Axos FinancialAX
13F holders, Q4 2024 (December 31)356holders +21
40new positions
29sold out
6famous investors
$69.85avg. 13F price*
At the end of Q4 2024, 356 institutions reported holding Axos Financial Inc. (AX) in their 13F filings, up 21 from Q3 2024. 40 opened new positions and 29 sold out. The largest holders were BlackRock, Inc. ($579.0M), Vanguard Group Inc. ($428.2M) and State Street Corp. ($232.4M). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $63.7M |
| Exits | 29 | $33.7M |
All 13F filers, Q3 2024 → Q4 2024: 2,749,911 shares bought and 3,300,538 shares sold, net −550,627 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 356 holders
| BlackRock, Inc. | 0.01% | Reduce -0.8% | 8,289,215 | $579.0M |
| Vanguard Group Inc. | 0.01% | Add +0.8% | 6,129,602 | $428.2M |
| State Street Corp. | 0.01% | Add +4.7% | 3,327,720 | $232.4M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -1.5% | 2,579,398 | $180.2M |
| American Century Companies Inc. | 0.08% | Add +9.6% | 1,874,779 | $131.0M |
| Geode Capital Management, LLC | 0.01% | Add +3.0% | 1,488,259 | $104.0M |
| Davis Asset Management, L.P. | 4.15% | Reduce -2.9% | 1,457,219 | $101.8M |
| Wasatch Advisors LP | 0.37% | Reduce -8.4% | 1,057,576 | $73.9M |
| Northern Trust Corp. | 0.01% | Add +4.7% | 742,837 | $51.9M |
| Morgan Stanley | 0.00% | Add +1.4% | 704,632 | $49.2M |
| Geneva Capital Management LLC | 0.85% | Reduce -1.2% | 699,900 | $48.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +7.9% | 677,687 | $47.3M |
| Ameriprise Financial Inc. | 0.01% | Add +8.7% | 677,546 | $47.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.3% | 671,123 | $46.9M |
| Wellington Management Group LLP | 0.01% | Reduce -20.4% | 641,251 | $44.8M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -13.5% | 618,545 | $43.2M |
| FMR LLC | 0.00% | Reduce -34.9% | 496,419 | $34.7M |
| Invesco Ltd. | 0.01% | Add +7.0% | 484,561 | $33.8M |
| Emerald Advisers, LLC | 1.30% | Reduce -5.2% | 479,120 | $33.5M |
| Loomis Sayles & Co. L P | 0.04% | Reduce -3.0% | 439,734 | $30.7M |
| Boston Partners | 0.04% | New | 427,085 | $29.9M |
| Shaker Investments LLC | 12.46% | Reduce -3.1% | 426,031 | $29.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -9.5% | 410,881 | $28.7M |
| JPMorgan Chase & Co. | 0.00% | Add +45.8% | 410,590 | $28.7M |
| JARISLOWSKY, FRASER Ltd | 0.17% | Reduce -34.1% | 404,939 | $28.3M |
| Bragg Financial Advisors, Inc | 1.13% | Add +0.5% | 398,364 | $27.8M |
| Voloridge Investment Management, LLC | 0.09% | Reduce -18.3% | 383,655 | $26.8M |
| Emerald Mutual Fund Advisers Trust | 1.54% | Reduce -14.0% | 363,398 | $25.4M |
| Principal Financial Group Inc. | 0.01% | Add +5.4% | 337,918 | $23.6M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -32.1% | 289,723 | $20.2M |
| Pembroke Management, LTD | 2.25% | Add +7.7% | 258,290 | $18.0M |
| Raymond James Financial Inc. | 0.01% | — | 235,710 | $16.5M |
| Stieven Capital Advisors, L.P. | 2.93% | Reduce -17.4% | 235,659 | $16.5M |
| Two Sigma Investments, LP | 0.04% | Reduce -12.0% | 224,047 | $15.6M |
| Millennium Management | 0.01% | Reduce -31.7% | 215,241 | $15.0M |
| Ategra Capital Management, LLC | 10.09% | Add +47.9% | 214,280 | $15.0M |
| Citadel Advisors | 0.01% | Reduce -12.3% | 205,635 | $14.4M |
| First Eagle Investment Management, LLC | 0.03% | Reduce -1.8% | 201,772 | $14.1M |
| Epoch Investment Partners, Inc. | 0.07% | Add +255.3% | 199,662 | $13.9M |
| Algert Global LLC | 0.29% | Add +9.5% | 173,634 | $12.1M |
| Rhumbline Advisers | 0.01% | Reduce -1.1% | 163,273 | $11.4M |
| State of Wisconsin Investment Board | 0.03% | Add +6.9% | 154,937 | $10.8M |
| Barclays PLC | 0.01% | Add +8.0% | 154,112 | $10.8M |
| Gator Capital Management, LLC | 4.04% | Reduce -0.1% | 153,020 | $10.7M |
| Legal & General Group Plc | 0.00% | Add +1.6% | 150,895 | $10.5M |
| Citigroup Inc. | 0.01% | Reduce -1.0% | 149,627 | $10.5M |
| Brandywine Global Investment Management, LLC | 0.07% | Reduce -4.3% | 145,524 | $10.2M |
| Assenagon Asset Management S.A. | 0.02% | New | 141,004 | $9.8M |
| First Trust Advisors LP | 0.01% | Add +143.0% | 139,114 | $9.7M |
| Public Sector Pension Investment Board | 0.04% | Add +17.6% | 135,143 | $9.4M |
| Prudential Financial Inc. | 0.01% | Reduce -6.5% | 133,644 | $9.3M |
| Franklin Resources Inc. | 0.00% | Reduce -7.3% | 132,806 | $9.3M |
| Orchard Capital Management, LLC | 3.63% | Reduce -5.3% | 130,157 | $9.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -24.3% | 132,572 | $9.2M |
| UBS Group AG | 0.00% | Add +6.1% | 129,122 | $9.0M |
| AQR Capital Management | 0.01% | Add +24.0% | 126,139 | $8.8M |
| TCW Group Inc. | 0.07% | Reduce -24.9% | 122,800 | $8.6M |
| HSBC Holdings PLC | 0.01% | Add +1619.2% | 117,940 | $8.3M |
| Lord, Abbett & Co. LLC | 0.03% | Reduce -13.5% | 116,206 | $8.1M |
| Squarepoint Ops LLC | 0.02% | Add +81.4% | 112,099 | $7.8M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -45.3% | 109,857 | $7.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +25.5% | 109,710 | $7.7M |
| D. E. Shaw & Co. | 0.01% | Reduce -55.7% | 108,006 | $7.5M |
| Royal Bank of Canada | 0.00% | Reduce -2.9% | 107,971 | $7.5M |
| Swiss National Bank | 0.00% | Add +0.7% | 106,400 | $7.4M |
| Royce & Associates LP | 0.07% | Reduce -10.3% | 104,951 | $7.3M |
| Kestrel Investment Management Corp. | 4.01% | No change | 104,050 | $7.3M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -25.1% | 99,301 | $6.9M |
| Deutsche Bank AG | 0.00% | Add +143.9% | 92,818 | $6.5M |
| Redwood Investments, LLC | 1.70% | Add +192.2% | 90,712 | $6.3M |
| Sei Investments Co. | 0.01% | Add +25.6% | 88,518 | $6.2M |
| Bridgeway Capital Management, LLC | 0.14% | Reduce -14.3% | 88,200 | $6.2M |
| CI Investments Inc. | 0.02% | Reduce -3.0% | 87,044 | $6.1M |
| Quantedge Capital Pte Ltd | 2.11% | Add +79.8% | 82,700 | $5.8M |
| Jane Street Group, LLC | 0.01% | Add +106.0% | 80,771 | $5.6M |
| S&T Bank | 1.72% | Reduce -12.0% | 77,060 | $5.4M |
| Wells Fargo & Company | 0.00% | Add +14.7% | 70,916 | $5.0M |
| Alliancebernstein L.P. | 0.00% | Add +0.8% | 70,885 | $5.0M |
| Kennedy Capital Management LLC | 0.10% | Add +10.5% | 66,383 | $4.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -17.4% | 64,672 | $4.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -2.8% | 60,428 | $4.2M |
| Renaissance Group LLC | 0.15% | Add +11.3% | 51,760 | $3.6M |
| New Age Alpha Advisors, LLC | 0.15% | New | 51,623 | $3.6M |
| Bank of America Corp. | 0.00% | Reduce -78.7% | 50,713 | $3.5M |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 50,641 | $3.5M |
| Janus Henderson Group PLC | 0.00% | Add +0.8% | 50,399 | $3.5M |
| Cubist Systematic Strategies, LLC | 0.06% | Add +19.0% | 49,958 | $3.5M |
| ExodusPoint Capital Management, LP | 0.04% | New | 49,753 | $3.5M |
| Edgestream Partners, L.P. | 0.15% | Reduce -52.7% | 49,465 | $3.5M |
| HRT Financial LP | 0.02% | New | 48,418 | $3.4M |
| Van Eck Associates Corp. | 0.00% | New | 47,951 | $3.3M |
| Trexquant Investment LP | 0.04% | Add +152.2% | 43,888 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.9% | 43,445 | $3.0M |
| New York State Teachers Retirement System | 0.01% | Add +0.7% | 43,126 | $3.0M |
| Two Sigma Advisers, LP | 0.01% | Add +55.9% | 41,816 | $2.9M |
| BNP Paribas Financial Markets | 0.00% | Reduce -0.1% | 41,500 | $2.9M |
| Focus Partners Wealth | 0.01% | Reduce -1.4% | 40,735 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +31.4% | 40,727 | $2.8M |
| Connors Investor Services Inc. | 0.26% | Reduce -1.3% | 40,246 | $2.8M |
| Twinbeech Capital LP | 0.05% | Add +1107.5% | 39,932 | $2.8M |
| Intech Investment Management LLC | 0.03% | Add +43.8% | 39,467 | $2.8M |
| Argent Capital Management LLC | 0.08% | Add +15.1% | 39,181 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +11.0% | 39,075 | $2.7M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +33.9% | 34,806 | $2.4M |
| Formula Growth Ltd. | 0.80% | No change | 33,624 | $2.3M |
| MetLife Investment Management, LLC | 0.01% | Add +4.6% | 32,968 | $2.3M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.12% | No change | 32,600 | $2.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.6% | 31,137 | $2.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.0% | 31,110 | $2.2M |
| Balyasny Asset Management L.P. | 0.01% | Add +112.4% | 31,051 | $2.2M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -0.6% | 30,700 | $2.1M |
| Quantbot Technologies LP | 0.08% | Reduce -59.3% | 30,688 | $2.1M |
| Illinois Municipal Retirement Fund | 0.03% | Add +0.7% | 29,916 | $2.1M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.2% | 29,081 | $2.0M |
| Van Hulzen Asset Management, LLC | 0.15% | Add +4.8% | 28,656 | $2.0M |
| Lazard Asset Management LLC | 0.00% | Reduce -80.3% | 27,963 | $2.0M |
| Point72 Asset Management | 0.01% | New | 26,961 | $1.9M |
| Bank of Montreal | 0.00% | Reduce -21.5% | 26,392 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.5% | 26,365 | $1.8M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 26,247 | $1.8M |
| Louisiana State Employees Retirement System | 0.03% | No change | 26,200 | $1.8M |
| Fieldview Capital Management, LLC | 0.28% | — | 25,866 | $1.8M |
| NFJ Investment Group, LLC | 0.06% | Reduce -1.2% | 25,559 | $1.8M |
| LPL Financial LLC | 0.00% | Add +5.7% | 25,503 | $1.8M |
| Verition Fund Management LLC | 0.01% | Add +190.4% | 24,214 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Reduce -3.8% | 23,935 | $1.7M |
| State of Tennessee, Department of Treasury | 0.01% | Add +79.6% | 23,889 | $1.7M |
| Numerai GP LLC | 0.45% | Reduce -10.7% | 23,414 | $1.6M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Reduce -11.7% | 23,033 | $1.6M |
| Engineers Gate Manager LP | 0.03% | Add +65.3% | 22,615 | $1.6M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 22,226 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Add +3.7% | 21,814 | $1.5M |
| NJ State Employees Deferred Compensation Plan | 0.18% | No change | 21,000 | $1.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 21,000 | $1.5M |
| Avenir Corp. | 0.15% | No change | 20,790 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -1.5% | 20,563 | $1.4M |
| Advisory Research Inc. | 0.24% | Add +68.5% | 20,315 | $1.4M |
| Wakefield Asset Management LLLP | 0.47% | Reduce -0.4% | 20,034 | $1.4M |
| Comerica Bank | 0.01% | Reduce -1.6% | 19,487 | $1.4M |
| Ridgewood Investments LLC | 0.62% | Reduce -0.5% | 18,376 | $1.3M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -0.1% | 18,265 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.3% | 17,705 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -16.1% | 17,313 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -22.6% | 17,104 | $1.2M |
| New York State Common Retirement Fund | 0.00% | No change | 16,962 | $1.2M |
| Aquatic Capital Management LLC | 0.03% | Add +43.3% | 16,906 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Add +4.2% | 16,629 | $1.2M |
| Vestcor Inc | 0.04% | Add +274.1% | 16,478 | $1.2M |
| ProShare Advisors LLC | 0.00% | Add +44.5% | 16,461 | $1.1M |
| Dynamic Technology Lab Private Ltd | 0.18% | Reduce -28.4% | 16,420 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 16,374 | $1.1M |
| Empowered Funds, LLC | 0.02% | Add +28.2% | 16,306 | $1.1M |
| Voya Investment Management LLC | 0.00% | Reduce -8.2% | 16,263 | $1.1M |
| Amalgamated Bank | 0.01% | Add +0.1% | 15,964 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -1.2% | 15,962 | $1.1M |
| Arizona State Retirement System | 0.01% | Add +0.8% | 15,704 | $1.1M |
| Exchange Traded Concepts, LLC | 0.02% | Add +5.5% | 15,621 | $1.1M |
| CCG Wealth Management, LLC | 0.59% | No change | 15,200 | $1.1M |
| KLP Kapitalforvaltning As | 0.01% | — | 15,100 | $1.1M |
| Inspire Investing, LLC | 0.11% | Add +12.3% | 14,223 | $994K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +3.0% | 14,048 | $981K |
| Simplex Trading, LLC | 0.03% | Add +458.8% | 13,858 | $967K |
| Credit Agricole S A | 0.00% | No change | 13,610 | $951K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Add +2.0% | 13,567 | $948K |
| Cerity Partners LLC | 0.00% | Add +17.1% | 14,341 | $946K |
| HighTower Advisors, LLC | 0.00% | Add +67.5% | 13,348 | $932K |
| Keel Point, LLC | 0.07% | No change | 13,298 | $929K |
| SummerHaven Investment Management, LLC | 0.57% | No change | 13,180 | $921K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -71.1% | 12,828 | $896K |
| Oregon Public Employees Retirement Fund | 0.02% | Add +0.3% | 12,801 | $894K |
| Militia Capital Partners, LP | 0.80% | — | 12,000 | $838K |
| Sterling Capital Management LLC | 0.01% | Add +13.3% | 11,952 | $835K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 11,635 | $813K |
| Handelsbanken Fonder AB | 0.00% | Add +16.0% | 11,595 | $810K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.1% | 11,579 | $809K |
| Teacher Retirement System of Texas | 0.00% | Add +3.4% | 11,512 | $804K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 11,321 | $791K |
| Federated Hermes, Inc. | 0.00% | Reduce -21.9% | 11,301 | $789K |
| Hancock Whitney Corp. | 0.02% | Add +2.5% | 11,202 | $782K |
| Gsa Capital Partners LLP | 0.06% | Reduce -40.0% | 11,061 | $773K |
| Aviso Financial Inc. | 0.04% | Reduce -30.2% | 10,826 | $756K |
| Renaissance Technologies | 0.00% | Reduce -90.2% | 10,684 | $746K |
| TD Asset Management Inc | 0.00% | Reduce -27.0% | 10,548 | $737K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -0.8% | 10,460 | $731K |
| EJF Capital LP | 0.48% | Reduce -0.1% | 9,988 | $698K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +10.9% | 9,847 | $688K |
| Truist Financial Corp. | 0.00% | Reduce -5.8% | 9,530 | $666K |
| Mercer Global Advisors Inc. | 0.00% | Add +71.3% | 9,155 | $639K |
| Premier Fund Managers Ltd | 0.02% | No change | 8,721 | $618K |
| Quantinno Capital Management LP | 0.01% | Add +7.2% | 8,755 | $612K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -5.5% | 8,600 | $601K |
| Bayesian Capital Management, LP | 0.07% | New | 8,527 | $596K |
| Advantage Alpha Capital Partners LP | 0.14% | Add +12.8% | 8,471 | $592K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.9% | 8,216 | $574K |
| Quadrature Capital Ltd | 0.01% | Reduce -49.7% | 8,059 | $563K |
| Jones Financial Companies LLLP | 0.00% | Reduce -2.9% | 7,992 | $558K |
| Xponance LLC | 0.01% | Add +42.8% | 7,990 | $558K |
| Cetera Investment Advisers | 0.00% | Add +11.0% | 7,941 | $555K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +32.1% | 7,747 | $541K |
| Summit Global Investments | 0.03% | Reduce -62.5% | 7,372 | $515K |
| Bryce Point Capital, LLC | 0.15% | — | 7,322 | $511K |
| Profund Advisors LLC | 0.02% | Add +23.5% | 7,312 | $511K |
| Stifel Financial Corp. | 0.00% | Add +3.4% | 7,310 | $511K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.7% | 7,121 | $497K |
| Fred Alger Management, LLC | 0.00% | New | 7,070 | $494K |
| Pictet Asset Management Holding SA | 0.00% | No change | 6,795 | $475K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -0.4% | 6,523 | $456K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -0.7% | 6,505 | $454K |
| Mariner, LLC | 0.00% | Add +9.3% | 6,403 | $447K |
| Waterloo Capital, L.P. | 0.05% | No change | 6,360 | $444K |
| Csenge Advisory Group | 0.02% | Add +55.1% | 6,329 | $442K |
| Hussman Strategic Advisors, Inc. | 0.13% | New | 6,300 | $440K |
| Point72 (DIFC) Ltd | 0.04% | Add +179.1% | 6,266 | $438K |
| James Investment Research, Inc. | 0.05% | Reduce -0.0% | 6,172 | $431K |
| Wolverine Trading, LLC | 0.01% | Reduce -44.9% | 5,917 | $420K |
| Ieq Capital, LLC | 0.00% | New | 5,894 | $412K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +4.7% | 5,717 | $399K |
| Savant Capital, LLC | 0.00% | Reduce -8.1% | 5,546 | $387K |
| Moran Wealth Management, LLC | 0.01% | New | 5,546 | $387K |
| Alps Advisors Inc. | 0.00% | No change | 5,528 | $386K |
| Brevan Howard Capital Management LP | 0.01% | New | 5,500 | $384K |
| Farringdon Capital, Ltd. | 0.15% | — | 5,357 | $374K |
| Praxis Investment Management Inc. | 0.02% | Reduce -38.0% | 5,330 | $372K |
| Wesbanco Bank Inc. | 0.01% | No change | 5,300 | $370K |
| Optimize Financial Inc. | 0.28% | — | 5,284 | $369K |
| Virtu Financial LLC | 0.02% | Add +19.2% | 5,259 | $367K |
| Cetera Trust Company, N.A | 0.23% | Reduce -2.6% | 5,130 | $358K |
| Cibc World Markets Corp. | 0.00% | New | 5,113 | $357K |
| Gallacher Capital Management LLC | 0.18% | New | 5,080 | $355K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.5% | 5,012 | $350K |
| Western Wealth Management, LLC | 0.02% | New | 4,800 | $335K |
| Choate Investment Advisors | 0.01% | No change | 4,759 | $332K |
| GTS Securities LLC | 0.02% | Reduce -81.8% | 4,737 | $331K |
| SkyOak Wealth, LLC | 0.07% | New | 4,694 | $328K |
| Pathstone Holdings, LLC | 0.00% | Add +12.2% | 4,668 | $326K |
| Mission Creek Capital Partners, Inc. | 0.07% | No change | 4,631 | $323K |
| Cambria Investment Management, L.P. | 0.02% | Add +2.3% | 4,629 | $323K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,625 | $319K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.1% | 4,546 | $318K |
| Aigen Investment Management, LP | 0.06% | Reduce -12.2% | 4,526 | $316K |
| MML Investors Services, LLC | 0.00% | Add +31.2% | 4,425 | $309K |
| Cim Investment Management Inc. | 0.09% | No change | 4,416 | $308K |
| Creative Planning | 0.00% | New | 4,126 | $288K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 4,116 | $288K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.7% | 4,015 | $281K |
| &partners | 0.00% | New | 3,907 | $280K |
| Versor Investments LP | 0.05% | Add +5.3% | 4,000 | $279K |
| National Philanthropic Trust | 0.00% | New | 4,000 | $279K |
| AlphaQuest LLC | 0.04% | Reduce -24.9% | 3,971 | $277K |
| Mutual Advisors, LLC | 0.01% | No change | 3,885 | $276K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.2% | 3,830 | $267K |
| World Investment Advisors | 0.01% | Add +8.5% | 3,821 | $267K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.9% | 3,758 | $262K |
| Ground Swell Capital, LLC | 0.57% | New | 3,738 | $261K |
| Guggenheim Capital LLC | 0.00% | Reduce -94.3% | 3,699 | $258K |
| Cwm, LLC | 0.00% | Add +9.1% | 3,664 | $256K |
| Earnest Partners LLC | 0.00% | No change | 3,600 | $251K |
| Townsquare Capital LLC | 0.00% | Reduce -2.2% | 3,563 | $249K |
| Vontobel Holding Ltd. | 0.00% | Reduce -44.6% | 3,558 | $249K |
| Mackenzie Financial Corp. | 0.00% | No change | 3,525 | $246K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -8.1% | 3,418 | $239K |
| Venturi Wealth Management, LLC | 0.01% | Add +13.3% | 3,400 | $237K |
| STRS Ohio | 0.00% | Add +25.9% | 3,400 | $237K |
| Huntington National Bank | 0.00% | Add +24.7% | 3,395 | $237K |
| Jain Global LLC | 0.01% | — | 3,330 | $233K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 3,229 | $226K |
| Bourgeon Capital Management LLC | 0.04% | Reduce -20.0% | 3,200 | $224K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 3,186 | $223K |
| Defined Financial Planning LLC | 0.24% | — | 3,163 | $221K |
| Raiffeisen Bank International AG | 0.00% | — | 3,013 | $214K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.05% | New | 2,937 | $205K |
| Bridgefront Capital, LLC | 0.07% | New | 2,879 | $201K |
| Dakota Wealth Management | 0.00% | New | 2,867 | $200K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,582 | $180K |
| Advisors Asset Management, Inc. | 0.00% | Add +28.9% | 2,528 | $177K |
| KBC Group NV | 0.00% | Add +53.8% | 2,469 | $172K |
| Covestor Ltd | 0.10% | Add +24.1% | 2,274 | $158K |
| National Bank of Canada | 0.00% | Reduce -6.1% | 2,053 | $143K |
| Palouse Capital Management, Inc. | 0.09% | Reduce -22.2% | 1,931 | $135K |
| US Bancorp \de | 0.00% | Add +80.7% | 1,859 | $130K |
| State of Wyoming | 0.01% | Add +7.3% | 1,548 | $108K |
| Smartleaf Asset Management LLC | 0.01% | Add +425.8% | 1,509 | $107K |
| MAI Capital Management | 0.00% | New | 1,500 | $105K |
| Avior Wealth Management, LLC | 0.00% | Add +83.5% | 1,486 | $104K |
| GAMMA Investing LLC | 0.01% | Add +34.2% | 1,318 | $92K |
| Oakworth Capital, Inc. | 0.01% | No change | 1,305 | $91K |
| Parkside Financial Bank & Trust | 0.01% | Add +206.1% | 1,261 | $88K |
| Arax Advisory Partners | 0.00% | Add +238.6% | 1,097 | $77K |
| Ravenstone Capital Management Inc. | 0.04% | New | 1,000 | $70K |
| R Squared Ltd | 0.06% | — | 940 | $66K |
| NewEdge Advisors, LLC | 0.00% | Add +1700.0% | 900 | $63K |
| Oarsman Capital, Inc. | 0.01% | Add +5.9% | 880 | $61K |
| Medallion Wealth Advisors, LLC | 0.03% | — | 896 | $58K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +12.0% | 756 | $54K |
| Kestra Investment Management, LLC | 0.00% | New | 748 | $52K |
| 1620 Investment Advisors, Inc. | 0.04% | Reduce -10.8% | 740 | $52K |
| Clearstead Advisors, LLC | 0.00% | Reduce -1.9% | 630 | $44K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.2% | 627 | $44K |
| Caitong International Asset Management Co., Ltd | 0.04% | — | 617 | $43K |
