CTM Institutional Ownership & Shareholders
CASTELLUM INC (CTM) is currently held by 33 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.63M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Vanguard Capital Management Llc is currently the largest disclosed institutional shareholder of CTM tracked by InsiderSet, reporting ownership valued at approximately $2.23M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.82M, representing an estimated loss of -18.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed CTM value among the investors covered in this analysis. Major shareholders include Vanguard Capital Management Llc, Meridian Wealth Management, Llc, Geode Capital Management, Llc, and several other long-term asset managers with concentrated positions in CASTELLUM INC (CTM).
This page ranks the largest institutional CTM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
33
Total Reported Value
$5.63M
Largest Holder
Vanguard Capital Management Llc
Largest Position
$2.23M
Insider Transactions (90d)
6
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Management Llc | 0.00% | 3,093,768 | $2,227,513 | $1,815,423 | -$412,090 | -18.50% | |
| Meridian Wealth Management, Llc | 0.02% | 863,200 | $621,418 | $506,526 | -$114,892 | -18.49% | |
| Geode Capital Management, Llc | 0.00% | 816,037 | $587,637 | $478,851 | -$108,786 | -18.51% | |
| Captrust Financial Advisors | 0.00% | 626,100 | $450,729 | $367,395 | -$83,334 | -18.49% | |
| Vanguard Fiduciary Trust Co | 0.00% | 492,717 | $354,756 | $289,126 | -$65,630 | -18.50% | |
| State Street Corp | 0.00% | 303,900 | $218,778 | $178,329 | -$40,449 | -18.49% | |
| Blackrock, Inc. | 0.00% | 265,486 | $191,123 | $155,787 | -$35,336 | -18.49% | |
| Savvy Advisors, Inc. | 0.00% | 220,300 | $158,594 | $129,272 | -$29,322 | -18.49% | |
| Ubs Group Ag | 0.00% | 208,958 | $150,450 | $122,617 | -$27,833 | -18.50% | |
| Northern Trust Corp | 0.00% | 171,420 | $123,405 | $100,589 | -$22,816 | -18.49% | |
| Virtu Financial Llc | 0.00% | 168,401 | $121,000 | $98,818 | -$22,182 | -18.33% | |
| Jane Street Group, Llc | 0.00% | 129,071 | $92,918 | $75,739 | -$17,179 | -18.49% | |
| Bridgeway Capital Management, Llc | 0.00% | 94,794 | $68,242 | $55,625 | -$12,617 | -18.49% | |
| Hub Investment Partners, Llc | 0.00% | 57,414 | $41,332 | $33,691 | -$7,641 | -18.49% | |
| Almanack Investment Partners, Llc. | 0.00% | 50,000 | $35,995 | $29,340 | -$6,655 | -18.49% | |
| Two Sigma Securities, Llc | 0.00% | 40,530 | $29,178 | $23,783 | -$5,395 | -18.49% | |
| Arq Wealth Advisors, Llc | 0.00% | 35,000 | $22,750 | $20,538 | -$2,212 | -9.72% | |
| Vanguard Global Advisers, Llc | 0.00% | 27,344 | $19,688 | $16,045 | -$3,643 | -18.50% | |
| Kestra Private Wealth Services, Llc | 0.00% | 27,250 | $19,617 | $15,990 | -$3,627 | -18.49% | |
| Pathstone Holdings, Llc | 0.00% | 31,179 | $18,380 | $18,296 | -$84 | -0.46% | |
| Capital Advisors Inc/Ok | 0.00% | 22,000 | $15,838 | $12,910 | -$2,928 | -18.49% | |
| Xtx Topco Ltd | 0.00% | 21,910 | $15,773 | $12,857 | -$2,916 | -18.49% | |
| Pks Advisory Services, Llc | 0.00% | 18,931 | $13,628 | $11,109 | -$2,519 | -18.49% | |
| Blue Trust, Inc. | 0.00% | 14,724 | $9,239 | $8,640 | -$599 | -6.48% | |
| Inscription Capital, Llc | 0.00% | 12,500 | $8,999 | $7,335 | -$1,664 | -18.49% | |
| Welch Group, Llc | 0.00% | 10,000 | $7,199 | $5,868 | -$1,331 | -18.49% | |
| Jones Financial Companies Lllp | 0.00% | 6,366 | $4,520 | $3,736 | -$784 | -17.35% | |
| Tower Research Capital Llc (Trc) | 0.00% | 5,872 | $4,227 | $3,446 | -$781 | -18.48% | |
| Cape Investment Advisory, Inc. | 0.00% | 2,000 | $1,255 | $1,174 | -$81 | -6.49% | |
| Td Waterhouse Canada Inc. | 0.00% | 500 | $314 | $293 | -$21 | -6.56% | |
| Osaic Holdings, Inc. | 0.00% | 215 | $154 | $126 | -$28 | -18.08% | |
| Harbour Investments, Inc. | 0.00% | 150 | $108 | $88 | -$20 | -18.50% | |
| Clearstead Advisors, Llc | 0.00% | 100 | $72 | $59 | -$13 | -18.50% |
Frequently asked questions about CTM
Who are the largest institutional holders of CTM?
The largest institutional holders of CTM reported in the latest SEC Form 13F filings include Vanguard Capital Management Llc, Meridian Wealth Management, Llc, Geode Capital Management, Llc, Captrust Financial Advisors, and Vanguard Fiduciary Trust Co. InsiderSet ranks institutional holders by their latest reported CTM position.
What is CTM institutional ownership?
This page tracks CTM positions reported by institutional investment managers through SEC Form 13F. CASTELLUM INC (CTM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CTM?
InsiderSet currently tracks 33 institutional managers reporting CTM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CTM shareholders.
How much CTM stock do institutions own?
Institutional investment managers disclosed approximately $5.63M in CTM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CTM institutional ownership last updated?
The latest CTM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CTM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CTM position after the reporting date.
Are institutions buying or selling CTM?
Institutional buying and selling can be analyzed by comparing CTM positions across consecutive 13F reporting periods. InsiderSet's CTM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CTM ownership changes.
How has CTM institutional ownership changed over time?
InsiderSet tracks CTM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.