Funds · CTM

Who owns CTM?

Institutional ownership of Castellum Inc. from Form 13F, Q2 2026

35 institutional managers reported holding Castellum Inc. (CTM) in Form 13F filings for Q2 2026, with 7,909,211 shares worth $5.7M. The largest reported holder was Vanguard Capital Management LLC. Managers that filed both quarters added a net 174,201 shares (+2.3%). 12 opened new positions and 4 sold out.

Funds holding
35
Value held
$5.7M
New / sold out
12 / 4
Net shares, same filers
+2.3%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of CTM

FundValueShare of 13F holdingsSharesMove
Vanguard Capital Management LLC$2.2M39.1%3,093,768Added
Meridian Wealth Management, LLC$621K10.9%863,200Added
Geode Capital Management, LLC$588K10.3%816,037Trimmed
Captrust Financial Advisors$451K7.9%626,100Unchanged
Vanguard Fiduciary Trust Co$355K6.2%492,717Added
State Street Corp$219K3.8%303,900Unchanged
BlackRock, Inc.$191K3.4%265,486Unchanged
Savvy Advisors, Inc.$159K2.8%220,300Trimmed
UBS Group AG$150K2.6%208,958Added
Northern Trust Corp$123K2.2%171,420Trimmed
Virtu Financial LLC$121K2.1%168,401New
Jane Street Group, LLC$93K1.6%129,071Trimmed
Bridgeway Capital Management, LLC$68K1.2%94,794Unchanged
HUB Investment Partners, LLC$41K0.7%57,414New
Almanack Investment Partners, LLC.$36K0.6%50,000Unchanged
Creative Planning$36K0.6%50,000Added
Two Sigma Securities, LLC$29K0.5%40,530Added
Arq Wealth Advisors, LLC$23K0.4%35,000New
Pathstone Holdings, LLC$22K0.4%31,179Unchanged
Vanguard Global Advisers, LLC$20K0.3%27,344Unchanged
Kestra Private Wealth Services, LLC$20K0.3%27,250Unchanged
Capital Advisors Inc$16K0.3%22,000Unchanged
XTX Topco Ltd$16K0.3%21,910New
ACT Advisors, LLC.$15K0.3%21,074New
PKS Advisory Services, LLC$14K0.2%18,931New

Share of 13F holdings is each fund's shares as a share of the 7,909,211 CTM shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

  1. Virtu Financial LLC New+$121K
  2. Meridian Wealth Management, LLC Added+$56K
  3. Vanguard Fiduciary Trust Co Added+$54K
  4. HUB Investment Partners, LLC New+$41K
  5. UBS Group AG Added+$40K
  6. Arq Wealth Advisors, LLC New+$23K
  7. Creative Planning Added+$21K
  8. Two Sigma Securities, LLC Added+$18K
  9. XTX Topco Ltd New+$16K
  10. ACT Advisors, LLC. New+$15K

Biggest sellers in Q2 2026

  1. Geode Capital Management, LLC Trimmed-$93K
  2. Jane Street Group, LLC Trimmed-$78K
  3. Sei Investments Co Sold out-$72K
  4. HRT Financial LP Sold out-$19K
  5. Ground Swell Capital, LLC Sold out-$12K
  6. Northern Trust Corp Trimmed-$8K
  7. Citigroup Inc Sold out-$4K
  8. Savvy Advisors, Inc. Trimmed-$1K

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $434K and sold $286K; 6 added and 4 trimmed.

Questions about CTM ownership

Who owns CTM stock?
35 institutional investment managers reported CTM positions in their Form 13F filings for Q2 2026, holding 7,909,211 shares worth $5.7M in total. Vanguard Capital Management LLC reported the largest position.
Are funds buying or selling CTM?
In Q2 2026, 12 managers opened new CTM positions, 6 added, 4 trimmed and 4 sold out. Managers that filed in both quarters added a net 174,201 shares.
How current is this CTM institutional ownership data?
It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to CTM by CUSIP. Options are left out. CTM news and filings · CTM insider trades · Top funds