CARILLON SER TR (RJVI)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
4
Reporting holders
$8.1M
Reported value
0.0%
Held as options
+0
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 | $5.1M | 205,130 | 0.00% | 3q | +18.3%+$793.7K |
| Horizon Family Wealth, Inc. | $2.4M | 96,893 | 1.11% | 3q | HELD |
| JANE STREET GROUP, LLC | $494.3K | 19,722 | 0.00% | new | NEW |
| Nemes Rush Group LLC | $25.1K | 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 | 4 | $8.1M | 322,745 | 1 | 1 | 0 | 0.0% |
| Q1 2026 | 4 | $6.8M | 271,385 | 0 | 1 | 2 | 0.0% |
| Q4 2025 | 4 | $5.3M | 211,371 | 4 | 0 | 0 | 0.0% |