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, Q1 2026
Institutional positions in Castellum, Inc. as of Mar 31, 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
- 27
- −11 vs. Q4 2025
- Shares held
- 7.74M
- −1.77M (−18.6%) vs. Q4 2025
- Total value
- $4.56M
- −$4.02M (−46.9%) vs. Q4 2025
- New holders
- 8
- 4 more added
- Sold out
- 19
- 5 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Castellum, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 6,366 | $3.95K | 0.00% | +200+3.2% | Added |
| Citigroup Inc | 7,040 | $4.15K | 0.00% | −19,791−73.8% | Reduced |
| Welch Group, LLC | 10,000 | $5.89K | 0.00% | 00.0% | Unchanged |
| Inscription Capital, LLC | 12,500 | $7.37K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 14,724 | $8.68K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 15,222 | $8.97K | 0.00% | +15,222 | New |
| Creative Planning | 20,320 | $12.0K | 0.00% | +320+1.6% | Added |
| Ground Swell Capital, LLC | 21,090 | $12.4K | 0.02% | +21,090 | New |
| Capital Advisors Inc | 22,000 | $13.0K | 0.00% | +22,000 | New |
| Kestra Private Wealth Services, LLC | 27,250 | $16.1K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 27,344 | $16.1K | 0.00% | +27,344 | New |
| Pathstone Holdings, LLC | 31,179 | $18.4K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 33,836 | $19.0K | 0.00% | +33,836 | New |
| Almanack Investment Partners, LLC. | 50,000 | $29.5K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 94,794 | $55.9K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 121,574 | $71.7K | 0.00% | −211,497−63.5% | Reduced |
| UBS Group AG | 153,529 | $90.6K | 0.00% | −2,001,628−92.9% | Reduced |
| Northern Trust Corp | 181,902 | $107.2K | 0.00% | −28,709−13.6% | Reduced |
| Savvy Advisors, Inc. | 221,800 | $130.8K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 236,774 | $139.6K | 0.00% | −107,068−31.1% | Reduced |
| BlackRock, Inc. | 265,486 | $156.5K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 303,900 | $179.1K | 0.00% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 418,324 | $246.8K | 0.00% | +418,324 | New |
| Captrust Financial Advisors | 626,100 | $369.1K | 0.00% | +626,100 | New |
| Meridian Wealth Management, LLC | 785,800 | $463.2K | 0.02% | +40,650+5.5% | Added |
| Geode Capital Management, LLC | 944,899 | $557.1K | 0.00% | +171,175+22.1% | Added |
| Vanguard Capital Management LLC | 3,081,257 | $1.82M | 0.00% | +3,081,257 | New |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −2,114,029−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −680,945−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −353,526−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −217,471−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −102,556−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −100,002−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −75,384−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −41,700−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −34,668−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −26,781−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −19,409−100.0% | Sold out |
| PKS Advisory Services, LLC | 0 | $0 | 0.00% | −18,931−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,804−100.0% | Sold out |
| Revisor Wealth Management LLC | 0 | $0 | 0.00% | −12,922−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −12,835−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −2,973−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −866−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |