Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CTM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 3.1M | $1.8M | β | 3.254% | 0.00% |
| 2 | GEODE CAPITAL MANAGEMENT, LLC | 945K | $557K | +22.1% | 0.998% | 0.00% |
| 3 | Meridian Wealth Management, LLC | 786K | $463K | +5.5% | 0.830% | 0.02% |
| 4 | CAPTRUST FINANCIAL ADVISORS | 626K | $369K | β | 0.661% | 0.00% |
| 5 | VANGUARD FIDUCIARY TRUST CO | 418K | $247K | β | 0.442% | 0.00% |
| 6 | STATE STREET CORP | 304K | $179K | 0.0% | 0.321% | 0.00% |
| 7 | BlackRock, Inc. | 265K | $157K | 0.0% | 0.280% | 0.00% |
| 8 | JANE STREET GROUP, LLC | 237K | $140K | -31.1% | 0.250% | 0.00% |
| 9 | Savvy Advisors, Inc. | 222K | $131K | 0.0% | 0.234% | 0.00% |
| 10 | NORTHERN TRUST CORP | 182K | $107K | -13.6% | 0.192% | 0.00% |
| 11 | UBS Group AG | 154K | $91K | -92.9% | 0.162% | 0.00% |
| 12 | SEI INVESTMENTS CO | 122K | $72K | -63.5% | 0.128% | 0.00% |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 95K | $56K | 0.0% | 0.100% | 0.00% |
| 14 | Almanack Investment Partners, LLC. | 50K | $29K | 0.0% | 0.053% | 0.00% |
| 15 | Pathstone Holdings, LLC | 31K | $18K | 0.0% | 0.033% | 0.00% |
| 16 | Vanguard Global Advisers, LLC | 27K | $16K | β | 0.029% | 0.00% |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | 27K | $16K | 0.0% | 0.029% | 0.00% |
| 18 | CAPITAL ADVISORS INC/OK | 22K | $13K | β | 0.023% | 0.00% |
| 19 | Ground Swell Capital, LLC | 21K | $12K | β | 0.022% | 0.02% |
| 20 | Creative Planning | 20K | $12K | +1.6% | 0.021% | 0.00% |
| 21 | TWO SIGMA SECURITIES, LLC | 15K | $9K | β | 0.016% | 0.00% |
| 22 | Blue Trust, Inc. | 15K | $9K | 0.0% | 0.015% | 0.00% |
| 23 | Inscription Capital, LLC | 13K | $7K | 0.0% | 0.013% | 0.00% |
| 24 | Welch Group, LLC | 10K | $6K | 0.0% | 0.011% | 0.00% |
| 25 | CITIGROUP INC | 7K | $4K | -73.8% | 0.007% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in CTM β a direct measure of their conviction.
Filings activity in CTM during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new CTM position in Q1 2026
Institutions that fully closed their CTM position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 27 | 29% | 6.84% | 7.00 pp | $5M | 51% |
| Q4 2025 | 38 | 5.0% | 13.84% | +4.44 pp | $9M | +47% |
| Q3 2025 | 40 | +25% | 9.40% | +2.94 pp | $6M | +46% |
| Q2 2025 | 32 | +23% | 6.46% | +1.55 pp | $4M | +32% |
| Q1 2025 | 26 | +24% | 4.91% | 9.40 pp | $3M | 66% |
| Q4 2024 | 21 | +17% | 14.31% | +13.91 pp | $10M | +3477% |
| Q3 2024 | 18 | 18% | 0.40% | 1.05 pp | $0M | 72% |
| Q2 2024 | 22 | β | 1.45% | β | $1M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CTM stock.
Based on Q1 2026 13F filings, institutional ownership of Castellum, Inc. stands at 6.8%, held across 27 reporting institutions.
VANGUARD CAPITAL MANAGEMENT LLC is the largest reported institutional holder of CTM, with approximately 3,081,257 shares worth $0.00B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of CTM, including JANE STREET GROUP, LLC, TWO SIGMA SECURITIES, LLC.
Our composite Smart Money Score for CTM is 35 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
8 institutions opened new positions in CTM during Q1 2026, while 19 fully exited. 0 added to existing positions and 19 trimmed.
CTM institutional ownership fell by 7.00 percentage points quarter-over-quarter, with a net change of -11 holders.
The top 10 institutions account for 91.8% of all reported 13F value in CTM, and the top 25 account for 99.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Castellum, Inc. (CTM) Institutional Ownership