Axos FinancialAX
13F holders, Q3 2024 (September 30)335holders +17
53new positions
37sold out
6famous investors
$62.90avg. 13F price*
At the end of Q3 2024, 335 institutions reported holding Axos Financial Inc. (AX) in their 13F filings, up 17 from Q2 2024. 53 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($525.2M), Vanguard Group Inc. ($382.3M) and State Street Corp. ($199.9M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Axos Financial Inc.
- CUSIP
- 05465C100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $26.0M |
| Exits | 37 | $37.1M |
All 13F filers, Q2 2024 → Q3 2024: 2,905,278 shares bought and 3,999,409 shares sold, net −1,094,131 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 335 holders
| BlackRock, Inc. | 0.01% | — | 8,352,591 | $525.2M |
| Vanguard Group Inc. | 0.01% | Add +9.2% | 6,079,907 | $382.3M |
| State Street Corp. | 0.01% | Add +5.5% | 3,178,708 | $199.9M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -1.3% | 2,619,567 | $164.7M |
| American Century Companies Inc. | 0.06% | Add +10.4% | 1,710,827 | $107.6M |
| Davis Asset Management, L.P. | 3.77% | No change | 1,500,000 | $94.3M |
| Geode Capital Management, LLC | 0.01% | Add +6.8% | 1,444,756 | $90.9M |
| Wasatch Advisors LP | 0.36% | Add +34.0% | 1,154,737 | $72.6M |
| Wellington Management Group LLP | 0.01% | Add +0.0% | 805,808 | $50.7M |
| FMR LLC | 0.00% | Reduce -7.8% | 762,429 | $47.9M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -16.2% | 714,846 | $44.9M |
| Northern Trust Corp. | 0.01% | Add +1.0% | 709,630 | $44.6M |
| Geneva Capital Management LLC | 0.74% | Add +0.3% | 708,520 | $44.6M |
| Morgan Stanley | 0.00% | Add +3.0% | 694,594 | $43.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.3% | 672,842 | $42.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +0.3% | 628,317 | $39.5M |
| Ameriprise Financial Inc. | 0.01% | Add +14.6% | 623,308 | $39.2M |
| JARISLOWSKY, FRASER Ltd | 0.22% | Reduce -3.1% | 614,338 | $38.6M |
| Emerald Advisers, LLC | 1.23% | Add +14.3% | 505,544 | $31.8M |
| Voloridge Investment Management, LLC | 0.11% | Add +0.7% | 469,471 | $29.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -9.3% | 453,998 | $28.5M |
| Loomis Sayles & Co. L P | 0.04% | Add +9.4% | 453,425 | $28.5M |
| Invesco Ltd. | 0.01% | Add +56.0% | 453,031 | $28.5M |
| Shaker Investments LLC | 11.52% | Reduce -4.4% | 439,653 | $27.6M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -3.5% | 426,743 | $26.8M |
| Emerald Mutual Fund Advisers Trust | 1.38% | Add +10.5% | 422,460 | $26.6M |
| Bragg Financial Advisors, Inc | 1.03% | Add +0.4% | 396,336 | $24.9M |
| Principal Financial Group Inc. | 0.01% | Add +27.9% | 320,717 | $20.2M |
| Millennium Management | 0.02% | Reduce -14.2% | 315,291 | $19.8M |
| Stieven Capital Advisors, L.P. | 3.39% | Reduce -13.1% | 285,333 | $17.9M |
| JPMorgan Chase & Co. | 0.00% | Add +12.9% | 281,658 | $17.7M |
| Basswood Capital Management, L.L.C. | 0.84% | No change | 258,937 | $16.3M |
| Two Sigma Investments, LP | 0.04% | Reduce -26.1% | 254,709 | $16.0M |
| D. E. Shaw & Co. | 0.02% | Reduce -28.1% | 243,749 | $15.3M |
| Pembroke Management, LTD | 1.92% | Reduce -22.3% | 239,910 | $15.1M |
| Bank of America Corp. | 0.00% | Add +26.2% | 237,750 | $14.9M |
| Citadel Advisors | 0.02% | Reduce -83.0% | 234,371 | $14.7M |
