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 2025
Institutional positions in Castellum, Inc. as of Dec 31, 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
- 40
- 0 vs. Q3 2025
- Shares held
- 13.0M
- +4.51M (+53.2%) vs. Q3 2025
- Total value
- $11.7M
- +$2.49M (+27.0%) vs. Q3 2025
- New holders
- 8
- 12 more added
- Sold out
- 8
- 11 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Castellum, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 866 | $782 | 0.00% | +183+26.8% | Added |
| Tower Research Capital LLC (TRC) | 2,973 | $2.69K | 0.00% | −6,061−67.1% | Reduced |
| Strengthening Families & Communities, LLC | 3,000 | $2.71K | 0.00% | +3,000 | New |
| Jones Financial Companies LLLP | 6,166 | $5.57K | 0.00% | +5,666+1,133.2% | Added |
| Welch Group, LLC | 10,000 | $9.03K | 0.00% | +10,000 | New |
| Inscription Capital, LLC | 12,500 | $11.3K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 12,835 | $11.6K | 0.00% | −3,106−19.5% | Reduced |
| Revisor Wealth Management LLC | 12,922 | $12.3K | 0.00% | −5,019−28.0% | Reduced |
| Ronald Blue Trust, Inc. | 14,724 | $13.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 16,439 | $14.8K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 16,804 | $15.0K | 0.00% | +16,804 | New |
| PKS Advisory Services, LLC | 18,931 | $17.1K | 0.00% | −23,291−55.2% | Reduced |
| Centiva Capital, LP | 19,409 | $17.5K | 0.00% | −102,819−84.1% | Reduced |
| Creative Planning | 20,000 | $18.1K | 0.00% | +10,000+100.0% | Added |
| Royal Bank of Canada | 22,000 | $20.0K | 0.00% | +22,000 | New |
| Squarepoint Ops LLC | 26,781 | $24.2K | 0.00% | +26,781 | New |
| Citigroup Inc | 26,831 | $24.2K | 0.00% | −2,148−7.4% | Reduced |
| Kestra Private Wealth Services, LLC | 27,250 | $24.6K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 31,179 | $28.2K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 34,668 | $31.3K | 0.00% | +34,668 | New |
| Inspire Advisors, LLC | 41,700 | $37.7K | 0.00% | +41,700 | New |
| Almanack Investment Partners, LLC. | 50,000 | $45.2K | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 75,384 | $68.1K | 0.00% | −2,181−2.8% | Reduced |
| Bridgeway Capital Management, LLC | 94,794 | $85.6K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 100,002 | $90.3K | 0.00% | −250,000−71.4% | Reduced |
| Susquehanna International Group, LLP | 102,556 | $92.6K | 0.00% | +84,865+479.7% | Added |
| Northern Trust Corp | 210,611 | $190.2K | 0.00% | +70,128+49.9% | Added |
| Quadrature Capital Ltd | 217,471 | $196.4K | 0.00% | +161,752+290.3% | Added |
| Savvy Advisors, Inc. | 221,800 | $200.3K | 0.01% | −5,200−2.3% | Reduced |
| BlackRock, Inc. | 265,486 | $239.8K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 303,900 | $274.5K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 333,071 | $300.8K | 0.00% | +333,071 | New |
| Jane Street Group, LLC | 343,842 | $310.6K | 0.00% | +8,138+2.4% | Added |
| Goldman Sachs Group Inc | 353,526 | $319.3K | 0.00% | −15,106−4.1% | Reduced |
| Legato Capital Management LLC | 680,945 | $615.0K | 0.05% | +59,536+9.6% | Added |
| Meridian Wealth Management, LLC | 745,150 | $673.0K | 0.02% | +60,550+8.8% | Added |
| Geode Capital Management, LLC | 773,724 | $699.0K | 0.00% | +50,197+6.9% | Added |
| Essex Investment Management Co LLC | 2,114,029 | $1.91M | 0.29% | −39,588−1.8% | Reduced |
| UBS Group AG | 2,155,157 | $1.95M | 0.00% | +2,133,376+9,794.7% | Added |
| Vanguard Group Inc | 3,473,227 | $3.14M | 0.00% | +2,195,312+171.8% | Added |
| XTX Topco Ltd | 0 | $0 | 0.00% | −204,717−100.0% | Sold out |
| Morgan Stanley | 0 | $0 | 0.00% | −73,714−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −25,739−100.0% | Sold out |
| TCFG Wealth Management, LLC | 0 | $0 | 0.00% | −15,596−100.0% | Sold out |
| GK Wealth Management LLC | 0 | $0 | 0.00% | −15,204−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −12,630−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |