$CJMB

$0.49 -$0.08 (14.63%) Close

$CJMB Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 5.8M shares outstanding

Who owns CJMB?

By type of holder

Institutions 10.8% Insiders 68.8% Everyone else 20.4%

Concentration Top 10 holders own 79.1%

Williams Wayne D 41.3% · Croyle David J 27.4%

Institutional ownership

10.8%

+0.4 pts vs last qtr

Institutional holders

+3 vs last qtr

Net shares bought

+21.8K

by institutions in Q2 2026

New / sold out

6 / 3

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Citadel Advisors LLC NEW +32.1K
Axxcess Wealth Management, LLC NEW +25.0K

Biggest sellers in Q2 2026

Jane Street Group, LLC SOLD OUT −28.3K
HRT Financial LP SOLD OUT −18.7K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Callan JMB Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2024–FY2025

+66.5%

+66.52% a year

Each share's claim on the business

−39.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $1.56M

over 2 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years82% Under 1 year18%

Quarterly turnover

14.7%

of institutional shares changed hands

Top 10 managers, median time held

1 quarter

Super Investors

Investment managers reporting CJMB on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
CP Creative Planning	255.7K	4.45%	Unchanged	2025	0.0%
Shares held by quarter Peak holding255.7K (Q1'26) Change over 8 quarters+255.7K Share of the company4.450% Creative Planning's full portfolio →
BA Bard Associates Inc	229.3K	3.99%	−16.2K (−6.6%)	2025	0.0%
Shares held by quarter Peak holding416.1K (Q1'25) Change over 8 quarters+229.3K Share of the company3.990% Bard Associates Inc's full portfolio →

Creative Planning

255.7K

% of company

4.45%

Change vs last qtr

Unchanged

Held since

2025

Bard Associates Inc

229.3K

% of company

3.99%

Change vs last qtr

−16.2K (−6.6%)

Held since

2025

16 more super investors behind a free account

See every manager holding Callan JMB Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CJMB on Form N-PORT; together they hold 3.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
FN Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust	$383K	178.1K	3.10%	0.00%	August 31, 2026
FE Fidelity Extended Market Index Fund Fidelity Concord Street Trust	$51.4K	23.9K	0.42%	0.00%	August 31, 2026

Fidelity Nasdaq Composite Index Fund

Fidelity Concord Street Trust

Position value

$383K

% of company

3.10%

% of the fund

0.00%

As of

August 31, 2026

Fidelity Extended Market Index Fund

Fidelity Concord Street Trust

Position value

$51.4K

% of company

0.42%

% of the fund

0.00%

As of

August 31, 2026

2 more funds behind a free account

See every fund holding Callan JMB Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
WW Williams Wayne D Insider	2.4M	41.33%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company41.330% Williams Wayne D's insider activity →
CD Croyle David J Insider	1.6M	27.37%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company27.370% Croyle David J's insider activity →

Williams Wayne D

Insider

2.4M

% of company

41.33%

Change vs last qtr

—

Held since

—

Croyle David J

Insider

1.6M

% of company

27.37%

Change vs last qtr

—

Held since

—

2 more holders behind a free account

See every insider and 5%+ holder of Callan JMB Inc.

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