CTM Institutional Ownership
Castellum, Inc.
1W: -0.9%
1M: +9.1%
3M: -10.2%
YTD: -36.2%
1Y: -43.8%
3Y: +157.6%
$0.63
+0.00 (+0.41%)
Weekly Expected Move ±4.9%
$1
$1
$1
$1
$1
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — CTM
39
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
$6M
Total Invested
12
New Positions
6
Increased
8
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (53 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 3,093,768 | $2M | +12,511 | +0.4% | 2Q | SEC ↗ |
| 2 | Meridian Wealth Management, LLC | 863,200 | $543K | +77,400 | +9.8% | 9Q | SEC ↗ |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 816,037 | $514K | -128,862 | -13.6% | 15Q | SEC ↗ |
| 4 | CAPTRUST FINANCIAL ADVISORS | 626,100 | $394K | — | +0.0% | 2Q | SEC ↗ |
| 5 | VANGUARD FIDUCIARY TRUST CO | 492,717 | $310K | +74,393 | +17.8% | 2Q | SEC ↗ |
| 6 | STATE STREET CORP | 303,900 | $191K | — | +0.0% | 14Q | SEC ↗ |
| 7 | BlackRock, Inc. | 265,486 | $167K | — | +0.0% | 6Q | SEC ↗ |
| 8 | Savvy Advisors, Inc. | 220,300 | $139K | -1,500 | -0.7% | 5Q | SEC ↗ |
| 9 | UBS Group AG | 208,958 | $132K | +55,429 | +36.1% | 7Q | SEC ↗ |
| 10 | NORTHERN TRUST CORP | 171,420 | $108K | -10,482 | -5.8% | 15Q | SEC ↗ |
| 11 | Virtu Financial LLC NEW | 168,401 | $106K | — | +0.0% | 1Q | SEC ↗ |
| 12 | JANE STREET GROUP, LLC | 129,071 | $81K | -107,703 | -45.5% | 5Q | SEC ↗ |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 94,794 | $60K | — | +0.0% | 4Q | SEC ↗ |
| 14 | HUB Investment Partners, LLC NEW | 57,414 | $36K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Almanack Investment Partners, LLC. | 50,000 | $31K | — | +0.0% | 15Q | SEC ↗ |
| 16 | Creative Planning | 50,000 | $31K | +29,680 | +146.1% | 6Q | SEC ↗ |
| 17 | TWO SIGMA SECURITIES, LLC | 40,530 | $26K | +25,308 | +166.3% | 2Q | SEC ↗ |
| 18 | ARQ WEALTH ADVISORS, LLC NEW | 35,000 | $22K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Pathstone Holdings, LLC | 31,179 | $20K | — | +0.0% | 5Q | SEC ↗ |
| 20 | Vanguard Global Advisers, LLC | 27,344 | $17K | — | +0.0% | 2Q | SEC ↗ |
| 21 | KESTRA PRIVATE WEALTH SERVICES, LLC | 27,250 | $17K | — | +0.0% | 15Q | SEC ↗ |
| 22 | CAPITAL ADVISORS INC/OK | 22,000 | $14K | — | +0.0% | 2Q | SEC ↗ |
| 23 | XTX Topco Ltd NEW | 21,910 | $14K | — | +0.0% | 1Q | SEC ↗ |
| 24 | ACT Advisors, LLC. NEW | 21,074 | $13K | — | +0.0% | 1Q | SEC ↗ |
| 25 | PKS Advisory Services, LLC NEW | 18,931 | $12K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Blue Trust, Inc. | 14,724 | $9K | — | +0.0% | 14Q | SEC ↗ |
| 27 | Inscription Capital, LLC | 12,500 | $8K | — | +0.0% | 6Q | SEC ↗ |
| 28 | Welch Group, LLC | 10,000 | $6K | — | +0.0% | 3Q | SEC ↗ |
| 29 | JONES FINANCIAL COMPANIES LLLP | 6,366 | $4K | — | +0.0% | 4Q | SEC ↗ |
| 30 | Tower Research Capital LLC (TRC) NEW | 5,872 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Cape Investment Advisory, Inc. NEW | 2,000 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 32 | TD Waterhouse Canada Inc. NEW | 500 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 33 | OSAIC HOLDINGS, INC. NEW | 215 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 34 | HARBOUR INVESTMENTS, INC. NEW | 150 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Clearstead Advisors, LLC NEW | 100 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 0 | $0K | -100,002 | -100.0% | 5Q | SEC ↗ |
