DOSSIER · 13F Holders · Q2 2026
RJMI

CARILLON SER TR

8 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 14214M286·8 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$16M
visible holders
Holders
8
filers reporting
Concentration
74.14%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q2 2026

8 institutions reported RJMI in Q2 2026. RAYMOND JAMES FINANCIAL INC leads at 74.1% 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
$12M458K0.00%Q2 2026
02
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M57K0.00%Q2 2026
03
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M47K0.00%Q1 2026
04
Horizon Family Wealth, Inc.
CIK 0001910660
$890K35K0.41%Q2 2026
05
MAGNOLIA CAPITAL ADVISORS LLC
CIK 0001803662
$225K9K0.04%Q2 2026
06
LANGLEY WEALTH MANAGEMENT, LLC
CIK 0002141692
$203K8K0.20%Q2 2026
07
Steward Partners Investment Advisory, LLC
CIK 0001723397
$113K4K0.00%Q2 2026
08
Nemes Rush Group LLC
CIK 0001982273
$26K1K0.00%Q2 2026