Axos FinancialAX
13F holders, Q2 2024 (June 30)318holders +9
44new positions
35sold out
8famous investors
$57.15avg. 13F price*
At the end of Q2 2024, 318 institutions reported holding Axos Financial Inc. (AX) in their 13F filings, up 9 from Q1 2024. 44 opened new positions and 35 sold out. The largest holders were BlackRock Inc. ($468.3M), Vanguard Group Inc. ($318.1M) and State Street Corp. ($172.2M). 8 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Lee Ainslie (0.0% of Maverick Capital's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Axos Financial Inc.
- CUSIP
- 05465C100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $47.7M |
| Exits | 35 | $43.2M |
All 13F filers, Q1 2024 → Q2 2024: 3,152,305 shares bought and 3,315,520 shares sold, net −163,215 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 318 holders
| BlackRock Inc. | 0.01% | Reduce -0.9% | 8,193,599 | $468.3M |
| Vanguard Group Inc. | 0.01% | Reduce -5.2% | 5,565,962 | $318.1M |
| State Street Corp. | 0.01% | Reduce -9.4% | 3,013,711 | $172.2M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -1.2% | 2,653,367 | $151.6M |
| American Century Companies Inc. | 0.05% | Add +26.2% | 1,549,748 | $88.6M |
| Davis Asset Management, L.P. | 3.85% | No change | 1,500,000 | $85.7M |
| Citadel Advisors | 0.08% | Add +1.5% | 1,381,902 | $79.0M |
| Geode Capital Management, LLC | 0.01% | Add +6.2% | 1,352,959 | $77.3M |
| Wasatch Advisors LP | 0.26% | Reduce -17.1% | 861,785 | $49.3M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -0.7% | 853,042 | $48.8M |
| FMR LLC | 0.00% | Reduce -22.9% | 827,058 | $47.3M |
| Wellington Management Group LLP | 0.01% | Add +11.5% | 805,804 | $46.1M |
| Geneva Capital Management LLC | 0.74% | Reduce -2.4% | 706,544 | $40.4M |
| Northern Trust Corp. | 0.01% | Reduce -1.6% | 702,793 | $40.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.3% | 681,387 | $38.9M |
| Morgan Stanley | 0.00% | Reduce -1.5% | 674,294 | $38.5M |
| JARISLOWSKY, FRASER Ltd | 0.22% | Reduce -2.7% | 634,041 | $36.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +91.1% | 626,391 | $35.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.6% | 543,708 | $31.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.1% | 500,483 | $28.6M |
| Voloridge Investment Management, LLC | 0.10% | Add +5.6% | 466,417 | $26.7M |
| Shaker Investments LLC | 11.43% | Reduce -1.4% | 460,000 | $26.3M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +94.4% | 442,347 | $25.3M |
| Emerald Advisers, LLC | 1.06% | Reduce -3.4% | 442,086 | $25.3M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -10.7% | 414,334 | $23.7M |
| Bragg Financial Advisors, Inc | 1.01% | Add +10.1% | 394,650 | $22.6M |
| Emerald Mutual Fund Advisers Trust | 1.14% | Add +9.6% | 382,276 | $21.8M |
| Millennium Management | 0.02% | Add +107.9% | 367,251 | $21.0M |
| Two Sigma Investments, LP | 0.05% | Add +168.9% | 344,795 | $19.7M |
| D. E. Shaw & Co. | 0.03% | Add +8.2% | 339,048 | $19.4M |
| Rice Hall James & Associates, LLC | 1.14% | Reduce -14.0% | 333,887 | $19.1M |
| Stieven Capital Advisors, L.P. | 4.16% | Add +1.4% | 328,433 | $18.8M |
| Pembroke Management, LTD | 2.37% | Reduce -8.0% | 308,899 | $17.7M |
| Lazard Asset Management LLC | 0.02% | Add +14.4% | 297,620 | $17.0M |
| Invesco Ltd. | 0.00% | Reduce -2.1% | 290,433 | $16.6M |
| Basswood Capital Management, L.L.C. | 0.96% | Reduce -4.1% | 258,937 | $14.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -4.9% | 250,700 | $14.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -12.8% | 249,563 | $14.3M |
| Ategra Capital Management, LLC | 12.06% | Reduce -13.7% | 246,237 | $14.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +15.3% | 239,781 | $13.7M |
| TCW Group Inc. | 0.11% | Reduce -25.6% | 216,100 | $12.4M |
| First Eagle Investment Management, LLC | 0.03% | Add +13.9% | 213,572 | $12.2M |
| Bank of America Corp. | 0.00% | Reduce -43.8% | 188,342 | $10.8M |
| Algert Global LLC | 0.35% | Add +9.8% | 183,352 | $10.5M |
| Franklin Resources Inc. | 0.00% | Add +0.1% | 174,227 | $10.0M |
| M&G PLC | 0.07% | Add +12.4% | 171,740 | $9.8M |
| Rhumbline Advisers | 0.01% | Add +0.5% | 167,534 | $9.6M |
| Lord, Abbett & Co. LLC | 0.03% | Reduce -3.7% | 157,540 | $9.0M |
| Gator Capital Management, LLC | 4.56% | New | 157,180 | $9.0M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -0.1% | 156,663 | $9.0M |
| Brandywine Global Investment Management, LLC | 0.07% | Reduce -4.6% | 156,341 | $8.9M |
| Orchard Capital Management, LLC | 2.68% | Reduce -1.3% | 155,519 | $8.9M |
| Prudential Financial Inc. | 0.01% | Reduce -10.7% | 154,835 | $8.8M |
| Citigroup Inc. | 0.01% | Reduce -11.6% | 146,479 | $8.4M |
| Legal & General Group Plc | 0.00% | Reduce -1.3% | 143,005 | $8.2M |
| State of Wisconsin Investment Board | 0.02% | Reduce -6.1% | 141,858 | $8.1M |
| Royce & Associates LP | 0.07% | Reduce -8.0% | 128,210 | $7.3M |
| UBS Group AG | 0.00% | Add +116.8% | 127,288 | $7.3M |
| Scout Investments, Inc. | 0.19% | Reduce -8.7% | 126,023 | $7.2M |
| AQR Capital Management | 0.01% | Reduce -31.4% | 121,804 | $7.0M |
| Royal Bank of Canada | 0.00% | Add +0.7% | 119,510 | $6.8M |
| Public Sector Pension Investment Board | 0.04% | Add +7.5% | 111,569 | $6.4M |
| Bridgeway Capital Management, LLC | 0.15% | Add +0.2% | 110,600 | $6.3M |
| Barclays PLC | 0.00% | Reduce -30.1% | 107,628 | $6.2M |
| Swiss National Bank | 0.00% | Reduce -1.8% | 106,300 | $6.1M |
| Segall Bryant & Hamill, LLC | 0.11% | New | 104,669 | $6.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +113.8% | 101,102 | $5.8M |
| Victory Capital Management Inc. | 0.01% | Reduce -38.8% | 100,219 | $5.7M |
| Kestrel Investment Management Corp. | 3.73% | No change | 98,450 | $5.6M |
| S&T Bank | 1.37% | Reduce -31.7% | 94,248 | $5.4M |
| CI Investments Inc. | 0.02% | Add +1.5% | 89,780 | $5.1M |
| Renaissance Technologies | 0.01% | New | 88,837 | $5.1M |
| Susquehanna International Group, LLP | 0.01% | Add +137.3% | 87,132 | $5.0M |
| Raymond James & Associates | 0.00% | Reduce -4.0% | 84,806 | $4.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +67.6% | 80,965 | $4.6M |
| Jane Street Group, LLC | 0.01% | Add +625.7% | 79,998 | $4.6M |
| Capital Fund Management S.A. | 0.05% | Add +133.4% | 76,664 | $4.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.7% | 70,384 | $4.0M |
| First Trust Advisors LP | 0.00% | Add +24.3% | 70,302 | $4.0M |
| Trexquant Investment LP | 0.06% | New | 69,815 | $4.0M |
| Kennedy Capital Management LLC | 0.09% | Reduce -6.8% | 69,574 | $4.0M |
| Sei Investments Co. | 0.01% | Add +33.1% | 65,520 | $3.7M |
| Two Sigma Advisers, LP | 0.01% | Add +1562.8% | 65,116 | $3.7M |
| Guggenheim Capital LLC | 0.03% | Reduce -1.0% | 64,650 | $3.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +21.3% | 61,188 | $3.5M |
| HRT Financial LP | 0.02% | New | 57,353 | $3.3M |
| CCG Wealth Management, LLC | 1.75% | Reduce -0.0% | 54,200 | $3.1M |
| Edgestream Partners, L.P. | 0.15% | Reduce -24.3% | 53,702 | $3.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -5.0% | 52,879 | $3.0M |
| California State Teachers Retirement System | 0.00% | Reduce -3.7% | 52,785 | $3.0M |
| Gratus Capital, LLC | 0.11% | No change | 48,393 | $2.8M |
| Quantbot Technologies LP | 0.13% | Add +44.3% | 46,789 | $2.7M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -0.9% | 44,392 | $2.5M |
| Epoch Investment Partners, Inc. | 0.01% | Reduce -70.4% | 42,904 | $2.5M |
| New York State Teachers Retirement System | 0.01% | Add +11.7% | 42,499 | $2.4M |
| Globeflex Capital L P | 0.25% | No change | 42,191 | $2.4M |
| Connors Investor Services Inc. | 0.25% | Reduce -3.9% | 41,702 | $2.4M |
| Bank of Montreal | 0.00% | Reduce -9.9% | 40,604 | $2.3M |
| Wells Fargo & Company | 0.00% | Add +16.6% | 40,660 | $2.3M |
| Axiom Advisory, LLC | 0.03% | New | 42,588 | $2.3M |
| Redwood Investments, LLC | 0.74% | Reduce -22.8% | 38,314 | $2.2M |
| Quantedge Capital Pte Ltd | 0.78% | Reduce -7.8% | 37,600 | $2.1M |
| Maverick Capital | 0.04% | Add +287.4% | 36,200 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 34,829 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.2% | 34,163 | $2.0M |
| Formula Growth Ltd. | 0.70% | Reduce -5.6% | 33,624 | $1.9M |
| Tudor Investment Corporation | 0.02% | New | 32,554 | $1.9M |
| Squarepoint Ops LLC | 0.01% | New | 32,183 | $1.8M |
| SG Americas Securities, LLC | 0.01% | Add +453.9% | 32,124 | $1.8M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +1667.3% | 31,600 | $1.8M |
| Corebridge Financial, Inc. | 0.01% | — | 31,533 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Add +11.9% | 31,518 | $1.8M |
| EJF Capital LP | 1.32% | Reduce -40.9% | 30,943 | $1.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.0% | 30,866 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -3.5% | 29,768 | $1.7M |
| Deutsche Bank AG | 0.00% | Reduce -14.3% | 29,374 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.7% | 29,133 | $1.7M |
| Tidal Investments LLC | 0.02% | Add +1.4% | 28,675 | $1.6M |
| Cornercap Investment Counsel Inc. | 0.26% | Reduce -0.8% | 27,883 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -8.1% | 27,689 | $1.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 27,659 | $1.6M |
| Van Hulzen Asset Management, LLC | 0.10% | Add +4.3% | 26,449 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 26,247 | $1.5M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.12% | Add +85.8% | 26,200 | $1.5M |
| LPL Financial LLC | 0.00% | Reduce -4.1% | 26,141 | $1.5M |
| Heartland Advisors Inc. | 0.08% | New | 25,539 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Add +1.6% | 25,500 | $1.5M |
| D.A. Davidson & Co. | 0.01% | Add +3.0% | 25,302 | $1.4M |
| New York State Common Retirement Fund | 0.00% | Reduce -5.7% | 23,262 | $1.3M |
| State of Tennessee, Department of Treasury | 0.00% | Add +3.9% | 23,165 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +1.9% | 22,969 | $1.3M |
| Graham Capital Management, L.P. | 0.08% | New | 22,845 | $1.3M |
| Two Sigma Securities, LLC | 0.06% | New | 22,582 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +20.5% | 22,223 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -0.5% | 22,132 | $1.3M |
| Verition Fund Management LLC | 0.01% | Add +65.0% | 21,082 | $1.2M |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -1.9% | 21,795 | $1.2M |
| NJ State Employees Deferred Compensation Plan | 0.15% | No change | 21,000 | $1.2M |
| Avenir Corp. | 0.12% | No change | 20,790 | $1.2M |
| GTS Securities LLC | 0.02% | Add +25.7% | 20,594 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +4.9% | 20,517 | $1.2M |
| Wakefield Asset Management LLLP | 0.41% | Reduce -1.8% | 20,436 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -11.2% | 20,337 | $1.2M |
| Jackson Creek Investment Advisors LLC | 0.42% | Reduce -0.2% | 20,178 | $1.2M |
| Comerica Bank | 0.00% | Reduce -11.8% | 19,874 | $1.1M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -15.6% | 19,587 | $1.1M |
| Summit Global Investments | 0.08% | Reduce -3.2% | 19,199 | $1.1M |
| AXS Investments LLC | 0.30% | New | 19,053 | $1.1M |
| Ridgewood Investments LLC | 0.55% | No change | 19,038 | $1.1M |
| Bayesian Capital Management, LP | 0.12% | New | 18,405 | $1.1M |
| Natixis Advisors, LLC | 0.00% | Add +3.4% | 18,303 | $1.0M |
| Aquatic Capital Management LLC | 0.04% | Reduce -46.0% | 18,300 | $1.0M |
| Voya Investment Management LLC | 0.00% | Add +0.4% | 18,022 | $1.0M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -3.1% | 17,677 | $1.0M |
| SummerHaven Investment Management, LLC | 0.66% | Add +1.6% | 17,645 | $1.0M |
| Exchange Traded Concepts, LLC | 0.02% | Add +6.2% | 17,025 | $973K |
| Brevan Howard Capital Management LP | 0.07% | Add +332.0% | 16,998 | $971K |
| Danske Bank A/S | 0.00% | Add +1.0% | 16,588 | $948K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 16,374 | $935K |
| Aviso Financial Inc. | 0.05% | — | 16,163 | $924K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -35.4% | 16,162 | $924K |
| Teacher Retirement System of Texas | 0.01% | Reduce -12.1% | 16,080 | $919K |
| Intech Investment Management LLC | 0.01% | New | 15,767 | $901K |
| Amalgamated Bank | 0.01% | Reduce -4.0% | 15,634 | $893K |
| Arizona State Retirement System | 0.01% | Add +0.4% | 15,132 | $865K |
| Centiva Capital, LP | 0.04% | Add +53.1% | 14,697 | $840K |
| Keel Point, LLC | 0.08% | New | 13,298 | $834K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +10.9% | 14,488 | $828K |
| Walleye Capital LLC | 0.01% | Add +231.9% | 13,939 | $797K |
| BNP Paribas Financial Markets | 0.00% | Reduce -70.1% | 13,729 | $785K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -8.9% | 12,343 | $705K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.5% | 12,214 | $698K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 11,561 | $661K |
| Engineers Gate Manager LP | 0.01% | New | 10,995 | $628K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 10,925 | $624K |
| Point72 Asset Management | 0.00% | Add +6.0% | 10,860 | $621K |
| Hancock Whitney Corp. | 0.02% | Reduce -13.4% | 10,789 | $617K |
| Great Lakes Advisors, LLC | 0.01% | Add +0.1% | 10,476 | $599K |
| Bayview Asset Management, LLC | 0.34% | Add +100.0% | 10,000 | $572K |
| Handelsbanken Fonder AB | 0.00% | No change | 9,995 | $571K |
| Pearl River Capital, LLC | 0.09% | Reduce -1.2% | 9,779 | $559K |
| Sanctuary Advisors, LLC | 0.00% | — | 10,379 | $551K |
| Cerity Partners LLC | 0.00% | Add +1.5% | 9,632 | $550K |
| Caxton Associates LP | 0.02% | Reduce -44.8% | 9,153 | $523K |
| Pinnacle Associates Ltd. | 0.01% | No change | 9,100 | $520K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 8,880 | $507K |
| Versor Investments LP | 0.09% | New | 8,800 | $503K |
| Premier Fund Managers Ltd | 0.02% | New | 8,721 | $481K |
| Argent Capital Management LLC | 0.01% | Add +39.6% | 8,374 | $479K |
| ProShare Advisors LLC | 0.00% | Reduce -23.8% | 8,347 | $477K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -4.5% | 8,334 | $476K |
| Quantinno Capital Management LP | 0.01% | Add +2.0% | 8,130 | $465K |
| Jones Financial Companies LLLP | 0.00% | Add +23.0% | 8,095 | $463K |
| Jump Financial, LLC | 0.01% | Reduce -59.2% | 8,030 | $459K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.5% | 8,074 | $458K |
| HSBC Holdings PLC | 0.00% | Add +27.4% | 7,731 | $438K |
| Praxis Investment Management Inc. | 0.03% | No change | 8,590 | $435K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.7% | 7,370 | $421K |
| Pictet Asset Management Holding SA | 0.00% | Add +13.1% | 7,322 | $418K |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 7,140 | $408K |
| Avantax Advisory Services, Inc. | 0.00% | New | 7,112 | $406K |
| Advantage Alpha Capital Partners LP | 0.09% | Reduce -9.5% | 6,919 | $395K |
| Vontobel Holding Ltd. | 0.00% | Reduce -25.4% | 6,865 | $392K |
| Alps Advisors Inc. | 0.00% | Reduce -0.6% | 6,811 | $389K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -40.2% | 6,698 | $383K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -9.7% | 6,553 | $375K |
| Xponance LLC | 0.00% | Add +20.4% | 6,523 | $373K |
| Waterloo Capital, L.P. | 0.04% | No change | 6,360 | $363K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.08% | Reduce -0.1% | 6,348 | $363K |
| XTX Topco Ltd | 0.03% | New | 6,188 | $354K |
| James Investment Research, Inc. | 0.04% | Reduce -0.0% | 6,173 | $353K |
| Savant Capital, LLC | 0.00% | Reduce -4.2% | 5,999 | $343K |
| Foundry Partners, LLC | 0.02% | Add +5.8% | 5,779 | $330K |
| Quadrature Capital Ltd | 0.01% | Reduce -43.4% | 5,679 | $324K |
| AlphaQuest LLC | 0.04% | Add +305.0% | 5,569 | $318K |
| AlphaMark Advisors, LLC | 0.11% | Reduce -0.8% | 5,529 | $316K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.4% | 5,463 | $312K |
| Cetera Investment Advisers | 0.00% | Reduce -16.6% | 5,408 | $309K |
| Mercer Global Advisors Inc. | 0.00% | Add +5.3% | 5,291 | $302K |
| Cetera Trust Company, N.A | 0.19% | No change | 5,265 | $301K |
| Cwm, LLC | 0.00% | Add +5.5% | 5,208 | $298K |
| Mutual Advisors, LLC | 0.01% | Reduce -10.8% | 3,885 | $298K |
| Lido Advisors, LLC | 0.00% | Reduce -4.0% | 5,178 | $296K |
| Prelude Capital Management, LLC | 0.02% | Reduce -50.4% | 5,172 | $296K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 5,020 | $287K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.7% | 5,007 | $286K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.5% | 4,947 | $283K |
| Profund Advisors LLC | 0.01% | Reduce -15.6% | 4,910 | $281K |
| Carmel Capital Partners, LLC | 0.12% | No change | 4,801 | $274K |
| Choate Investment Advisors | 0.01% | No change | 4,759 | $272K |
| Olympiad Research LP | 0.20% | Reduce -46.8% | 4,745 | $271K |
| Mariner, LLC | 0.00% | New | 4,744 | $271K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,725 | $267K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 4,653 | $266K |
| Mission Creek Capital Partners, Inc. | 0.07% | Reduce -8.0% | 4,631 | $265K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 4,562 | $261K |
| Cim Investment Management Inc. | 0.08% | Reduce -19.2% | 4,416 | $252K |
| Vestcor Inc | 0.01% | No change | 4,405 | $252K |
| Legato Capital Management LLC | 0.03% | Reduce -5.2% | 4,135 | $236K |
| Bourgeon Capital Management LLC | 0.04% | No change | 4,000 | $229K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -97.3% | 3,898 | $223K |
| Pathstone Holdings, LLC | 0.00% | New | 3,743 | $214K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -6.8% | 3,674 | $210K |
| Earnest Partners LLC | 0.00% | New | 3,600 | $206K |
| Mackenzie Financial Corp. | 0.00% | New | 3,525 | $201K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 3,144 | $180K |
| Huntington National Bank | 0.00% | Add +20.6% | 2,977 | $170K |
| Picton Mahoney Asset Management | 0.01% | New | 2,894 | $166K |
| nVerses Capital, LLC | 0.09% | Add +237.5% | 2,700 | $154K |
| Palouse Capital Management, Inc. | 0.10% | Reduce -6.6% | 2,525 | $144K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -29.1% | 2,482 | $142K |
| National Bank of Canada | 0.00% | Reduce -8.3% | 2,241 | $128K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,217 | $127K |
| Covestor Ltd | 0.08% | Reduce -23.4% | 2,056 | $117K |
| STRS Ohio | 0.00% | Add +185.7% | 2,000 | $114K |
| KBC Group NV | 0.00% | Add +27.7% | 1,605 | $92K |
| Catalyst Funds Management Pty Ltd | 0.02% | Add +400.0% | 1,500 | $86K |
| Advisors Asset Management, Inc. | 0.00% | Add +62.6% | 1,465 | $84K |
| Quarry LP | 0.04% | Add +7.3% | 1,462 | $84K |
| State of Wyoming | 0.01% | Reduce -34.8% | 1,311 | $75K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,305 | $75K |
| C M Bidwell & Associates Ltd. | 0.04% | New | 1,030 | $59K |
| 1620 Investment Advisors, Inc. | 0.04% | New | 855 | $49K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 815 | $47K |
| Avior Wealth Management, LLC | 0.00% | Reduce -1.3% | 810 | $46K |
| Clearstead Advisors, LLC | 0.00% | Add +2.1% | 694 | $40K |
| GAMMA Investing LLC | 0.01% | Add +29.9% | 674 | $39K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -2.9% | 632 | $36K |
| Investment Research & Advisory Group, Inc. | 0.01% | No change | 504 | $29K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -10.9% | 473 | $27K |
| Quadrant Capital Group LLC | 0.00% | Add +528.0% | 471 | $27K |
| Hollencrest Capital Management | 0.00% | New | 431 | $25K |
| Parkside Financial Bank & Trust | 0.00% | No change | 412 | $24K |
| PrairieView Partners, LLC | 0.00% | No change | 400 | $22K |
| Parallel Advisors, LLC | 0.00% | Add +3.7% | 364 | $21K |
| Fifth Third Bancorp | 0.00% | Add +13.3% | 350 | $20K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 310 | $18K |
| Arax Advisory Partners | 0.00% | Add +77.0% | 308 | $18K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 292 | $17K |
| US Bancorp \de | 0.00% | Reduce -81.7% | 242 | $14K |
| Global Retirement Partners, LLC | 0.00% | Reduce -9.4% | 240 | $14K |
| LGT Financial Advisors LLC | 0.02% | No change | 204 | $12K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 189 | $11K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 161 | $9K |
| Signaturefd, LLC | 0.00% | Reduce -16.7% | 160 | $9K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -47.0% | 159 | $9K |
| Smartleaf Asset Management LLC | 0.00% | New | 162 | $9K |
| Federated Hermes, Inc. | 0.00% | No change | 140 | $8K |
| Bokf, NA | 0.00% | No change | 124 | $7K |
| NFSG Corp | 0.00% | Reduce -69.9% | 110 | $6K |
| Chelsea Counsel Co. | 0.00% | No change | 100 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 96 | $5K |
| Tucker Asset Management LLC | 0.00% | New | 81 | $5K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 80 | $5K |
| Lindbrook Capital, LLC | 0.00% | No change | 79 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -2.5% | 78 | $4K |
| Mather Group, Llc. | 0.00% | No change | 74 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Add +61.0% | 66 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -64.3% | 65 | $4K |
| UMB Bank, n.a. | 0.00% | Add +200.0% | 63 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 60 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 42 | $3K |
| CoreCap Advisors, LLC | 0.00% | New | 51 | $3K |
| Main Street Group, LTD | 0.00% | Reduce -55.0% | 50 | $3K |
| Scarborough Advisors, LLC | 0.00% | No change | 50 | $3K |
| Sachetta, LLC | 0.00% | New | 28 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 37 | $2K |
| Creekmur Asset Management LLC | 0.00% | No change | 34 | $2K |
| Blue Trust, Inc. | 0.00% | New | 32 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 25 | $1K |
| Principal Securities, Inc. | 0.00% | No change | 25 | $1K |
| Beacon Capital Management, LLC | 0.00% | No change | 21 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 13 | $743 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +18.2% | 13 | $743 |
| Larson Financial Group LLC | 0.00% | New | 7 | $400 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 5 | $286 |
| Innealta Capital, LLC | 0.00% | New | 2 | $114 |
| 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.