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, Q3 2025
Institutional positions in Castellum, Inc. as of Sep 30, 2025. 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
- 42
- +9 vs. Q2 2025
- Shares held
- 8.51M
- +1.55M (+22.4%) vs. Q2 2025
- Total value
- $9.27M
- +$1.97M (+27.0%) vs. Q2 2025
- New holders
- 14
- 16 more added
- Sold out
- 5
- 4 more reduced
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Castellum, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Essex Investment Management Co LLC | 2,153,617 | $2.35M | 0.36% | +63,117+3.0% | Added |
| Vanguard Group Inc | 1,277,915 | $1.39M | 0.00% | +225,937+21.5% | Added |
| Geode Capital Management, LLC | 723,527 | $788.9K | 0.00% | +124,329+20.7% | Added |
| Meridian Wealth Management, LLC | 684,600 | $746.2K | 0.03% | +67,800+11.0% | Added |
| Legato Capital Management LLC | 621,409 | $677.3K | 0.07% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 368,632 | $401.8K | 0.00% | +368,632 | New |
| Bank of New York Mellon Corp | 350,002 | $381.5K | 0.00% | −149,999−30.0% | Reduced |
| Jane Street Group, LLC | 335,704 | $365.9K | 0.00% | +140,971+72.4% | Added |
| State Street Corp | 303,900 | $331.3K | 0.00% | +147,900+94.8% | Added |
| BlackRock, Inc. | 265,486 | $289.4K | 0.00% | +138,065+108.4% | Added |
| Savvy Advisors, Inc. | 227,000 | $247.4K | 0.01% | +35,900+18.8% | Added |
| XTX Topco Ltd | 204,717 | $223.1K | 0.01% | +68,921+50.8% | Added |
| Northern Trust Corp | 140,483 | $153.1K | 0.00% | +46,363+49.3% | Added |
| Centiva Capital, LP | 122,228 | $133.2K | 0.01% | +122,228 | New |
| Bridgeway Capital Management, LLC | 94,794 | $103.3K | 0.00% | +94,794 | New |
| Two Sigma Investments, LP | 77,565 | $84.5K | 0.00% | +44,569+135.1% | Added |
| Morgan Stanley | 73,714 | $80.3K | 0.00% | +73,714 | New |
| Quadrature Capital Ltd | 55,719 | $60.5K | 0.00% | +34,630+164.2% | Added |
| Almanack Investment Partners, LLC. | 50,000 | $54.5K | 0.01% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 42,222 | $46.0K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 31,179 | $34.0K | 0.00% | +15,589+100.0% | Added |
| Citigroup Inc | 28,979 | $31.6K | 0.00% | −2,649−8.4% | Reduced |
| Kestra Private Wealth Services, LLC | 27,250 | $29.7K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 26,266 | $28.6K | 0.00% | −67,886−72.1% | Reduced |
| Two Sigma Securities, LLC | 25,739 | $28.1K | 0.00% | +25,739 | New |
| UBS Group AG | 21,781 | $23.7K | 0.00% | +21,705+28,559.2% | Added |
| Susquehanna International Group, LLP | 17,691 | $19.3K | 0.00% | −19−0.1% | Reduced |
| Revisor Wealth Management LLC | 17,941 | $18.8K | 0.01% | +17,941 | New |
| Global Retirement Partners, LLC | 16,439 | $17.9K | 0.00% | +11,627+241.6% | Added |
| Independent Advisor Alliance | 15,941 | $17.4K | 0.00% | +15,941 | New |
| TCFG Wealth Management, LLC | 15,596 | $17.0K | 0.01% | +15,596 | New |
| GK Wealth Management LLC | 15,204 | $16.6K | 0.01% | +15,204 | New |
| Ronald Blue Trust, Inc. | 14,724 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,630 | $13.8K | 0.00% | +12,630 | New |
| Inscription Capital, LLC | 12,500 | $13.6K | 0.00% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 12,000 | $13.1K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 10,000 | $10.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,034 | $9.85K | 0.00% | +9,034 | New |
| Bank of America Corp | 683 | $744 | 0.00% | +94+16.0% | Added |
| Jones Financial Companies LLLP | 500 | $570 | 0.00% | +500 | New |
| Point72 (DIFC) Ltd | 309 | $337 | 0.00% | +309 | New |
| JPMorgan Chase & Co | 31 | $34 | 0.00% | +31 | New |
| Virtu Financial LLC | 0 | $0 | 0.00% | −105,126−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −50,395−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −23,940−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |