Castellum, Inc.
CTM- Exchange
- NYSE
- Industry
- Services-Management Consulting Services
- SEC CIK
- 0001877939
In the last 90 days, Castellum, Inc. insiders filed 5 open-market purchases and 0 sales; 35 institutions reported holding it in 13F filings for Q2 2026, worth $5.69M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Castellum, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 35
- +8 vs. Q1 2026
- Shares held
- 7.91M
- +174.2K (+2.3%) vs. Q1 2026
- Total value
- $5.69M
- +$1.13M (+24.8%) vs. Q1 2026
- New holders
- 12
- 6 more added
- Sold out
- 4
- 4 more reduced
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CTM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 35 | $5.69M |
| Q1 2026 | 27 | $4.56M |
| Q4 2025 | 40 | $11.7M |
| Q3 2025 | 42 | $9.27M |
| Q2 2025 | 33 | $7.30M |
| Q1 2025 | 25 | $3.31M |
| Q4 2024 | 20 | $9.53M |
| Q3 2024 | 17 | $265.6K |
| Q2 2024 | 21 | $965.6K |
| Q1 2024 | 21 | $2.55M |
| Q4 2023 | 20 | $534.7K |
| Q3 2023 | 17 | $262.2K |
| Q2 2023 | 17 | $565.7K |
| Q1 2023 | 14 | $989.3K |
| Q4 2022 | 13 | $1.02M |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Castellum, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 3,093,768 | $2.23M | 0.00% | +12,511+0.4% | Added |
| Meridian Wealth Management, LLC | 863,200 | $621.4K | 0.02% | +77,400+9.8% | Added |
| Geode Capital Management, LLC | 816,037 | $587.6K | 0.00% | −128,862−13.6% | Reduced |
| Captrust Financial Advisors | 626,100 | $450.7K | 0.00% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 492,717 | $354.8K | 0.00% | +74,393+17.8% | Added |
| State Street Corp | 303,900 | $218.8K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 265,486 | $191.1K | 0.00% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 220,300 | $158.6K | 0.00% | −1,500−0.7% | Reduced |
| UBS Group AG | 208,958 | $150.4K | 0.00% | +55,429+36.1% | Added |
| Northern Trust Corp | 171,420 | $123.4K | 0.00% | −10,482−5.8% | Reduced |
| Virtu Financial LLC | 168,401 | $121.0K | 0.00% | +168,401 | New |
| Jane Street Group, LLC | 129,071 | $92.9K | 0.00% | −107,703−45.5% | Reduced |
| Bridgeway Capital Management, LLC | 94,794 | $68.2K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 57,414 | $41.3K | 0.00% | +57,414 | New |
| Almanack Investment Partners, LLC. | 50,000 | $36.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 50,000 | $36.0K | 0.00% | +29,680+146.1% | Added |
| Two Sigma Securities, LLC | 40,530 | $29.2K | 0.00% | +25,308+166.3% | Added |
| Arq Wealth Advisors, LLC | 35,000 | $22.8K | 0.00% | +35,000 | New |
| Pathstone Holdings, LLC | 31,179 | $22.4K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 27,344 | $19.7K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 27,250 | $19.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors Inc | 22,000 | $15.8K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 21,910 | $15.8K | 0.00% | +21,910 | New |
| ACT Advisors, LLC. | 21,074 | $15.2K | 0.01% | +21,074 | New |
| PKS Advisory Services, LLC | 18,931 | $13.6K | 0.00% | +18,931 | New |
| Ronald Blue Trust, Inc. | 14,724 | $10.6K | 0.00% | 00.0% | Unchanged |
| Inscription Capital, LLC | 12,500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Welch Group, LLC | 10,000 | $7.20K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 6,366 | $4.52K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,872 | $4.23K | 0.00% | +5,872 | New |
| Cape Investment Advisory, Inc. | 2,000 | $1.44K | 0.00% | +2,000 | New |
| TD Waterhouse Canada Inc. | 500 | $361 | 0.00% | +500 | New |
| Advisor Group Holdings, Inc. | 215 | $154 | 0.00% | +215 | New |
| Harbour Investments, Inc. | 150 | $108 | 0.00% | +150 | New |
| Clearstead Advisors, LLC | 100 | $72 | 0.00% | +100 | New |
| SEI Investments Co | 0 | $0 | 0.00% | −121,574−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −33,836−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −21,090−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −7,040−100.0% | Sold out |