BANX Institutional Ownership & Shareholders
ARROWMARK FINANCIAL CORP (BANX) is currently held by 36 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $35.00M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Arrowmark Colorado Holdings Llc is currently the largest disclosed institutional shareholder of BANX tracked by InsiderSet, reporting ownership valued at approximately $17.30M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $17.38M, representing an estimated gain of +0.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed BANX value among the investors covered in this analysis. Major shareholders include Arrowmark Colorado Holdings Llc, Stifel Financial Corp, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in ARROWMARK FINANCIAL CORP (BANX).
This page ranks the largest institutional BANX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
36
Total Reported Value
$35.00M
Largest Holder
Arrowmark Colorado Holdings Llc
Largest Position
$17.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Arrowmark Colorado Holdings Llc | 0.72% | 884,834 | $17,298,505 | $17,378,140 | +$79,635 | +0.46% | |
| Stifel Financial Corp | 0.00% | 139,071 | $2,718,823 | $2,731,354 | +$12,531 | +0.46% | |
| Osaic Holdings, Inc. | 0.00% | 131,069 | $2,562,426 | $2,574,195 | +$11,769 | +0.46% | |
| Noble Wealth Management Pbc | 1.13% | 123,765 | $2,457,973 | $2,430,745 | -$27,228 | -1.11% | |
| Everstar Asset Management, Llc | 0.56% | 59,632 | $1,165,806 | $1,171,172 | +$5,366 | +0.46% | |
| Closed-End Fund Advisors, Inc. | 1.04% | 54,650 | $1,068,408 | $1,073,326 | +$4,918 | +0.46% | |
| Almitas Capital Llc | 0.24% | 50,843 | $993,981 | $998,557 | +$4,576 | +0.46% | |
| Alphacore Capital Llc | 0.01% | 40,258 | $787,044 | $790,667 | +$3,623 | +0.46% | |
| Morgan Stanley | 0.00% | 33,696 | $658,758 | $661,789 | +$3,031 | +0.46% | |
| Marshall Wace, Llp | 0.00% | 32,626 | $637,838 | $640,775 | +$2,937 | +0.46% | |
| Raymond James Financial Inc | 0.00% | 31,473 | $615,295 | $618,130 | +$2,835 | +0.46% | |
| Css Llc/Il | 0.02% | 26,821 | $524,351 | $526,764 | +$2,413 | +0.46% | |
| Oppenheimer & Co Inc | 0.01% | 24,037 | $469,923 | $472,087 | +$2,164 | +0.46% | |
| Capital Investment Advisors, Llc | 0.01% | 22,846 | $446,639 | $448,695 | +$2,056 | +0.46% | |
| Hudson Bay Capital Management Lp | 0.00% | 18,222 | $356,240 | $357,880 | +$1,640 | +0.46% | |
| Falcon Wealth Planning | 0.02% | 16,179 | $316,299 | $317,756 | +$1,457 | +0.46% | |
| Catalina Capital Group, Llc | 0.18% | 15,717 | $299,566 | $308,682 | +$9,116 | +3.04% | |
| Mariner, Llc | 0.00% | 14,974 | $292,748 | $294,089 | +$1,341 | +0.46% | |
| Rockefeller Capital Management L.P. | 0.00% | 14,762 | $288,597 | $289,926 | +$1,329 | +0.46% | |
| Ubs Group Ag | 0.00% | 13,941 | $272,547 | $273,801 | +$1,254 | +0.46% | |
| Accurate Wealth Management, Llc | 0.02% | 11,388 | $227,760 | $223,660 | -$4,100 | -1.80% | |
| Private Advisor Group, Llc | 0.00% | 11,054 | $216,102 | $217,101 | +$999 | +0.46% | |
| Belpointe Asset Management Llc | 0.01% | 10,300 | $201,365 | $202,292 | +$927 | +0.46% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 1,903 | $37,204 | $37,375 | +$171 | +0.46% | |
| Jpmorgan Chase & Co | 0.00% | 1,073 | $20,966 | $21,074 | +$108 | +0.51% | |
| Simplex Trading, Llc | 0.00% | 924 | $18,064 | $18,147 | +$83 | +0.46% | |
| Caldwell Sutter Capital, Inc. | 0.01% | 693 | $13,548 | $13,611 | +$63 | +0.46% | |
| Wilmington Savings Fund Society, Fsb | 0.00% | 500 | $9,775 | $9,820 | +$45 | +0.46% | |
| Bank Of New Hampshire | 0.00% | 400 | $7,944 | $7,856 | -$88 | -1.11% | |
| Allworth Financial Lp | 0.00% | 200 | $3,910 | $3,928 | +$18 | +0.46% | |
| Nfsg Corp | 0.00% | 200 | $3,910 | $3,928 | +$18 | +0.46% | |
| Highline Wealth Partners Llc | 0.00% | 135 | $2,639 | $2,651 | +$12 | +0.47% | |
| Russell Investments Group, Ltd. | 0.00% | 3 | $59 | $59 | -$0 | -0.14% | |
| Sbi Securities Co., Ltd. | 0.00% | 3 | $59 | $59 | -$0 | -0.14% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 2 | $39 | $39 | +$0 | +0.72% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $28 | $20 | -$8 | -29.86% |
Frequently asked questions about BANX
Who are the largest institutional holders of BANX?
The largest institutional holders of BANX reported in the latest SEC Form 13F filings include Arrowmark Colorado Holdings Llc, Stifel Financial Corp, Osaic Holdings, Inc., Noble Wealth Management Pbc, and Everstar Asset Management, Llc. InsiderSet ranks institutional holders by their latest reported BANX position.
What is BANX institutional ownership?
This page tracks BANX positions reported by institutional investment managers through SEC Form 13F. ARROWMARK FINANCIAL CORP (BANX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BANX?
InsiderSet currently tracks 36 institutional managers reporting BANX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BANX shareholders.
How much BANX stock do institutions own?
Institutional investment managers disclosed approximately $35.00M in BANX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BANX institutional ownership last updated?
The latest BANX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BANX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BANX position after the reporting date.
Are institutions buying or selling BANX?
Institutional buying and selling can be analyzed by comparing BANX positions across consecutive 13F reporting periods. InsiderSet's BANX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BANX ownership changes.
How has BANX institutional ownership changed over time?
InsiderSet tracks BANX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.