Companies / ArrowMark Financial Corp. / Institutional holders
Back to ArrowMark Financial Corp.

ArrowMark Financial Corp.

Institutional holders · 13F as of Dec 31, 2025

36 holders

HolderValueShares% of shares
ArrowMark Colorado Holdings, LLC$17.63M808,076—
STIFEL FINANCIAL CORP$3.40M155,804—
RAYMOND JAMES FINANCIAL INC$3.39M155,384—
Noble Wealth Management PBC$1.76M80,711—
Closed-End Fund Advisors, Inc.$1.51M69,337—
Hudson Bay Capital Management LP$1.08M56,666—
OSAIC HOLDINGS, INC.$1.02M46,816—
Everstar Asset Management, LLC$1.00M46,192—
Morgan Stanley$698.3K32,001—
CSS LLC/IL$603.1K31,642—
Capital Investment Advisors, LLC$567.2K25,996—
OPPENHEIMER & CO INC$492.0K22,547—
Falcon Wealth Planning$383.2K17,564—
Catalina Capital Group, LLC$342.7K15,708—
Rockefeller Capital Management L.P.$322.1K14,762—
Accurate Wealth Management, LLC$319.9K14,516—
Private Advisor Group, LLC$240.3K11,011—
Oxbow Advisors, LLC$237.6K10,890—
BANK OF AMERICA CORP /DE$110.2K5,050—
MAI Capital Management$100.1K5,250—
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$40.1K2,104—
TRUST CO OF VERMONT$34.2K1,750—
Royal Bank of Canada$22.0K1,030—
UBS Group AG$21.1K967—
CALDWELL SUTTER CAPITAL, INC.$15.1K693—
Global Wealth Strategies & Associates$11.2K511—
Wilmington Savings Fund Society, FSB$10.9K500—
Sound Income Strategies, LLC$9.6K449—
Allworth Financial LP$4.4K200—
Newbridge Financial Services Group, Inc.$4.4K200—
HIGHLINE WEALTH PARTNERS LLC$2.9K135—
Bard Associates, Inc.$1.6K82—
Russell Investments Group, Ltd.$82938—
Cambridge Investment Research Advisors, Inc.$22210,178—
SBI Securities Co., Ltd.$874—
WELLS FARGO & COMPANY/MN$201—
← PrevPage 1 of 1Next →