Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns Capital Bancorp, Inc. (CBNK)


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

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

122
Institutional holders
7M
Shares held (tracked funds)
43.6%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on CBNK is one-sided between 2025-Q4 and 2026-Q1: 31 added or opened and 9 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

CBNK’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CBNK more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in CBNK 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 122 tracked filers holding CBNK, 58 increased or opened the position and 55 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 CBNK 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 9

  • VANGUARD CAPITAL MANAGEMENT LLC$15M
  • VANGUARD FIDUCIARY TRUST CO$2M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$2M
  • JANE STREET GROUP, LLC$1M
  • Militia Capital Management LLC$1M
  • Verdence Capital Advisors LLC$1M

Full exits 4

  • VANGUARD GROUP INC$18M
  • Militia Capital Partners, LP$1M
  • HighPoint Advisor Group LLC$1M
  • TWO SIGMA ADVISERS, LP$738K

Largest adds

  • Wealthspire Advisors, LLC$7M
  • SEI INVESTMENTS CO$3M
  • CITADEL ADVISORS LLC$2M
  • BANC FUNDS CO LLC$2M
  • Pacific Ridge Capital Partners, LLC$1M
  • AMERICAN CENTURY COMPANIES INC$1M

Largest trims

  • GEODE CAPITAL MANAGEMENT, LLC$1M
  • BARCLAYS PLC$480K
  • STATE STREET CORP$460K
  • ACADIAN ASSET MANAGEMENT LLC$322K
  • MILLENNIUM MANAGEMENT LLC$299K

