CARILLON SER TR (RJDI)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
18
Reporting holders
$50.2M
Reported value
0.0%
Held as options
+6
Holder change
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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $33.0M | 1,125,048 | 0.01% | 3q | +52.6%+$11.4M |
| Mid-American Wealth Advisory Group, Inc. | $6.2M | 210,262 | 2.23% | new | NEW |
| Clear Trail Advisors, LLC | $1.6M | 54,000 | 0.24% | 2q | +3.6%+$54.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 52,612 | 0.00% | new | NEW |
| LPL Financial LLC | $1.5M | 51,576 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $1.2M | 41,629 | 0.01% | 3q | +70.5%+$504.9K |
| Balefire, LLC | $1.0M | 35,085 | 0.17% | 2q | +218.3%+$705.5K |
| Tulsa Wealth Advisors, INC | $970.1K | 33,085 | 0.14% | 2q | +39.0%+$272.0K |
| SAXON INTERESTS, INC. | $674.0K | 22,988 | 0.19% | new | NEW |
| JANE STREET GROUP, LLC | $613.2K | 20,914 | 0.00% | 3q | +13.1%+$71.1K |
| WETZEL INVESTMENT ADVISORS, INC. | $422.0K | 14,356 | 0.15% | new | NEW |
| Phillips Wealth Planners LLC | $338.1K | 11,638 | 0.25% | 3q | HELD |
| Nemes Rush Group LLC | $314.3K | 10,720 | 0.03% | 2q | +487.1%+$260.8K |
| UMB Bank, n.a. | $295.3K | 10,070 | 0.00% | new | NEW |
| Berry Wealth Group, LP | $237.7K | 8,107 | 0.76% | new | NEW |
| Wealthcare Advisory Partners LLC | $205.2K | 7,000 | 0.00% | new | NEW |
| HUNTINGTON NATIONAL BANK | $76.2K | 2,600 | 0.00% | 2q | HELD |
| UBS Group AG | $11.7K | 400 | 0.00% | 2q | +39900.0%+$11.7K |
| Cambridge Investment Research Advisors, Inc. | $4.1K | 140,634 | 0.00% | new | NEW |
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 | 18 | $50.2M | 1,712,090 | 8 | 8 | 0 | 0.0% |
| Q1 2026 | 12 | $24.6M | 920,582 | 7 | 4 | 0 | 0.0% |
| Q4 2025 | 5 | $19.0M | 752,527 | 5 | 0 | 0 | 0.0% |