| Investment Research & Advisory Group, Inc. | 0.01% | No change | 504 | $35K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -13.7% | 498 | $35K |
| Quadrant Capital Group LLC | 0.00% | No change | 471 | $33K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -25.6% | 467 | $33K |
| NewSquare Capital LLC | 0.00% | New | 446 | $31K |
| Kathleen S. Wright Associates Inc. | 0.01% | No change | 426 | $30K |
| PrairieView Partners, LLC | 0.00% | No change | 400 | $27K |
| Fifth Third Bancorp | 0.00% | Add +1.9% | 386 | $27K |
| Parallel Advisors, LLC | 0.00% | No change | 364 | $25K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 310 | $22K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 292 | $20K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 263 | $18K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 252 | $18K |
| Global Retirement Partners, LLC | 0.00% | No change | 245 | $17K |
| First Horizon Advisors, Inc. | 0.00% | Add +12.1% | 222 | $16K |
| Clark Wealth Partners | 0.01% | — | 220 | $15K |
| IFP Advisors, Inc | 0.00% | Add +115.6% | 207 | $14K |
| LGT Financial Advisors LLC | 0.03% | No change | 204 | $14K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -1.4% | 206 | $14K |
| Danske Bank A/S | 0.00% | Reduce -98.8% | 200 | $14K |
| Hollencrest Capital Management | 0.00% | Reduce -35.8% | 190 | $13K |
| Bessemer Group Inc. | 0.00% | Add +79.0% | 170 | $12K |
| Mather Group, Llc. | 0.00% | Add +127.0% | 168 | $12K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 161 | $11K |
| Signaturefd, LLC | 0.00% | No change | 160 | $11K |
| UMB Bank, n.a. | 0.00% | Reduce -2.3% | 125 | $9K |
| Bokf, NA | 0.00% | No change | 124 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +52.0% | 117 | $8K |
| Park Square Financial Group, LLC | 0.01% | — | 112 | $8K |
| Geneos Wealth Management Inc. | 0.00% | No change | 111 | $8K |
| Chelsea Counsel Co. | 0.00% | No change | 100 | $7K |
| Lindbrook Capital, LLC | 0.00% | No change | 79 | $6K |
| Rothschild Investment LLC | 0.00% | No change | 65 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 62 | $4K |
| Hemington Wealth Management | 0.00% | Add +44.2% | 62 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 54 | $4K |
| CoreCap Advisors, LLC | 0.00% | Reduce -7.3% | 51 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 37 | $3K |
| Creekmur Asset Management LLC | 0.00% | No change | 34 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -50.0% | 32 | $2K |
| Principal Securities, Inc. | 0.00% | Reduce -52.1% | 23 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 22 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 21 | $1K |
| Center for Financial Planning, Inc. | 0.00% | New | 18 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $909 |
| SBI Securities Co., Ltd. | 0.00% | — | 13 | $908 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -8.3% | 11 | $769 |
| Riverview Trust Co | 0.00% | New | 9 | $629 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 9 | $629 |
| Harbour Investments, Inc. | 0.00% | New | 8 | $559 |
| Larson Financial Group LLC | 0.00% | No change | 7 | $489 |
| Bell Investment Advisors, Inc | 0.00% | New | 6 | $420 |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 5 | $349 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 3 | $210 |
| Abound Wealth Management | 0.00% | No change | 3 | $210 |
| Global Financial Private Client, LLC | 0.00% | New | 3 | $210 |
| 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.