CastellumCTM
13F holders, Q2 2025 (June 30)33holders +8
13new positions
6sold out
$1.05avg. 13F price*
At the end of Q2 2025, 33 institutions reported holding Castellum Inc. (CTM) in their 13F filings, up 8 from Q1 2025. 13 opened new positions and 6 sold out. The largest holders were Essex Investment Management Co. LLC ($2.2M), Vanguard Group Inc. ($1.1M) and Legato Capital Management LLC ($652K).
- Company
- Castellum Inc.
- CUSIP
- 14838T204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.5M |
| Exits | 6 | $138K |
All 13F filers, Q1 2025 → Q2 2025: 4,103,192 shares bought and 467,401 shares sold, net +3,635,791 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Essex Investment Management Co. LLC | 0.40% | New | 2,090,500 | $2.2M |
| Vanguard Group Inc. | 0.00% | Add +64.5% | 1,051,978 | $1.1M |
| Legato Capital Management LLC | 0.08% | New | 621,409 | $652K |
| Meridian Wealth Management, LLC | 0.03% | Add +6.2% | 616,800 | $648K |
| Geode Capital Management, LLC | 0.00% | Add +43.2% | 599,198 | $629K |
| Bank of New York Mellon Corp | 0.00% | Reduce -16.7% | 500,001 | $525K |
| Jane Street Group, LLC | 0.00% | New | 194,733 | $204K |
| Savvy Advisors, Inc. | 0.01% | New | 191,100 | $201K |
| State Street Corp. | 0.00% | No change | 156,000 | $164K |
| XTX Topco Ltd | 0.01% | Add +107.6% | 135,796 | $143K |
| BlackRock, Inc. | 0.00% | No change | 127,421 | $134K |
| Virtu Financial LLC | 0.01% | Add +449.6% | 105,126 | $110K |
| Cubist Systematic Strategies, LLC | 0.00% | Add +39.1% | 94,152 | $99K |
| Northern Trust Corp. | 0.00% | No change | 94,120 | $99K |
| Almanack Investment Partners, LLC. | 0.01% | No change | 50,000 | $53K |
| HRT Financial LP | 0.00% | New | 50,395 | $52K |
| PKS Advisory Services, LLC | 0.01% | No change | 42,222 | $44K |
| Two Sigma Investments, LP | 0.00% | New | 32,996 | $35K |
| Citigroup Inc. | 0.00% | New | 31,628 | $33K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 27,250 | $29K |
| Squarepoint Ops LLC | 0.00% | New | 23,940 | $25K |
| Quadrature Capital Ltd | 0.00% | New | 21,089 | $22K |
| Susquehanna International Group, LLP | 0.00% | Add +0.1% | 17,710 | $19K |
| Pathstone Holdings, LLC | 0.00% | New | 15,590 | $16K |
| Blue Trust, Inc. | 0.00% | No change | 14,724 | $15K |
| Inscription Capital, LLC | 0.00% | Reduce -95.0% | 12,500 | $13K |
| New Century Financial Group, LLC | 0.01% | New | 12,000 | $13K |
| Creative Planning | 0.00% | No change | 10,000 | $11K |
| Sunbelt Securities, Inc. | 0.00% | New | 3,000 | $6K |
| Global Retirement Partners, LLC | 0.00% | — | 4,812 | $5K |
| Strengthening Families & Communities, LLC | 0.00% | New | 2,700 | $3K |
| Bank of America Corp. | 0.00% | Add +61.4% | 589 | $619 |
| UBS Group AG | 0.00% | No change | 76 | $80 |
"% of holder's portfolio" is CTM's weight in each manager's 13F, not the share of Castellum Inc. the manager owns.