Institutional Ownership
Carillon Ser Tr
CUSIP 14214M278RJ EAGLE VERTICARJVIQ1 2026
Institutional Holders
4
13F filers
Shares Held
271.4K
Aggregate institutional
Institutional Value
$6.76M
Q1 2026
Net New Holders
+0
0 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased1
Decreased2
Sold out0
Institutional Holders
4 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 173.5K | $4.32M | +63.0K | Added |
| 2 | Horizon Family Wealth, Inc. | 96.6K | $2.41M | −2.4K | Reduced |
| 3 | Nemes Rush Group LLC | 1.0K | $24.9K | 0 | Held |
| 4 | Steward Partners Investment Advisory, LLC | 300 | $7.5K | −600 | Reduced |