Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in BANX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | ArrowMark Colorado Holdings LLC | 885K | $17.3M | 0.0% | 11.329% | 0.72% |
| 2 | STIFEL FINANCIAL CORP | 139K | $2.7M | +0.1% | 1.781% | 0.00% |
| 3 | OSAIC HOLDINGS, INC. | 131K | $2.6M | +15.1% | 1.678% | 0.00% |
| 4 | Noble Wealth Management PBC | 107K | $2.1M | +0.8% | 1.372% | 0.94% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 76K | $1.5M | +486.8% | 0.969% | 0.00% |
| 6 | Everstar Asset Management, LLC | 60K | $1.2M | +25.9% | 0.764% | 0.56% |
| 7 | Closed-End Fund Advisors, Inc. | 55K | $1.1M | -21.7% | 0.700% | 1.04% |
| 8 | Almitas Capital LLC | 51K | $994K | -30.6% | 0.651% | 0.24% |
| 9 | AlphaCore Capital LLC | 40K | $787K | β | 0.515% | 0.01% |
| 10 | MORGAN STANLEY | 34K | $659K | -0.1% | 0.431% | 0.00% |
| 11 | MARSHALL WACE, LLP | 33K | $638K | β | 0.418% | 0.00% |
| 12 | RAYMOND JAMES FINANCIAL INC | 31K | $615K | -83.9% | 0.403% | 0.00% |
| 13 | CSS LLC/IL | 27K | $524K | -15.2% | 0.343% | 0.02% |
| 14 | OPPENHEIMER & CO INC | 24K | $470K | +1.4% | 0.308% | 0.01% |
| 15 | Capital Investment Advisors, LLC | 23K | $447K | -5.8% | 0.292% | 0.01% |
| 16 | Hudson Bay Capital Management LP | 18K | $356K | -67.8% | 0.233% | 0.00% |
| 17 | Falcon Wealth Planning | 16K | $316K | 0.0% | 0.207% | 0.02% |
| 18 | Mariner, LLC | 15K | $293K | β | 0.192% | 0.00% |
| 19 | Rockefeller Capital Management L.P. | 15K | $289K | 0.0% | 0.189% | 0.00% |
| 20 | UBS Group AG | 14K | $273K | +293.2% | 0.178% | 0.00% |
| 21 | Accurate Wealth Management, LLC | 11K | $228K | -14.4% | 0.146% | 0.02% |
| 22 | Private Advisor Group, LLC | 11K | $216K | -9.9% | 0.142% | 0.00% |
| 23 | Belpointe Asset Management LLC | 10K | $201K | β | 0.132% | 0.01% |
| 24 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2K | $37K | -9.6% | 0.024% | 0.00% |
| 25 | TRUST CO OF VERMONT | 2K | $34K | 0.0% | 0.022% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in BANX β a direct measure of their conviction.
Filings activity in BANX during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new BANX position in Q2 2026
Institutions that fully closed their BANX position in Q2 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | 2.7% | 23.47% | 1.45 pp | $36M | 3.2% |
| Q1 2026 | 37 | +8.8% | 24.92% | +4.90 pp | $37M | +9.2% |
| Q4 2025 | 34 | +0.0% | 20.02% | +9.76 pp | $34M | +96% |
| Q3 2025 | 34 | +6.3% | 10.26% | 2.04 pp | $17M | 13% |
| Q2 2025 | 32 | +6.7% | 12.30% | 0.67 pp | $20M | 4.4% |
| Q1 2025 | 30 | 3.2% | 12.97% | +1.16 pp | $21M | +8.9% |
| Q4 2024 | 31 | +15% | 11.81% | +0.04 pp | $19M | +3.8% |
| Q3 2024 | 27 | β | 11.77% | β | $18M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BANX stock.
Based on Q2 2026 13F filings, institutional ownership of ArrowMark Financial Corp. stands at 23.5%, held across 36 reporting institutions.
ArrowMark Colorado Holdings LLC is the largest reported institutional holder of BANX, with approximately 884,834 shares worth $0.02B as of Q2 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of BANX, including SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for BANX is 35 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
7 institutions opened new positions in BANX during Q2 2026, while 7 fully exited. 15 added to existing positions and 13 trimmed.
BANX institutional ownership fell by 1.45 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 86.0% of all reported 13F value in BANX, and the top 25 account for 99.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
ArrowMark Financial Corp. (BANX) Institutional Ownership