CARILLON SERIES TRUST - RJVI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | New | 110,432 | 2,757 | 0.0% | — | 1 | +110,432 | New | Q4 2025 | Feb 18, 2026 |
| Horizon Family Wealth, Inc. | History | New | 99,039 | 2,472 | 1.32% | — | 2 | +99,039 | New | Q4 2025 | Feb 09, 2026 |
| Nemes Rush Group LLC | History | New | 1,000 | 24 | 0.0% | — | 3 | +1,000 | New | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 900 | 22 | 0.0% | — | 4 | +900 | New | Q4 2025 | Feb 12, 2026 |