Institutional Ownership
Carillon Ser Tr
CUSIP 14214M260RJ EAGLE GCM DIVRJDIQ1 2026
Institutional Holders
11
13F filers
Shares Held
918.0K
Aggregate institutional
Institutional Value
$24.56M
Q1 2026
Net New Holders
+6
6 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased4
Decreased0
Sold out0
Institutional Holders
11 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 737.4K | $19.71M | +52.5K | Added |
| 2 | Clear Trail Advisors, LLC | 52.1K | $1.39M | +52.1K | New |
| 3 | Global Assets Advisory, LLC | 30.8K | $822.9K | +3.8K | Added |
| 4 | Steward Partners Investment Advisory, LLC | 24.4K | $652.3K | +9.9K | Added |
| 5 | Tulsa Wealth Advisors, Inc | 23.8K | $636.3K | +23.8K | New |
| 6 | Jane Street Group, LLC | 18.5K | $494.1K | +3.9K | Added |
| 7 | Phillips Wealth Planners LLC | 11.6K | $336.4K | 0 | Held |
| 8 | Balefire, LLC | 11.0K | $294.6K | +11.0K | New |
| 9 | Clear Investment Research, LLC | 6.4K | $172.3K | +6.4K | New |
| 10 | Nemes Rush Group LLC | 1.8K | $48.8K | +1.8K | New |
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