15 institutions reported holding $42.7M of CARILLON SER TR (SCLDX) in SEC 13F filings for 2026-03-31. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($32.8M), Horizon Family Wealth, Inc. ($3.3M), JANE STREET GROUP, LLC ($1.7M), Clear Trail Advisors, LLC ($1.4M), Global Assets Advisory, LLC ($822,916). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $32.8M | 1.3M | Added |
| 2 | Horizon Family Wealth, Inc. | $3.3M | 130,906 | Added |
| 3 | JANE STREET GROUP, LLC | $1.7M | 65,167 | Added |
| 4 | Clear Trail Advisors, LLC | $1.4M | 52,129 | New |
| 5 | Global Assets Advisory, LLC | $822,916 | 30,792 | Added |
| 6 | Steward Partners Investment Advisory, LLC | $723,788 | 27,237 | Added |
| 7 | Tulsa Wealth Advisors, INC | $636,296 | 23,809 | New |
| 8 | Phillips Wealth Planners LLC | $336,381 | 11,638 | Hold |
| 9 | Balefire, LLC | $294,616 | 11,024 | New |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $224,485 | 8,870 | New |
| 11 | MAGNOLIA CAPITAL ADVISORS LLC | $221,397 | 8,748 | New |
| 12 | CLEAR INVESTMENT RESEARCH, LLC | $172,350 | 6,449 | New |
| 13 | Nemes Rush Group LLC | $99,034 | 3,826 | Added |
| 14 | HUNTINGTON NATIONAL BANK | $69,485 | 2,600 | New |
| 15 | UBS Group AG | $27 | 1 | New |
Source: SEC Form 13F filings · as of 2026-03-31