21 institutions reported holding $52.3M of CARILLON SER TR RJ EA GCM (RJDI) in SEC 13F filings for 2026-06-30. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($33.0M), Mid-American Wealth Advisory Group, Inc. ($6.2M), Cambridge Investment Research Advisors, Inc. ($2.1M), Clear Trail Advisors, LLC ($1.6M), COMMONWEALTH EQUITY SERVICES, LLC ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $33.0M | 1.1M | Added |
| 2 | Mid-American Wealth Advisory Group, Inc. | $6.2M | 210,262 | New |
| 3 | Cambridge Investment Research Advisors, Inc. | $2.1M | 70,317 | New |
| 4 | Clear Trail Advisors, LLC | $1.6M | 54,000 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 52,612 | New |
| 6 | LPL Financial LLC | $1.5M | 51,576 | New |
| 7 | Steward Partners Investment Advisory, LLC | $1.2M | 41,629 | Added |
| 8 | Balefire, LLC | $1.0M | 35,085 | Added |
| 9 | Tulsa Wealth Advisors, INC | $970,056 | 33,085 | Added |
| 10 | SAXON INTERESTS, INC. | $674,008 | 22,988 | New |
| 11 | JANE STREET GROUP, LLC | $613,198 | 20,914 | Added |
| 12 | WETZEL INVESTMENT ADVISORS, INC. | $421,962 | 14,356 | New |
| 13 | Phillips Wealth Planners LLC | $338,084 | 11,638 | Hold |
| 14 | Nemes Rush Group LLC | $314,310 | 10,720 | Added |
| 15 | UMB BANK N A/MO | $295,252 | 10,070 | New |
| 16 | Berry Wealth Group, LP | $237,705 | 8,107 | New |
| 17 | Wealthcare Advisory Partners LLC | $205,240 | 7,000 | New |
| 18 | HUNTINGTON NATIONAL BANK | $76,232 | 0 | Hold |
| 19 | UBS Group AG | $11,728 | 400 | Added |
| 20 | CLEAR INVESTMENT RESEARCH, LLC | $0 | 0 | Exited |
| 21 | Global Assets Advisory, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30