Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

CALLAN JMB INC.

CIK 0002032545CJMB· quarter ending 2026-06-30

Shares outstanding

5,752,368

as of 2026-08-12 · 10-Q cover page, filed 2026-08-14

Held by 13F filers

622,715

10.8% of shares outstanding

Holders

+3 vs 2026-03-31 · 6 new, 3 exited

Value

$877K

shares +3.6% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-14, as of 2026-08-12)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	CJMB · NASDAQ	5,752,368	622,715	10.8%	15	131100109

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	131100109	COM	15	622,715	5,752,368	10.8%	$877K	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (15 of 15 · 131100109)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	Creative Planning	255,693	4.45%	$206K	—
2	BARD ASSOCIATES INC	229,250	3.99%	$184K	-16,232 (-6.6%)
3	CITADEL ADVISORS LLC	32,086	0.56%	$26K	NEW
4	AXXCESS WEALTH MANAGEMENT, LLC	25,000	0.43%	$20K	NEW
5	GEODE CAPITAL MANAGEMENT, LLC	15,672	0.27%	$13K	-7,297 (-31.8%)
6	Financial Plan, Inc.	13,500	0.23%	$11K	NEW
7	CITIGROUP INC	13,423	0.23%	$11K	NEW
8	HighTower Advisors, LLC	12,500	0.22%	$10K	—
9	XTX Topco Ltd	11,287	0.20%	$9K	NEW
10	VANGUARD CAPITAL MANAGEMENT LLC	6,664	0.12%	$5K	—
11	UBS Group AG	5,643	0.10%	$5K	+4,009 (+245.3%)
12	Qsemble Capital Management, LP	1,561	0.03%	$378K	-3,267 (-67.7%)
13	Tower Research Capital LLC (TRC)	434	0.01%	$349	-1,636 (-79.0%)
14	BARCLAYS PLC	1	0.00%	$1	NEW
15	Caitong International Asset Management Co., Ltd	1	0.00%	$1	-1 (-50.0%)

Exited since 2026-03-31 (3 filers; largest 3 shown)

JANE STREET GROUP, LLC	−28,263
HRT FINANCIAL LP	−18,715
VANGUARD FIDUCIARY TRUST CO	−2,072

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Bard Associates, Inc.	SCHEDULE 13G/A	2026-05-13	2026-05-13	239,266	4.3%
BARD ASSOCIATES INC	SCHEDULE 13G/A	2026-02-13	2025-12-04	245,682	5.3%
Brendan O'Neil	SCHEDULE 13G/A	2025-05-14	2025-03-31	0	0%
Ionic Management, LLC	SCHEDULE 13G/A	2025-05-14	2025-03-31	0	0%
Ionic Ventures, LLC	SCHEDULE 13G/A	2025-05-14	2025-03-31	0	0%
Keith Coulston	SCHEDULE 13G/A	2025-05-14	2025-03-31	0	0%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.