Who owns ArrowMark Financial Corp.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BANX from SEC Form 13F filings across 36 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 36 institutions disclosed 1.8M shares of ArrowMark Financial Corp. worth $34.5M — about 18.2% of shares outstanding; the largest disclosed holder is ArrowMark Colorado Holdings LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
36
13F holders
$34.5M
value, 2026 filers
18.2%
of shares outstanding (1.8M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BANX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ArrowMark Colorado Holdings LLC | 884,834 | $17.3M | 0.7% | 9.1% | 0.0% |
| 2 | STIFEL FINANCIAL CORP | 139,071 | $2.7M | 0.0% | 1.4% | +0.1% |
| 3 | OSAIC HOLDINGS, INC. | 131,069 | $2.6M | 0.0% | 1.4% | +15.1% |
| 4 | Noble Wealth Management PBC | 107,197 | $2.1M | 0.9% | 1.1% | +0.8% |
| 5 | Everstar Asset Management, LLC | 59,632 | $1.2M | 0.6% | 0.6% | +26.0% |
| 6 | Closed-End Fund Advisors, Inc. | 54,650 | $1.1M | 1.0% | 0.6% | -21.7% |
| 7 | Almitas Capital LLC | 50,843 | $993,981 | 0.2% | 0.5% | -30.6% |
| 8 | AlphaCore Capital LLCNEW | 40,258 | $787,044 | 0.0% | 0.4% | new |
| 9 | MORGAN STANLEY | 33,696 | $658,758 | 0.0% | 0.3% | -0.1% |
| 10 | MARSHALL WACE, LLPNEW | 32,626 | $637,838 | 0.0% | 0.3% | new |
| 11 | RAYMOND JAMES FINANCIAL INC | 31,473 | $615,295 | 0.0% | 0.3% | -83.8% |
| 12 | CSS LLC/IL | 26,821 | $524,351 | 0.0% | 0.3% | -15.2% |
| 13 | OPPENHEIMER & CO INC | 24,037 | $469,923 | 0.0% | 0.2% | +1.4% |
| 14 | Capital Investment Advisors, LLC | 22,846 | $446,639 | 0.0% | 0.2% | -5.8% |
| 15 | Hudson Bay Capital Management LP | 18,222 | $356,240 | 0.0% | 0.2% | -67.8% |
| 16 | Falcon Wealth Planning | 16,179 | $316,299 | 0.0% | 0.2% | 0.0% |
| 17 | Mariner, LLCNEW | 14,974 | $292,748 | 0.0% | 0.2% | new |
| 18 | Rockefeller Capital Management L.P. | 14,762 | $288,597 | 0.0% | 0.2% | 0.0% |
| 19 | UBS Group AG | 13,941 | $272,547 | 0.0% | 0.1% | +293.1% |
| 20 | Accurate Wealth Management, LLC | 11,388 | $227,760 | 0.0% | 0.1% | -14.4% |
| 21 | Private Advisor Group, LLC | 11,054 | $216,102 | 0.0% | 0.1% | -9.9% |
| 22 | Belpointe Asset Management LLCNEW | 10,300 | $201,365 | 0.0% | 0.1% | new |
| 23 | Integrated Wealth Concepts LLCNEW | 9,042 | $176,771 | 0.0% | 0.1% | new |
| 24 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,903 | $37,204 | 0.0% | 0% | -9.6% |
| 25 | TRUST CO OF VERMONTNEW | 1,750 | $34,213 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.