MML Investors Services’s Castellum CTM Stock Holding History

MML Investors Services’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
2025 Q2	–	Sell	-27,937	Closed	-$30K	–	2821
2025 Q1	$30K	Buy	+27,937	New	+$29.7K	﹤0.01%	2669

Other funds holding CTM

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LCM

Legato Capital Management San Francisco, California $1.1B AUM 61.65% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

MML Investors Services's CTM Position: Q2 2025 in Review

MML Investors Services sold out of Castellum (CTM) in Q2 2025, closing a stake of 27,937 shares — an estimated $30K sold.

MML Investors Services first reported a position in CTM in Q1 2025 and held it in 1 quarter. The position peaked at $30K in Q1 2025. 33 funds tracked by Wall St. Rank hold CTM as of Q2 2025.

MML Investors Services reported no remaining Castellum position as of Q2 2025 after selling out during the quarter.
MML Investors Services sold 27,937 Castellum shares in Q2 2025, an estimated $30K.
MML Investors Services first reported a position in Castellum in Q1 2025 and held it in 1 quarter.
MML Investors Services's Castellum position peaked at $30K in Q1 2025.
33 funds tracked by Wall St. Rank held Castellum as of Q2 2025.

Based on MML Investors Services's 13F filing for Q2 2025, filed 14 Aug 2025.