Callan JMB Inc. (CJMB) Ownership
CJMB ownership summary
as of October 18, 2026- Institutions
- 10.8% of shares outstanding
- Insiders
- 56.45% of shares outstanding
- Shares outstanding
- 6.7M
- Float
- 2.5M shares available to trade
- Short interest
- 4.15% 142K shares short
- Days to cover
- 1.26 short interest up 30.7% vs prior month
- Institutions 10.82%
- Insiders 56.45%
- Other investors 32.73%
CJMB top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Creative Planning Inc | 4.51% | 256K | $562,525 | — | June 30, 2026 |
| 2 | Bard Associates Inc | 4.05% | 229K | $504,350 | −16,232 (−6.6%) | June 30, 2026 |
| 3 | Citadel Advisors Llc | 0.57% | 32K | $70,589 | +32,086 (0.0%) | June 30, 2026 |
| 4 | Axxcess Wealth Management, LLC | 0.44% | 25K | $55,000 | +25,000 (0.0%) | June 30, 2026 |
| 5 | Geode Capital Management, LLC | 0.28% | 16K | $34,478 | −7,297 (−31.8%) | June 30, 2026 |
| 6 | Citigroup Inc | 0.24% | 13K | $29,531 | +13,423 (0.0%) | June 30, 2026 |
| 7 | HighTower Advisors, LLC | 0.22% | 12K | $27,500 | — | June 30, 2026 |
| 8 | XTX Topco Ltd | 0.20% | 11K | $24,831 | +11,287 (0.0%) | June 30, 2026 |
| 9 | Vanguard Capital Management, LLC | 0.12% | 6,664 | $14,661 | — | June 30, 2026 |
| 10 | UBS Group AG | 0.10% | 5,643 | $12,415 | +4,009 (+245.3%) | June 30, 2026 |
| 11 | Qsemble Capital Management, LP | 0.03% | 1,561 | $3,434 | −3,267 (−67.7%) | June 30, 2026 |
| 12 | Tower Research Capital LLC | 0.01% | 434 | $955 | −1,636 (−79.0%) | June 30, 2026 |
| 13 | Caitong International Asset Management Co., Limited. | 0.00% | 1 | $2 | −1 (−50.0%) | June 30, 2026 |
| 14 | Barclays PLC | 0.00% | 1 | $2 | +1 (0.0%) | June 30, 2026 |
| 15 | DRW Securities, LLC | 0.00% | — | — | −10,296 (−100.0%) | March 31, 2026 |
| 16 | Jane Street Group LLC | 0.00% | — | — | −28,263 (−100.0%) | June 30, 2026 |
| 17 | Renaissance Technologies Corp | 0.00% | — | — | −11,400 (−100.0%) | March 31, 2026 |
| 18 | Morgan Stanley - Brokerage Accounts | 0.00% | — | — | −12 (−100.0%) | March 31, 2026 |
| 19 | Vanguard Fiduciary Trust Co | 0.00% | — | — | −2,072 (−100.0%) | June 30, 2026 |
| 20 | Financial Plan, INC. | 0.00% | — | — | −21,114 (−100.0%) | March 31, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 6 holders added 86K shares and 11 cut 102K.
CJMB top mutual fund and ETF holders
3 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Fidelity Nasdaq Composite Index | 3.14% | 178K | $391,728 | +178,058 (0.0%) | August 31, 2026 |
| 2 | Fidelity Extended Market Index | 0.42% | 24K | $52,569 | +10,929 (+84.3%) | August 31, 2026 |
| 3 | Fidelity Series Total Market Index | 0.04% | 2,066 | $4,545 | — | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
CJMB insider transactions
latest 10| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-06 | David J Croyle | Buy | $1.76 | 14,805 | $26,057 |
| 2025-12-30 | Gerald Dial | Buy | $1.20 | 2,000 | $2,400 |
| 2025-12-16 | Wayne D Williams | Buy | $1.73 | 5,000 | $8,650 |
| 2025-12-15 | Wayne D Williams | Buy | $1.70 | 10,810 | $18,377 |
| 2025-12-12 | Wayne D Williams | Buy | $1.75 | 4,926 | $8,620 |
| 2025-12-11 | Wayne D Williams | Buy | $1.65 | 30,856 | $50,912 |
| 2025-12-11 | Wayne D Williams | Buy | $1.79 | 62 | $111 |
| 2025-12-10 | Wayne D Williams | Buy | $1.65 | 13,689 | $22,587 |
| 2025-12-09 | Liberty Smith Duke | Buy | $1.52 | 612 | $930 |
| 2025-12-08 | Liberty Smith Duke | Buy | $1.56 | 900 | $1,404 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
CJMB shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns CJMB
Institutional investors own 10.8% of Callan JMB's shares and insiders 56.45%. The largest holder is Creative Planning Inc with 4.51% of the shares (256K), as of June 30, 2026. Among the top 20 institutions, 6 added shares and 11 reduced their stake in the latest filings. Short interest is 4.15% of the float, or 1.26 days of average trading volume. The share count fell 12.4% since 2023.
Related: CJMB key metrics. See the CJMB stock overview for the latest quote and news.
CJMB ownership FAQ
Who owns the most Callan JMB stock?
The largest shareholders of Callan JMB are Creative Planning Inc (4.51%), Bard Associates Inc (4.05%), Citadel Advisors Llc (0.57%), Axxcess Wealth Management, LLC (0.44%), Geode Capital Management, LLC (0.28%).
What percentage of Callan JMB is owned by institutions?
Institutions hold 10.8% of Callan JMB's shares outstanding; insiders hold 56.45%.
Which funds own Callan JMB?
The largest fund holders of Callan JMB are Fidelity Nasdaq Composite Index (3.14%), Fidelity Extended Market Index (0.42%), Fidelity Series Total Market Index (0.04%).
What is Callan JMB's short interest?
142K shares of Callan JMB were sold short, 4.15% of the float; at the average daily volume it would take 1.26 days to cover.
Are insiders buying or selling Callan JMB?
Of the latest 10 reported insider transactions in Callan JMB (since December 8, 2025), 10 were purchases and 0 were sales.
How many shares of Callan JMB are outstanding?
Callan JMB has 6.7M shares outstanding, of which 2.5M are in the public float.