MetaCap

Who Owns Castellum Stock?

NYSE: CTMConsumer DiscretionaryProfessional ServicesUSD

0.6233+0.0113 (+1.86%)

Market open · Delayed 15 min · as of Oct 9, 1:47 PM ET

Ownership breakdown

Held by institutions
8.37%
Institutional holders
37
  • Institutions 8.4%
  • Insiders 12.1%
  • Public and other 79.5%

Who owns Castellum stock?

Institutional investors own about 8.4% of Castellum's shares, spread across 37 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 12.09% of CTM.

The largest institutional holders are Vanguard Capital Management LLC (0.62%), Meridian Wealth Management, LLC (0.17%) and Geode Capital Management, LLC (0.16%). Together, the top 10 institutions control 1.4% of shares outstanding. In their latest filings, 4 of the top 10 institutions increased their CTM positions and 3 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of CTM

Castellum top institutional holders
InstitutionShares% HeldChange
Vanguard Capital Management LLC3.09M0.62%+0.4%
Meridian Wealth Management, LLC863.20K0.17%+9.8%
Geode Capital Management, LLC816.04K0.16%-13.6%
CAPTRUST Financial Advisors626.10K0.13%0.0%
Vanguard Fiduciary Trust Co492.72K0.10%+17.8%
State Street Corporation303.90K0.06%0.0%
Blackrock Inc.265.49K0.05%0.0%
Savvy Advisors, Inc. 220.30K0.04%-0.7%
UBS Group AG208.96K0.04%+36.1%
Northern Trust Corporation171.42K0.03%-5.8%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of CTM

Castellum top fund holders
FundShares% Held
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund2.19M0.44%
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund818.27K0.17%
Fidelity Concord Street Trust-Fidelity Extended Market Index Fund402.73K0.08%
Fidelity Concord Street Trust-Fidelity Total Market Index Fund132.46K0.03%
Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund115.89K0.02%
VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.48.54K0.01%
VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund37.08K0.01%

Frequently asked questions

Who is the largest shareholder of Castellum?

Vanguard Capital Management LLC is the largest institutional shareholder of CTM, owning 0.62% of shares outstanding (3.09M shares) as of its latest 13F filing.

What percentage of Castellum is owned by institutions?

Institutions own about 8.4% of CTM shares and 9.5% of the public float.

How much of Castellum do insiders own?

Insiders, such as officers and directors, own about 12.09% of CTM shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

Related