Security Snapshot

CALLAN JMB INC. - Common Stock (CJMB) Institutional Ownership

CUSIP: 131100109

13F Institutional Holders and Ownership History from Q1 2025 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

15

Shares (Excl. Options)

622,715

Price

$0.80

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+21,823
Value change
-$791,728
Number of holders
15
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
5,564,326
SEC-reported price per share
$2.30
Insider filing price
$2.30
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • CJMB - CALLAN JMB INC. - Common Stock is tracked under CUSIP 131100109.
  • 15 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 12 to 15 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $1,779,616 to $877,075.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 15 institutions filings for Q2 2026.

Open SEC evidence

Security key

131100109

Latest holder period

Q2 2026

13F holders

15

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
CJMB
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BARD ASSOCIATES INC 4.3% -20% $301,475 -$8,084 239,266 -2.6% Bard Associates, Inc. 13 May 2026

As of 30 Jun 2026, 15 institutional investors reported holding 622,715 shares of CALLAN JMB INC. - Common Stock (CJMB). This represents 11% of the company’s total 5,564,326 outstanding shares.

13F concentration

Top 18 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
11%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Creative Planning 4.6% 255,693 0% 0% $205,577
BARD ASSOCIATES INC 4.1% 229,250 -6.6% 0.04% $184,317
CITADEL ADVISORS LLC 0.58% 32,086 0% $25,797
AXXCESS WEALTH MANAGEMENT, LLC 0.45% 25,000 0% $20,100
GEODE CAPITAL MANAGEMENT, LLC 0.28% 15,672 -32% 0% $12,599
Financial Plan, Inc. 0.24% 13,500 0% $10,854
CITIGROUP INC 0.24% 13,423 0% $10,792
HighTower Advisors, LLC 0.22% 12,500 0% 0% $10,050
XTX Topco Ltd 0.2% 11,287 0% $9,075
VANGUARD CAPITAL MANAGEMENT LLC 0.12% 6,664 0% 0% $5,358
UBS Group AG 0.1% 5,643 +245% 0% $4,537
Qsemble Capital Management, LP 0.03% 1,561 -68% 0.05% $377,668
Tower Research Capital LLC (TRC) 0.01% 434 -79% 0% $349
BARCLAYS PLC 0% 1 0% $1
Caitong International Asset Management Co., Ltd 0% 1 -50% 0% $1
HRT FINANCIAL LP 0% 0 -100% $0
JANE STREET GROUP, LLC 0% 0 -100% $0
VANGUARD FIDUCIARY TRUST CO 0% 0 -100% $0

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
6
Latest
Q2 2026
Rows shown
1-6 of 6
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 622,715 $877,075 -$791,728 $0.80 15
2026 Q1 600,892 $1,779,616 +$883,785 $1.25 12
2025 Q4 732,311 $812,863 -$152,922 $1.11 12
2025 Q3 749,827 $3,658,396 +$238,556 $4.88 9
2025 Q2 700,962 $3,591,722 +$46,086 $5.12 9
2025 Q1 691,863 $3,106,464 +$3,106,464 $4.49 7
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