DOSSIER · 13F Holders · Q3 2026
CJMB

CALLAN JMB INC

15 institutions still hold CALLAN JMB INC as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 131100109·15 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$2M
visible holders
Holders
15
filers reporting
Concentration
33.15%
Creative Planning #1
top holder share
AI Holders Summary · Q3 2026

15 institutions reported CJMB in Q3 2026. Creative Planning leads at 33.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Creative Planning
CIK 0001540235
$621K256K0.00%Q3 2026
02
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$495K204K0.00%Q3 2026
03
Qsemble Capital Management, LP
CIK 0001766159
$378K2K0.05%Q2 2026
04
BARD ASSOCIATES INC
CIK 0001105907
$184K229K0.04%Q2 2026
05
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$103K42K0.00%Q3 2026
06
HighTower Advisors, LLC
CIK 0001462245
$30K13K0.00%Q3 2026
07
CITADEL ADVISORS LLC
CIK 0001423053
$26K32K0.00%Q2 2026
08
Financial Plan, Inc.
CIK 0002107584
$11K14K0.00%Q2 2026
09
UBS Group AG
CIK 0001610520
$11K4K0.00%Q3 2026
10
XTX Topco Ltd
CIK 0001828301
$9K11K0.00%Q2 2026
11
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$5K7K0.00%Q2 2026
12
Tower Research Capital LLC (TRC)
CIK 0001533421
$3494340.00%Q2 2026
13
VALLEY NATIONAL ADVISERS INC
CIK 0000773411
$2431000.00%Q3 2026
14
JPMORGAN CHASE & CO
CIK 0000019617
$215880.00%Q3 2026
15
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025
Insiders at CALLAN JMB INC
Croyle David J →Dial Gerald →Williams Wayne D →Duke Liberty Smith →