CARILLON SER TR (RJMI)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
8
Reporting holders
$15.0M
Reported value
0.0%
Held as options
+1
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 | $11.8M | 457,692 | 0.00% | 3q | +32.2%+$2.9M |
| GOLDMAN SACHS GROUP INC | $1.5M | 57,166 | 0.00% | new | NEW |
| Horizon Family Wealth, Inc. | $889.9K | 34,566 | 0.41% | 3q | +0.8%+$7.2K |
| JANE STREET GROUP, LLC | $326.1K | 12,668 | 0.00% | 3q | -72.9%-$875.6K |
| MAGNOLIA CAPITAL ADVISORS LLC | $225.2K | 8,748 | 0.04% | 2q | HELD |
| LANGLEY WEALTH MANAGEMENT, LLC | $205.3K | 15,762 | 0.17% | new | FIRST |
| Steward Partners Investment Advisory, LLC | $112.8K | 4,381 | 0.00% | 2q | +73.3%+$47.7K |
| Nemes Rush Group LLC | $25.7K | 1,000 | 0.00% | 3q | HELD |
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 | 8 | $15.0M | 591,983 | 1 | 3 | 1 | 0.0% |
| Q1 2026 | 7 | $11.3M | 448,208 | 3 | 3 | 0 | 0.0% |
| Q4 2025 | 4 | $9.9M | 385,715 | 4 | 0 | 0 | 0.0% |