CARILLON SER TR

RJDI (CARILLON SER TR) is held by 7 institutional investors as of Q2 2026. Largest holders: RAYMOND JAMES FINANCIAL INC ($33M), COMMONWEALTH EQUITY SERVICES, LLC ($1.5M), LPL Financial LLC ($1.5M). Net institutional sentiment: Bullish.

7

Holders

$38M

Total Value

100% (6)

Consensus

6 buying - 0 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

RJ

Smart Money Verdict

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Institutional (13F)65

Insider (Form 4)42

Activist (13D/13G)70

Congressional (STOCK Act)57

Holder Quality

60

★★★★★

Elite

50

★★★★

Strong

68

★★★

Solid

26

★★

Below

51

★

Weak

Held by 7 funds

Who's Trading

Source dates: Price unavailable · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for RJDI.

Top Holders

Top Holders (7)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
RAYMOND JAMES FINANCIAL INC	Increased	1.1M(+52.6%)	$33M	0.0%	—	40
COMMONWEALTH EQUITY SERVICES, LLC	New	52,612	$1.5M	0.0%	—	35
LPL Financial LLC	New	51,576	$1.5M	0.0%	—	35
Steward Partners Investment Advisory, LLC	Increased	41,629(+70.5%)	$1.2M	0.0%	—	38
JANE STREET GROUP, LLC	Increased	20,914(+13.1%)	$613,198	0.0%	—	28
HUNTINGTON NATIONAL BANK	Unchanged	2,600	$76,232	0.0%	—	0
UBS Group AG	Increased	400(+399x)	$11,728	0.0%	—	19

RJRJDICARILLON SER TR

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer