Axos FinancialAX
13F holders, Q1 2024 (March 31)309holders
6famous investors
$54.00avg. 13F price*
At the end of Q1 2024, 309 institutions reported holding Axos Financial Inc. (AX) in their 13F filings. The largest holders were BlackRock Inc. ($446.7M), Vanguard Group Inc. ($317.2M) and State Street Corp. ($179.8M). 6 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Axos Financial Inc.
- CUSIP
- 05465C100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $26.0M |
| Exits | 36 | $47.2M |
Ownership 309 holders
| BlackRock Inc. | 0.01% | Reduce -0.8% | 8,265,413 | $446.7M |
| Vanguard Group Inc. | 0.01% | Reduce -1.1% | 5,870,571 | $317.2M |
| State Street Corp. | 0.01% | Reduce -5.0% | 3,326,617 | $179.8M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -1.4% | 2,685,234 | $145.1M |
| Davis Asset Management, L.P. | 3.55% | No change | 1,500,000 | $81.1M |
| Citadel Advisors | 0.07% | Reduce -0.5% | 1,361,962 | $73.6M |
| Geode Capital Management, LLC | 0.01% | Add +11.1% | 1,273,728 | $68.8M |
| American Century Companies Inc. | 0.04% | Add +26.5% | 1,228,254 | $66.4M |
| FMR LLC | 0.00% | Add +24.8% | 1,073,295 | $58.0M |
| Wasatch Advisors LP | 0.29% | Reduce -2.6% | 1,040,022 | $56.2M |
| Nuveen Asset Management, LLC | 0.01% | Add +0.3% | 858,934 | $46.4M |
| Geneva Capital Management LLC | 0.69% | Reduce -0.6% | 723,960 | $39.1M |
| Wellington Management Group LLP | 0.01% | Add +236.2% | 722,646 | $39.1M |
| Northern Trust Corp. | 0.01% | Reduce -7.2% | 714,215 | $38.6M |
| Morgan Stanley | 0.00% | Reduce -10.4% | 684,547 | $37.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +11.4% | 683,266 | $36.9M |
| JARISLOWSKY, FRASER Ltd | 0.20% | Reduce -21.1% | 651,835 | $35.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.1% | 588,369 | $31.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.3% | 510,992 | $27.6M |
| Shaker Investments LLC | 10.67% | Reduce -0.3% | 466,277 | $25.2M |
| Loomis Sayles & Co. L P | 0.04% | Add +11.2% | 463,915 | $25.1M |
| Emerald Advisers, LLC | 0.99% | Add +28.3% | 457,424 | $24.7M |
| Voloridge Investment Management, LLC | 0.09% | Add +17.0% | 441,778 | $23.9M |
| Rice Hall James & Associates, LLC | 1.20% | Reduce -15.2% | 388,256 | $21.0M |
| Bragg Financial Advisors, Inc | 0.87% | Add +0.4% | 358,528 | $19.4M |
| Emerald Mutual Fund Advisers Trust | 0.98% | Add +16.6% | 348,910 | $18.9M |
| Pembroke Management, LTD | 2.14% | Reduce -3.2% | 335,800 | $18.1M |
| Bank of America Corp. | 0.00% | Add +30.7% | 334,990 | $18.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -58.8% | 327,799 | $17.7M |
| Stieven Capital Advisors, L.P. | 3.64% | Add +14.7% | 324,033 | $17.5M |
| D. E. Shaw & Co. | 0.02% | Reduce -9.4% | 313,414 | $16.9M |
| Norges Bank | 0.00% | Reduce -21.9% | 308,611 | $16.7M |
| Invesco Ltd. | 0.00% | Add +7.1% | 296,750 | $16.0M |
| TCW Group Inc. | 0.16% | No change | 290,500 | $15.7M |
| JPMorgan Chase & Co. | 0.00% | Add +156.6% | 286,139 | $15.5M |
| Ategra Capital Management, LLC | 7.08% | Reduce -0.1% | 285,283 | $15.4M |
| Basswood Capital Management, L.L.C. | 0.85% | No change | 270,072 | $14.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.8% | 263,499 | $14.2M |
| Lazard Asset Management LLC | 0.02% | Add +6.1% | 260,100 | $14.1M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +21.4% | 227,540 | $12.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +96.7% | 207,891 | $11.2M |
| First Eagle Investment Management, LLC | 0.02% | Add +7.2% | 187,572 | $10.1M |
| AQR Capital Management | 0.02% | Add +429.6% | 177,436 | $9.6M |
| Millennium Management | 0.01% | Reduce -56.1% | 176,667 | $9.5M |
| Franklin Resources Inc. | 0.00% | Add +536.1% | 174,075 | $9.4M |
| Prudential Financial Inc. | 0.01% | Add +16.2% | 173,413 | $9.4M |
| Algert Global LLC | 0.35% | Add +109.7% | 166,904 | $9.0M |
| Rhumbline Advisers | 0.01% | Reduce -1.5% | 166,639 | $9.0M |
| Citigroup Inc. | 0.01% | Reduce -12.2% | 165,694 | $9.0M |
| Brandywine Global Investment Management, LLC | 0.06% | Reduce -0.7% | 163,876 | $8.9M |
| Victory Capital Management Inc. | 0.01% | Reduce -1.9% | 163,780 | $8.9M |
| Lord, Abbett & Co. LLC | 0.03% | Reduce -13.2% | 163,586 | $8.8M |
| Orchard Capital Management, LLC | 2.50% | Reduce -49.7% | 157,540 | $8.5M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -3.6% | 156,878 | $8.5M |
| Barclays PLC | 0.00% | Reduce -49.3% | 154,012 | $8.3M |
| M&G PLC | 0.06% | — | 152,762 | $8.2M |
| State of Wisconsin Investment Board | 0.02% | Reduce -6.3% | 151,041 | $8.2M |
| Epoch Investment Partners, Inc. | 0.03% | New | 144,877 | $7.8M |
| Legal & General Group Plc | 0.00% | Reduce -1.0% | 144,870 | $7.8M |
| Cubist Systematic Strategies, LLC | 0.09% | Reduce -61.0% | 144,152 | $7.8M |
| Royce & Associates LP | 0.07% | Add +3.5% | 139,315 | $7.5M |
| S&T Bank | 1.43% | Reduce -11.0% | 138,058 | $7.5M |
| Scout Investments, Inc. | 0.18% | Reduce -6.0% | 138,059 | $7.2M |
| Eagle Asset Management Inc. | 0.04% | Reduce -1.4% | 134,895 | $7.1M |
| Two Sigma Investments, LP | 0.02% | Add +184.7% | 128,220 | $6.9M |
| Royal Bank of Canada | 0.00% | Reduce -12.8% | 118,696 | $6.4M |
| Bridgeway Capital Management, LLC | 0.12% | No change | 110,400 | $6.0M |
| Swiss National Bank | 0.00% | Reduce -2.1% | 108,200 | $5.8M |
| Public Sector Pension Investment Board | 0.04% | Reduce -2.6% | 103,803 | $5.6M |
| Kestrel Investment Management Corp. | 3.55% | Reduce -0.8% | 98,450 | $5.3M |
| CI Investments Inc. | 0.02% | Add +8.2% | 88,480 | $4.8M |
| Raymond James & Associates | 0.00% | Add +7.8% | 88,301 | $4.8M |
| Kennedy Capital Management LLC | 0.08% | Reduce -33.1% | 74,629 | $4.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -7.4% | 72,354 | $3.9M |
| Edgestream Partners, L.P. | 0.19% | Add +82.7% | 70,915 | $3.8M |
| Guggenheim Capital LLC | 0.03% | Reduce -10.1% | 65,286 | $3.5M |
| Credit Suisse AG/ | 0.00% | Reduce -2.3% | 60,333 | $3.3M |
| UBS Group AG | 0.00% | Reduce -11.3% | 58,705 | $3.2M |
| First Trust Advisors LP | 0.00% | Reduce -19.9% | 56,556 | $3.1M |
| Janus Henderson Group PLC | 0.00% | Add +130.2% | 55,640 | $3.0M |
| California State Teachers Retirement System | 0.00% | Reduce -7.3% | 54,831 | $3.0M |
| CCG Wealth Management, LLC | 1.76% | Add +441.5% | 54,211 | $2.9M |
| EJF Capital LP | 1.97% | Reduce -45.5% | 52,393 | $2.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +19.8% | 50,460 | $2.7M |
| Sei Investments Co. | 0.00% | Add +9.7% | 49,233 | $2.7M |
| Redwood Investments, LLC | 0.77% | Reduce -33.1% | 49,645 | $2.6M |
| Gratus Capital, LLC | 0.12% | Reduce -0.4% | 48,393 | $2.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -34.5% | 48,311 | $2.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -4.6% | 47,293 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | Add +37.6% | 45,960 | $2.5M |
| Bank of Montreal | 0.00% | Reduce -14.9% | 45,068 | $2.4M |
| Texas Permanent School Fund Corp. | 0.02% | Reduce -0.1% | 44,320 | $2.4M |
| Connors Investor Services Inc. | 0.25% | Reduce -6.6% | 43,383 | $2.3M |
| Globeflex Capital L P | 0.22% | New | 42,191 | $2.3M |
