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Castellum
CTM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Vanguard Capital Management
1
Vanguard Capital Management
Pennsylvania
USD 2.23 M +USD 8.9 k +12,511 +0.4%
Meridian Wealth Management
2
Meridian Wealth Management
Kentucky
USD 621 k +USD 55.1 k +77,400 +10%
Geode Capital Management
3
Geode Capital Management
Massachusetts
USD 588 k -USD 91.7 k -128,862 -14%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
USD 451 k – – –
Vanguard Fiduciary Trust
5
Vanguard Fiduciary Trust
Pennsylvania
USD 355 k +USD 52.9 k +74,393 +18%
State Street
6
State Street
Massachusetts
USD 219 k – – –
BlackRock
7
BlackRock
New York
USD 191 k – – –
Savvy Advisors Inc
8
Savvy Advisors Inc
New York
USD 159 k -USD 1.07 k -1,500 -0.7%
UBS Group
9
UBS Group
Switzerland
USD 150 k +USD 39.4 k +55,429 +36%
Northern Trust
10
Northern Trust
Illinois
USD 123 k -USD 7.46 k -10,482 -6%
Virtu Financial
11
Virtu Financial
New York
USD 121 k +USD 120 k +168,401 Nuevas
Jane Street
12
Jane Street
New York
USD 92.9 k -USD 76.6 k -107,703 -45%
Bridgeway Capital Management
13
Bridgeway Capital Management
Texas
USD 68.2 k – – –
HUB Investment Partners
14
HUB Investment Partners
Texas
USD 41.3 k +USD 40.8 k +57,414 Nuevas
Almanack Investment Partners
15
Almanack Investment Partners
Pennsylvania
USD 36 k – – –
Creative Planning
16
Creative Planning
Kansas
USD 36 k +USD 21.1 k +29,680 +146%
Two Sigma Securities
17
Two Sigma Securities
New York
USD 29.2 k +USD 18 k +25,308 +166%
ARQ Wealth Advisors
18
ARQ Wealth Advisors
Arizona
USD 22.8 k +USD 24.9 k +35,000 Nuevas
Pathstone Holdings
19
Pathstone Holdings
New Jersey
USD 22.4 k – – –
Vanguard Global Advisers
20
Vanguard Global Advisers
Pennsylvania
USD 19.7 k – – –
Kestra Private Wealth Services
21
Kestra Private Wealth Services
Texas
USD 19.6 k – – –
Capital Advisors Inc
22
Capital Advisors Inc
Oklahoma
USD 15.8 k – – –
XTX Topco
23
XTX Topco
Cayman Islands
USD 15.8 k +USD 15.6 k +21,910 Nuevas
AA
24
ACT Advisors
North Carolina
USD 15.2 k +USD 15 k +21,074 Nuevas
PAS
25
PKS Advisory Services
New York
USD 13.6 k +USD 13.5 k +18,931 Nuevas
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