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Callan JMB Inc (CJMB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
UNCHANGED
Shares255,693 from 255,693
Change0 (0%)
Value$621.3K (+$415.8K)
Filed 2026-11-02
Geode Capital Management, LLC
INCREASED
Shares203,638 from 15,672
Change+187,966 (+1199%)
Value$494.8K (+$482.2K)
Filed 2026-11-06
HighTower Advisors, LLC
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$30.4K (+$20.3K)
Filed 2026-11-10
Valley National Advisers Inc
NEW
Shares100
Change+100
Value$243
Filed 2026-10-23
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 25,000
Change-25,000 (-100%)
Value$0 (-$20.1K)
Filed 2026-10-21
Citigroup Inc
CLOSED
Shares0 from 13,423
Change-13,423 (-100%)
Value$0 (-$10.8K)
Filed 2026-11-04
Barclays PLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$1)
Filed 2026-11-06
Caitong International Asset Management Co., Ltd
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$1)
Filed 2026-10-29
Bard Associates Inc
N/A
Shares— from 229,250
Change-229,250 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 32,086
Change-32,086 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 13,500
Change-13,500 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 11,287
Change-11,287 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 6,664
Change-6,664 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,643
Change-5,643 (-100%)
Value—
Qsemble Capital Management, LP
N/A
Shares— from 1,561
Change-1,561 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 434
Change-434 (-100%)
Value—
Status
Creative Planning
UNCHANGED255,693255,69300%$205.6K$621.3K+$415.8K2026-11-02
Geode Capital Management, LLC
INCREASED203,63815,672+187,966+1199%$12.6K$494.8K+$482.2K2026-11-06
HighTower Advisors, LLC
UNCHANGED12,50012,50000%$10.1K$30.4K+$20.3K2026-11-10
Valley National Advisers Inc
NEW100—+100——$243—2026-10-23
Axxcess Wealth Management, LLC
CLOSED025,000-25,000-100%$20.1K$0-$20.1K2026-10-21
Citigroup Inc
CLOSED013,423-13,423-100%$10.8K$0-$10.8K2026-11-04
Barclays PLC
CLOSED01-1-100%$1$0-$12026-11-06
Caitong International Asset Management Co., Ltd
CLOSED01-1-100%$1$0-$12026-10-29
Bard Associates Inc
N/A—229,250-229,250-100%$184.3K———
Citadel Advisors LLC
N/A—32,086-32,086-100%$25.8K———
Financial Plan, Inc.
N/A—13,500-13,500-100%$10.9K———
XTX Topco Ltd
N/A—11,287-11,287-100%$9.1K———
Vanguard Capital Management LLC
N/A—6,664-6,664-100%$5.4K———
UBS Group AG
N/A—5,643-5,643-100%$4.5K———
Qsemble Capital Management, LP
N/A—1,561-1,561-100%$377.7K———
Tower Research Capital LLC (TRC)
N/A—434-434-100%$349———
Showing 16 of 16 institutions