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Institutional Ownership · SEC Form 13F

Who owns Chain Bridge Bancorp, Inc. (CBNA)


Which tracked institutional funds hold CBNA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CBNA company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-21). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

68
Institutional holders
2M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on CBNA is one-sided between 2025-Q4 and 2026-Q1: 8 added or opened and 2 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

CBNA’s largest tracked holder by dollar value, Hingham Institution for Savings, sizes it at 9.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 9.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in CBNA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 68 tracked filers holding CBNA, 36 increased or opened the position and 18 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in CBNA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 6

  • VANGUARD CAPITAL MANAGEMENT LLC$4M
  • HighTower Advisors, LLC$819K
  • ELEVATION POINT WEALTH PARTNERS, LLC$647K
  • VANGUARD FIDUCIARY TRUST CO$637K
  • Wealthspire Advisors, LLC$593K
  • Militia Capital Management LLC$593K

Full exits 2

  • VANGUARD GROUP INC$5M
  • Militia Capital Partners, LP$589K

Largest adds

  • Hingham Institution for Savings$601K
  • Pillsbury Lake Capital LLC$304K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Hingham Institution for Savings added308,612$11M12.7%2026-Q1
FJ Capital Management LLC293,788$10M12.1%2026-Q1
ROYCE & ASSOCIATES LP added278,901$10M11.5%2026-Q1
Gator Capital Management, LLC added209,273$7M8.6%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new123,182$4M5.1%2026-Q1
BlackRock, Inc. trimmed119,626$4M4.9%2026-Q1
ENDEAVOUR CAPITAL ADVISORS INC added83,256$3M3.4%2026-Q1
Beartown Capital Management, LLC75,794$3M3.1%2026-Q1
ALLIANCEBERNSTEIN L.P. added65,899$2M2.7%2026-Q1
EJF Capital LP trimmed56,494$2M2.3%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed54,098$2M2.2%2026-Q1
Rosenthal | Henry Capital Advisors, Inc.39,200$1M1.6%2026-Q1
RMR Wealth Builders38,710$1M1.6%2026-Q1
Magnolia Private Wealth, LLC32,640$1M1.3%2026-Q1
NORTHERN TRUST CORP added31,511$1M1.3%2026-Q1
ACADIAN ASSET MANAGEMENT LLC31,040$1M1.3%2026-Q1
Pillsbury Lake Capital LLC added26,860$937K1.1%2026-Q1
HighTower Advisors, LLC trimmed23,470$819K1.0%2026-Q1
STATE STREET CORP trimmed18,841$658K0.8%2026-Q1
ELEVATION POINT WEALTH PARTNERS, LLC added18,545$647K0.8%2026-Q1
Chevy Chase Trust Holdings, LLC18,419$643K0.8%2026-Q1
VANGUARD FIDUCIARY TRUST CO new18,261$637K0.8%2026-Q1
Wealthspire Advisors, LLC new17,000$593K0.7%2026-Q1
Militia Capital Management LLC new17,000$593K0.7%2026-Q1
ROYAL BANK OF CANADA trimmed16,080$561K0.7%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added15,200$530K0.6%2026-Q1
GOLDMAN SACHS GROUP INC added13,852$483K0.6%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new12,710$444K0.5%2026-Q1
Daytona Street Capital LLC10,000$355K0.4%2026-Q1
BANK OF AMERICA CORP /DE/ added9,661$337K0.4%2026-Q1
Quantinno Capital Management LP new9,243$323K0.4%2026-Q1
JOHNSON INVESTMENT COUNSEL INC new8,700$304K0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed8,500$297K0.4%2026-Q1
SILVIA MCCOLL WEALTH MANAGEMENT, LLC8,240$288K0.3%2026-Q1
AlphaCore Capital LLC added7,651$267K0.3%2026-Q1
Covestor Ltd trimmed6,039$211K0.2%2026-Q1
CWM, LLC added5,953$208K0.2%2026-Q1
MORGAN STANLEY added4,813$168K0.2%2026-Q1
BARCLAYS PLC trimmed3,092$108K0.1%2026-Q1
RHUMBLINE ADVISERS trimmed2,990$104K0.1%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND2,200$77K0.1%2026-Q1
DEUTSCHE BANK AG\ trimmed1,688$59K0.1%2026-Q1
Vanguard Global Advisers, LLC new1,449$51K0.1%2026-Q1
EverSource Wealth Advisors, LLC added344$39K0.0%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added1,060$37K0.0%2026-Q1
JPMORGAN CHASE & CO trimmed937$33K0.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed825$29K0.0%2026-Q1
UBS Group AG added731$26K0.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed615$21K0.0%2026-Q1
Tower Research Capital LLC (TRC) added315$11K0.0%2026-Q1
FMR LLC added296$10K0.0%2026-Q1
Russell Investments Group, Ltd.272$9K0.0%2026-Q1
Ameritas Investment Partners, Inc.239$8K0.0%2026-Q1
Legal & General Group Plc210$7K0.0%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed118$4K0.0%2026-Q1
CITIGROUP INC added101$4K0.0%2026-Q1
GAMMA Investing LLC added73$3K0.0%2026-Q1
Sterling Capital Management LLC trimmed72$3K0.0%2026-Q1
Police & Firemen's Retirement System of New Jersey71$2K0.0%2026-Q1
Essential Partners LLC31$1K0.0%2026-Q1
FEDERATED HERMES, INC.28$9770.0%2026-Q1
MAI Capital Management added4$1400.0%2026-Q1
Farther Finance Advisors, LLC4$1400.0%2026-Q1
Arax Advisory Partners trimmed31$700.0%2026-Q1
IFP Advisors, Inc2$700.0%2026-Q1
ROTHSCHILD INVESTMENT LLC new1$350.0%2026-Q1
Allworth Financial LP new1$350.0%2026-Q1
Root Financial Partners, LLC new1$350.0%2026-Q1
VANGUARD GROUP INC added153,671$5M6.3%2025-Q4 stale
CANNELL CAPITAL LLC added61,609$2M2.4%2025-Q3 stale
Militia Capital Partners, LP17,000$589K0.7%2025-Q4 stale
MILLENNIUM MANAGEMENT LLC new18,841$448K0.5%2025-Q1 stale
Mesirow Financial Investment Management, Inc. new12,990$309K0.4%2025-Q1 stale
CITADEL ADVISORS LLC trimmed11,912$283K0.3%2025-Q1 stale
GSA CAPITAL PARTNERS LLP trimmed7,247$251K0.3%2025-Q4 stale
SPC Financial, Inc. new7,650$250K0.3%2025-Q3 stale
State of Wyoming new243$6K0.0%2025-Q2 stale
UMB Bank, n.a.250$6K0.0%2025-Q2 stale
AMALGAMATED BANK trimmed69$2K0.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership