ARROWMARK FINANCIAL CORP (BANX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
37
Reporting holders
$36.0M
Reported value
4.1%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ArrowMark Colorado Holdings LLC | $17.3M | 884,834 | 0.72% | 24q | HELD |
| STIFEL FINANCIAL CORP | $2.7M | 139,071 | 0.00% | 31q | HELD |
| OSAIC HOLDINGS, INC. | $2.6M | 131,069 | 0.00% | 26q | +15.1%+$336.9K |
| Noble Wealth Management PBC | $2.1M | 107,197 | 0.94% | 6q | +0.8%+$17.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | options only | 0.00% | 2q | OPTIONS |
| Everstar Asset Management, LLC | $1.2M | 59,632 | 0.56% | 8q | +26.0%+$240.2K |
| Closed-End Fund Advisors, Inc. | $1.1M | 54,650 | 1.04% | 3q | -21.7%-$295.7K |
| Almitas Capital LLC | $994.0K | 50,843 | 0.24% | 2q | -30.6%-$438.1K |
| AlphaCore Capital LLC | $787.0K | 40,258 | 0.01% | new | NEW |
| MORGAN STANLEY | $658.8K | 33,696 | 0.00% | 35q | HELD |
| MARSHALL WACE, LLP | $637.8K | 32,626 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $615.3K | 31,473 | 0.00% | 7q | -83.8%-$3.2M |
| CSS LLC/IL | $524.4K | 26,821 | 0.02% | 2q | -15.2%-$94.3K |
| OPPENHEIMER & CO INC | $469.9K | 24,037 | 0.01% | 10q | +1.4%+$6.6K |
| Capital Investment Advisors, LLC | $446.6K | 22,846 | 0.01% | 16q | -5.8%-$27.4K |
| Hudson Bay Capital Management LP | $356.2K | 18,222 | 0.00% | 2q | -67.8%-$751.6K |
| Falcon Wealth Planning | $316.3K | 16,179 | 0.02% | 9q | HELD |
| Mariner, LLC | $292.7K | 14,974 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $288.6K | 14,762 | 0.00% | 4q | HELD |
| UBS Group AG | $272.5K | 13,941 | 0.00% | 5q | +293.1%+$203.2K |
| Accurate Wealth Management, LLC | $227.8K | 11,388 | 0.02% | 4q | -14.4%-$38.3K |
| Private Advisor Group, LLC | $216.1K | 11,054 | 0.00% | 4q | -9.9%-$23.7K |
| Belpointe Asset Management LLC | $201.4K | 10,300 | 0.01% | new | NEW |
| Integrated Wealth Concepts LLC | $176.8K | 9,042 | 0.00% | new | NEW |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $37.2K | 1,903 | 0.00% | 2q | -9.6%-$3.9K |
| TRUST CO OF VERMONT | $34.2K | 1,750 | 0.00% | 6q | HELD |
| JPMORGAN CHASE & CO | $21.0K | 1,073 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $18.1K | 924 | 0.00% | new | NEW |
| CALDWELL SUTTER CAPITAL, INC. | $13.5K | 693 | 0.01% | 15q | -97.3%-$488.7K |
| Wilmington Savings Fund Society, FSB | $9.8K | 500 | 0.00% | 8q | -28.6%-$3.9K |
| Allworth Financial LP | $3.9K | 200 | 0.00% | 17q | HELD |
| NFSG Corp | $3.9K | 200 | 0.00% | 5q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $2.6K | 135 | 0.00% | 3q | HELD |
| Russell Investments Group, Ltd. | $59 | 3 | 0.00% | 4q | -25.0% |
| SBI Securities Co., Ltd. | $59 | 3 | 0.00% | 7q | -57.1% |
| Caitong International Asset Management Co., Ltd | $39 | 2 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $28 | 1 | 0.00% | 31q | -50.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 37 | $36.0M | 1,766,302 | 8 | 5 | 14 | 4.1% |
| Q1 2026 | 36 | $37.0M | 1,910,676 | 7 | 15 | 6 | 1.5% |
| Q4 2025 | 34 | $34.0M | 1,544,463 | 4 | 12 | 5 | 0.8% |
| Q3 2025 | 35 | $19.0M | 868,742 | 6 | 8 | 7 | 0.0% |
| Q2 2025 | 32 | $20.7M | 987,280 | 7 | 7 | 10 | 0.0% |
| Q1 2025 | 29 | $21.8M | 1,023,133 | 0 | 7 | 9 | 1.3% |
| Q4 2024 | 30 | $20.0M | 934,641 | 6 | 6 | 4 | 1.8% |
| Q3 2024 | 26 | $19.0M | 905,350 | 4 | 6 | 6 | 1.2% |
| Q2 2024 | 25 | $24.2M | 1,300,239 | 1 | 4 | 8 | 0.8% |
| Q1 2024 | 25 | $33.9M | 1,771,045 | 2 | 9 | 6 | 0.6% |
| Q4 2023 | 27 | $32.2M | 1,774,499 | 2 | 8 | 7 | 0.0% |
| Q3 2023 | 24 | $32.4M | 1,850,734 | 2 | 5 | 8 | 0.0% |
| Q2 2023 | 24 | $32.2M | 1,931,366 | 2 | 13 | 2 | 0.0% |
| Q1 2023 | 28 | $33.7M | 1,869,947 | 2 | 7 | 7 | 0.0% |
| Q4 2022 | 23 | $25.1M | 1,472,880 | 2 | 7 | 3 | 0.0% |
| Q3 2022 | 30 | $31.5M | 1,827,709 | 4 | 7 | 8 | 0.0% |
| Q2 2022 | 28 | $36.8M | 1,917,246 | 3 | 12 | 2 | 0.0% |
| Q1 2022 | 30 | $41.0M | 1,901,765 | 2 | 7 | 8 | 0.0% |
| Q4 2021 | 32 | $42.9M | 1,960,280 | 4 | 5 | 9 | 0.0% |
| Q3 2021 | 29 | $37.3M | 1,692,988 | 0 | 7 | 10 | 0.0% |
| Q2 2021 | 32 | $29.3M | 1,331,411 | 10 | 6 | 6 | 0.0% |
| Q1 2021 | 30 | $26.3M | 1,328,069 | 5 | 8 | 10 | 0.0% |
| Q4 2020 | 34 | $30.2M | 1,566,814 | 4 | 7 | 12 | 0.0% |
| Q3 2020 | 36 | $35.6M | 1,833,755 | 5 | 5 | 11 | 0.0% |
| Q2 2020 | 36 | $28.1M | 1,764,778 | 5 | 9 | 10 | 0.0% |
| Q1 2020 | 39 | $28.6M | 1,716,559 | 4 | 13 | 11 | 0.0% |
| Q4 2019 | 44 | $39.2M | 1,757,564 | 7 | 13 | 14 | 0.0% |
| Q3 2019 | 37 | $40.5M | 1,826,594 | 4 | 10 | 14 | 0.0% |
| Q2 2019 | 33 | $38.3M | 1,758,558 | 2 | 9 | 11 | 0.0% |
| Q1 2019 | 33 | $36.9M | 1,723,001 | 3 | 9 | 12 | 0.0% |
| Q4 2018 | 34 | $31.9M | 1,653,146 | 1 | 0 | 1 | 0.0% |