| 37 | ROYAL BANK OF CANADA | 0 | $0K | -22,000 | -100.0% | 1Q | SEC ↗ |
| 38 | BANK OF AMERICA CORP /DE | 0 | $0K | -866 | -100.0% | 7Q | SEC ↗ |
| 39 | SEI INVESTMENTS CO | 0 | $0K | -121,574 | -100.0% | 2Q | SEC ↗ |
| 40 | Independent Advisor Alliance | 0 | $0K | -12,835 | -100.0% | 2Q | SEC ↗ |
| 41 | Squarepoint Ops LLC | 0 | $0K | -26,781 | -100.0% | 1Q | SEC ↗ |
| 42 | Inspire Advisors, LLC | 0 | $0K | -41,700 | -100.0% | 1Q | SEC ↗ |
| 43 | HRT FINANCIAL LP | 0 | $0K | -33,836 | -100.0% | 1Q | SEC ↗ |
| 44 | Point72 Asset Management, L.P. | 0 | $0K | -34,668 | -100.0% | 1Q | SEC ↗ |
| 45 | Ground Swell Capital, LLC | 0 | $0K | -21,090 | -100.0% | 1Q | SEC ↗ |
| 46 | GOLDMAN SACHS GROUP INC | 0 | $0K | -353,526 | -100.0% | 2Q | SEC ↗ |
| 47 | Centiva Capital, LP | 0 | $0K | -19,409 | -100.0% | 2Q | SEC ↗ |
| 48 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -102,556 | -100.0% | 4Q | SEC ↗ |
| 49 | CITIGROUP INC | 0 | $0K | -7,040 | -100.0% | 4Q | SEC ↗ |
| 50 | Strengthening Families & Communities, | 0 | $0K | -3,000 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| Virtu Financial LLC | 168,401 | $106K |
| HUB Investment Partners, LLC | 57,414 | $36K |
| ARQ WEALTH ADVISORS, LLC | 35,000 | $22K |
| XTX Topco Ltd | 21,910 | $14K |
| ACT Advisors, LLC. | 21,074 | $13K |
| PKS Advisory Services, LLC | 18,931 | $12K |
| Tower Research Capital LLC (TRC) | 5,872 | $4K |
| Cape Investment Advisory, Inc. | 2,000 | $1K |
| TD Waterhouse Canada Inc. | 500 | $0K |
| OSAIC HOLDINGS, INC. | 215 | $0K |
| HARBOUR INVESTMENTS, INC. | 150 | $0K |
| Clearstead Advisors, LLC | 100 | $0K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 353,526 | $223K |
| Quadrature Capital Ltd | 217,471 | $137K |
| SEI INVESTMENTS CO | 121,574 | $77K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 102,556 | $65K |
| Bank of New York Mellon Corp | 100,002 | $63K |
| TWO SIGMA INVESTMENTS, LP | 75,384 | $47K |
| Inspire Advisors, LLC | 41,700 | $26K |
| Point72 Asset Management, L.P. | 34,668 | $22K |
| HRT FINANCIAL LP | 33,836 | $21K |
| Squarepoint Ops LLC | 26,781 | $17K |
| ROYAL BANK OF CANADA | 22,000 | $14K |
| Ground Swell Capital, LLC | 21,090 | $13K |
| Centiva Capital, LP | 19,409 | $12K |
| Revisor Wealth Management LLC | 12,922 | $8K |
| Independent Advisor Alliance | 12,835 | $8K |
| CITIGROUP INC | 7,040 | $4K |
| Strengthening Families & Communitie | 3,000 | $2K |
| BANK OF AMERICA CORP /DE | 866 | $1K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Meridian Wealth Management, LLC | +77,400 | +9.8% | 863,200 |
| VANGUARD FIDUCIARY TRUST CO | +74,393 | +17.8% | 492,717 |
| UBS Group AG | +55,429 | +36.1% | 208,958 |
| Creative Planning | +29,680 | +146.1% | 50,000 |
| TWO SIGMA SECURITIES, LLC | +25,308 | +166.3% | 40,530 |
| VANGUARD CAPITAL MANAGEMENT LLC | +12,511 | +0.4% | 3,093,768 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | -128,862 | -13.6% | 816,037 |
| JANE STREET GROUP, LLC | -107,703 | -45.5% | 129,071 |
| NORTHERN TRUST CORP | -10,482 | -5.8% | 171,420 |
| Savvy Advisors, Inc. | -1,500 | -0.7% | 220,300 |