Institutional Ownership Castellum, Inc. (CTM)
This table provides information about the institutional ownership of Castellum, Inc. (CTM). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 7.89 Million shares, which have been reported (via 13F filing form) to have a value of $9.16 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
17,941
shares
|
$20,811
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
17,691
shares
|
$20,521
0.0% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
16,439
shares
|
$19,069
0.0% of portfolio
|
Q3 2025
Added 241.63%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
15,941
shares
|
$18,491
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
15,596
shares
|
$18,091
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
14,724
shares
|
$17,079
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
12,630
shares
|
$14,650
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
12,500
shares
|
$14,499
0.0% of portfolio
|
Q2 2025
Reduced 95.0%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 22, 2025 Q3 2025 |
12,000
shares
|
$13,919
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$11,600
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
9,034
shares
|
$10,479
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
683
shares
|
$792
0.0% of portfolio
|
Q3 2025
Added 15.96%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
500
shares
|
$580
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2025 Q3 2025 |
309
shares
|
$358
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
31
shares
|
$35
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|