CALLAN JMB INC. - CJMB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BARD ASSOCIATES INC | History | Reduced | 279,646 | 310 | 0.08% | 0.51% | 1 | -114,989 | -29.14% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 205,693 | 228 | 0.0% | 0.0% | 2 | +35,685 | 20.99% | Q4 2025 | Feb 17, 2026 |
| Cable Car Capital, LP | History | No change | 130,862 | 145 | 0.0% | 0.27% | 3 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 44,002 | 48 | 0.0% | — | 4 | +44,002 | New | Q4 2025 | Feb 17, 2026 |
| Financial Plan, Inc. | History | New | 21,114 | 23 | 0.0% | — | 5 | +21,114 | New | Q4 2025 | Jan 28, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 13,107 | 14 | 0.0% | 0.0% | 6 | +1,478 | 12.71% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | No change | 12,500 | 13 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 11,400 | 12 | 0.0% | — | 8 | +11,400 | New | Q4 2025 | Feb 12, 2026 |
| DRW Securities, LLC | History | New | 10,296 | 11 | 0.0% | — | 9 | +10,296 | New | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,667 | 4 | 0.0% | 0.0% | 10 | +2,876 | 363.59% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -27,390 | -100.0% | Q3 2025 | Nov 13, 2025 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q3 2025 | Oct 17, 2025 |
| MORGAN STANLEY | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |