IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Castellum Inc (CTM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Meridian Wealth Management, LLC
INCREASED
Shares907,100 from 863,200
Change+43,900 (+5%)
Value$569.2K (-$52.2K)
Filed 2026-11-05
Geode Capital Management, LLC
DECREASED
Shares804,499 from 816,037
Change-11,538 (-1%)
Value$505.0K (-$82.7K)
Filed 2026-11-06
UBS Group AG
INCREASED
Shares237,061 from 208,958
Change+28,103 (+13%)
Value$148.6K (-$1.8K)
Filed 2026-11-10
HUB Investment Partners, LLC
UNCHANGED
Shares57,414 from 57,414
Change0 (0%)
Value$36.0K (-$5.3K)
Filed 2026-11-03
Creative Planning
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$31.4K (-$4.6K)
Filed 2026-11-02
Almanack Investment Partners, Llc.
UNCHANGED
Shares50,000 from 50,000
Change0 (0%)
Value$31.4K (-$4.6K)
Filed 2026-11-03
ARQ Wealth Advisors, LLC
UNCHANGED
Shares35,000 from 35,000
Change0 (0%)
Value$22.0K (-$787)
Filed 2026-10-29
PKS Advisory Services, LLC
UNCHANGED
Shares18,931 from 18,931
Change0 (0%)
Value$13.6K ($0)
Filed 2026-10-26
Blue Trust, Inc.
UNCHANGED
Shares14,724 from 14,724
Change0 (0%)
Value$9.2K (-$1.4K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
DECREASED
Shares13,250 from 27,250
Change-14,000 (-51%)
Value$8.3K (-$11.3K)
Filed 2026-11-06
Inscription Capital, LLC
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$7.8K (-$1.2K)
Filed 2026-11-02
Nuveen, LLC
NEW
Shares4,122
Change+4,122
Value$2.6K
Filed 2026-11-10
Cape Investment Advisory, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$1.3K (-$185)
Filed 2026-10-13
TD Waterhouse Canada Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$314 (-$47)
Filed 2026-10-16
Harbour Investments, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$94 (-$14)
Filed 2026-11-09
FMR LLC
NEW
Shares39
Change+39
Value$24
Filed 2026-11-10
Citigroup Inc
NEW
Shares17
Change+17
Value$11
Filed 2026-11-04
Friedenthal Financial
NEW
Shares5
Change+5
Value$4
Filed 2026-10-27
ACT Advisors, Llc.
CLOSED
Shares0 from 21,074
Change-21,074 (-100%)
Value$0 (-$15.2K)
Filed 2026-10-15
Welch Group, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$7.2K)
Filed 2026-10-29
Clearstead Advisors, LLC
DECREASED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$72)
Filed 2026-11-06
Vanguard Capital Management LLC
N/A
Shares— from 3,093,768
Change-3,093,768 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 626,100
Change-626,100 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 492,717
Change-492,717 (-100%)
Value—
State Street Corp
N/A
Shares— from 303,900
Change-303,900 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 265,486
Change-265,486 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 220,300
Change-220,300 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 171,420
Change-171,420 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 168,401
Change-168,401 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 129,071
Change-129,071 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 94,794
Change-94,794 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 40,530
Change-40,530 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 31,179
Change-31,179 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 27,344
Change-27,344 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 22,000
Change-22,000 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 21,910
Change-21,910 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 6,366
Change-6,366 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,872
Change-5,872 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 215
Change-215 (-100%)
Value—
Status
Meridian Wealth Management, LLC
INCREASED907,100863,200+43,900+5%$621.4K$569.2K-$52.2K2026-11-05
Geode Capital Management, LLC
DECREASED804,499816,037-11,538-1%$587.6K$505.0K-$82.7K2026-11-06
UBS Group AG
INCREASED237,061208,958+28,103+13%$150.5K$148.6K-$1.8K2026-11-10
HUB Investment Partners, LLC
UNCHANGED57,41457,41400%$41.3K$36.0K-$5.3K2026-11-03
Creative Planning
UNCHANGED50,00050,00000%$36.0K$31.4K-$4.6K2026-11-02
Almanack Investment Partners, Llc.
UNCHANGED50,00050,00000%$36.0K$31.4K-$4.6K2026-11-03
ARQ Wealth Advisors, LLC
UNCHANGED35,00035,00000%$22.8K$22.0K-$7872026-10-29
PKS Advisory Services, LLC
UNCHANGED18,93118,93100%$13.6K$13.6K$02026-10-26
Blue Trust, Inc.
UNCHANGED14,72414,72400%$10.6K$9.2K-$1.4K2026-10-15
Kestra Private Wealth Services, LLC
DECREASED13,25027,250-14,000-51%$19.6K$8.3K-$11.3K2026-11-06
Inscription Capital, LLC
UNCHANGED12,50012,50000%$9.0K$7.8K-$1.2K2026-11-02
Nuveen, LLC
NEW4,122—+4,122——$2.6K—2026-11-10
Cape Investment Advisory, Inc.
UNCHANGED2,0002,00000%$1.4K$1.3K-$1852026-10-13
TD Waterhouse Canada Inc.
UNCHANGED50050000%$361$314-$472026-10-16
Harbour Investments, Inc.
UNCHANGED15015000%$108$94-$142026-11-09
FMR LLC
NEW39—+39——$24—2026-11-10
Citigroup Inc
NEW17—+17——$11—2026-11-04
Friedenthal Financial
NEW5—+5——$4—2026-10-27
ACT Advisors, Llc.
CLOSED021,074-21,074-100%$15.2K$0-$15.2K2026-10-15
Welch Group, LLC
CLOSED010,000-10,000-100%$7.2K$0-$7.2K2026-10-29
Clearstead Advisors, LLC
DECREASED0100-100-100%$72$0-$722026-11-06
Vanguard Capital Management LLC
N/A—3,093,768-3,093,768-100%$2.2M———
Captrust Financial Advisors
N/A—626,100-626,100-100%$450.7K———
Vanguard Fiduciary Trust Co
N/A—492,717-492,717-100%$354.8K———
State Street Corp
N/A—303,900-303,900-100%$218.8K———
BlackRock, Inc.
N/A—265,486-265,486-100%$191.1K———
Savvy Advisors, Inc.
N/A—220,300-220,300-100%$158.6K———
Northern Trust Corp
N/A—171,420-171,420-100%$123.4K———
Virtu Financial LLC
N/A—168,401-168,401-100%$121.0K———
Jane Street Group, LLC
N/A—129,071-129,071-100%$92.9K———
Bridgeway Capital Management, LLC
N/A—94,794-94,794-100%$68.2K———
Two Sigma Securities, LLC
N/A—40,530-40,530-100%$29.2K———
Pathstone Holdings, LLC
N/A—31,179-31,179-100%$22.4K———
Vanguard Global Advisers, LLC
N/A—27,344-27,344-100%$19.7K———
Capital Advisors Inc
N/A—22,000-22,000-100%$15.8K———
XTX Topco Ltd
N/A—21,910-21,910-100%$15.8K———
Jones Financial Companies Lllp
N/A—6,366-6,366-100%$4.5K———
Tower Research Capital LLC (TRC)
N/A—5,872-5,872-100%$4.2K———
Osaic Holdings, Inc.
N/A—215-215-100%$154———
Showing 39 of 39 institutions