CastellumCTM
13F holders, Q4 2025 (December 31)40holders −2
8new positions
7sold out
1famous investor
$0.90avg. 13F price*
At the end of Q4 2025, 40 institutions reported holding Castellum Inc. (CTM) in their 13F filings, down 2 from Q3 2025. 8 opened new positions and 7 sold out. The largest holders were Vanguard Group Inc. ($3.1M), UBS Group AG ($1.9M) and Essex Investment Management Co. LLC ($1.9M). One famous investor held it Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Castellum Inc.
- CUSIP
- 14838T204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $441K |
| Exits | 7 | $379K |
All 13F filers, Q3 2025 → Q4 2025: 5,327,727 shares bought and 802,150 shares sold, net +4,525,577 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Vanguard Group Inc. | 0.00% | Add +171.8% | 3,473,227 | $3.1M |
| UBS Group AG | 0.00% | Add +9794.7% | 2,155,157 | $1.9M |
| Essex Investment Management Co. LLC | 0.29% | Reduce -1.8% | 2,114,029 | $1.9M |
| Geode Capital Management, LLC | 0.00% | Add +6.9% | 773,724 | $699K |
| Meridian Wealth Management, LLC | 0.02% | Add +8.8% | 745,150 | $673K |
| Legato Capital Management LLC | 0.05% | Add +9.6% | 680,945 | $615K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.1% | 353,526 | $319K |
| Jane Street Group, LLC | 0.00% | Add +2.4% | 343,842 | $311K |
| Sei Investments Co. | 0.00% | New | 333,071 | $301K |
| State Street Corp. | 0.00% | No change | 303,900 | $274K |
| BlackRock, Inc. | 0.00% | No change | 265,486 | $240K |
| Savvy Advisors, Inc. | 0.01% | Reduce -2.3% | 221,800 | $200K |
| Quadrature Capital Ltd | 0.00% | Add +290.3% | 217,471 | $196K |
| Northern Trust Corp. | 0.00% | Add +49.9% | 210,611 | $190K |
| Susquehanna International Group, LLP | 0.00% | Add +479.7% | 102,556 | $93K |
| Bank of New York Mellon Corp | 0.00% | Reduce -71.4% | 100,002 | $90K |
| Bridgeway Capital Management, LLC | 0.00% | No change | 94,794 | $86K |
| Two Sigma Investments, LP | 0.00% | Reduce -2.8% | 75,384 | $68K |
| Almanack Investment Partners, LLC. | 0.01% | No change | 50,000 | $45K |
| Inspire Advisors, LLC | 0.00% | New | 41,700 | $38K |
| Point72 Asset Management | 0.00% | New | 34,668 | $31K |
| Pathstone Holdings, LLC | 0.00% | No change | 31,179 | $28K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 27,250 | $25K |
| Citigroup Inc. | 0.00% | Reduce -7.4% | 26,831 | $24K |
| Squarepoint Ops LLC | 0.00% | New | 26,781 | $24K |
| Royal Bank of Canada | 0.00% | New | 22,000 | $20K |
| Creative Planning | 0.00% | Add +100.0% | 20,000 | $18K |
| Centiva Capital, LP | 0.00% | Reduce -84.1% | 19,409 | $18K |
| PKS Advisory Services, LLC | 0.00% | Reduce -55.2% | 18,931 | $17K |
| Virtu Financial LLC | 0.00% | New | 16,804 | $15K |
| Global Retirement Partners, LLC | 0.00% | No change | 16,439 | $15K |
| Blue Trust, Inc. | 0.00% | No change | 14,724 | $13K |
| Revisor Wealth Management LLC | 0.00% | Reduce -28.0% | 12,922 | $12K |
| Independent Advisor Alliance | 0.00% | Reduce -19.5% | 12,835 | $12K |
| Inscription Capital, LLC | 0.00% | No change | 12,500 | $11K |
| Welch Group, LLC | 0.00% | New | 10,000 | $9K |
| Jones Financial Companies LLLP | 0.00% | Add +1133.2% | 6,166 | $6K |
| Strengthening Families & Communities, LLC | 0.00% | New | 3,000 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -67.1% | 2,973 | $3K |
| Bank of America Corp. | 0.00% | Add +26.8% | 866 | $782 |
"% of holder's portfolio" is CTM's weight in each manager's 13F, not the share of Castellum Inc. the manager owns.