Castellum CTM Institutional Ownership

NYSE CTM

$0.58 +0.01 (+2.19%)

As of: Oct 21, 2026 · 3:56 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

▲+2.25% 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)

+174.20K

accumulated since last quarter

Value of Holdings

$4.59Mn

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

Updated Oct 5, 2026

Castellum, Inc. (NYSE:CTM) had 35 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

These investors held 8.35% of Castellum's outstanding shares at the end of Q2 2026, up from 8.18% in Q1 2026.
Total holdings of Castellum shares rose 2.25% from Q1 2026, and the number of holders rose 12.90% from Q2 2025.
Of the 35 holders, 18 added to their positions, 4 reduced their stakes and 13 left their positions unchanged in Q2 2026.
The aggregate institutional position in Castellum was 7.91Mn shares at the end of Q2 2026, up 174.2K from the prior quarter and up 3.67Mn from a year earlier.
Vanguard Capital Management LLC held the largest position in CTM at 3.09Mn shares as of June 30, 2026, or 3.27% of shares outstanding.
Holders that added the most shares of Castellum in Q2 2026 were Meridian Wealth Management, LLC (+77.4K shares), Vanguard Fiduciary Trust Co (+74.39K shares), UBS Group AG (+55.43K shares), Creative Planning (+29.68K shares) and Two Sigma Securities, LLC (+25.31K shares).
The biggest cuts to CTM positions during Q2 2026 came from Geode Capital Management, LLC (-128.86K shares), Jane Street Group, LLC (-107.7K shares), Northern Trust Corp (-10.48K shares) and Savvy Advisors, Inc. (-1.5K shares).
Per Business Quant data, the 10 largest holders of Castellum at the end of Q2 2026 were Vanguard Capital Management LLC (3.09Mn shares), Meridian Wealth Management, LLC (863.2K shares), Geode Capital Management, LLC (816.04K shares), Captrust Financial Advisors (626.1K shares), Vanguard Fiduciary Trust Co (492.72K shares), State Street Corp (303.9K shares), BlackRock, Inc. (265.49K shares), Savvy Advisors, Inc. (220.3K shares), UBS Group AG (208.96K shares) and Northern Trust Corp (171.42K shares).

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