Who owns GBank Financial Holdings (GBFH)
Which tracked institutional funds hold GBFH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GBFH 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.
How the tape is positioned
The tracked-fund tape on GBFH is one-sided between 2026-Q1 and 2026-Q2: 21 added or opened and 6 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
GBFH’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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GBFH 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 80 tracked filers holding GBFH, 49 increased or opened the position and 24 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 GBFH 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 4
- AQR CAPITAL MANAGEMENT LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Squarepoint Ops LLC$759K
- D. E. Shaw & Co., Inc.$617K
Full exits 2
- HighTower Advisors, LLC$2M
- FIRST SABREPOINT CAPITAL MANAGEMENT LP$757K
Largest adds
- BlackRock, Inc.$4M
- VANGUARD CAPITAL MANAGEMENT LLC$2M
- GEODE CAPITAL MANAGEMENT, LLC$1M
- CITADEL ADVISORS LLC$1M
- Arista Wealth Management, LLC$1M
- STATE STREET CORP$985K
Largest trims
- UBS Group AG$846K
- RVW Wealth, LLC$643K
- KENNEDY CAPITAL MANAGEMENT LLC$556K
- Numerai GP LLC$281K
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 664,990 | $20M | 14.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 421,802 | $13M | 9.2% | 2026-Q2 |
| Arista Wealth Management, LLC | 295,296 | $9M | 6.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 243,165 | $7M | 5.3% | 2026-Q2 |
| CHAPIN DAVIS, INC. added | 232,425 | $7M | 5.1% | 2026-Q2 |
| STATE STREET CORP added | 203,809 | $6M | 4.5% | 2026-Q2 |
| Cannell & Spears LLC | 202,125 | $6M | 4.4% | 2026-Q2 |
| RVW Wealth, LLC trimmed | 119,023 | $4M | 2.6% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 118,000 | $4M | 2.6% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 116,637 | $4M | 2.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 90,439 | $3M | 2.0% | 2026-Q2 |
| Quantinno Capital Management LP added | 77,970 | $2M | 1.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 77,476 | $2M | 1.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 77,245 | $2M | 1.7% | 2026-Q2 |
| NORTHERN TRUST CORP added | 75,730 | $2M | 1.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 66,224 | $2M | 1.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 65,866 | $2M | 1.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 56,101 | $2M | 1.2% | 2026-Q2 |
| Pacific Ridge Capital Partners, LLC added | 46,602 | $1M | 1.0% | 2026-Q2 |
| T3 Companies, LLC added | 39,200 | $1M | 0.9% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 38,878 | $1M | 0.8% | 2026-Q2 |
| EMERALD ADVISERS, LLC | 29,227 | $886K | 0.6% | 2026-Q2 |
| Squarepoint Ops LLC new | 25,030 | $759K | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 23,670 | $717K | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 23,210 | $703K | 0.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 20,361 | $617K | 0.4% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 19,988 | $606K | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 18,578 | $563K | 0.4% | 2026-Q2 |
| XTX Topco Ltd added | 16,606 | $503K | 0.4% | 2026-Q2 |
| Numerai GP LLC trimmed | 16,587 | $503K | 0.4% | 2026-Q2 |
| Focus Partners Wealth new | 13,736 | $416K | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 12,270 | $372K | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 12,102 | $367K | 0.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP | 11,696 | $355K | 0.3% | 2026-Q2 |
| CORSAIR CAPITAL MANAGEMENT, L.P. trimmed | 11,528 | $349K | 0.3% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 10,454 | $317K | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 9,504 | $288K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 8,777 | $266K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 8,703 | $264K | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 8,542 | $259K | 0.2% | 2026-Q2 |
| Vident Advisory, LLC | 8,156 | $247K | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ new | 7,831 | $238K | 0.2% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. trimmed | 7,650 | $232K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 6,207 | $188K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 6,041 | $183K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC | 5,659 | $172K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 4,712 | $143K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 4,565 | $138K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 4,402 | $133K | 0.1% | 2026-Q2 |
| INVESTMENT COUNSEL CO OF NEVADA | 4,280 | $130K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 4,249 | $130K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 3,538 | $107K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 3,136 | $95K | 0.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 3,037 | $92K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 2,900 | $88K | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 2,728 | $83K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 2,370 | $72K | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,685 | $51K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 1,411 | $43K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 1,356 | $41K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 985 | $30K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 977 | $29K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 919 | $28K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 480 | $15K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 127 | $4K | 0.0% | 2026-Q2 |
| Essential Partners LLC added | 127 | $4K | 0.0% | 2026-Q2 |
| FMR LLC added | 124 | $4K | 0.0% | 2026-Q2 |
| Allworth Financial LP new | 123 | $4K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 111 | $3K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 74 | $2K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 63 | $2K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 34 | $1K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 27 | $819 | 0.0% | 2026-Q2 |
| True Wealth Design, LLC new | 26 | $789 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 22 | $667 | 0.0% | 2026-Q2 |
| Fortitude Family Office, LLC new | 16 | $485 | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. new | 11 | $334 | 0.0% | 2026-Q2 |
| GAMMA Investing LLC new | 10 | $303 | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC new | 4 | $122 | 0.0% | 2026-Q2 |
| Hughes Financial Services, LLC | 1 | $30 | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC trimmed | 70,224 | $2M | 1.4% | 2026-Q1 stale (1 quarter behind) |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP trimmed | 28,302 | $757K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Destiny Wealth Partners, LLC trimmed | 9,385 | $251K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| State of Alaska, Department of Revenue | 738 | $19K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 111 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC new | 2 | $54 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC added | 527,731 | $18M | 12.9% | 2025-Q4 stale (2 quarters behind) |
| JCSD Capital, LLC added | 62,939 | $2M | 1.5% | 2025-Q4 stale (2 quarters behind) |
| CROWN ADVISORS MANAGEMENT, INC. | 29,000 | $982K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| FNY Investment Advisers, LLC added | 17,900 | $606K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC | 6,500 | $220K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Invesco Ltd. added | 6,322 | $214K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| AMALGAMATED BANK trimmed | 283 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Quattro Advisors LLC new | 110 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Militia Capital Partners, LP trimmed | 19,497 | $766K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Arcus Capital Partners, LLC new | 5,719 | $203K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Quantbot Technologies LP new | 1,948 | $69K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| STRS OHIO new | 1,700 | $60K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. new | 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.
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.