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Institutional Ownership · SEC Form 13F

Who owns Chain Bridge Bancorp (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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

69
Institutional holders
2M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on CBNA is one-sided between 2026-Q1 and 2026-Q2: 16 added or opened and 4 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 10.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 10.5pp 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 2026-Q1 and 2026-Q2, across 69 tracked filers holding CBNA, 39 increased or opened the position and 18 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

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 2026-Q1 and 2026-Q2 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 1

  • Mariner, LLC$1M

Full exits 4

  • EJF Capital LP$2M
  • ACADIAN ASSET MANAGEMENT LLC$1M
  • Pillsbury Lake Capital LLC$937K
  • HighTower Advisors, LLC$819K

Largest adds

  • ROYCE & ASSOCIATES LP$4M
  • Hingham Institution for Savings$3M
  • FJ Capital Management LLC$2M
  • Gator Capital Management, LLC$2M
  • BlackRock, Inc.$1M
  • VANGUARD CAPITAL MANAGEMENT LLC$948K

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 added334,137$14M13.3%2026-Q2
ROYCE & ASSOCIATES LP added317,935$13M12.7%2026-Q2
FJ Capital Management LLC293,788$12M11.7%2026-Q2
Gator Capital Management, LLC added219,365$9M8.8%2026-Q2
BlackRock, Inc. added133,222$6M5.3%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added124,786$5M5.0%2026-Q2
ENDEAVOUR CAPITAL ADVISORS INC83,256$4M3.3%2026-Q2
Beartown Capital Management, LLC75,794$3M3.0%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added66,718$3M2.7%2026-Q2
ALLIANCEBERNSTEIN L.P. added74,189$3M2.5%2026-Q2
Rosenthal | Henry Capital Advisors, Inc.39,200$2M1.6%2026-Q2
RMR Wealth Builders38,710$2M1.5%2026-Q2
NORTHERN TRUST CORP added34,701$1M1.4%2026-Q2
Magnolia Private Wealth, LLC32,640$1M1.3%2026-Q2
STATE STREET CORP added25,687$1M1.0%2026-Q2
Mariner, LLC new24,204$1M1.0%2026-Q2
VANGUARD FIDUCIARY TRUST CO added18,626$783K0.7%2026-Q2
ELEVATION POINT WEALTH PARTNERS, LLC18,545$780K0.7%2026-Q2
Chevy Chase Trust Holdings, LLC18,419$775K0.7%2026-Q2
Militia Capital Management LLC added18,396$774K0.7%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added17,905$753K0.7%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added17,200$723K0.7%2026-Q2
Wealthspire Advisors, LLC17,000$715K0.7%2026-Q2
ROYAL BANK OF CANADA added16,293$685K0.7%2026-Q2
GOLDMAN SACHS GROUP INC trimmed10,979$462K0.4%2026-Q2
Daytona Street Capital LLC10,000$422K0.4%2026-Q2
Quantinno Capital Management LP added9,251$389K0.4%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed9,019$379K0.4%2026-Q2
CITADEL ADVISORS LLC trimmed8,792$370K0.4%2026-Q2
JOHNSON INVESTMENT COUNSEL INC8,700$366K0.3%2026-Q2
RAYMOND JAMES FINANCIAL INC8,500$357K0.3%2026-Q2
SILVIA MCCOLL WEALTH MANAGEMENT, LLC trimmed8,000$336K0.3%2026-Q2
AlphaCore Capital LLC7,651$322K0.3%2026-Q2
Bank of New York Mellon Corp new7,435$313K0.3%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV new6,154$259K0.2%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC new5,386$226K0.2%2026-Q2
MORGAN STANLEY trimmed4,699$198K0.2%2026-Q2
RHUMBLINE ADVISERS added3,151$132K0.1%2026-Q2
BARCLAYS PLC trimmed3,064$129K0.1%2026-Q2
DEUTSCHE BANK AG\ added2,563$108K0.1%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC new2,442$103K0.1%2026-Q2
WELLS FARGO & COMPANY/MN added2,329$98K0.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND2,200$93K0.1%2026-Q2
Vanguard Global Advisers, LLC1,449$61K0.1%2026-Q2
Russell Investments Group, Ltd. added1,365$57K0.1%2026-Q2
Police & Firemen's Retirement System of New Jersey added1,266$53K0.1%2026-Q2
CITIGROUP INC added1,219$51K0.0%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added1,209$51K0.0%2026-Q2
JPMORGAN CHASE & CO added1,135$46K0.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added985$41K0.0%2026-Q2
UBS Group AG trimmed642$27K0.0%2026-Q2
FMR LLC added306$13K0.0%2026-Q2
Tower Research Capital LLC (TRC) trimmed304$13K0.0%2026-Q2
Ameritas Investment Partners, Inc.239$10K0.0%2026-Q2
Legal & General Group Plc210$9K0.0%2026-Q2
GAMMA Investing LLC added78$3K0.0%2026-Q2
Sterling Capital Management LLC trimmed53$2K0.0%2026-Q2
FEDERATED HERMES, INC. added35$1K0.0%2026-Q2
Arax Advisory Partners added34$1K0.0%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed31$1K0.0%2026-Q2
Integrated Wealth Concepts LLC new22$9240.0%2026-Q2
Essential Partners LLC trimmed11$4630.0%2026-Q2
Quarry LP new9$3780.0%2026-Q2
EverSource Wealth Advisors, LLC trimmed6$2520.0%2026-Q2
Allworth Financial LP added5$2110.0%2026-Q2
Farther Finance Advisors, LLC4$1650.0%2026-Q2
ROTHSCHILD INVESTMENT LLC added2$840.0%2026-Q2
IFP Advisors, Inc2$840.0%2026-Q2
Basecamp Wealth Advisors LLC1$420.0%2026-Q2
EJF Capital LP trimmed56,494$2M1.9%2026-Q1 stale (1 quarter behind)
ACADIAN ASSET MANAGEMENT LLC31,040$1M1.0%2026-Q1 stale (1 quarter behind)
Pillsbury Lake Capital LLC added26,860$937K0.9%2026-Q1 stale (1 quarter behind)
HighTower Advisors, LLC trimmed23,470$819K0.8%2026-Q1 stale (1 quarter behind)
Covestor Ltd trimmed6,039$211K0.2%2026-Q1 stale (1 quarter behind)
CWM, LLC added5,953$208K0.2%2026-Q1 stale (1 quarter behind)
MAI Capital Management added4$1400.0%2026-Q1 stale (1 quarter behind)
Root Financial Partners, LLC new1$350.0%2026-Q1 stale (1 quarter behind)
VANGUARD GROUP INC added153,671$5M5.1%2025-Q4 stale (2 quarters behind)
Militia Capital Partners, LP17,000$589K0.6%2025-Q4 stale (2 quarters behind)
GSA CAPITAL PARTNERS LLP trimmed7,247$251K0.2%2025-Q4 stale (2 quarters behind)
AMALGAMATED BANK trimmed69$2K0.0%2025-Q4 stale (2 quarters behind)
CANNELL CAPITAL LLC added61,609$2M1.9%2025-Q3 stale (3 quarters behind)
SPC Financial, Inc. new7,650$250K0.2%2025-Q3 stale (3 quarters behind)
State of Wyoming new243$6K0.0%2025-Q2 stale (4 quarters behind)
UMB Bank, n.a.250$6K0.0%2025-Q2 stale (4 quarters behind)
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0—0.0%2025-Q2 stale (4 quarters behind)

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