Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Castellum Inc (CTM)

26 + 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
↓ -14
Streak
2Q ▼
Buyers last Q
30%

Smart Money Signals — CTM

Based on 26 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their CTM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 63% of 3.0Y high

63% of all-time peak
Only 26 funds hold CTM today versus a peak of 41 funds at 2025 Q3 — just 63% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 30% buying

11 buying26 selling
Last quarter: 26 funds sold vs only 11 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 14 → 8 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 31% long-term, 38% new

■ 31% conviction (2yr+) ■ 31% medium ■ 38% new
Of the 26 current holders: 8 (31%) held >2 years, 8 held 1–2 years, and 10 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.
💎

Buying through price weakness — shares -41%, value -61%

Value
-61%
Shares
-40%
Last quarter: funds added -41% more shares while total portfolio value only changed -61%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
⚠️

Saturation — most institutions already know this story

11 → 13 → 14 → 8 → 7 new funds/Q
New funds entering each quarter: 13 → 14 → 8 → 7. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 38% veterans, 54% new entrants

■ 38% veterans ■ 8% 1-2yr ■ 54% new
Of 26 current holders: 10 (38%) held 2+ years, 2 held 1–2 years, 14 (54%) 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
8 of 26 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.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 Q1, 11 hedge funds were net buyers of CTM (7 opened a new position, 4 added to an existing one), while 26 reduced or exited (5 trimmed, 21 sold completely) — a 30% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. 24% of total institutional value in CTM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -14 funds (more exits than new entries). Total institutional holders: 26.

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.

Is It Too Late to Buy Castellum Inc (CTM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CTM has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
CTM
nan%
XLK
+39.8%

CTM outperformed XLK by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
CTM
nan%
XLK
+5.4%

Since the filing became public, CTM outperformed XLK by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: CTM
26 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 26 40 -35.0%
13F Shares 8M 13M -40.66%
Total Value $5M $12M -61.26%
New Positions 7 8 -1
Increased Positions 4 12 -8
Closed Positions 21 9 +12
Reduced Positions 5 11 -6
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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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

26 + 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 23 CTM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ground Swell Capital, LLC 0.02% 21,090 $12K
2 Meridian Wealth Management, LLC 0.02% 785,800 $463K
3 Almanack Investment Partners, LLC. 0.00% 50,000 $29K
4 Savvy Advisors, Inc. 0.00% 221,800 $131K
5 Bridgeway Capital Management, LLC 0.00% 94,794 $56K
6 Two Sigma Securities, LLC 0.00% 15,222 $9K
7 Inscription Capital, LLC 0.00% 12,500 $7K
8 Captrust Financial Advisors 0.00% 626,100 $369K
9 Welch Group, LLC 0.00% 10,000 $6K
10 Capital Advisors Inc/Ok 0.00% 22,000 $13K
11 Kestra Private Wealth Services, LLC 0.00% 27,250 $16K
12 Blue Trust, Inc. 0.00% 14,724 $9K
13 Pathstone Holdings, LLC 0.00% 31,179 $18K
14 Sei Investments Co 0.00% 121,574 $72K
15 Vanguard Fiduciary Trust Co 0.00% 418,324 $247K
16 Hrt Financial LP 0.00% 33,836 $19K
17 Vanguard Capital Management LLC 0.00% 3,081,257 $1.8M
18 Jane Street Group, LLC 0.00% 236,774 $140K
19 UBS Group AG 0.00% 153,529 $91K
20 Creative Planning 0.00% 20,320 $12K
21 BlackRock, Inc. 0.00% 265,486 $157K
22 Jones Financial Companies Lllp 0.00% 6,366 $4K
23 Citigroup Inc 0.00% 7,040 $4K
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their CTM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CTM?

Heavy selling pressure — only 30% buying: Last quarter: 26 funds sold vs only 11 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for CTM holders?

Strong quality — 24% AUM from major funds: 8 of 26 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 — 31% long-term, 38% new: Of the 26 current holders: 8 (31%) held >2 years, 8 held 1–2 years, and 10 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.

Is it too late to buy Castellum Inc (CTM) following the 2026 Q1 hedge fund 13F filings?

As of today, CTM has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.4% for the XLK sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), CTM has gained nan% vs +39.8% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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