Castellum CTM Institutional Ownership

NYSE CTM

$0.60 -0.03 (-4.82%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

35 Institutions

Increased 18 51.4%

Unchanged 13 37.1%

Reduced 4 11.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

8.35%

▲+0.18 pp QoQ

Shares Held by Institutions

7.91Mn

of 94.70Mn outstanding

▲+4.74% QoQ

Shares Outstanding

94.70Mn

86.79Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+8 vs prior quarter

Net Shares Added (QoQ)

+357.74K

accumulated since last quarter

Value of Holdings

$4.90Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Castellum, Inc. (NYSE:CTM) showed up in the 13F filings of 35 institutional investors as of June 2026.

These investors collectively held 8.4% of Castellum's outstanding shares in June 2026, up from 8.2% in March 2026.
Their total shares held in CTM increased 4.74% quarter over quarter, and separately, investors owning Castellum increased 9.38% from a year ago.
Of these 35 holders, 18 added to their stakes in Castellum, 4 trimmed positions, and 13 made no changes.
The aggregate institutional position in Castellum amounted to 7.91Mn shares as of June 2026, up by 357.74K shares quarter on quarter, and up 3.65Mn shares year over year.
VANGUARD CAPITAL MANAGEMENT LLC is the top holder of Castellum as of June 30, 2026, with 3.09Mn shares representing 3.27% of outstanding stock.
The most significant purchases of CTM for the quarter ending June 2026 came from Virtu Financial LLC (168.4K), Meridian Wealth Management, LLC (77.4K), VANGUARD FIDUCIARY TRUST CO (74.39K), HUB Investment Partners, LLC (57.41K), UBS Group AG (55.43K).
Top sellers of CTM stock for the quarter ending June 2026 included GEODE CAPITAL MANAGEMENT, LLC (128.86K), JANE STREET GROUP, LLC (107.7K), Northern Trust Corp (10.48K), Savvy Advisors, Inc. (1.5K).
According to Business Quant data, leading holders of CTM for June 2026 are VANGUARD CAPITAL MANAGEMENT LLC (3.09Mn), Meridian Wealth Management, LLC (863.2K), GEODE CAPITAL MANAGEMENT, LLC (816.04K), CAPTRUST FINANCIAL ADVISORS (626.1K), VANGUARD FIDUCIARY TRUST CO (492.72K), State Street Corp (303.9K), BlackRock, Inc. (265.49K), Savvy Advisors, Inc. (220.3K), UBS Group AG (208.96K), Northern Trust Corp (171.42K).

Form 13F Holdings

35 Institutional Holders

Report period 30 Jun, 2026

Total shares held 7.91Mn

Of outstanding 8.35%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,093,768	3.27%	▲12,511	+0.41%	$2.23Mn
2	Meridian Wealth Management, LLC	0001697300	863,200	0.91%	▲77,400	+9.85%	$621.42K
3	GEODE CAPITAL MANAGEMENT, LLC	0001214717	816,037	0.86%	▼128,862	-13.64%	$587.64K
4	CAPTRUST FINANCIAL ADVISORS	0001512024	626,100	0.66%	0	0.00%	$450.73K
5	VANGUARD FIDUCIARY TRUST CO	0000933478	492,717	0.52%	▲74,393	+17.78%	$354.76K
6	State Street Corp	0000093751	303,900	0.32%	0	0.00%	$218.78K
7	BlackRock, Inc.	0002012383	265,486	0.28%	0	0.00%	$191.12K
8	Savvy Advisors, Inc.	0002003633	220,300	0.23%	▼1,500	-0.68%	$158.59K
9	UBS Group AG	0001610520	208,958	0.22%	▲55,429	+36.10%	$150.45K
10	Northern Trust Corp	0000073124	171,420	0.18%	▼10,482	-5.76%	$123.41K
11	Virtu Financial LLC	0001533964	168,401	0.18%	▲168,401	0.00%	$121
12	JANE STREET GROUP, LLC	0001595888	129,071	0.14%	▼107,703	-45.49%	$92.92K
13	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	94,794	0.10%	0	0.00%	$68.24K
14	HUB Investment Partners, LLC	0001841815	57,414	0.06%	▲57,414	0.00%	$41.33K
15	Creative Planning	0001540235	50,000	0.05%	▲29,680	+146.06%	$36.00K
15	Almanack Investment Partners, LLC.	0001680613	50,000	0.05%	0	0.00%	$36.00K
16	TWO SIGMA SECURITIES, LLC	0001450144	40,530	0.04%	▲25,308	+166.26%	$29.18K
17	ARQ WEALTH ADVISORS, LLC	0001811827	35,000	0.04%	▲35,000	0.00%	$22.75K
18	Pathstone Holdings, LLC	0002011612	31,179	0.03%	0	0.00%	$22.45K
19	Vanguard Global Advisers, LLC	0001811242	27,344	0.03%	0	0.00%	$19.69K

Showing 1 to 20 of 35 holders