CASTELLUM INC (CTM)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
34
Reporting holders
$5.6M
Reported value
8.2%
Of shares outstanding
0.0%
Held as options
+8
Holder change
Institutions report 7,740,810 shares against 94,781,286 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $2.2M | 3,093,768 | 0.00% | 2q | HELD |
| Meridian Wealth Management, LLC | $621.4K | 863,200 | 0.02% | 9q | +9.8%+$55.7K |
| GEODE CAPITAL MANAGEMENT, LLC | $587.6K | 816,037 | 0.00% | 15q | -13.6%-$92.8K |
| CAPTRUST FINANCIAL ADVISORS | $450.7K | 626,100 | 0.00% | 2q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $354.8K | 492,717 | 0.00% | 2q | +17.8%+$53.6K |
| STATE STREET CORP | $218.8K | 303,900 | 0.00% | 14q | HELD |
| BlackRock, Inc. | $191.1K | 265,486 | 0.00% | 6q | HELD |
| Savvy Advisors, Inc. | $158.6K | 220,300 | 0.00% | 5q | -0.7%-$1.1K |
| UBS Group AG | $150.4K | 208,958 | 0.00% | 7q | +36.1%+$39.9K |
| NORTHERN TRUST CORP | $123.4K | 171,420 | 0.00% | 15q | -5.8%-$7.5K |
| JANE STREET GROUP, LLC | $92.9K | 129,071 | 0.00% | 5q | -45.5%-$77.5K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $68.2K | 94,794 | 0.00% | 4q | HELD |
| HUB Investment Partners, LLC | $41.3K | 57,414 | 0.00% | new | NEW |
| Creative Planning | $36.0K | 50,000 | 0.00% | 6q | +146.1%+$21.4K |
| Almanack Investment Partners, LLC. | $36.0K | 50,000 | 0.00% | 15q | HELD |
| TWO SIGMA SECURITIES, LLC | $29.2K | 40,530 | 0.00% | 2q | +166.3%+$18.2K |
| ARQ WEALTH ADVISORS, LLC | $22.8K | 35,000 | 0.00% | new | NEW |
| Pathstone Holdings, LLC | $22.4K | 31,179 | 0.00% | 5q | HELD |
| Vanguard Global Advisers, LLC | $19.7K | 27,344 | 0.00% | 2q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $19.6K | 27,250 | 0.00% | 15q | HELD |
| CAPITAL ADVISORS INC/OK | $15.8K | 22,000 | 0.00% | 2q | HELD |
| XTX Topco Ltd | $15.8K | 21,910 | 0.00% | new | NEW |
| ACT Advisors, LLC. | $15.2K | 21,074 | 0.01% | new | NEW |
| PKS Advisory Services, LLC | $13.6K | 18,931 | 0.00% | new | NEW |
| Blue Trust, Inc. | $10.6K | 14,724 | 0.00% | 14q | HELD |
| Inscription Capital, LLC | $9.0K | 12,500 | 0.00% | 10q | HELD |
| Welch Group, LLC | $7.2K | 10,000 | 0.00% | 3q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $4.5K | 6,366 | 0.00% | 4q | HELD |
| Tower Research Capital LLC (TRC) | $4.2K | 5,872 | 0.00% | new | NEW |
| Cape Investment Advisory, Inc. | $1.4K | 2,000 | 0.00% | new | NEW |
| TD Waterhouse Canada Inc. | $361 | 500 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $154 | 215 | 0.00% | new | NEW |
| Virtu Financial LLC | $121 | 168,401 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $108 | 150 | 0.00% | new | NEW |
| Clearstead Advisors, LLC | $72 | 100 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 34 | $5.6M | 7,740,810 | 11 | 5 | 4 | 0.0% |
| Q1 2026 | 26 | $4.5M | 7,701,174 | 4 | 4 | 5 | 0.0% |
| Q4 2025 | 39 | $11.7M | 12,975,849 | 7 | 12 | 11 | 0.0% |
| Q3 2025 | 42 | $9.3M | 8,505,682 | 14 | 16 | 3 | 0.0% |
| Q2 2025 | 31 | $7.1M | 6,796,034 | 13 | 6 | 2 | 0.0% |
| Q1 2025 | 23 | $3.3M | 3,263,886 | 8 | 6 | 5 | 0.0% |
| Q4 2024 | 20 | $9.5M | 4,770,431 | 6 | 2 | 4 | 0.0% |
| Q3 2024 | 17 | $265.6K | 1,517,838 | 2 | 4 | 4 | 0.0% |
| Q2 2024 | 19 | $963.6K | 5,174,746 | 3 | 5 | 5 | 0.0% |
| Q1 2024 | 18 | $1.5M | 5,951,265 | 2 | 5 | 2 | 0.0% |
| Q4 2023 | 17 | $514.7K | 1,727,048 | 3 | 5 | 2 | 0.0% |
| Q3 2023 | 16 | $255.2K | 1,108,794 | 4 | 4 | 3 | 0.0% |
| Q2 2023 | 14 | $532.7K | 1,065,393 | 3 | 2 | 1 | 0.0% |
| Q1 2023 | 12 | $948.3K | 869,981 | 3 | 4 | 2 | 0.0% |
| Q4 2022 | 11 | $734.8K | 583,157 | 11 | 0 | 0 | 0.0% |