13FBOX
CASTELLUM INC · 13F Institutional Holdings
Options Calculator Rankings
C

CASTELLUM INC

CTM
Institutions
35
Combined AUM (Q2 2026)
$5.7M
Combined Shares (Q2 2026)
7.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+606,288
18 · 12 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-505,801
9 · 5 Exit · ≈
⚖️ Net
+100,487
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$5.7M
Institutions
35
New Buys
12
Adds
6
Reduces
4
Exits
5
Unchanged
13
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#22$2.2M3.1M$1.8M3.1M+12,511+0.41%Add
Meridian Wealth Management, LLC
0.02%0.02%#1$621,418863,200$463,229785,800+77,400+9.85%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#23$587,637816,037$557,149944,899-128,862-13.64%Reduce
CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#12$450,729626,100$369,086626,10000.00%Unchanged
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#20$354,756492,717$246,811418,324+74,393+17.78%Add
STATE STREET CORP
<0.01%<0.01%#29$218,778303,900$179,149303,90000.00%Unchanged
BlackRock, Inc.
<0.01%<0.01%#30$191,123265,486$156,504265,48600.00%Unchanged
Savvy Advisors, Inc.
<0.01%<0.01%#5$158,594220,300$130,751221,800-1,500-0.68%Reduce
UBS Group AG
<0.01%<0.01%#25$150,450208,958$90,582153,529+55,429+36.10%Add
NORTHERN TRUST CORP
<0.01%<0.01%#26$123,405171,420$107,231181,902-10,482-5.76%Reduce
Virtu Financial LLC
<0.01%#4$121,232168,401$00+168,401New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#28$92,918129,071$139,578236,774-107,703-45.49%Reduce
BRIDGEWAY CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#9$68,24294,794$55,88194,79400.00%Unchanged
HUB Investment Partners, LLC
<0.01%#11$41,33257,414$00+57,414New Buy
Creative Planning
<0.01%<0.01%#24$35,99550,000$11,97920,320+29,680+146.06%Add
Almanack Investment Partners, LLC.
<0.01%<0.01%#3$35,99550,000$29,47550,00000.00%Unchanged
TWO SIGMA SECURITIES, LLC
<0.01%<0.01%#7$29,17840,530$8,97315,222+25,308+166.26%Add
ARQ WEALTH ADVISORS, LLC
<0.01%#6$22,75035,000$00+35,000New Buy
Pathstone Holdings, LLC
<0.01%<0.01%#21$22,44631,179$18,38031,17900.00%Unchanged
Vanguard Global Advisers, LLC
<0.01%<0.01%#27$19,68827,344$16,13327,34400.00%Unchanged
KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%<0.01%#16$19,61727,250$16,06427,25000.00%Unchanged
CAPITAL ADVISORS INC/OK
<0.01%<0.01%#15$15,83822,000$12,96922,00000.00%Unchanged
XTX Topco Ltd
<0.01%#17$15,77321,910$00+21,910New Buy
ACT Advisors, LLC.
0.01%#2$15,17121,074$00+21,074New Buy
PKS Advisory Services, LLC
<0.01%#8$13,62818,931$00+18,931New Buy
Blue Trust, Inc.
<0.01%<0.01%#19$10,60014,724$8,68014,72400.00%Unchanged
Inscription Capital, LLC
<0.01%<0.01%#10$8,99912,500$7,36912,50000.00%Unchanged
Welch Group, LLC
<0.01%<0.01%#14$7,19910,000$5,89510,00000.00%Unchanged
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#31$4,5206,366$3,9476,36600.00%Unchanged
Tower Research Capital LLC (TRC)
<0.01%#18$4,2275,872$00+5,872New Buy
Cape Investment Advisory, Inc.
<0.01%#13$1,4402,000$00+2,000New Buy
TD Waterhouse Canada Inc.
<0.01%#33$361500$00+500New Buy
OSAIC HOLDINGS, INC.
<0.01%#35$154215$00+215New Buy
HARBOUR INVESTMENTS, INC.
<0.01%#32$108150$00+150New Buy
Clearstead Advisors, LLC
<0.01%#34$72100$00+100New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow