Who owns CALLAN JMB INC.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CJMB from SEC Form 13F filings across 15 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 15 institutions disclosed 622,715 shares of CALLAN JMB INC. worth $877,075 — about 11% of shares outstanding; the largest disclosed holder is Creative Planning. Source: SEC Form 13F filings, parsed by EvidInvest.
15
13F holders
$877,075
value, 2026 filers
11%
of shares outstanding (622,715 sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CJMB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 255,693 | $205,577 | 0.0% | 4.5% | 0.0% |
| 2 | BARD ASSOCIATES INC | 229,250 | $184,317 | 0.0% | 4.1% | -6.6% |
| 3 | CITADEL ADVISORS LLCNEW | 32,086 | $25,797 | 0.0% | 0.6% | new |
| 4 | AXXCESS WEALTH MANAGEMENT, LLCNEW | 25,000 | $20,100 | 0.0% | 0.4% | new |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 15,672 | $12,599 | 0.0% | 0.3% | -31.8% |
| 6 | Financial Plan, Inc.NEW | 13,500 | $10,854 | 0.0% | 0.2% | new |
| 7 | CITIGROUP INCNEW | 13,423 | $10,792 | 0.0% | 0.2% | new |
| 8 | HighTower Advisors, LLC | 12,500 | $10,050 | 0.0% | 0.2% | 0.0% |
| 9 | XTX Topco LtdNEW | 11,287 | $9,075 | 0.0% | 0.2% | new |
| 10 | VANGUARD CAPITAL MANAGEMENT LLC | 6,664 | $5,358 | 0.0% | 0.1% | 0.0% |
| 11 | UBS Group AG | 5,643 | $4,537 | 0.0% | 0.1% | +245.3% |
| 12 | Qsemble Capital Management, LP | 1,561 | $377,668 | 0.0% | 0% | -67.7% |
| 13 | Tower Research Capital LLC (TRC) | 434 | $349 | 0.0% | 0% | -79.0% |
| 14 | Caitong International Asset Management Co., Ltd | 1 | $1 | 0.0% | 0% | -50.0% |
| 15 | BARCLAYS PLCNEW | 1 | $1 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.