CALLAN JMB INC (CJMB)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
14
Reporting holders
$499.4K
Reported value
10.8%
Of shares outstanding
0.0%
Held as options
+4
Holder change
Institutions report 621,154 shares against 5,752,368 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Qsemble Capital Management, LP | $377.7K | 1,561 | 0.05% | 2q | -67.7%-$790.4K |
| Creative Planning | $205.6K | 255,693 | 0.00% | 6q | HELD |
| BARD ASSOCIATES INC | $184.3K | 229,250 | 0.04% | 6q | -6.6%-$13.1K |
| CITADEL ADVISORS LLC | $25.8K | 32,086 | 0.00% | new | NEW |
| AXXCESS WEALTH MANAGEMENT, LLC | $20.1K | 25,000 | 0.00% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $12.6K | 15,672 | 0.00% | 6q | -31.8%-$5.9K |
| Financial Plan, Inc. | $10.9K | 13,500 | 0.00% | new | NEW |
| CITIGROUP INC | $10.8K | 13,423 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $10.1K | 12,500 | 0.00% | 6q | HELD |
| XTX Topco Ltd | $9.1K | 11,287 | 0.00% | new | NEW |
| VANGUARD CAPITAL MANAGEMENT LLC | $5.4K | 6,664 | 0.00% | 2q | HELD |
| UBS Group AG | $4.5K | 5,643 | 0.00% | 2q | +245.3%+$3.2K |
| Tower Research Capital LLC (TRC) | $349 | 434 | 0.00% | 6q | -79.0%-$1.3K |
| BARCLAYS PLC | $1 | 1 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $1 | 1 | 0.00% | 2q | -50.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 14 | $499.4K | 621,154 | 6 | 1 | 4 | 0.0% |
| Q1 2026 | 10 | $721.7K | 577,349 | 3 | 2 | 2 | 0.0% |
| Q4 2025 | 12 | $812.9K | 732,311 | 4 | 3 | 1 | 0.0% |
| Q3 2025 | 8 | $3.6M | 747,827 | 0 | 1 | 3 | 0.0% |
| Q2 2025 | 8 | $3.6M | 698,712 | 1 | 2 | 2 | 0.0% |
| Q1 2025 | 7 | $3.1M | 691,863 | 7 | 0 | 0 | 0.0% |