Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Castellum Inc (CTM)

34 + Investors. Track Smart Money conviction in CTM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
69%

Smart Money Signals — CTM

Based on 34 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CTM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 81% of 3.0Y peak

81% of all-time peak
34 funds currently hold this stock — 81% of the 3.0-year high of 42 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CTM is almost the same as a year ago (+1 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 69% buying

18 buying8 selling
Last quarter: 18 funds were net buyers (12 opened a brand new position + 6 added to an existing one). Only 8 were sellers (4 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 8 → 7 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 26% long-term, 38% new

■ 26% conviction (2yr+) ■ 35% medium ■ 38% new
Of the 34 current holders: 9 (26%) held >2 years, 12 held 1–2 years, and 13 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +22% but shares only +2% — price-driven

Value
+22%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +22%, but actual share count only changed +2%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~12 new funds/quarter

14 → 14 → 8 → 7 → 12 new funds/Q
New funds entering each quarter: 14 → 8 → 7 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 38% veterans, 50% new entrants

■ 38% veterans ■ 12% 1-2yr ■ 50% new
Of 34 current holders: 13 (38%) held 2+ years, 4 held 1–2 years, 17 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
7 of 34 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CTM

In 2026 Q2, 18 hedge funds were net buyers of CTM (12 opened a new position, 6 added to an existing one), while 8 reduced or exited (4 trimmed, 4 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. 24% of total institutional value in CTM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 34.

Hedge Fund Ownership: CTM

How many hedge funds hold CTM — quarterly history vs. share price
Quarterly hedge fund ownership of CTM vs. share price

Market Analysis: CTM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CTM

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: CTM
34 + Investors

Track Smart Money conviction in CTM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 34 26 30.77%
13F Shares 8M 8M 2.26%
Total Value $6M $5M 22.14%
New Positions 12 7 +5
Increased Positions 6 4 +2
Closed Positions 4 22 -18
Reduced Positions 4 5 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CTM

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Valuation Measures Data as of: --

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

34 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CTM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CTM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Meridian Wealth Management, LLC 0.02% 863,200 $621K
2 ACT Advisors, LLC. 0.01% 21,074 $15K
3 Almanack Investment Partners, LLC. 0.00% 50,000 $36K
4 Savvy Advisors, Inc. 0.00% 220,300 $159K
5 Arq Wealth Advisors, LLC 0.00% 35,000 $23K
6 Two Sigma Securities, LLC 0.00% 40,530 $29K
7 PKS Advisory Services, LLC 0.00% 18,931 $14K
8 Bridgeway Capital Management, LLC 0.00% 94,794 $68K
9 Inscription Capital, LLC 0.00% 12,500 $9K
10 HUB Investment Partners, LLC 0.00% 57,414 $41K
11 Captrust Financial Advisors 0.00% 626,100 $451K
12 Cape Investment Advisory, Inc. 0.00% 2,000 $1K
13 Welch Group, LLC 0.00% 10,000 $7K
14 Capital Advisors Inc/Ok 0.00% 22,000 $16K
15 Kestra Private Wealth Services, LLC 0.00% 27,250 $20K
16 XTX Topco Ltd 0.00% 21,910 $16K
17 Blue Trust, Inc. 0.00% 14,724 $11K
18 Tower Research Capital LLC (TRC) 0.00% 5,872 $4K
19 Vanguard Fiduciary Trust Co 0.00% 492,717 $355K
20 Pathstone Holdings, LLC 0.00% 31,179 $22K
21 Vanguard Capital Management LLC 0.00% 3,093,768 $2.2M
22 Creative Planning 0.00% 50,000 $36K
23 UBS Group AG 0.00% 208,958 $150K
24 Jane Street Group, LLC 0.00% 129,071 $93K
25 BlackRock, Inc. 0.00% 265,486 $191K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Castellum Inc (CTM)

What does the Smart Money Trend signal show for CTM?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CTM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CTM?

More buyers than sellers — 69% buying: Last quarter: 18 funds were net buyers (12 opened a brand new position + 6 added to an existing one). Only 8 were sellers (4 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CTM holders?

Strong quality — 24% AUM from major funds: 7 of 34 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CTM?

Mixed — 26% long-term, 38% new: Of the 34 current holders: 9 (26%) held >2 years, 12 held 1–2 years, and 13 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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