Capstone Holding Corp. (CAPS) — Institutional Holders, Q2 2026

9 institutional investment managers reported a CAPS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $50.8K. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

CAPS in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

8

Added to

0

Trimmed

1

Sold out

5

Biggest buyers

  1. JANE STREET GROUPNew · +46,776 sh+$11.9K
  2. StoneX GroupNew · +39,464 sh+$10.0K
  3. GOLDMAN SACHS GROUPNew · +15,929 sh+$4.0K
  4. NORTHERNNew · +10,959 sh+$2.8K
  5. Ground Swell CapitalNew · +10,448 sh+$2.7K

Biggest sellers

  1. XTX Topco LtdSold out · -23,220 sh-$5.9K
  2. Virtu FinancialSold out · -21,247 sh-$5.4K
  3. GEODE CAPITAL MANAGEMENTTrimmed · -205 sh-$52.00
  4. UBS Group AGSold out · -61 sh-$15.00

CAPS 13F holders ranked 1–9 of 9

Institutional investors reporting a position in Capstone Holding Corp. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
GEODE CAPITAL MANAGEMENT#1 · 61,497 sh$15.6K-0.3%
StoneX Group#2 · 39,464 sh$12.8KNew
JANE STREET GROUP#3 · 46,776 sh$11.9KNew
GOLDMAN SACHS GROUP#4 · 15,929 sh$4.0KNew
NORTHERN#5 · 10,959 sh$2.8KNew
Ground Swell Capital#6 · 10,448 sh$2.7KNew
KERR FINANCIAL PLANNING#7 · 75 sh$690.00New
BARCLAYS PLC#8 · 1,123 sh$285.00New
HRT FINANCIAL#9 · 21,973 sh$5.00New

Funds that sold out of CAPS in Q2 2026 (5)

Held CAPS at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held CAPS in Q1 2026 and reported no position in Q2 2026.
InstitutionValue in Q1 2026
XTX Topco Ltd23,220 sh$15.5K
Virtu Financial21,247 sh$14.0K
UBS Group AG61 sh$41.00
CITIGROUP1 sh$1.00
MORGAN STANLEY1 sh$1.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.