CCB · Coastal Financial Corp · Shareholders & Ownership
Every disclosed holder of CCB in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns CCB
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 12,823,560 | 83.89% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 2,462,767 | 16.11% |
| Registered funds (N-PORT, not summed) | 5,016,940 | 32.82% |
Shares outstanding: 15,286,327, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of CCB
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
|
1,743,793 | ||
| 2 |
T. Rowe Price Investment Management, Inc.
13F
CIK 1897612 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,353,593 | ||
| 3 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,102,172 | ||
| 3.1 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
345,562 | ||
| 3.2 |
iShares Russell 2000 Growth ETF
Fund
S000004343 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
122,339 | ||
| 3.3 |
iShares Micro-Cap ETF
Fund
S000004439 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
44,363 | ||
| 3.4 |
Master Small Cap Index Series
Fund
S000002716 · Registered fund · Jun 30, 2026
Quantitative Master Series LLC, not summed
|
24,758 | ||
| 3.5 |
iShares Core S&P Total U.S. Stock Market ETF
Fund
S000004317 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
20,318 | ||
| 4 |
|
582,971 | ||
| 4.1 |
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
Fund
S000012325 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
253,505 | ||
| 4.2 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
4,613 | ||
| 4.3 |
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF
Fund
S000036082 · Registered fund · Jun 30, 2026
SPDR INDEX SHARES FUNDS, not summed
|
1,762 | ||
| 4.4 |
State Street Total Return V.I.S. Fund
Fund
S000001637 · Registered fund · Jun 30, 2026
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
|
334 | ||
| 4.5 |
State Street Balanced Index Fund
Fund
S000082802 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
64 | ||
| 5 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
573,584 | ||
| 6 |
COOPER CREEK PARTNERS MANAGEMENT LLC
13F
CIK 1512162 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
467,511 | ||
| 7 |
Azora Capital LP
13F
CIK 1700272 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
457,333 | ||
| 8 |
ENDEAVOUR CAPITAL ADVISORS INC
13F
CIK 1218749 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
429,702 | ||
| 9 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
420,240 | ||
| 9.1 |
Small Cap Growth Fund
Fund
S000006193 · Registered fund · Jul 31, 2026
American Century Mutual Funds, Inc., not summed
|
109,209 | ||
| 10 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
410,107 | ||
| 11 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
378,992 | ||
| 11.1 |
VIP Mid Cap Portfolio
Fund
S000007734 · Registered fund · Jun 30, 2026
Variable Insurance Products Fund III, not summed
|
286,300 | ||
| 11.2 |
Fidelity Small Cap Index Fund
Fund
S000033638 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
144,370 | ||
| 11.3 |
Fidelity Advisor Mid Cap II Fund
Fund
S000017686 · Registered fund · Jun 30, 2026
Fidelity Advisor Series I, not summed
|
70,800 | ||
| 11.4 |
Fidelity Extended Market Index Fund
Fund
S000006021 · Registered fund · Aug 31, 2026
Fidelity Concord Street Trust, not summed
|
67,375 | ||
| 11.5 |
Fidelity Total Market Index Fund
Fund
S000006026 · Registered fund · Aug 31, 2026
Fidelity Concord Street Trust, not summed
|
24,604 | ||
| 12 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
372,280 | ||
| 12.1 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
65,123 | ||
| 12.2 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
53,208 | ||
| 12.3 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
49,636 | ||
| 12.4 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
35,526 | ||
| 12.5 |
U.S. CORE EQUITY 2 PORTFOLIO
Fund
S000000980 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
24,797 | ||
| 13 |
WELLINGTON MANAGEMENT GROUP LLP
13F
CIK 902219 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
360,919 | ||
| 14 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
341,127 | ||
| 15 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE
13F
CIK 928047 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
|
335,662 | ||
| 15.1 |
Regional Bank Fund
Fund
S000000635 · Registered fund · Jul 31, 2026
John Hancock Investment Trust II, not summed
|
155,622 | ||
| 15.2 |
Financial Industries Fund
Fund
S000000634 · Registered fund · Jul 31, 2026
John Hancock Investment Trust II, not summed
|
28,875 | ||
| 16 |
LOOMIS SAYLES & CO L P
13F
CIK 312348 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
284,468 | ||
| 16.1 |
Loomis Sayles Small Cap Growth Fund
Fund
S000006705 · Registered fund · Jun 30, 2026
LOOMIS SAYLES FUNDS II, not summed
|
153,909 | ||
| 17 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
235,224 | ||
| 18 |
EMERALD ADVISERS, LLC
13F
CIK 1015083 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
216,333 | ||
| 19 |
|
175,323 | ||
| 20 |
GW&K Investment Management, LLC
13F
CIK 1082917 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
174,198 | ||
| 21 |
KENNEDY CAPITAL MANAGEMENT LLC
13F
CIK 884589 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
168,282 | ||
| 21.1 |
Kennedy Capital Small Cap Growth Fund
Fund
S000076117 · Registered fund · Jun 30, 2026
INVESTMENT MANAGERS SERIES TRUST II, not summed
|
94 | ||
| 22 |
EMERALD MUTUAL FUND ADVISERS TRUST
13F
CIK 1352895 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
156,664 | ||
| 22.1 |
Emerald Growth Fund
Fund
S000036390 · Registered fund · Apr 30, 2026
FINANCIAL INVESTORS TRUST, not summed
|
81,218 | ||
| 22.2 |
Emerald Finance & Banking Innovation Fund
Fund
S000036389 · Registered fund · Jul 31, 2026
FINANCIAL INVESTORS TRUST, not summed
|
20,589 | ||
| 23 |
Stieven Capital Advisors, L.P.
13F
CIK 1388279 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
155,771 | ||
| 24 |
|
151,313 | ||
| 25 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
150,119 | ||
| 26 |
ALLIANCEBERNSTEIN L.P.
13F
CIK 1109448 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
141,331 | ||
| 27 |
|
139,696 | ||
| 28 |
Ranger Investment Management, L.P.
13F
CIK 1319691 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
138,897 | ||
| 29 |
Advisors Capital Management, LLC
13F
CIK 1345576 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
133,584 | ||
| 30 |
PEREGRINE CAPITAL MANAGEMENT LLC
13F
CIK 764529 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
132,829 | ||
| 31 |
JCSD Capital, LLC
13F
CIK 1444055 · Registered investment adviser · Sep 30, 2026
|
129,640 | ||
| 32 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
116,898 | ||
| 32.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
6,720 | ||
| 32.2 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
1,336 | ||
| 33 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
116,105 | ||
| 33.1 |
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund
S000048296 · Registered fund · Aug 31, 2026
Goldman Sachs ETF Trust, not summed
|
2,479 | ||
| 33.2 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
487 | ||
| 34 |
John Hancock Financial Opportunities Fund
Fund
· Registered fund · Jun 30, 2026
John Hancock Financial Opportunities Fund, not summed
|
114,431 | ||
| 34.1 |
ROYCE MICRO-CAP TRUST, INC.
Fund
· Registered fund · Jun 30, 2026
ROYCE MICRO-CAP TRUST, INC., not summed
|
38,320 | ||
| 35 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
112,455 | ||
| 36 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
110,026 | ||
| 36.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
61,837 | ||
| 36.2 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
32,057 | ||
| 36.3 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
8,813 | ||
| 36.4 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
7,345 | ||
| 37 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC
13F
CIK 1907528 · Registered investment adviser · Sep 30, 2026
|
109,849 | ||
| 38 |
D.A. DAVIDSON & CO.
13F
CIK 1080107 · Unknown · Sep 30, 2026
|
108,036 | ||
| 39 |
Brevan Howard Capital Management LP
13F
CIK 1512857 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
105,002 | ||
| 40 |
JACOBS ASSET MANAGEMENT, LLC
13F
CIK 1351063 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
101,486 | ||
| 41 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
93,762 | ||
| 42 |
STATE OF WISCONSIN INVESTMENT BOARD
13F
CIK 854157 · Pension or benefit plan · Jun 30, 2026
carried, not yet filed for the newest quarter
|
91,565 | ||
| 43 |
PRICE T ROWE ASSOCIATES INC /MD/
13F
CIK 80255 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
90,214 | ||
| 43.1 |
T. Rowe Price Small-Cap Value Fund, Inc.
Fund
S000002121 · Registered fund · Jun 30, 2026
T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
|
728,586 | ||
| 43.2 |
T. Rowe Price New Horizons Fund, Inc.
Fund
S000002106 · Registered fund · Jun 30, 2026
T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
|
46,880 | ||
| 43.3 |
T. Rowe Price Small-Cap Index Fund
Fund
S000051327 · Registered fund · Jun 30, 2026
T. ROWE PRICE INDEX TRUST, INC., not summed
|
2,020 | ||
| 44 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
88,640 | ||
| 44.1 |
1919 Financial Services Fund
Fund
S000082984 · Registered fund · Jun 30, 2026
Advisor Managed Portfolios, not summed
|
45,900 | ||
| 45 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
80,941 | ||
| 46 |
Advisors Capital Small/Mid Cap Fund
Fund
S000070469 · Registered fund · Jun 30, 2026
NEIMAN FUNDS, not summed
|
79,100 | ||
| 47 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · Aug 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
75,960 | ||
| 48 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
CIK 861177 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
75,499 | ||
| 49 |
MILLENNIUM MANAGEMENT LLC
13F
CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
75,301 | ||
| 50 |
SILVERCREST ASSET MANAGEMENT GROUP LLC
13F
CIK 1232395 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
73,505 |
35 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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