13F Insight
DOSSIER · 13F Holders · Q2 2026
RJDI

CARILLON SER TR

17 institutions still hold CARILLON SER TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14214M260·17 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$50M
visible holders
Holders
17
filers reporting
Concentration
66.57%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q2 2026

17 institutions reported RJDI in Q2 2026. RAYMOND JAMES FINANCIAL INC leads at 66.6% 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
$33M1.1M0.01%Q2 202602
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$6M212K2.10%Q3 202603
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M53K0.00%Q2 202604
Clear Trail Advisors, LLC
CIK 0002097856
$2M54K0.23%Q3 202605
LPL Financial LLC
CIK 0001403438
$2M52K0.00%Q2 202606
Steward Partners Investment Advisory, LLC
CIK 0001723397
$1M42K0.01%Q2 202607
Tulsa Wealth Advisors, INC
CIK 0002114442
$970K33K0.14%Q2 202608
Balefire, LLC
CIK 0001750924
$862K30K0.14%Q3 202609
SAXON INTERESTS, INC.
CIK 0001905867
$674K23K0.19%Q2 202610
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$494K18K0.00%Q1 202611
WETZEL INVESTMENT ADVISORS, INC.
CIK 0002009211
$448K16K0.15%Q3 202612
Phillips Wealth Planners LLC
CIK 0001962628
$338K12K0.25%Q2 202613
Nemes Rush Group LLC
CIK 0001982273
$314K11K0.03%Q2 202614
UMB Bank, n.a.
CIK 0000933429
$295K10K0.00%Q2 202615
Berry Wealth Group, LP
CIK 0002008410
$238K8K0.76%Q2 202616
HUNTINGTON NATIONAL BANK
CIK 0000049205
$76K3K0.00%Q2 202617
UBS Group AG
CIK 0001610520
$12K4000.00%Q2 2026