Who Holds Castellum, Inc. (CTM)? 35 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 35 holders, $6 million in total.
Largest holders
The 35 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 3,093,768 | $2 million | +0% | 13F |
| Meridian Wealth Management, LLC | 863,200 | $621,418 | +10% | 13F |
| GEODE CAPITAL MANAGEMENT, LLC | 816,037 | $587,637 | -14% | 13F |
| CAPTRUST FINANCIAL ADVISORS | 626,100 | $450,729 | +0% | 13F |
| VANGUARD FIDUCIARY TRUST CO | 492,717 | $354,756 | +18% | 13F |
| STATE STREET CORP | 303,900 | $218,778 | +0% | 13F |
| BlackRock, Inc. | 265,486 | $191,123 | +0% | 13F |
| Savvy Advisors, Inc. | 220,300 | $158,594 | -1% | 13F |
| UBS Group AG | 208,958 | $150,450 | +36% | 13F |
| NORTHERN TRUST CORP | 171,420 | $123,405 | -6% | 13F |
| JANE STREET GROUP, LLC | 129,071 | $92,918 | -45% | 13F |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 94,794 | $68,242 | +0% | 13F |
| HUB Investment Partners, LLC | 57,414 | $41,332 | New | 13F |
| Almanack Investment Partners, LLC. | 50,000 | $35,995 | +0% | 13F |
| Creative Planning | 50,000 | $35,995 | +146% | 13F |
| TWO SIGMA SECURITIES, LLC | 40,530 | $29,178 | +166% | 13F |
| ARQ WEALTH ADVISORS, LLC | 35,000 | $22,750 | New | 13F |
| Pathstone Holdings, LLC | 31,179 | $22,446 | +0% | 13F |
| Vanguard Global Advisers, LLC | 27,344 | $19,688 | +0% | 13F |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 27,250 | $19,617 | +0% | 13F |
| CAPITAL ADVISORS INC/OK | 22,000 | $15,838 | +0% | 13F |
| XTX Topco Ltd | 21,910 | $15,773 | New | 13F |
| ACT Advisors, LLC. | 21,074 | $15,171 | New | 13F |
| PKS Advisory Services, LLC | 18,931 | $13,628 | New | 13F |
| Blue Trust, Inc. | 14,724 | $10,600 | +0% | 13F |
| Inscription Capital, LLC | 12,500 | $8,999 | +0% | 13F |
| Welch Group, LLC | 10,000 | $7,199 | +0% | 13F |
| JONES FINANCIAL COMPANIES LLLP | 6,366 | $4,520 | +0% | 13F |
| Tower Research Capital LLC (TRC) | 5,872 | $4,227 | New | 13F |
| Cape Investment Advisory, Inc. | 2,000 | $1,440 | New | 13F |
| TD Waterhouse Canada Inc. | 500 | $361 | New | 13F |
| OSAIC HOLDINGS, INC. | 215 | $154 | New | 13F |
| Virtu Financial LLC | 168,401 | $121 | New | 13F |
| HARBOUR INVESTMENTS, INC. | 150 | $108 | New | 13F |
| Clearstead Advisors, LLC | 100 | $72 | New | 13F |
Questions and answers
- How many institutions hold Castellum, Inc.?
- 35 managers reported Castellum, Inc. on Form 13F for the quarter ended 30 June 2026, against 27 the quarter before.
- Who is the largest institutional holder of Castellum, Inc.?
- VANGUARD CAPITAL MANAGEMENT LLC, with 3,093,768 shares worth $2 million on its 13F for Q2 2026.
- How many institutions bought or sold out of Castellum, Inc. in Q2 2026?
- 12 managers reported a new position and 4 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Castellum, Inc., Q2 2026", https://app.tamarly.ai/holders/castellum, built from SEC EDGAR.
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