| First Eagle Investment Management, LLC | 0.03% | Reduce -3.8% | 205,372 | $12.9M |
| Qube Research & Technologies Ltd | 0.02% | Add +8957.6% | 200,808 | $12.6M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -26.9% | 175,168 | $11.0M |
| Rhumbline Advisers | 0.01% | Reduce -1.5% | 165,003 | $10.4M |
| TCW Group Inc. | 0.09% | Reduce -24.4% | 163,400 | $10.3M |
| Algert Global LLC | 0.27% | Reduce -13.5% | 158,617 | $10.0M |
| Brandywine Global Investment Management, LLC | 0.07% | Reduce -2.7% | 152,141 | $9.9M |
| Gator Capital Management, LLC | 4.26% | Reduce -2.5% | 153,180 | $9.6M |
| Citigroup Inc. | 0.01% | Add +3.2% | 151,151 | $9.5M |
| Legal & General Group Plc | 0.00% | Add +3.8% | 148,487 | $9.3M |
| Franklin Resources Inc. | 0.00% | Reduce -17.7% | 143,333 | $9.3M |
| State of Wisconsin Investment Board | 0.02% | Add +2.2% | 144,958 | $9.1M |
| Ategra Capital Management, LLC | 6.63% | Reduce -41.2% | 144,842 | $9.1M |
| Prudential Financial Inc. | 0.01% | Reduce -7.7% | 142,884 | $9.0M |
| Barclays PLC | 0.00% | Add +32.6% | 142,715 | $9.0M |
| Lazard Asset Management LLC | 0.01% | Reduce -52.4% | 141,667 | $8.9M |
| Orchard Capital Management, LLC | 2.95% | Reduce -11.6% | 137,472 | $8.6M |
| Lord, Abbett & Co. LLC | 0.03% | Reduce -14.7% | 134,388 | $8.4M |
| Rafferty Asset Management, LLC | 0.03% | Reduce -15.4% | 132,584 | $8.3M |
| UBS Group AG | 0.00% | Reduce -4.4% | 121,715 | $7.7M |
| Royce & Associates LP | 0.07% | Reduce -8.7% | 117,003 | $7.4M |
| Public Sector Pension Investment Board | 0.04% | Add +3.0% | 114,869 | $7.2M |
| Royal Bank of Canada | 0.00% | Reduce -7.0% | 111,148 | $7.0M |
| Scout Investments, Inc. | 0.18% | Reduce -13.9% | 108,497 | $7.0M |
| Raymond James & Associates | 0.00% | Add +29.7% | 109,964 | $6.9M |
| Renaissance Technologies | 0.01% | Add +22.5% | 108,800 | $6.8M |
| Swiss National Bank | 0.00% | Reduce -0.6% | 105,700 | $6.6M |
| Edgestream Partners, L.P. | 0.29% | Add +94.8% | 104,595 | $6.6M |
| Bridgeway Capital Management, LLC | 0.14% | Reduce -7.0% | 102,900 | $6.5M |
| Kestrel Investment Management Corp. | 3.71% | Add +5.7% | 104,050 | $6.4M |
| AQR Capital Management | 0.01% | Reduce -16.5% | 101,743 | $6.4M |
| CI Investments Inc. | 0.02% | Add +0.0% | 89,782 | $5.6M |
| S&T Bank | 1.44% | Reduce -7.1% | 87,526 | $5.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -13.6% | 87,406 | $5.5M |
| Rice Hall James & Associates, LLC | 0.27% | Reduce -76.4% | 78,831 | $5.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -3.4% | 78,249 | $4.9M |
| Quantbot Technologies LP | 0.19% | Add +61.0% | 75,315 | $4.7M |
| Sei Investments Co. | 0.01% | Add +7.6% | 70,505 | $4.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.0% | 70,353 | $4.4M |
| Guggenheim Capital LLC | 0.03% | Add +0.9% | 65,246 | $4.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.6% | 62,182 | $3.9M |
| Wells Fargo & Company | 0.00% | Add +52.1% | 61,834 | $3.9M |
| Squarepoint Ops LLC | 0.01% | Add +92.0% | 61,784 | $3.9M |
| Kennedy Capital Management LLC | 0.08% | Reduce -13.6% | 60,091 | $3.8M |
| First Trust Advisors LP | 0.00% | Reduce -18.6% | 57,253 | $3.6M |
| Epoch Investment Partners, Inc. | 0.02% | Add +31.0% | 56,188 | $3.5M |
| Tudor Investment Corporation | 0.04% | Add +65.0% | 53,704 | $3.4M |
| California State Teachers Retirement System | 0.00% | Reduce -2.9% | 51,232 | $3.2M |
| Janus Henderson Group PLC | 0.00% | Reduce -5.5% | 49,972 | $3.1M |
| Renaissance Group LLC | 0.12% | New | 46,491 | $2.9M |
| Quantedge Capital Pte Ltd | 0.86% | Add +22.3% | 46,000 | $2.9M |
| Axiom Advisory, LLC | 0.03% | Add +1.6% | 43,264 | $2.8M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -0.1% | 44,370 | $2.7M |
| New York State Teachers Retirement System | 0.01% | Add +0.8% | 42,847 | $2.7M |
| Cubist Systematic Strategies, LLC | 0.04% | Add +977.0% | 41,981 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | Add +202.4% | 41,521 | $2.6M |
| Focus Partners Wealth | 0.01% | New | 41,299 | $2.6M |
| Connors Investor Services Inc. | 0.25% | Reduce -2.3% | 40,756 | $2.6M |
| Jane Street Group, LLC | 0.00% | Reduce -51.0% | 39,205 | $2.5M |
| Deutsche Bank AG | 0.00% | Add +29.6% | 38,059 | $2.4M |
| Jefferies Financial Group Inc. | 0.04% | New | 37,800 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.4% | 36,242 | $2.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.1% | 35,214 | $2.2M |
| Argent Capital Management LLC | 0.06% | Add +306.5% | 34,039 | $2.1M |
| Formula Growth Ltd. | 0.73% | No change | 33,624 | $2.1M |
| Bank of Montreal | 0.00% | Reduce -17.2% | 33,633 | $2.1M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.11% | Add +24.4% | 32,600 | $2.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.6% | 31,977 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | No change | 31,518 | $2.0M |
| Corebridge Financial, Inc. | 0.01% | Reduce -0.6% | 31,347 | $2.0M |
| Redwood Investments, LLC | 0.58% | Reduce -19.0% | 31,045 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -64.4% | 30,989 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Add +3.8% | 30,883 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +8.1% | 29,903 | $1.9M |
| Illinois Municipal Retirement Fund | 0.03% | Add +7.3% | 29,720 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -17.3% | 28,806 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +98.8% | 20,631 | $1.7M |
| Intech Investment Management LLC | 0.02% | Add +74.0% | 27,441 | $1.7M |
| Van Hulzen Asset Management, LLC | 0.12% | Add +3.4% | 27,345 | $1.7M |
| Two Sigma Advisers, LP | 0.00% | Reduce -58.8% | 26,816 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 26,247 | $1.7M |
| Numerai GP LLC | 0.44% | New | 26,230 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Add +2.8% | 26,200 | $1.6M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.02% | — | 26,095 | $1.6M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Add +33.2% | 26,095 | $1.6M |
| GTS Securities LLC | 0.03% | Add +26.6% | 26,071 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +13.2% | 25,999 | $1.6M |
| NFJ Investment Group, LLC | 0.05% | New | 25,873 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Reduce -1.7% | 24,871 | $1.6M |
| Capital Fund Management S.A. | 0.02% | Reduce -67.6% | 24,824 | $1.6M |
| LPL Financial LLC | 0.00% | Reduce -7.7% | 24,122 | $1.5M |
| Dynamic Technology Lab Private Ltd | 0.15% | New | 22,926 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -0.2% | 22,092 | $1.4M |
| DekaBank Deutsche Girozentrale | 0.00% | Add +2.0% | 22,226 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Add +14.9% | 21,030 | $1.3M |
| NJ State Employees Deferred Compensation Plan | 0.16% | No change | 21,000 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Add +2.7% | 20,877 | $1.3M |
| Avenir Corp. | 0.13% | No change | 20,790 | $1.3M |
| Wakefield Asset Management LLLP | 0.41% | Reduce -1.5% | 20,123 | $1.3M |
| Comerica Bank | 0.00% | Reduce -0.4% | 19,794 | $1.2M |
| Summit Global Investments | 0.08% | Add +2.5% | 19,681 | $1.2M |
| Ridgewood Investments LLC | 0.58% | Reduce -3.0% | 18,476 | $1.2M |
| Gsa Capital Partners LLP | 0.09% | New | 18,434 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -17.6% | 18,317 | $1.2M |
| Maryland State Retirement & Pension System | 0.02% | Add +3.4% | 18,275 | $1.1M |
| Voya Investment Management LLC | 0.00% | Reduce -1.7% | 17,715 | $1.1M |
| Trexquant Investment LP | 0.01% | Reduce -75.1% | 17,403 | $1.1M |
| New York State Common Retirement Fund | 0.00% | Reduce -27.1% | 16,962 | $1.1M |
| Danske Bank A/S | 0.00% | Reduce -1.3% | 16,367 | $1.0M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 16,374 | $1.0M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 16,162 | $1.0M |
| Quadrature Capital Ltd | 0.02% | Add +182.3% | 16,034 | $1.0M |
| Victory Capital Management Inc. | 0.00% | Reduce -84.1% | 15,958 | $1.0M |
| Amalgamated Bank | 0.01% | Add +2.1% | 15,956 | $1.0M |
| Arizona State Retirement System | 0.01% | Add +3.0% | 15,584 | $980K |
| Aviso Financial Inc. | 0.05% | Reduce -4.0% | 15,508 | $975K |
| CCG Wealth Management, LLC | 0.54% | Reduce -72.0% | 15,200 | $956K |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -13.1% | 14,801 | $931K |
| Balyasny Asset Management L.P. | 0.00% | New | 14,621 | $919K |
| Federated Hermes, Inc. | 0.00% | Add +10230.0% | 14,462 | $909K |
| TD Asset Management Inc | 0.00% | New | 14,443 | $900K |
| Engineers Gate Manager LP | 0.02% | Add +24.4% | 13,680 | $860K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -5.8% | 13,642 | $858K |
| Credit Agricole S A | 0.00% | New | 13,610 | $856K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -42.6% | 13,303 | $836K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 13,301 | $836K |
| Keel Point, LLC | 0.07% | No change | 13,298 | $836K |
| SummerHaven Investment Management, LLC | 0.51% | Reduce -25.3% | 13,180 | $829K |
| Two Sigma Securities, LLC | 0.07% | Reduce -41.6% | 13,180 | $829K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +3.4% | 12,759 | $802K |
| Empowered Funds, LLC | 0.01% | New | 12,718 | $800K |
| Inspire Investing, LLC | 0.08% | New | 12,662 | $796K |
| Cerity Partners LLC | 0.00% | Add +27.2% | 12,251 | $770K |
| Advisory Research Inc. | 0.13% | New | 12,060 | $758K |
| Aquatic Capital Management LLC | 0.02% | Reduce -35.5% | 11,800 | $742K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +5.9% | 11,568 | $727K |
| ProShare Advisors LLC | 0.00% | Add +36.5% | 11,391 | $716K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -6.8% | 11,388 | $716K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -2.1% | 11,321 | $712K |
| Teacher Retirement System of Texas | 0.00% | Reduce -30.7% | 11,138 | $700K |
| Hancock Whitney Corp. | 0.02% | Add +1.3% | 10,931 | $687K |
| Wolverine Trading, LLC | 0.02% | New | 10,743 | $669K |
| Sterling Capital Management LLC | 0.01% | — | 10,550 | $663K |
| Great Lakes Advisors, LLC | 0.01% | Add +0.6% | 10,542 | $663K |
| Truist Financial Corp. | 0.00% | Reduce -50.7% | 10,114 | $636K |
| EJF Capital LP | 0.42% | Reduce -67.7% | 10,000 | $629K |
| Handelsbanken Fonder AB | 0.00% | No change | 9,995 | $628K |
| Group One Trading LLC | 0.02% | New | 9,194 | $578K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 8,880 | $558K |
| Premier Fund Managers Ltd | 0.02% | No change | 8,721 | $543K |
| Praxis Investment Management Inc. | 0.03% | No change | 8,590 | $540K |
| Verition Fund Management LLC | 0.00% | Reduce -60.5% | 8,337 | $524K |
| Quantinno Capital Management LP | 0.01% | Add +0.5% | 8,167 | $514K |
| Jones Financial Companies LLLP | 0.00% | Add +1.7% | 8,233 | $513K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -2.3% | 8,139 | $512K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.3% | 7,968 | $501K |
| Pinnacle Associates Ltd. | 0.01% | No change | 9,100 | $497K |
| Dark Forest Capital Management LP | 0.06% | New | 7,609 | $478K |
| Advantage Alpha Capital Partners LP | 0.11% | Add +8.5% | 7,510 | $472K |
| SG Americas Securities, LLC | 0.00% | Reduce -77.1% | 7,344 | $462K |
| Cetera Investment Advisers | 0.00% | Add +32.3% | 7,155 | $450K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.6% | 7,073 | $445K |
| Stifel Financial Corp. | 0.00% | Reduce -1.0% | 7,069 | $444K |
| HSBC Holdings PLC | 0.00% | Reduce -11.3% | 6,860 | $434K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -7.2% | 6,795 | $427K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,553 | $412K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -2.2% | 6,548 | $412K |
| Walleye Capital LLC | 0.00% | Reduce -53.8% | 6,439 | $405K |
| Vontobel Holding Ltd. | 0.00% | Reduce -6.4% | 6,424 | $404K |
| Waterloo Capital, L.P. | 0.04% | No change | 6,360 | $400K |
| James Investment Research, Inc. | 0.04% | No change | 6,173 | $388K |
| Occudo Quantitative Strategies LP | 0.07% | New | 6,045 | $380K |
| Savant Capital, LLC | 0.00% | Add +0.6% | 6,034 | $379K |
| Profund Advisors LLC | 0.01% | Add +20.6% | 5,920 | $372K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -81.4% | 5,864 | $369K |
| Mariner, LLC | 0.00% | Add +23.5% | 5,858 | $368K |
| Xponance LLC | 0.00% | Reduce -14.2% | 5,597 | $352K |
| Alps Advisors Inc. | 0.00% | Reduce -18.8% | 5,528 | $348K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 5,463 | $344K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.0% | 5,345 | $334K |
| Wesbanco Bank Inc. | 0.01% | New | 5,300 | $333K |
| AlphaQuest LLC | 0.03% | Reduce -5.0% | 5,291 | $333K |
| Cetera Trust Company, N.A | 0.20% | No change | 5,265 | $331K |
| Aigen Investment Management, LP | 0.06% | New | 5,155 | $324K |
| nVerses Capital, LLC | 0.15% | Add +88.9% | 5,100 | $321K |
| AlphaMark Advisors, LLC | 0.11% | Reduce -7.9% | 5,091 | $320K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.4% | 4,988 | $314K |
| Choate Investment Advisors | 0.01% | No change | 4,759 | $299K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.8% | 4,709 | $296K |
| Carmel Capital Partners, LLC | 0.11% | Reduce -2.5% | 4,682 | $294K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -37.0% | 4,642 | $292K |
| Mission Creek Capital Partners, Inc. | 0.07% | No change | 4,631 | $291K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.1% | 4,625 | $291K |
| Cambria Investment Management, L.P. | 0.02% | New | 4,524 | $284K |
| Marshall Wace, LLP | 0.00% | New | 4,503 | $283K |
| Cim Investment Management Inc. | 0.08% | No change | 4,416 | $278K |
| Virtu Financial LLC | 0.02% | New | 4,413 | $277K |
| Vestcor Inc | 0.01% | No change | 4,405 | $277K |
| Csenge Advisory Group | 0.01% | New | 4,081 | $262K |
| Pathstone Holdings, LLC | 0.00% | Add +11.2% | 4,161 | $262K |
| Mutual Advisors, LLC | 0.01% | No change | 3,885 | $259K |
| Bourgeon Capital Management LLC | 0.05% | No change | 4,000 | $252K |
| Cornercap Investment Counsel Inc. | 0.07% | Reduce -86.0% | 3,897 | $245K |
| Penserra Capital Management LLC | 0.01% | New | 3,857 | $242K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +4.4% | 3,836 | $241K |
| Versor Investments LP | 0.04% | Reduce -56.8% | 3,800 | $239K |
| Cresset Asset Management, LLC | 0.00% | New | 3,793 | $239K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -20.1% | 3,718 | $234K |
| Raymond James Trust N.A. | 0.01% | New | 3,659 | $230K |
| Townsquare Capital LLC | 0.00% | New | 3,643 | $229K |
| Earnest Partners LLC | 0.00% | No change | 3,600 | $226K |
| Mackenzie Financial Corp. | 0.00% | No change | 3,525 | $222K |
| World Investment Advisors | 0.01% | New | 3,521 | $221K |
| Graham Capital Management, L.P. | 0.01% | Reduce -85.2% | 3,379 | $212K |
| MML Investors Services, LLC | 0.00% | New | 3,373 | $212K |
| Cwm, LLC | 0.00% | Reduce -35.5% | 3,359 | $211K |
| Twinbeech Capital LP | 0.00% | New | 3,307 | $208K |
| Corton Capital Inc. | 0.10% | New | 3,213 | $202K |
| Venturi Wealth Management, LLC | 0.01% | New | 3,000 | $189K |
| Huntington National Bank | 0.00% | Reduce -8.5% | 2,723 | $171K |
| STRS Ohio | 0.00% | Add +35.0% | 2,700 | $170K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.0% | 2,582 | $162K |
| Palouse Capital Management, Inc. | 0.10% | Reduce -1.7% | 2,481 | $156K |
| Simplex Trading, LLC | 0.01% | New | 2,480 | $155K |
| Point72 (DIFC) Ltd | 0.01% | New | 2,245 | $141K |
| National Bank of Canada | 0.00% | Reduce -2.5% | 2,186 | $137K |
| Advisors Asset Management, Inc. | 0.00% | Add +33.9% | 1,961 | $123K |
| Covestor Ltd | 0.07% | Reduce -10.9% | 1,832 | $115K |
| KBC Group NV | 0.00% | No change | 1,605 | $101K |
| State of Wyoming | 0.01% | Add +10.0% | 1,442 | $91K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,305 | $82K |
| Acadian Asset Management LLC | 0.00% | New | 1,117 | $70K |
| US Bancorp \de | 0.00% | Add +325.2% | 1,029 | $65K |
| GAMMA Investing LLC | 0.01% | Add +45.7% | 982 | $62K |
| Oarsman Capital, Inc. | 0.01% | New | 831 | $52K |
| 1620 Investment Advisors, Inc. | 0.04% | Reduce -2.9% | 830 | $52K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 815 | $51K |
| Avior Wealth Management, LLC | 0.00% | No change | 810 | $51K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 675 | $42K |
| Ashton Thomas Securities, LLC | 0.01% | New | 653 | $41K |
| Farther Finance Advisors, LLC | 0.00% | Add +881.8% | 648 | $41K |
| Clearstead Advisors, LLC | 0.00% | Reduce -7.5% | 642 | $40K |
| TD Waterhouse Canada Inc. | 0.00% | Add +866.1% | 628 | $38K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -8.7% | 577 | $36K |
| Investment Research & Advisory Group, Inc. | 0.01% | No change | 504 | $32K |
| Quadrant Capital Group LLC | 0.00% | No change | 471 | $30K |
| Quarry LP | 0.01% | Reduce -68.3% | 463 | $29K |
| Kathleen S. Wright Associates Inc. | 0.01% | New | 426 | $27K |
| Parkside Financial Bank & Trust | 0.00% | No change | 412 | $26K |
| PrairieView Partners, LLC | 0.00% | No change | 400 | $25K |
| Fifth Third Bancorp | 0.00% | Add +8.3% | 379 | $24K |
| Parallel Advisors, LLC | 0.00% | No change | 364 | $23K |
| Arax Advisory Partners | 0.00% | Add +5.2% | 324 | $20K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 310 | $19K |
| Hollencrest Capital Management | 0.00% | Reduce -31.3% | 296 | $19K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 292 | $18K |
| Blue Trust, Inc. | 0.00% | Add +887.5% | 316 | $18K |
| Smartleaf Asset Management LLC | 0.00% | Add +77.2% | 287 | $18K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 252 | $16K |
| Global Retirement Partners, LLC | 0.00% | Add +2.1% | 245 | $15K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 209 | $13K |
| LGT Financial Advisors LLC | 0.03% | No change | 204 | $13K |
| First Horizon Advisors, Inc. | 0.00% | Add +24.5% | 198 | $12K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 161 | $10K |
| Signaturefd, LLC | 0.00% | No change | 160 | $10K |
| UMB Bank, n.a. | 0.00% | Add +103.2% | 128 | $8K |
| Bokf, NA | 0.00% | No change | 124 | $7K |
| Headlands Technologies LLC | 0.00% | New | 119 | $7K |
| Geneos Wealth Management Inc. | 0.00% | New | 111 | $7K |
| Chelsea Counsel Co. | 0.00% | No change | 100 | $6K |
| IFP Advisors, Inc | 0.00% | No change | 96 | $6K |
| Bessemer Group Inc. | 0.00% | New | 95 | $6K |
| GeoWealth Management, LLC | 0.00% | New | 94 | $6K |
| Earned Wealth Advisors, LLC | 0.00% | New | 86 | $5K |
| Financial Network Wealth Advisors LLC | 0.00% | Add +1.3% | 81 | $5K |
| Lindbrook Capital, LLC | 0.00% | No change | 79 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -1.3% | 77 | $5K |
| Mather Group, Llc. | 0.00% | No change | 74 | $5K |
| Rothschild Investment LLC | 0.00% | Add +160.0% | 65 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +52.4% | 64 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.3% | 62 | $4K |
| CoreCap Advisors, LLC | 0.00% | Add +7.8% | 55 | $3K |
| Colonial Trust Co / SC | 0.00% | New | 54 | $3K |
| NewEdge Advisors, LLC | 0.00% | New | 50 | $3K |
| Principal Securities, Inc. | 0.00% | Add +92.0% | 48 | $3K |
| True Wealth Design, LLC | 0.00% | New | 45 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 37 | $2K |
| Creekmur Asset Management LLC | 0.00% | No change | 34 | $2K |
| Hemington Wealth Management | 0.00% | New | 43 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 21 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $818 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -7.7% | 12 | $755 |
| Larson Financial Group LLC | 0.00% | No change | 7 | $440 |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 5 | $314 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 4 | $252 |
| Mendota Financial Group, LLC | 0.00% | New | 4 | $252 |
| Abound Wealth Management | 0.00% | New | 3 | $189 |
| 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.