Ranked by reported Q1 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 | $16.9M | +9.5% | 11.329% | 0.45% |
| 2 | RAYMOND JAMES FINANCIAL INC | 195K | $3.7M | +25.4% | 2.495% | 0.00% |
| 3 | STIFEL FINANCIAL CORP | 139K | $2.6M | -10.8% | 1.779% | 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.
Filings activity in BANX during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 34 | +3.0% | 24.06% | +1.84 pp | $36M | +8.3% |
| Q4 2025 | 33 | 2.9% | 22.22% | +10.77 pp | $34M | +94% |
| Q3 2025 | 34 | +6.3% | 11.45% | 1.69 pp | $17M | 13% |
| Q2 2025 | 32 | +6.7% | 13.14% | 0.60 pp | $20M | 4.4% |
| Q1 2025 | 30 | 3.2% | 13.74% | +1.12 pp | $21M | +8.9% |
| Q4 2024 | 31 | +15% | 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.
Quick answers to the most common questions about buying BANX stock.
Based on Q1 2026 13F filings, institutional ownership of ArrowMark Financial Corp. stands at 24.1%, held across 34 reporting institutions.
ArrowMark Colorado Holdings LLC is the largest reported institutional holder of BANX, with approximately 884,834 shares worth $0.02B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of BANX.
Our composite Smart Money Score for BANX is 48 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
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.
ArrowMark Financial Corp. (BANX) Institutional Ownership