Who Owns Callan JMB Stock?
NASDAQ: CJMBConsumer DiscretionaryBusiness ServicesUSD
Market open · Delayed 15 min · as of Oct 9, 10:09 AM ET
Ownership breakdown
- Held by institutions
- 10.82%
- Held by insiders
- 56.45%
- Institutional holders
- 15
- Institutions 10.8%
- Insiders 56.4%
- Public and other 32.7%
Who owns Callan JMB stock?
Institutional investors own about 10.8% of Callan JMB's shares, spread across 15 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 56.45% of CJMB.
The largest institutional holders are Creative Planning (4.51%), Bard Associates Inc. (4.05%) and Citadel Advisors Llc (0.57%). Together, the top 10 institutions control 10.9% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their CJMB positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of CJMB
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Creative Planning | 255.69K | 4.51% | 0.0% |
| Bard Associates Inc. | 229.25K | 4.05% | -6.6% |
| Citadel Advisors Llc | 32.09K | 0.57% | +100.0% |
| Axxcess Wealth Management, LLC | 25.00K | 0.44% | +100.0% |
| Geode Capital Management, LLC | 15.67K | 0.28% | -31.8% |
| Financial Plan, Inc. | 13.50K | 0.24% | +100.0% |
| Citigroup Inc. | 13.42K | 0.24% | +100.0% |
| HighTower Advisors, LLC | 12.50K | 0.22% | 0.0% |
| Xtx Topco Ltd | 11.29K | 0.20% | +100.0% |
| Vanguard Capital Management LLC | 6.66K | 0.12% | 0.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of CJMB
| Fund | Shares | % Held |
|---|---|---|
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 12.97K | 0.23% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 6.66K | 0.12% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 2.07K | 0.04% |
Frequently asked questions
Who is the largest shareholder of Callan JMB?
Creative Planning is the largest institutional shareholder of CJMB, owning 4.51% of shares outstanding (255.69K shares) as of its latest 13F filing.
What percentage of Callan JMB is owned by institutions?
Institutions own about 10.8% of CJMB shares and 24.9% of the public float.
How much of Callan JMB do insiders own?
Insiders, such as officers and directors, own about 56.45% of CJMB shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.