Callan Jmb Inc. · NASDAQ:CJMB
Callan Jmb Inc. shareholders
As of Jun 30, 2026, 14 institutions reported holding Callan Jmb Inc., 10.8% of its shares. Largest: Creative Planning, Bard Associates Inc and Citadel. New holders, exits, insiders and big stakes, each with its filing.
| Holder | Shares | % of Callan Jmb Inc. | Change | Filed |
|---|---|---|---|---|
| Creative Planning | 256K | 4.4% | no change | Aug 13, 2026 |
| Bard Associates Inc | 229K | 4.0% | −16,232 | Aug 12, 2026 |
| Citadel | 32,086 | 0.56% | new | Aug 14, 2026 |
| Axxcess Wealth Management, LLC | 25,000 | 0.43% | new | Jul 28, 2026 |
| Geode Capital | 15,672 | 0.27% | −7,297 | Aug 12, 2026 |
| Financial Plan, Inc. | 13,500 | 0.23% | held for review | Aug 14, 2026 |
| Citigroup Inc | 13,423 | 0.23% | new | Aug 3, 2026 |
| HighTower Advisors, LLC | 12,500 | 0.22% | no change | Aug 26, 2026 |
| XTX Topco Ltd | 11,287 | 0.20% | new | Aug 14, 2026 |
| Vanguard | 6,664 | 0.12% | no change | Aug 13, 2026 |