DOSSIER · 13F Holders · Q1 2026
RJVI

CARILLON SER TR

4 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 14214M278·4 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$7M
visible holders
Holders
4
filers reporting
Concentration
63.92%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

4 institutions reported RJVI in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 63.9% 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
$4M173K0.00%Q1 2026
02
Horizon Family Wealth, Inc.
CIK 0001910660
$2M97K1.27%Q1 2026
03
Nemes Rush Group LLC
CIK 0001982273
$25K1K0.00%Q1 2026
04
Steward Partners Investment Advisory, LLC
CIK 0001723397
$7K3000.00%Q1 2026