Funds holding Capital Bancorp Inc
155 funds declare a position · 31 ETFs and 124 other funds · 77.7M $ · US1397371006
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 354,580 | 10.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | iShares Russell 2000 ETF iShares Trust | 293,696 | 8.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 3 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 149,483 | 4.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 4 | BALLAST SMALL/MID CAP ETF Unified Series Trust | 141,952 | 4.2M $ | 2.62 % | as of Mar 31, 2026 · Original filing |
| 5 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 131,189 | 3.9M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 6 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 112,086 | 3.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 7 | Adara Smaller Companies Fund RBB Fund, Inc. | 90,500 | 2.7M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 8 | iShares Russell 2000 Value ETF iShares Trust | 78,470 | 2.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 9 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 73,950 | 2.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 10 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 72,785 | 2.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 11 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 59,444 | 1.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 12 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 58,126 | 1.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 13 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 57,138 | 1.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 14 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 53,032 | 1.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 15 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 48,312 | 1.5M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 16 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 48,067 | 1.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 17 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 44,787 | 1.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 18 | First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 36,248 | 1.1M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 19 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 29,248 | 921K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 20 | iShares Micro-Cap ETF iShares Trust | 29,158 | 867.2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 21 | Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 26,700 | 794.1K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 22 | Small Cap Core Portfolio Bernstein Fund Inc | 26,420 | 785.7K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 23 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 24,885 | 783.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 24 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 24,113 | 709.2K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 25 | State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 23,804 | 707.9K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| 26 | iShares Russell 2000 Growth ETF iShares Trust | 22,802 | 678.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 27 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 22,119 | 650.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 28 | Dunham Small Cap Value Fund Dunham Funds | 21,994 | 692.6K $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| 29 | Master Small Cap Index Series Quantitative Master Series LLC | 20,280 | 603.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 30 | GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. | 19,915 | 627.1K $ | 0.77 % | as of Apr 30, 2026 · Original filing |
| 31 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 16,450 | 483.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 32 | SmallCap Value Fund II Principal Funds, Inc | 16,396 | 516.3K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 33 | AST Small-Cap Equity Portfolio Advanced Series Trust | 13,810 | 410.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 34 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 13,624 | 405.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 35 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 13,624 | 405.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 36 | NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 12,258 | 360.5K $ | 1.21 % | as of Feb 28, 2026 · Original filing |
| 37 | Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 11,700 | 344.1K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 38 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 11,495 | 341.9K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 39 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 11,310 | 356.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 40 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 10,827 | 322K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 41 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 9,313 | 273.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 42 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 8,219 | 244.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 43 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,700 | 229K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 44 | Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 7,160 | 212.9K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 45 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 6,996 | 220.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 46 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 6,859 | 216K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 47 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 6,836 | 215.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 48 | Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 6,800 | 202.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 49 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,627 | 194.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 50 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 6,260 | 186.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 51 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 5,836 | 173.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 52 | First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 5,825 | 173.2K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 53 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 5,770 | 181.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 54 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 5,363 | 168.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 55 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 4,980 | 148.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 56 | Global X Russell 2000 ETF GLOBAL X FUNDS | 4,969 | 156.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 57 | Small Cap Index Fund Northern Funds | 4,907 | 145.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 58 | Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 4,770 | 140.3K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 59 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 4,733 | 139.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 60 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,610 | 145.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 61 | EQ/Small Company Index Portfolio EQ Advisors Trust | 4,590 | 136.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 62 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 4,480 | 141.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 63 | Small Cap Index Fund VALIC Co I | 4,472 | 131.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 64 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 4,296 | 127.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 65 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 4,286 | 127.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 66 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 4,100 | 129.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 67 | Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 4,051 | 127.6K $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 68 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 3,991 | 125.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 69 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,865 | 121.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 70 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,838 | 114.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 71 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,800 | 113K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 72 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 3,327 | 98.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 73 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 3,165 | 94.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 74 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 3,135 | 98.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 75 | SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,127 | 92K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 76 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 3,038 | 90.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 77 | SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,921 | 85.9K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 78 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 2,700 | 80.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 79 | Avantis U.S. Equity ETF American Century ETF Trust | 2,458 | 72.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 80 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,412 | 70.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 81 | Small Cap Index Trust John Hancock Variable Insurance Trust | 2,277 | 67.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 82 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,230 | 66.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 83 | SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 2,144 | 63.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 84 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,108 | 62K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 85 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,066 | 61.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 86 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 1,922 | 57.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 87 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,900 | 55.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 88 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 1,859 | 58.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 89 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 1,778 | 56K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 90 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 1,724 | 54.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 91 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,708 | 53.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 92 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,643 | 48.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 93 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,580 | 47K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 94 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 1,468 | 46.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 95 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,464 | 43.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 96 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 1,432 | 42.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 97 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,375 | 40.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 98 | Victory Extended Market Index Fund Victory Portfolios III | 1,273 | 40.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 99 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,219 | 38.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 100 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,212 | 36K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
Institutional managers
118 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 722,012 | 21.5M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 506,990 | 14.3M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 355,466 | 10.6M $ | as of Mar 31, 2026 |
| Wealthspire Advisors, LLC | 295,417 | 8.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 282,747 | 8.4M $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 269,316 | 8M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 232,587 | 6.9M $ | as of Mar 31, 2026 |
| Pacific Ridge Capital Partners, LLC | 231,286 | 6.9M $ | as of Mar 31, 2026 |
| Ategra Capital Management, LLC | 231,256 | 6.9M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 203,196 | 6M $ | as of Mar 31, 2026 |
| Ballast Asset Management, LP | 189,845 | 5.6M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 174,492 | 5.2M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 167,222 | 5M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 148,020 | 4.4M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 105,124 | 3.1M $ | as of Mar 31, 2026 |
| Squarepoint Ops LLC | 104,552 | 3.1M $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 100,542 | 3M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 94,628 | 2.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 93,654 | 2.8M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 90,879 | 2.7M $ | as of Mar 31, 2026 |
| Gator Capital Management, LLC | 89,760 | 2.7M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 88,800 | 2.6M $ | as of Mar 31, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | 75,945 | 2.3M $ | as of Mar 31, 2026 |
| De Lisle Partners LLP | 75,893 | 2.3M $ | as of Mar 31, 2026 |
| BANC FUNDS CO LLC | 75,300 | 2.2M $ | as of Mar 31, 2026 |