BANX institutional holders

ARROWMARK FINANCIAL CORP · 13F, 2026Q2

Managers holding36
Shares held1,766,302
Reported value$34.5m
Quarter flows9 new, 6 added, 14 trimmed, 7 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
ArrowMark Colorado Holdings LLC884,834$17.3m0.7%
STIFEL FINANCIAL CORP139,071$2.7m0.0%
OSAIC HOLDINGS, INC.131,069$2.6m0.0%
Noble Wealth Management PBC107,197$2.1m0.9%
Everstar Asset Management, LLC59,632$1.2m0.5%
Closed-End Fund Advisors, Inc.54,650$1.1m1.1%
Almitas Capital LLC50,843$993,9810.2%
AlphaCore Capital LLC40,258$787,0440.0%
MORGAN STANLEY33,696$658,7580.0%
MARSHALL WACE, LLP32,626$637,8380.0%
RAYMOND JAMES FINANCIAL INC31,473$615,2950.0%
CSS LLC/IL26,821$524,3510.0%
OPPENHEIMER & CO INC24,037$469,9230.0%
Capital Investment Advisors, LLC22,846$446,6390.0%
Hudson Bay Capital Management LP18,222$356,2400.0%
Falcon Wealth Planning16,179$316,2990.0%
Mariner, LLC14,974$292,7480.0%
Rockefeller Capital Management L.P.14,762$288,5970.0%
UBS Group AG13,941$272,5470.0%
Accurate Wealth Management, LLC11,388$227,7600.0%
Private Advisor Group, LLC11,054$216,1020.0%
Belpointe Asset Management LLC10,300$201,3650.0%
Integrated Wealth Concepts LLC9,042$176,7710.0%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,903$37,2040.0%
TRUST CO OF VERMONT1,750$34,2130.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("BANX"). BANX price history · All 13F data

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