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Ownership — CJMB
Institutional Holdings
Insider Transactions
US Institutional Ownership
11.0%
Institution
Shares
Value
Ownership %
Change
Filing Date
Creative Planning
255.7K
--
4.51%
--
2026-06-30
Bard Associates Inc
229.3K
--
4.05%
-16.2K
2026-06-30
Citadel Advisors LLC
32.1K
--
0.57%
-11.9K
2026-06-30
Axxcess Wealth Management, LLC
25.0K
--
0.44%
--
2026-06-30
Geode Capital Management, LLC
15.7K
--
0.28%
-7.3K
2026-06-30
Financial Plan, Inc.
13.5K
--
0.24%
-7.6K
2026-06-30
Citigroup Inc
13.4K
--
0.24%
--
2026-06-30
HighTower Advisors, LLC
12.5K
--
0.22%
--
2026-06-30
XTX Topco Ltd
11.3K
--
0.20%
--
2026-06-30
Vanguard Capital Management LLC
6.7K
--
0.12%
--
2026-06-30
UBS Group AG
5.6K
--
0.10%
+4.0K
2026-06-30
Qsemble Capital Management, LP
1.6K
--
0.03%
-3.3K
2026-06-30
