Callan Jmb (CJMB.US) Shareholders - Institutional Holders, Major Shareholders & Insiders | Longbridge

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Shareholder Type

Individuals & Insiders55.91%
Public and others33.29%
Institutions10.80%

Major Shareholders

Major Shareholders Latest
Shareholder
Wayne WilliamsFounder, CEO, President & Chairman	41.33%	2.38M	0.78%	+0	12/16/2025
David CroyleChief Medical Officer	13.91%	800.00K	0.26%	+0	03/20/2026
Creative Planning, LLC	4.45%	255.69K	0.08%	+0	06/30/2026
Bard Associates Inc.	3.99%	229.25K	0.36%	-16.23K	06/30/2026
Citadel Advisors LLC	0.56%	32.09K	0.56%	+32.09K	06/30/2026
Axxcess Wealth Management, LLC	0.43%	25.00K	--	+25.00K	06/30/2026
Mark MellerIndependent Director	0.43%	25.00K	<0.01%	+0	11/24/2025
Geode Capital Management, LLC	0.27%	15.67K	0.13%	-7.30K	06/30/2026
Financial Plan, Inc.	0.23%	13.50K	0.23%	+13.50K	06/30/2026
Citigroup Inc.	0.23%	13.42K	--	+13.42K	06/30/2026
HighTower Advisors, LLC	0.22%	12.50K	<0.01%	+0	06/30/2026
Gerald DialIndependent Director	0.21%	12.00K	<0.01%	+0	12/30/2025
XTX Markets Limited	0.20%	11.29K	--	+11.29K	06/30/2026
Vanguard Capital Management, LLC	0.12%	6.66K	0.04%	-2.07K	06/30/2026
UBS Asset Management AG	0.10%	5.64K	0.07%	+4.01K	06/30/2026
Liberty DukeIndependent Director	0.03%	1.51K	<0.01%	+0	12/09/2025
Tower Research Capital Europe Limited	<0.01%	434.00	0.03%	-1.64K	06/30/2026
Barclays Bank Plc	<0.01%	1.00	--	+1.00	06/30/2026
Caitong International Asset Management Co., Limited	<0.01%	1.00	<0.01%	-1.00	06/30/2026
Eric KashFormer Executive VP & Director	0.00%	0.00	0.00%	+0	11/24/2025