| Quantedge Capital Pte Ltd | 0.93% | New | 40,800 | $2.2M |
| New York State Teachers Retirement System | 0.00% | Reduce -0.3% | 38,046 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -40.8% | 36,711 | $2.0M |
| Formula Growth Ltd. | 0.61% | No change | 35,624 | $1.9M |
| Wells Fargo & Company | 0.00% | Add +75.7% | 34,869 | $1.9M |
| Deutsche Bank AG | 0.00% | Reduce -23.3% | 34,297 | $1.9M |
| Aquatic Capital Management LLC | 0.06% | Add +352.0% | 33,900 | $1.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.9% | 33,095 | $1.8M |
| Capital Fund Management S.A. | 0.02% | Reduce -58.1% | 32,844 | $1.8M |
| Quantbot Technologies LP | 0.10% | Reduce -41.9% | 32,424 | $1.8M |
| Gsa Capital Partners LLP | 0.13% | Add +122.2% | 31,440 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +1.6% | 44,796 | $1.7M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.4% | 30,850 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Add +9.6% | 30,132 | $1.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +8.3% | 29,978 | $1.6M |
| American International Group, Inc. | 0.01% | Reduce -2.3% | 29,340 | $1.6M |
| Tidal Investments LLC | 0.03% | Add +10.9% | 28,294 | $1.5M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.1% | 28,170 | $1.5M |
| Cornercap Investment Counsel Inc. | 0.23% | No change | 28,111 | $1.5M |
| LPL Financial LLC | 0.00% | Add +0.7% | 27,270 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 26,247 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.7% | 25,861 | $1.4M |
| Van Hulzen Asset Management, LLC | 0.09% | Add +8.5% | 25,367 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.3% | 25,100 | $1.4M |
| New York State Common Retirement Fund | 0.00% | Add +1.7% | 24,678 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Reduce -2.8% | 24,560 | $1.3M |
| Semanteon Capital Management, LP | 0.84% | Add +180.9% | 24,336 | $1.3M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 23,210 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -10.0% | 22,901 | $1.2M |
| Simplex Trading, LLC | 0.04% | Reduce -74.3% | 22,891 | $1.2M |
| Comerica Bank | 0.01% | Reduce -10.2% | 22,545 | $1.2M |
| TD Asset Management Inc | 0.00% | Reduce -18.6% | 22,533 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -23.9% | 22,530 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -25.9% | 22,302 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -19.8% | 22,232 | $1.2M |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -4.1% | 22,226 | $1.2M |
| NJ State Employees Deferred Compensation Plan | 0.14% | No change | 21,000 | $1.1M |
| Wakefield Asset Management LLLP | 0.39% | Add +0.5% | 20,810 | $1.1M |
| Avenir Corp. | 0.10% | No change | 20,790 | $1.1M |
| Jackson Creek Investment Advisors LLC | 0.39% | Reduce -0.2% | 20,210 | $1.1M |
| Summit Global Investments | 0.08% | New | 19,841 | $1.1M |
| Jump Financial, LLC | 0.03% | New | 19,679 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +0.2% | 19,567 | $1.1M |
| Ridgewood Investments LLC | 0.55% | Reduce -4.6% | 19,038 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +36.8% | 18,447 | $997K |
| Teacher Retirement System of Texas | 0.01% | Add +17.6% | 18,292 | $989K |
| Voya Investment Management LLC | 0.00% | Reduce -19.3% | 17,951 | $970K |
| Natixis Advisors, LLC | 0.00% | Add +3.6% | 17,700 | $957K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -3.7% | 24,948 | $939K |
| SummerHaven Investment Management, LLC | 0.59% | Add +1.0% | 17,364 | $938K |
| Credential Qtrade Securities Inc. | 0.05% | Reduce -17.8% | 17,297 | $935K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +54.0% | 25,012 | $923K |
| Group One Trading LLC | 0.03% | Reduce -21.3% | 16,762 | $906K |
| Moore Capital Management, LP | 0.02% | New | 16,758 | $906K |
| Caxton Associates LP | 0.06% | New | 16,575 | $896K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -2.3% | 18,248 | $893K |
| Danske Bank A/S | 0.00% | — | 16,417 | $887K |
| GTS Securities LLC | 0.02% | Add +283.6% | 16,385 | $885K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 16,374 | $884K |
| Amalgamated Bank | 0.01% | Reduce -20.1% | 16,279 | $880K |
| Exchange Traded Concepts, LLC | 0.02% | New | 16,025 | $866K |
| Arizona State Retirement System | 0.01% | Reduce -3.9% | 15,073 | $815K |
| Capula Management Ltd | 0.03% | New | 14,977 | $809K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.06% | New | 14,100 | $762K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -10.0% | 13,543 | $732K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | New | 13,064 | $706K |
| Verition Fund Management LLC | 0.01% | Add +9.4% | 12,775 | $690K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -10.2% | 12,530 | $677K |
| Hancock Whitney Corp. | 0.02% | Add +213.6% | 12,461 | $673K |
| Martingale Asset Management L P | 0.01% | Reduce -22.8% | 11,900 | $643K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 11,561 | $625K |
| Toth Financial Advisory Corp. | 0.08% | New | 11,430 | $618K |
| Jaffetilchin Investment Partners, LLC | 0.05% | No change | 11,198 | $605K |
| Jane Street Group, LLC | 0.00% | Reduce -86.8% | 11,024 | $596K |
| ProShare Advisors LLC | 0.00% | Add +5.9% | 10,948 | $592K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -1.4% | 10,936 | $591K |
| Great Lakes Advisors, LLC | 0.00% | Add +1.3% | 10,467 | $566K |
| Prelude Capital Management, LLC | 0.04% | Add +169.2% | 10,435 | $564K |
| Duality Advisers, LP | 0.06% | Reduce -32.7% | 10,434 | $564K |
| Point72 Asset Management | 0.00% | Add +117.0% | 10,249 | $554K |
| ARGA Investment Management, LP | 0.02% | No change | 10,140 | $548K |
| Quadrature Capital Ltd | 0.01% | Add +38.4% | 10,030 | $542K |
| Handelsbanken Fonder AB | 0.00% | No change | 9,995 | $540K |
| Pearl River Capital, LLC | 0.08% | New | 9,898 | $535K |
| Alpha DNA Investment Management LLC | 0.29% | New | 9,818 | $531K |
| Campbell & CO Investment Adviser LLC | 0.05% | New | 9,760 | $527K |
| Centiva Capital, LP | 0.03% | Reduce -58.5% | 9,597 | $519K |
| Cerity Partners LLC | 0.00% | Add +99.6% | 9,489 | $513K |
| PDT Partners, LLC | 0.05% | Reduce -0.2% | 9,450 | $511K |
| Maverick Capital | 0.01% | New | 9,345 | $505K |
| Vontobel Holding Ltd. | 0.00% | New | 9,204 | $497K |
| Pinnacle Associates Ltd. | 0.01% | No change | 9,100 | $492K |
| Olympiad Research LP | 0.32% | Add +130.2% | 8,924 | $482K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -14.8% | 8,880 | $480K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -3.0% | 8,724 | $471K |
| Praxis Investment Management Inc. | 0.03% | No change | 8,590 | $464K |
| HighTower Advisors, LLC | 0.00% | Add +95.6% | 8,117 | $442K |
| Quantinno Capital Management LP | 0.01% | Add +2.5% | 7,971 | $431K |
| Amundi | 0.00% | Add +27.5% | 8,740 | $430K |
| Advantage Alpha Capital Partners LP | 0.08% | Reduce -24.9% | 7,646 | $413K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.3% | 7,500 | $405K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,253 | $392K |
| Stifel Financial Corp. | 0.00% | Add +6.0% | 7,096 | $383K |
| Corton Capital Inc. | 0.14% | Add +30.9% | 6,992 | $378K |
| Alps Advisors Inc. | 0.00% | Reduce -7.3% | 6,852 | $370K |
| Jones Financial Companies LLLP | 0.00% | Add +172.0% | 6,580 | $356K |
| Cetera Investment Advisers | 0.00% | New | 6,488 | $351K |
| Pictet Asset Management Holding SA | 0.00% | No change | 6,477 | $350K |
| Waterloo Capital, L.P. | 0.04% | Add +0.2% | 6,360 | $344K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.09% | Add +283.5% | 6,354 | $343K |
| Savant Capital, LLC | 0.00% | New | 6,261 | $338K |
| James Investment Research, Inc. | 0.04% | Add +0.1% | 6,174 | $334K |
| HSBC Holdings PLC | 0.00% | Reduce -81.5% | 6,070 | $328K |
| Argent Capital Management LLC | 0.01% | Add +10.4% | 5,999 | $324K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 5,849 | $316K |
| Profund Advisors LLC | 0.01% | Reduce -11.4% | 5,817 | $314K |
| SG Americas Securities, LLC | 0.00% | Add +24.5% | 5,800 | $313K |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.1% | 5,783 | $313K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 5,653 | $305K |
| AlphaMark Advisors, LLC | 0.11% | Reduce -12.6% | 5,576 | $301K |
| Cim Investment Management Inc. | 0.09% | No change | 5,465 | $295K |
| Foundry Partners, LLC | 0.02% | Reduce -14.3% | 5,463 | $295K |
| Xponance LLC | 0.00% | Reduce -3.0% | 5,420 | $293K |
| Lido Advisors, LLC | 0.00% | Add +10.6% | 5,396 | $292K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 5,311 | $287K |
| Diametric Capital, LP | 0.16% | New | 5,308 | $287K |
| Cetera Trust Company, N.A | 0.17% | Reduce -5.4% | 5,265 | $285K |
| Mercer Global Advisors Inc. | 0.00% | New | 5,025 | $272K |
| Mission Creek Capital Partners, Inc. | 0.07% | Reduce -28.8% | 5,031 | $272K |
| Alpha Cubed Investments, LLC | 0.01% | New | 5,020 | $271K |
| Bayview Asset Management, LLC | 0.11% | Reduce -66.7% | 5,000 | $270K |
| Cwm, LLC | 0.00% | Add +20.4% | 4,939 | $267K |
| Carmel Capital Partners, LLC | 0.11% | No change | 4,801 | $259K |
| Bridgefront Capital, LLC | 0.20% | New | 4,768 | $258K |
| Choate Investment Advisors | 0.01% | No change | 4,759 | $257K |
| Aigen Investment Management, LP | 0.06% | New | 4,675 | $253K |
| CIBC Private Wealth Group LLC | 0.00% | New | 4,725 | $248K |
| First Hawaiian Bank | 0.01% | Reduce -65.0% | 4,555 | $246K |
| Marshall Wace, LLP | 0.00% | New | 4,500 | $243K |
| Vestcor Inc | 0.01% | No change | 4,405 | $238K |
| Legato Capital Management LLC | 0.03% | Reduce -4.0% | 4,363 | $236K |
| Mutual Advisors, LLC | 0.01% | No change | 4,356 | $235K |
| Walleye Capital LLC | 0.00% | Reduce -72.3% | 4,200 | $227K |
| Walleye Trading LLC | 0.00% | Reduce -92.9% | 4,150 | $224K |
| Bourgeon Capital Management LLC | 0.04% | No change | 4,000 | $216K |
| Raymond James Trust N.A. | 0.01% | Add +5.4% | 3,958 | $214K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +1.4% | 3,941 | $213K |
| Brevan Howard Capital Management LP | 0.02% | New | 3,935 | $213K |
| Two Sigma Advisers, LP | 0.00% | Reduce -51.1% | 3,916 | $212K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +26.8% | 3,501 | $189K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -8.4% | 2,879 | $156K |
| National Bank of Canada | 0.00% | Reduce -12.5% | 2,443 | $147K |
| Palouse Capital Management, Inc. | 0.10% | New | 2,704 | $146K |
| Covestor Ltd | 0.09% | Add +41.0% | 2,684 | $145K |
| Huntington National Bank | 0.00% | Add +9.7% | 2,469 | $133K |
| State of Wyoming | 0.02% | Add +56.0% | 2,011 | $109K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -63.8% | 1,788 | $97K |
| AlphaQuest LLC | 0.01% | Reduce -24.9% | 1,375 | $74K |
| Quarry LP | 0.03% | Add +63.9% | 1,362 | $74K |
| Cutler Group LLC / CA | 0.04% | New | 1,351 | $73K |
| US Bancorp \de | 0.00% | No change | 1,321 | $71K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,305 | $71K |
| KBC Group NV | 0.00% | Reduce -19.7% | 1,257 | $68K |
| Advisors Asset Management, Inc. | 0.00% | Add +122.5% | 901 | $49K |
| Avior Wealth Management, LLC | 0.00% | Add +1.4% | 821 | $44K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 815 | $44K |
| nVerses Capital, LLC | 0.10% | New | 800 | $43K |
| Clearstead Advisors, LLC | 0.00% | Reduce -88.7% | 680 | $42K |
| STRS Ohio | 0.00% | Reduce -56.3% | 700 | $37K |
| Public Employees Retirement System of Ohio | 0.00% | Add +1.9% | 651 | $35K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 531 | $29K |
| GAMMA Investing LLC | 0.01% | Reduce -41.4% | 519 | $28K |
| Investment Research & Advisory Group, Inc. | 0.01% | New | 504 | $27K |
| EntryPoint Capital, LLC | 0.02% | Add +816.7% | 495 | $27K |
| Parkside Financial Bank & Trust | 0.00% | Add +32.0% | 412 | $22K |
| PrairieView Partners, LLC | 0.00% | No change | 400 | $22K |
| NFSG Corp | 0.01% | Reduce -22.3% | 365 | $20K |
| Parallel Advisors, LLC | 0.00% | No change | 351 | $19K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 310 | $17K |
| Fifth Third Bancorp | 0.00% | No change | 309 | $17K |
| Catalyst Funds Management Pty Ltd | 0.00% | — | 300 | $16K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -11.5% | 300 | $16K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 292 | $16K |
| Global Retirement Partners, LLC | 0.00% | No change | 265 | $14K |
| LGT Financial Advisors LLC | 0.01% | No change | 204 | $11K |
| TD Waterhouse Canada Inc. | 0.00% | Add +527.6% | 182 | $11K |
| Signaturefd, LLC | 0.00% | Add +20.0% | 192 | $10K |
| Arax Advisory Partners | 0.00% | No change | 174 | $9K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 161 | $9K |
| Macroview Investment Management LLC | 0.01% | New | 145 | $8K |
| Federated Hermes, Inc. | 0.00% | New | 140 | $8K |
| Bokf, NA | 0.00% | Reduce -44.6% | 124 | $7K |
| Main Street Group, LTD | 0.00% | No change | 111 | $6K |
| Chelsea Counsel Co. | 0.00% | New | 100 | $5K |
| IFP Advisors, Inc | 0.00% | No change | 96 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1233.3% | 80 | $4K |
| Lindbrook Capital, LLC | 0.00% | No change | 79 | $4K |
| Quadrant Capital Group LLC | 0.00% | No change | 75 | $4K |
| Mather Group, Llc. | 0.00% | New | 74 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 60 | $3K |
| Scarborough Advisors, LLC | 0.00% | No change | 50 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -10.9% | 41 | $2K |
| Harbor Investment Advisory, LLC | 0.00% | New | 39 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 37 | $2K |
| Creekmur Asset Management LLC | 0.00% | Reduce -50.0% | 34 | $2K |
| Rothschild Investment LLC | 0.00% | New | 25 | $1K |
| Principal Securities, Inc. | 0.00% | No change | 25 | $1K |
| Beacon Capital Management, LLC | 0.00% | New | 21 | $1K |
| UMB Bank, n.a. | 0.00% | New | 21 | $1K |
| SYSTM Wealth Solutions LLC | 0.00% | No change | 19 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 13 | $703 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 11 | $595 |
| NewEdge Advisors, LLC | 0.00% | No change | 9 | $486 |
| TFO Wealth Partners, LLC | 0.00% | No change | 3 | $162 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is AX's weight in each manager's 13F, not the share of Axos Financial Inc. the manager owns.