Castellum Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 3.09 M | $2.23 M | 0.41% | 3.27% |
| MERIDIAN WEALTH MANAGEMENT, LLC | 08/05/2026 | 863.20 K | $621.42 K | 9.85% | 0.91% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 816.04 K | $587.64 K | -13.64% | 0.86% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 626.10 K | $450.73 K | 0.00% | 0.66% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 492.72 K | $354.76 K | 17.78% | 0.52% |
| STATE STREET CORP | 08/07/2026 | 303.90 K | $218.78 K | 0.00% | 0.32% |
| BLACKROCK, INC. | 08/07/2026 | 265.49 K | $191.12 K | 0.00% | 0.28% |
| SAVVY ADVISORS, INC. | 08/03/2026 | 220.30 K | $158.59 K | -0.68% | 0.23% |
| UBS GROUP AG | 08/13/2026 | 208.96 K | $150.45 K | 36.10% | 0.22% |
| NORTHERN TRUST CORP | 08/13/2026 | 171.42 K | $123.41 K | -5.76% | 0.18% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 168.40 K | $121.00 K | 100.00% | 0.18% |
| JANE STREET GROUP, LLC | 08/14/2026 | 129.07 K | $92.92 K | -45.49% | 0.14% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 94.79 K | $68.24 K | 0.00% | 0.10% |
| TCG ADVISORY SERVICES, LLC | 07/31/2026 | 57.41 K | $41.33 K | 100.00% | 0.06% |
| CREATIVE PLANNING | 08/13/2026 | 50.00 K | $36.00 K | 146.06% | 0.05% |
| ALMANACK INVESTMENT PARTNERS, LLC. | 07/30/2026 | 50.00 K | $36.00 K | 0.00% | 0.05% |
| TWO SIGMA SECURITIES, LLC | 08/14/2026 | 40.53 K | $29.18 K | 166.26% | 0.04% |
| ARQ WEALTH ADVISORS, LLC | 07/24/2026 | 35.00 K | $22.75 K | 100.00% | 0.04% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 31.18 K | $22.45 K | 0.00% | 0.03% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 27.34 K | $19.69 K | 0.00% | 0.03% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 27.25 K | $19.62 K | 0.00% | 0.03% |
| CAPITAL ADVISORS INC/OK | 07/23/2026 | 22.00 K | $15.84 K | 0.00% | 0.02% |
| XTX TOPCO LTD | 08/14/2026 | 21.91 K | $15.77 K | 100.00% | 0.02% |
| ACT ADVISORS, LLC. | 07/22/2026 | 21.07 K | $15.17 K | 100.00% | 0.02% |
| PKS ADVISORY SERVICES, LLC | 08/04/2026 | 18.93 K | $13.63 K | 100.00% | 0.02% |
| RONALD BLUE TRUST, INC. | 07/21/2026 | 14.72 K | $10.60 K | 0.00% | 0.02% |
| INSCRIPTION CAPITAL, LLC | 08/13/2026 | 12.50 K | $9.00 K | 0.00% | 0.01% |
| WELCH GROUP, LLC | 07/23/2026 | 10.00 K | $7.20 K | 0.00% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 6.37 K | $4.52 K | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 5.87 K | $4.23 K | 100.00% | 0.01% |
| CAPE INVESTMENT ADVISORY, INC. | 07/23/2026 | 2.00 K | $1.44 K | 100.00% | 0.00% |
| TD WATERHOUSE CANADA INC. | 07/27/2026 | 500 | $361 | 100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 215 | $154 | 100.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 150 | $108 | 100.00% | 0.00% |
| CLEARSTEAD ADVISORS, LLC | 08/06/2026 | 100 | $72 | 100.00% | 0.00% |
| SEI INVESTMENTS CO | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 08/03/2026 | 0 | $0 | -100.00% | 0.00% |
| HRT FINANCIAL LP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| GROUND SWELL CAPITAL, LLC | 08/05/2026 | 0 | $0 | -100.00% | 0.00% |
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Castellum Inc institutional Ownership - FAQ's
During the previous two years, 44 institutional investors and hedge funds held shares of Castellum Inc. The most heavily invested institutionals were:
VANGUARD CAPITAL MANAGEMENT LLC: 3.09 M
Meridian Wealth Management, LLC: 863,200
GEODE CAPITAL MANAGEMENT, LLC: 816,037
CAPTRUST FINANCIAL ADVISORS: 626,100
VANGUARD FIDUCIARY TRUST CO: 492,717
STATE STREET CORP: 303,900
8.35% of Castellum Inc stock is owned by institutional investors.
Institutional investors have bought a total of 11.44 M shares in the last 24 months. This purchase volume represents approximately $10.07 M in transactions.