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
BlackRock, Inc. trimmed722,012$21M8.9%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new496,749$15M6.1%2026-Q1
ALLIANCEBERNSTEIN L.P. added506,990$14M5.9%2026-Q1
DIMENSIONAL FUND ADVISORS LP added355,466$11M4.4%2026-Q1
Wealthspire Advisors, LLC added295,417$9M3.6%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed282,747$8M3.5%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC added269,316$8M3.3%2026-Q1
STATE STREET CORP trimmed232,587$7M2.9%2026-Q1
Pacific Ridge Capital Partners, LLC added231,286$7M2.9%2026-Q1
Ategra Capital Management, LLC231,256$7M2.9%2026-Q1
AMERICAN CENTURY COMPANIES INC added203,196$6M2.5%2026-Q1
Ballast Asset Management, LP added189,845$6M2.3%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added174,492$5M2.2%2026-Q1
SEI INVESTMENTS CO added167,222$5M2.1%2026-Q1
Russell Investments Group, Ltd. added148,020$4M1.8%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added105,124$3M1.3%2026-Q1
Squarepoint Ops LLC added104,552$3M1.3%2026-Q1
Empowered Funds, LLC added100,542$3M1.2%2026-Q1
CITADEL ADVISORS LLC added94,628$3M1.2%2026-Q1
MORGAN STANLEY added93,654$3M1.2%2026-Q1
TWO SIGMA INVESTMENTS, LP added90,879$3M1.1%2026-Q1
Gator Capital Management, LLC trimmed89,760$3M1.1%2026-Q1
NORTHERN TRUST CORP added88,800$3M1.1%2026-Q1
MALTESE CAPITAL MANAGEMENT LLC trimmed75,945$2M0.9%2026-Q1
De Lisle Partners LLP75,893$2M0.9%2026-Q1
BANC FUNDS CO LLC added75,300$2M0.9%2026-Q1
VANGUARD FIDUCIARY TRUST CO new73,101$2M0.9%2026-Q1
BROWN ADVISORY INC70,271$2M0.9%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new66,808$2M0.8%2026-Q1
Qube Research & Technologies Ltd added64,080$2M0.8%2026-Q1
Nuveen, LLC trimmed63,648$2M0.8%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. trimmed63,477$2M0.8%2026-Q1
MARSHALL WACE, LLP trimmed61,173$2M0.8%2026-Q1
Elizabeth Park Capital Advisors, Ltd.60,224$2M0.7%2026-Q1
WEDGE CAPITAL MANAGEMENT L L P/NC added57,378$2M0.7%2026-Q1
Kendall Capital Management trimmed56,000$2M0.7%2026-Q1
Bank of New York Mellon Corp trimmed48,963$1M0.6%2026-Q1
JANE STREET GROUP, LLC added48,464$1M0.6%2026-Q1
Militia Capital Management LLC new47,000$1M0.6%2026-Q1
GOLDMAN SACHS GROUP INC added45,351$1M0.6%2026-Q1
FIRST TRUST ADVISORS LP trimmed42,082$1M0.5%2026-Q1
FIRST CITIZENS BANK & TRUST CO40,990$1M0.5%2026-Q1
Verdence Capital Advisors LLC new38,741$1M0.5%2026-Q1
ACADIAN ASSET MANAGEMENT LLC trimmed36,893$1M0.5%2026-Q1
Man Group plc new33,382$993K0.4%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed31,760$945K0.4%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed31,729$944K0.4%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed30,657$912K0.4%2026-Q1
UBS Group AG added29,786$886K0.4%2026-Q1
Ackerman Asset Management, LLC trimmed27,312$812K0.3%2026-Q1
BANK OF AMERICA CORP /DE/ added22,334$664K0.3%2026-Q1
Boston Partners trimmed22,328$664K0.3%2026-Q1
Arcus Capital Partners, LLC added21,007$625K0.3%2026-Q1
SummerHaven Investment Management, LLC trimmed20,482$609K0.3%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed20,000$595K0.2%2026-Q1
XTX Topco Ltd added19,941$593K0.2%2026-Q1
Hingham Institution for Savings new19,504$580K0.2%2026-Q1
Passive Capital Management, LLC. new18,000$535K0.2%2026-Q1
HRT FINANCIAL LP added16,823$500K0.2%2026-Q1
MARTINGALE ASSET MANAGEMENT L P trimmed14,932$444K0.2%2026-Q1
RHUMBLINE ADVISERS trimmed14,824$441K0.2%2026-Q1
Creative Planning added14,561$433K0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed12,859$382K0.2%2026-Q1
FIFTH THIRD BANCORP new12,036$358K0.1%2026-Q1
FEDERATED HERMES, INC. added11,947$355K0.1%2026-Q1
Janney Montgomery Scott LLC trimmed11,865$353K0.1%2026-Q1
AMERIPRISE FINANCIAL INC11,700$348K0.1%2026-Q1
Harbor Advisors LLC11,517$343K0.1%2026-Q1
Engineers Gate Manager LP new11,452$341K0.1%2026-Q1
Allspring Global Investments Holdings, LLC added11,087$330K0.1%2026-Q1
LSV ASSET MANAGEMENT10,500$312K0.1%2026-Q1
Rockefeller Capital Management L.P. trimmed10,076$300K0.1%2026-Q1
Invesco Ltd. added9,762$290K0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ new9,492$283K0.1%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD trimmed9,051$269K0.1%2026-Q1
DEUTSCHE BANK AG\ added8,895$265K0.1%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed8,192$244K0.1%2026-Q1
Jump Financial, LLC trimmed7,807$232K0.1%2026-Q1
Praetorian Wealth Management, Inc.7,184$226K0.1%2026-Q1
MetLife Investment Management, LLC7,100$211K0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed6,878$205K0.1%2026-Q1
OCCUDO QUANTITATIVE STRATEGIES LP trimmed6,474$204K0.1%2026-Q1
VANGUARD GROUP INC added637,642$18M7.4%2025-Q4 stale
SEIZERT CAPITAL PARTNERS, LLC new64,941$2M0.8%2025-Q1 stale
SEGALL BRYANT & HAMILL, LLC new58,657$2M0.7%2025-Q1 stale
RENAISSANCE TECHNOLOGIES LLC added47,500$2M0.7%2025-Q2 stale
Militia Capital Partners, LP new47,000$1M0.5%2025-Q4 stale
CenterBook Partners LP new37,038$1M0.5%2025-Q3 stale
HighPoint Advisor Group LLC38,798$1M0.5%2025-Q4 stale
TWO SIGMA ADVISERS, LP trimmed26,200$738K0.3%2025-Q4 stale
Informed Momentum Co LLC trimmed19,409$652K0.3%2025-Q2 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed18,262$613K0.3%2025-Q2 stale
Numerai GP LLC new14,696$416K0.2%2025-Q1 stale
Belvedere Trading LLC trimmed13,823$392K0.2%2025-Q1 stale
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed10,650$303K0.1%2025-Q4 stale
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed8,853$297K0.1%2025-Q2 stale
COMERICA BANK trimmed9,952$280K0.1%2025-Q4 stale
SALZHAUER MICHAEL trimmed9,208$261K0.1%2025-Q1 stale
Arete Wealth Advisors, LLC added7,800$249K0.1%2025-Q3 stale
GSA CAPITAL PARTNERS LLP trimmed7,444$210K0.1%2025-Q4 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