| 0.00% |
| 4 | ADVISOR GROUP HOLDINGS, INC. | 114K | $2.2M | +143.2% | 1.458% | 0.00% |
| 5 | Noble Wealth Management PBC | 106K | $2.0M | +36.9% | 1.361% | 1.02% |
| 6 | Almitas Capital LLC | 73K | $1.4M | — | 0.938% | 0.32% |
| 7 | Closed-End Fund Advisors, Inc. | 70K | $1.3M | +0.6% | 0.893% | 1.35% |
| 8 | Hudson Bay Capital Management LP | 57K | $1.1M | — | 0.726% | 0.01% |
| 9 | Everstar Asset Management, LLC | 47K | $902K | +2.5% | 0.606% | 0.48% |
| 10 | MORGAN STANLEY | 34K | $643K | +5.4% | 0.432% | 0.00% |
| 11 | CSS LLC/IL | 32K | $603K | — | 0.405% | 0.03% |
| 12 | CALDWELL SUTTER CAPITAL, INC. | 26K | $490K | +3607.5% | 0.329% | 0.20% |
| 13 | Capital Investment Advisors, LLC | 24K | $462K | -6.7% | 0.310% | 0.01% |
| 14 | OPPENHEIMER & CO INC | 24K | $452K | +5.1% | 0.303% | 0.01% |
| 15 | Falcon Wealth Planning | 16K | $308K | -7.9% | 0.207% | 0.02% |
| 16 | Catalina Capital Group, LLC | 16K | $300K | +0.1% | 0.201% | 0.18% |
| 17 | Rockefeller Capital Management L.P. | 15K | $281K | 0.0% | 0.189% | 0.00% |
| 18 | Accurate Wealth Management, LLC | 13K | $259K | -8.3% | 0.170% | 0.03% |
| 19 | Private Advisor Group, LLC | 12K | $234K | +11.4% | 0.157% | 0.00% |
| 20 | MAI Capital Management | 5K | $100K | 0.0% | 0.067% | 0.00% |
| 21 | UBS Group AG | 4K | $68K | +266.7% | 0.045% | 0.00% |
| 22 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2K | $40K | — | 0.027% | 0.01% |
| 23 | CREATIVE FINANCIAL DESIGNS INC /ADV | 827 | $16K | — | 0.011% | 0.00% |
| 24 | BRYN MAWR TRUST Co | 700 | $13K | +40.0% | 0.009% | 0.00% |
| 25 | Sound Income Strategies, LLC | 453 | $9K | +0.9% | 0.006% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BANX — a direct measure of their conviction.
| 12.62% |
| +0.46 pp |
| $19M |
| +3.8% |
| Q3 2024 | 27 | +8.0% | 12.16% | 3.54 pp | $18M | 23% |
| Q2 2024 | 25 | — | 15.70% | — | $24M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
7 institutions opened new positions in BANX during Q1 2026, while 6 fully exited. 8 added to existing positions and 19 trimmed.
BANX institutional ownership rose by 1.84 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 90.0% of all reported 13F value in BANX, and the top 25 account for 100.0%.
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.