CASTELLUM INC CTM
COM NEW · Common Stock · CUSIP 14838T204
- SectorIndustrials
- IndustryServices-Management Consulting Services
- HeadquartersVienna, VA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 94.8m as of 2026-08-05, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $0.72.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2022 | 14 |
| Q1 2023 | 15 |
| Q2 2023 | 18 |
| Q3 2023 | 18 |
| Q4 2023 | 21 |
| Q1 2024 | 22 |
| Q2 2024 | 22 |
| Q3 2024 | 18 |
| Q4 2024 | 21 |
| Q1 2025 | 26 |
| Q2 2025 | 34 |
| Q3 2025 | 42 |
| Q4 2025 | 40 |
| Q1 2026 | 27 |
| Q2 2026 | 35 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 6 | 9 |
| Q4 2024 | 8 | 7 |
| Q1 2025 | 16 | 11 |
| Q2 2025 | 21 | 8 |
| Q3 2025 | 30 | 9 |
| Q4 2025 | 20 | 19 |
| Q1 2026 | 9 | 24 |
| Q2 2026 | 18 | 8 |
Biggest buyers
| Virtu Financial LLC | New | +168.4k |
| Meridian Wealth Management, LLC | Added | +77.4k |
| VANGUARD FIDUCIARY TRUST CO | Added | +74.4k |
| HUB Investment Partners, LLC | New | +57.4k |
| UBS Group AG | Added | +55.4k |
| ARQ WEALTH ADVISORS, LLC | New | +35.0k |
| Creative Planning | Added | +29.7k |
| TWO SIGMA SECURITIES, LLC | Added | +25.3k |
| XTX Topco Ltd | New | +21.9k |
| ACT Advisors, LLC. | New | +21.1k |
Biggest sellers
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -128.9k |
| SEI INVESTMENTS CO | Sold out | -121.6k |
| JANE STREET GROUP, LLC | Reduced | -107.7k |
| HRT FINANCIAL LP | Sold out | -33.8k |
| Ground Swell Capital, LLC | Sold out | -21.1k |
| NORTHERN TRUST CORP | Reduced | -10.5k |
| CITIGROUP INC | Sold out | -7.0k |
| Savvy Advisors, Inc. | Reduced | -1.5k |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 2 | $1.4m | — |
| Q2 2025 | 0 | — | 2 | $802.6k | — |
| Q3 2025 | 0 | — | 1 | $1.4m | — |
| Q4 2025 | 0 | — | 1 | $704.3k | — |
| Q1 2026 | 2 | $11.5k | 1 | $65.0k | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 4 | $32.5k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-09 | Merriman Andrew Chief Operating Officer | Bought | $31.0k50.0k shares |
| 2026-07-01 | Ives Glen R President | Bought | $7701.3k shares |
| 2026-07-01 | MARTIN TAMMY L General Counsel and Secretary | Bought | $7331.2k shares |
| 2026-07-01 | Bell David T Chief Financial Officer | Bought | $7331.2k shares |
| 2026-07-01 | Merriman Andrew Chief Operating Officer | Bought | $7331.2k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.1m $2.2m | Added +12.5k |
| Meridian Wealth Management, LLC 0.02% of their portfolio | 863.2k $621.4k | Added +77.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 816.0k $587.6k | Reduced -128.9k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 626.1k $450.7k | Unchanged |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 492.7k $354.8k | Added +74.4k |
| STATE STREET CORP 0.00% of their portfolio | 303.9k $218.8k | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 265.5k $191.1k | Unchanged |
| Savvy Advisors, Inc. 0.00% of their portfolio | 220.3k $158.6k | Reduced -1.5k |
| UBS Group AG 0.00% of their portfolio | 209.0k $150.4k | Added +55.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 171.4k $123.4k | Reduced -10.5k |
| Virtu Financial LLC 0.00% of their portfolio | 168.4k $121.0k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 129.1k $92.9k | Reduced -107.7k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 94.8k $68.2k | Unchanged |
| HUB Investment Partners, LLC 0.00% of their portfolio | 57.4k $41.3k | New |
| Creative Planning 0.00% of their portfolio | 50.0k $36.0k | Added +29.7k |
| Almanack Investment Partners, LLC. 0.00% of their portfolio | 50.0k $36.0k | Unchanged |
| TWO SIGMA SECURITIES, LLC 0.00% of their portfolio | 40.5k $29.2k | Added +25.3k |
| ARQ WEALTH ADVISORS, LLC 0.00% of their portfolio | 35.0k $22.8k | New |
| Pathstone Holdings, LLC 0.00% of their portfolio | 31.2k $22.4k | Unchanged |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 27.3k $19.7k | Unchanged |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio | 27.2k $19.6k | Unchanged |
| CAPITAL ADVISORS INC/OK 0.00% of their portfolio | 22.0k $15.8k | Unchanged |
| XTX Topco Ltd 0.00% of their portfolio | 21.9k $15.8k | New |
| ACT Advisors, LLC. 0.01% of their portfolio | 21.1k $15.2k | New |
| PKS Advisory Services, LLC 0.00% of their portfolio | 18.9k $13.6k | New |
| Blue Trust, Inc. 0.00% of their portfolio | 14.7k $10.6k | Unchanged |
| Inscription Capital, LLC 0.00% of their portfolio | 12.5k $9.0k | Unchanged |
| Welch Group, LLC 0.00% of their portfolio | 10.0k $7.2k | Unchanged |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 6.4k $4.5k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 5.9k $4.2k | New |
| Cape Investment Advisory, Inc. 0.00% of their portfolio | 2.0k $1.4k | New |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 500 $361 | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 215 $154 | New |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 150 $108 | New |
| Clearstead Advisors, LLC 0.00% of their portfolio | 100 $72 | New |