CUSIP 861780104
ARROWMARK FINANCIAL CORP
60 institutions · $50.6M total · 2,426,835 shares · BANX
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ArrowMark Colorado Holdings LLC | 808,076 | $17.6M | 33.29% | 2025-12-31 |
| 2 | Greenwich Investment Management, Inc. | 299,275 | $5.5M | 12.33% | 2024-06-30 |
| 3 | Raymond James Financial Services Advisors, Inc. | 196,433 | $4.1M | 8.09% | 2024-09-30 |
| 4 | Round Rock Advisors, LLC | 174,809 | $3.7M | 7.20% | 2025-06-30 |
| 5 | STIFEL FINANCIAL CORP | 155,804 | $3.4M | 6.42% | 2025-12-31 |
| 6 | RAYMOND JAMES FINANCIAL INC | 155,284 | $3.4M | 6.39% | 2025-12-31 |
| 7 | Noble Wealth Management PBC | 80,711 | $1.8M | 3.32% | 2025-12-31 |
| 8 | Closed-End Fund Advisors, Inc. | 69,337 | $1.5M | 2.85% | 2025-12-31 |
| 9 | Beacon Pointe Advisors, LLC | 57,006 | $1.2M | 2.34% | 2024-09-30 |
| 10 | MORGAN STANLEY | 32,000 | $698.2K | 1.31% | 2025-12-31 |
| 11 | OSAIC HOLDINGS, INC. | 30,870 | $673.6K | 1.27% | 2025-12-31 |
| 12 | Everstar Asset Management, LLC | 29,992 | $646.6K | 1.23% | 2025-12-31 |
| 13 | Capital Investment Advisors, LLC | 25,996 | $567.2K | 1.07% | 2025-12-31 |
| 14 | MARSHALL WACE, LLP | 22,515 | $493.5K | 0.92% | 2025-09-30 |
| 15 | OPPENHEIMER & CO INC | 22,547 | $492.0K | 0.92% | 2025-12-31 |
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 24,500 | $428.5K | 1.00% | 2023-12-31 |
| 17 | Falcon Wealth Planning | 17,564 | $383.2K | 0.72% | 2025-12-31 |
| 18 | Catalina Capital Group, LLC | 15,708 | $342.7K | 0.64% | 2025-12-31 |
| 19 | Rockefeller Capital Management L.P. | 14,762 | $322.1K | 0.60% | 2025-12-31 |
| 20 | Accurate Wealth Management, LLC | 14,516 | $319.9K | 0.59% | 2025-12-31 |
| 21 | MILLENNIUM MANAGEMENT LLC | 14,442 | $304.7K | 0.59% | 2025-03-31 |
| 22 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 15,815 | $291.6K | 0.65% | 2024-06-30 |
| 23 | CITADEL ADVISORS LLC | 12,200 | $266.2K | 0.50% | 2025-12-31 |
| 24 | Private Advisor Group, LLC | 11,011 | $240.3K | 0.45% | 2025-12-31 |
| 25 | Oxbow Advisors, LLC | 10,890 | $237.6K | 0.44% | 2025-12-31 |
| 26 | PNC Financial Services Group, Inc. | 13,000 | $236.1K | 0.53% | 2024-03-31 |
| 27 | Calydon Capital | 10,940 | $229.0K | 0.45% | 2025-06-30 |
| 28 | Magnus Financial Group LLC | 12,372 | $228.1K | 0.50% | 2024-06-30 |
| 29 | Belpointe Asset Management LLC | 9,300 | $203.9K | 0.38% | 2025-09-30 |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,600 | $195.6K | 0.43% | 2024-06-30 |
| 31 | Curi Capital, LLC | 10,000 | $174.9K | 0.41% | 2023-12-31 |
| 32 | MAI Capital Management | 5,250 | $114.6K | 0.21% | 2025-12-31 |
| 33 | BANK OF AMERICA CORP /DE/ | 4,350 | $94.9K | 0.17% | 2025-12-31 |
| 34 | UMB Bank, n.a. | 2,700 | $59.2K | 0.11% | 2025-09-30 |
| 35 | TRUST CO OF VERMONT | 1,750 | $38.2K | 0.07% | 2025-12-31 |
| 36 | Highlander Capital Management, LLC | 1,600 | $30.4K | 0.06% | 2024-03-31 |
| 37 | Royal Bank of Canada | 1,030 | $22.0K | 0.04% | 2025-12-31 |
| 38 | Federation des caisses Desjardins du Quebec | 1,202 | $19.6K | 0.04% | 2024-06-30 |
| 39 | UBS Group AG | 775 | $16.9K | 0.03% | 2025-12-31 |
| 40 | Ridgewood Investments LLC | 800 | $16.6K | 0.03% | 2024-09-30 |
| 41 | CALDWELL SUTTER CAPITAL, INC. | 693 | $15.1K | 0.02% | 2025-12-31 |
| 42 | Pathway Financial Advisers, LLC | 557 | $12.2K | 0.02% | 2025-09-30 |
| 43 | Global Wealth Strategies & Associates | 511 | $11.2K | 0.02% | 2025-12-31 |
| 44 | Wilmington Savings Fund Society, FSB | 500 | $10.9K | 0.02% | 2025-12-31 |
| 45 | Sound Income Strategies, LLC | 449 | $9.6K | 0.01% | 2025-12-31 |
| 46 | BARD ASSOCIATES INC | 370 | $8.5K | 0.01% | 2025-12-31 |
| 47 | Allworth Financial LP | 200 | $4.4K | 0.00% | 2025-12-31 |
| 48 | Newbridge Financial Services Group, Inc. | 200 | $4.4K | 0.00% | 2025-12-31 |
| 49 | HIGHLINE WEALTH PARTNERS LLC | 135 | $2.9K | 0.00% | 2025-12-31 |
| 50 | Tower Research Capital LLC (TRC) | 130 | $2.7K | 0.00% | 2024-09-30 |
| 51 | Russell Investments Group, Ltd. | 38 | $829 | 0.00% | 2025-12-31 |
| 52 | HRT FINANCIAL LP | 15,000 | $316 | 0.61% | 2025-03-31 |
| 53 | Creekmur Asset Management LLC | 10 | $227 | 0.00% | 2025-09-30 |
| 54 | Cambridge Investment Research Advisors, Inc. | 10,178 | $222 | 0.41% | 2025-12-31 |
| 55 | FMR LLC | 6 | $132 | 0.00% | 2025-09-30 |
| 56 | SBI Securities Co., Ltd. | 4 | $87 | 0.00% | 2025-12-31 |
| 57 | Farther Finance Advisors, LLC | 1 | $21 | 0.00% | 2025-03-31 |
| 58 | WELLS FARGO & COMPANY/MN | 1 | $20 | 0.00% | 2025-12-31 |
| 59 | SIMPLEX TRADING, LLC | 120 | $2 | 0.00% | 2025-09-30 |
| 60 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |