CastellumCTM
13F holders, Q1 2025 (March 31)25holders +5
10new positions
6sold out
$1.00avg. 13F price*
At the end of Q1 2025, 25 institutions reported holding Castellum Inc. (CTM) in their 13F filings, up 5 from Q4 2024. 10 opened new positions and 6 sold out. The largest holders were Vanguard Group Inc. ($678K), Bank of New York Mellon Corp ($636K) and Meridian Wealth Management, LLC ($616K).
- Company
- Castellum Inc.
- CUSIP
- 14838T204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $375K |
| Exits | 6 | $4.5M |
All 13F filers, Q4 2024 → Q1 2025: 1,220,595 shares bought and 2,930,074 shares sold, net −1,709,479 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Vanguard Group Inc. | 0.00% | Add +662.0% | 639,628 | $678K |
| Bank of New York Mellon Corp | 0.00% | Reduce -51.1% | 600,002 | $636K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -1.5% | 580,800 | $616K |
| Geode Capital Management, LLC | 0.00% | Add +39.7% | 418,525 | $444K |
| State Street Corp. | 0.00% | Add +212.6% | 156,000 | $165K |
| BlackRock, Inc. | 0.00% | New | 127,421 | $135K |
| Northern Trust Corp. | 0.00% | Add +104.5% | 94,120 | $100K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 67,680 | $72K |
| XTX Topco Ltd | 0.00% | New | 65,419 | $69K |
| Inscription Capital, LLC | 0.01% | — | 250,000 | $65K |
| Almanack Investment Partners, LLC. | 0.01% | No change | 50,000 | $53K |
| Townsquare Capital LLC | 0.00% | No change | 44,750 | $47K |
| PKS Advisory Services, LLC | 0.01% | Add +0.0% | 42,222 | $45K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +5803.2% | 38,961 | $41K |
| MML Investors Services, LLC | 0.00% | New | 27,937 | $30K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -3.5% | 27,250 | $29K |
| Virtu Financial LLC | 0.00% | New | 19,129 | $20K |
| Susquehanna International Group, LLP | 0.00% | New | 17,691 | $19K |
| Two Sigma Securities, LLC | 0.00% | New | 17,230 | $18K |
| Blue Trust, Inc. | 0.00% | No change | 14,724 | $16K |
| Creative Planning | 0.00% | New | 10,000 | $11K |
| Westside Investment Management, Inc. | 0.00% | New | 680 | $721 |
| Bank of America Corp. | 0.00% | Reduce -66.6% | 365 | $387 |
| American Capital Advisory, LLC | 0.00% | New | 342 | $363 |
| UBS Group AG | 0.00% | Reduce -99.8% | 76 | $81 |
"% of holder's portfolio" is CTM's weight in each manager's 13F, not the share of Castellum Inc. the manager owns.