Funds holding CALLAN JMB INC
ISIN US1311001093 · United States
- Fund holders
- 3
- Of which ETFs
- 0 3 other funds
- Value held
- 20.2K $
- Share of capital
- 0.5 % of 5.8M shares on Aug 12, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 18,248 | 13.3K $ | 0.32 % | as of May 31, 2026 ↗ | |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 6,664 | 5.4K $ | 0.12 % | as of Jun 30, 2026 ↗ | |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 2,066 | 1.5K $ | 0.04 % | as of May 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 3 | 0 | 26,978 | +13.7 % |
| 2026Q2 | 3 | 0 | 23,732 | +51.1 % |
| 2026Q1 | 3 | -1 | 15,703 | -5.9 % |
| 2025Q4 | 4 | 0 | 16,685 | -3.4 % |
| 2025Q3 | 4 | 17,266 |
Institutional managers
10 managers declare this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| Creative Planning | 255,693 | 319.6K $ | as of Mar 31, 2026 |
| BARD ASSOCIATES INC | 245,482 | 306.9K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 28,263 | 35.3K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 22,969 | 28.7K $ | as of Mar 31, 2026 |
| HRT FINANCIAL LP | 18,715 | 23 $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 12,500 | 15.6K $ | as of Mar 31, 2026 |
| Qsemble Capital Management, LP | 4,828 | 1M $ | as of Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | 2,070 | 2.6K $ | as of Mar 31, 2026 |
| UBS Group AG | 1,634 | 2K $ | as of Mar 31, 2026 |
| Caitong International Asset Management Co., Ltd | 2 | 2 $ | as of Mar 31, 2026 |
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Titelia. "Funds holding CALLAN JMB INC". https://titelia.com/en/stocks/callan-jmb-inc-US1311001093