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ArrowMark Financial Corp.

Institutional holders · 13F as of Dec 31, 2025

36 holders

HolderValueShares% of shares
WELLS FARGO & COMPANY/MN$201—
SBI Securities Co., Ltd.$874—
Cambridge Investment Research Advisors, Inc.$22210,178—
Russell Investments Group, Ltd.$82938—
Bard Associates, Inc.$1.6K82—
HIGHLINE WEALTH PARTNERS LLC$2.9K135—
Newbridge Financial Services Group, Inc.$4.4K200—
Allworth Financial LP$4.4K200—
Sound Income Strategies, LLC$9.6K449—
Wilmington Savings Fund Society, FSB$10.9K500—
Global Wealth Strategies & Associates$11.2K511—
CALDWELL SUTTER CAPITAL, INC.$15.1K693—
UBS Group AG$21.1K967—
Royal Bank of Canada$22.0K1,030—
TRUST CO OF VERMONT$34.2K1,750—
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$40.1K2,104—
MAI Capital Management$100.1K5,250—
BANK OF AMERICA CORP /DE$110.2K5,050—
Oxbow Advisors, LLC$237.6K10,890—
Private Advisor Group, LLC$240.3K11,011—
Accurate Wealth Management, LLC$319.9K14,516—
Rockefeller Capital Management L.P.$322.1K14,762—
Catalina Capital Group, LLC$342.7K15,708—
Falcon Wealth Planning$383.2K17,564—
OPPENHEIMER & CO INC$492.0K22,547—
Capital Investment Advisors, LLC$567.2K25,996—
CSS LLC/IL$603.1K31,642—
Morgan Stanley$698.3K32,001—
Everstar Asset Management, LLC$1.00M46,192—
OSAIC HOLDINGS, INC.$1.02M46,816—
Hudson Bay Capital Management LP$1.08M56,666—
Closed-End Fund Advisors, Inc.$1.51M69,337—
Noble Wealth Management PBC$1.76M80,711—
RAYMOND JAMES FINANCIAL INC$3.39M155,384—
STIFEL FINANCIAL CORP$3.40M155,804—
ArrowMark Colorado Holdings, LLC$17.63M808,076—
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