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Capital Advisors Inc’s Castellum CTM Stock Holding History

Capital Advisors Inc’s Portfolio CTM Stock Details CTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13K Buy
+22,000
New +$19.6K ﹤0.01% 354

Other funds holding CTM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Advisors Inc's CTM Position: Q1 2026 in Review

Capital Advisors Inc opened a new position in Castellum (CTM) in Q1 2026: 22,000 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #354 among its holdings.

27 funds tracked by Wall St. Rank hold CTM as of Q1 2026.

  • Capital Advisors Inc held 22,000 shares of Castellum worth $13K as of Q1 2026.
  • Castellum was a new Capital Advisors Inc position in Q1 2026.
  • Castellum made up ﹤0.01% of Capital Advisors Inc's portfolio in Q1 2026, its #354 holding.
  • 27 funds tracked by Wall St. Rank held Castellum as of Q1 2026.

Based on Capital Advisors Inc's 13F filing for Q1 2026, filed 27 Apr 2026.