CJMB — Callan Jmb Inc Institutional Holders · Q2 2026
Who owns Callan Jmb Inc (CJMB)? 17 institutions reported holding $877,075 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Qsemble Capital Management, LP ($377,668), Creative Planning ($205,577), Bard Associates Inc ($184,317).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Qsemble Capital Management, LP | $377,668 | 1,561 | Trimmed |
| 2 | Creative Planning | $205,577 | 255,693 | Hold |
| 3 | BARD ASSOCIATES INC | $184,317 | 229,250 | Trimmed |
| 4 | CITADEL ADVISORS LLC | $25,797 | 32,086 | New |
| 5 | AXXCESS WEALTH MANAGEMENT, LLC | $20,100 | 25,000 | New |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $12,599 | 15,672 | Trimmed |
| 7 | Financial Plan, Inc. | $10,854 | 13,500 | New |
| 8 | CITIGROUP INC | $10,792 | 13,423 | New |
| 9 | HighTower Advisors, LLC | $10,050 | 12,500 | Hold |
| 10 | XTX Topco Ltd | $9,075 | 11,287 | New |
| 11 | VANGUARD GROUP INC | $5,358 | 6,664 | Trimmed |
| 12 | UBS Group AG | $4,537 | 5,643 | Added |
| 13 | Tower Research Capital LLC (TRC) | $349 | 434 | Trimmed |
| 14 | Caitong International Asset Management Co., Ltd | $1 | 1 | Trimmed |
| 15 | BARCLAYS PLC | $1 | 1 | New |
| 16 | HRT FINANCIAL LP | $0 | 0 | Exited |
| 17 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30