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, Q4 2024
Institutional positions in Castellum, Inc. as of Dec 31, 2024. 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
- 20
- +4 vs. Q3 2024
- Shares held
- 4.77M
- +3.27M (+216.9%) vs. Q3 2024
- Total value
- $9.53M
- +$9.27M (+3,517.2%) vs. Q3 2024
- New holders
- 7
- 2 more added
- Sold out
- 3
- 4 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 | $1.58M |
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Castellum, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 660 | $1.32K | 0.00% | −19,620−96.7% | Reduced |
| Bank of America Corp | 1,092 | $2.18K | 0.00% | −1,435−56.8% | Reduced |
| Sanctuary Advisors, LLC | 10,000 | $7.07K | 0.00% | +10,000 | New |
| Sunbelt Securities, Inc. | 3,000 | $7.74K | 0.00% | +3,000 | New |
| Pensionmark Financial Group, LLC | 11,000 | $22.0K | 0.00% | +11,000 | New |
| Ronald Blue Trust, Inc. | 14,724 | $29.4K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 28,250 | $56.5K | 0.00% | −2,500−8.1% | Reduced |
| UBS Group AG | 33,495 | $67.0K | 0.00% | +33,495 | New |
| PKS Advisory Services, LLC | 42,221 | $84.4K | 0.02% | +42,221 | New |
| TownSquare Capital, LLC | 44,750 | $89.5K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 46,025 | $92.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 49,900 | $99.8K | 0.00% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 50,000 | $100.0K | 0.02% | 00.0% | Unchanged |
| Vanguard Group Inc | 83,941 | $167.9K | 0.00% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 250,000 | $500.0K | 0.05% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 299,643 | $599.3K | 0.00% | +99,714+49.9% | Added |
| Jane Street Group, LLC | 449,001 | $898.0K | 0.00% | +429,310+2,180.2% | Added |
| Meridian Wealth Management, LLC | 589,400 | $1.18M | 0.06% | −15,300−2.5% | Reduced |
| Bank of New York Mellon Corp | 1,227,824 | $2.46M | 0.00% | +1,227,824 | New |
| Armistice Capital, LLC | 1,535,505 | $3.07M | 0.07% | +1,535,505 | New |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −42,635−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −34,294−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −11,192−100.0% | Sold out |
| Inscription Capital, LLC | – | – | – | – | Not filed |