Carillon Ser Tr (RJDI) Hedge Fund Ownership (Q1 2026)

Carillon Ser Tr (RJDI)

12 + Investors. Track Smart Money conviction in RJDI. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — RJDI

Based on 12 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q

For 1 consecutive quarter, more hedge funds added RJDI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

12 hedge funds hold RJDI right now — the highest count in 0.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🟢

More buyers than sellers — 100% buying

11 buying0 selling

Last quarter: 11 funds were net buyers (7 opened a brand new position + 4 added to an existing one). Only 0 were sellers (0 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 12 current holders: 12 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds

2 of 12 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	12	5	140.0%
13F Shares	921K	753K	22.33%
Total Value	$25M	$19M	29.36%
New Positions	7	5	+2
Increased Positions	4	0	+4
Closed Positions	0	0	-
Reduced Positions	0	0	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

140.0%

13F Shares

921K

753K

22.33%

Total Value

$25M

$19M

29.36%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

12 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RJDI. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 18 RJDI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Mid-American Wealth Advisory Group, Inc.	2.23%	210,262	$6.2M
2	Berry Wealth Group, LP	0.76%	8,107	$238K
3	Phillips Wealth Planners LLC	0.25%	11,638	$338K
4	Clear Trail Advisors, LLC	0.24%	54,000	$1.6M
5	Saxon Interests, INC.	0.19%	22,988	$674K
6	Balefire, LLC	0.17%	35,085	$1.0M
7	Wetzel Investment Advisors, INC.	0.15%	14,356	$422K
8	Tulsa Wealth Advisors, INC	0.14%	33,085	$970K
9	Nemes Rush Group LLC	0.03%	10,720	$314K
10	Raymond James Financial Inc	0.01%	1,125,048	$33.0M
11	Steward Partners Investment Advisory, LLC	0.01%	41,629	$1.2M
12	Wealthcare Advisory Partners LLC	0.00%	7,000	$205K
13	UMB Bank, n.a.	0.00%	10,070	$295K
14	Commonwealth Equity Services, LLC	0.00%	52,612	$1.5M
15	Huntington National Bank	0.00%	2,600	$76K
16	LPL Financial LLC	0.00%	51,576	$1.5M
17	Jane Street Group, LLC	0.00%	20,914	$613K
18	UBS Group AG	0.00%	400	$12K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Carillon Ser Tr (RJDI)

What does the Smart Money Trend signal show for RJDI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RJDI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for RJDI?

More buyers than sellers — 100% buying: Last quarter: 11 funds were net buyers (7 opened a brand new position + 4 added to an existing one). Only 0 were sellers (0 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RJDI holders?

Smaller funds dominant — 2% AUM from top-100: 2 of 12 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held RJDI?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Carillon Ser Tr (RJDI)

Smart Money Signals — RJDI

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

More buyers than sellers — 100% buying

Mostly new holders — 100% entered in last year

Early stage — 100% of holders entered in last year

Smaller funds dominant — 2% AUM from top-100

Institutional Sentiment Summary — RJDI

Hedge Fund Ownership: RJDI

Market Analysis: RJDI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: RJDI

Hedge Fund Positioning: RJDI

Statistics: RJDI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Carillon Ser Tr (RJDI)

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