, Inc. also filed stake reports on 3 other companies ↓

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Who are Calamos Strategic Total Return Fund's owners and officers?

Calamos Strategic Total Return Fund: business address in Naperville, Illinois (Schedule 13G, 2026-09-11).

ReportHolderShare
Schedule 13G, 2026-09-11Equitable Holdings, Inc.19.9%
Schedule 13G, 2026-09-08Blackrock Portfolio Management LLC36.4%
Schedule 13G, 2026-09-08The Lincoln National Life Insurance Company10.6%
Schedule 13G/A, 2026-09-08Metlife Investment Management, LLC0%
Schedule 13G/A, 2026-07-28Apollo Management Holdings Gp, LLC15.2%
Schedule 13G/A, 2026-05-14Apollo Management Holdings Gp, LLC48%
Schedule 13G/A, 2026-02-13Apollo Management Holdings Gp, LLC48%
Schedule 13G/A, 2025-11-14Apollo Management Holdings Gp, LLC48%
Schedule 13G/A, 2025-08-14Apollo Management Holdings Gp, LLC48%

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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What the Full Report on Calamos Strategic Total Return Fund covers

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  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

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Which insiders own Calamos Strategic Total Return Fund shares?

Directors, officers and holders of 10% or more report their shares on Forms 3, 4 and 5. Each line is the latest such report, largest holding first.

Shares only: the company's cover page does not give one share count for a single class, so no percentage is worked out.

How much has Calamos Strategic Total Return Fund raised?

No fundraising or offering filing from Calamos Strategic Total Return Fund is on file with us.

Keep reading

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Cite this page

Permanent URL: https://mentionfox.com/who-owns/calamos-strategic-total-return-fund
Last updated 2026-11-06
Primary record: Schedule 13G, 2026-09-11
Who owns Calamos Strategic Total Return Fund? Owners, funding and legal record. MentionFox, 2026-11-06. https://mentionfox.com/who-owns/calamos-strategic-total-return-fund