DOSSIER · 13F Holders · Q1 2026
RJDI

CARILLON SER TR

15 institutions still hold CARILLON SER TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14214M260·15 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$33M
visible holders
Holders
15
filers reporting
Concentration
59.60%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

15 institutions reported RJDI in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 59.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$20M737K0.01%Q1 2026
02
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$6M210K2.23%Q2 2026
03
Clear Trail Advisors, LLC
CIK 0002097856
$2M54K0.24%Q2 2026
04
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M53K0.00%Q2 2026
05
Balefire, LLC
CIK 0001750924
$1M35K0.17%Q2 2026
06
Steward Partners Investment Advisory, LLC
CIK 0001723397
$652K24K0.00%Q1 2026
07
Tulsa Wealth Advisors, INC
CIK 0002114442
$636K24K0.11%Q1 2026
08
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$494K18K0.00%Q1 2026
09
WETZEL INVESTMENT ADVISORS, INC.
CIK 0002009211
$422K14K0.15%Q2 2026
10
Phillips Wealth Planners LLC
CIK 0001962628
$336K12K0.25%Q1 2026
11
Wealthcare Advisory Partners LLC
CIK 0001683059
$205K7K0.00%Q2 2026
12
CLEAR INVESTMENT RESEARCH, LLC
CIK 0001635523
$172K6K0.27%Q1 2026
13
HUNTINGTON NATIONAL BANK
CIK 0000049205
$69K3K0.00%Q1 2026
14
Nemes Rush Group LLC
CIK 0001982273
$49K2K0.00%Q1 2026
15
UBS Group AG
CIK 0001610520
$2710.00%Q1 2026