DOSSIER · 13F Holders · Q1 2026
RJMI

CARILLON SER TR

7 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 14214M286·7 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$11M
visible holders
Holders
7
filers reporting
Concentration
77.22%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

7 institutions reported RJMI in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 77.2% 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
$9M346K0.00%Q1 2026
02
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M47K0.00%Q1 2026
03
Horizon Family Wealth, Inc.
CIK 0001910660
$868K34K0.46%Q1 2026
04
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$224K9K0.00%Q1 2026
05
MAGNOLIA CAPITAL ADVISORS LLC
CIK 0001803662
$221K9K0.04%Q1 2026
06
Steward Partners Investment Advisory, LLC
CIK 0001723397
$64K3K0.00%Q1 2026
07
Nemes Rush Group LLC
CIK 0001982273
$25K1K0.00%Q1 2026