Axos FinancialAX
13F holders, Q1 2025 (March 31)352holders −4
38new positions
44sold out
5famous investors
$64.49avg. 13F price*
At the end of Q1 2025, 352 institutions reported holding Axos Financial Inc. (AX) in their 13F filings, down 4 from Q4 2024. 38 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($535.1M), Vanguard Group Inc. ($388.7M) and State Street Corp. ($188.7M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $30.9M |
| Exits | 44 | $48.1M |
All 13F filers, Q4 2024 → Q1 2025: 2,501,984 shares bought and 3,880,735 shares sold, net −1,378,751 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 352 holders
| BlackRock, Inc. | 0.01% | Add +0.1% | 8,293,081 | $535.1M |
| Vanguard Group Inc. | 0.01% | Reduce -1.7% | 6,024,418 | $388.7M |
| State Street Corp. | 0.01% | Reduce -12.1% | 2,925,122 | $188.7M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -5.0% | 2,449,370 | $158.0M |
| American Century Companies Inc. | 0.09% | Add +14.8% | 2,151,229 | $138.8M |
| Geode Capital Management, LLC | 0.01% | Add +3.9% | 1,546,008 | $99.8M |
| Davis Asset Management, L.P. | 3.91% | No change | 1,457,219 | $94.0M |
| Wasatch Advisors LP | 0.36% | Reduce -4.1% | 1,014,056 | $65.4M |
| Northern Trust Corp. | 0.01% | Reduce -1.7% | 730,135 | $47.1M |
| Geneva Capital Management LLC | 0.84% | Reduce -0.4% | 697,248 | $45.0M |
| Ameriprise Financial Inc. | 0.01% | Add +0.6% | 681,878 | $44.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.0% | 657,782 | $42.4M |
| Morgan Stanley | 0.00% | Reduce -14.0% | 605,933 | $39.1M |
| Citadel Advisors | 0.04% | Add +192.5% | 601,529 | $38.8M |
| Nuveen, LLC | 0.01% | — | 546,190 | $35.2M |
| Emerald Advisers, LLC | 1.55% | Add +11.4% | 533,586 | $34.4M |
| Boston Partners | 0.04% | Add +18.2% | 504,815 | $31.2M |
| Loomis Sayles & Co. L P | 0.04% | Reduce -2.2% | 429,898 | $27.7M |
| Shaker Investments LLC | 13.15% | Reduce -0.7% | 423,078 | $27.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.1% | 394,144 | $25.4M |
| JARISLOWSKY, FRASER Ltd | 0.16% | Reduce -5.3% | 383,295 | $24.7M |
| Wellington Management Group LLP | 0.00% | Reduce -41.2% | 377,079 | $24.3M |
| Emerald Mutual Fund Advisers Trust | 1.72% | Add +0.2% | 364,026 | $23.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.3% | 356,161 | $23.0M |
| Bragg Financial Advisors, Inc | 0.94% | Reduce -11.2% | 353,950 | $22.8M |
| Principal Financial Group Inc. | 0.01% | Add +2.9% | 347,799 | $22.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -49.4% | 343,267 | $22.1M |
| Invesco Ltd. | 0.00% | Reduce -32.5% | 327,238 | $21.1M |
| Stieven Capital Advisors, L.P. | 3.55% | Add +20.4% | 283,759 | $18.3M |
| Pembroke Management, LTD | 2.58% | Add +6.3% | 274,572 | $17.7M |
| Voloridge Investment Management, LLC | 0.06% | Reduce -29.2% | 271,553 | $17.5M |
| Ategra Capital Management, LLC | 12.26% | Add +9.7% | 235,093 | $15.2M |
| Algert Global LLC | 0.35% | Add +27.7% | 221,730 | $14.3M |
| Voss Capital, LP | 1.03% | New | 207,704 | $13.4M |
| Epoch Investment Partners, Inc. | 0.07% | Add +0.7% | 201,143 | $13.0M |
| Public Sector Pension Investment Board | 0.06% | Add +46.0% | 197,341 | $12.7M |
| Kennedy Capital Management LLC | 0.30% | Add +193.8% | 195,035 | $12.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -22.5% | 182,729 | $11.8M |
| AQR Capital Management | 0.01% | Add +38.9% | 175,146 | $11.3M |
| Two Sigma Investments, LP | 0.03% | Reduce -22.8% | 172,929 | $11.2M |
| FMR LLC | 0.00% | Reduce -65.3% | 172,106 | $11.1M |
| State of Wisconsin Investment Board | 0.03% | Add +10.9% | 171,790 | $11.1M |
| UBS Group AG | 0.00% | Add +29.4% | 167,110 | $10.8M |
| Prudential Financial Inc. | 0.02% | Add +24.9% | 166,994 | $10.8M |
| Jane Street Group, LLC | 0.02% | Add +103.1% | 164,073 | $10.6M |
| First Eagle Investment Management, LLC | 0.02% | Reduce -19.6% | 162,272 | $10.5M |
| Millennium Management | 0.01% | Reduce -26.8% | 157,621 | $10.2M |
| Rhumbline Advisers | 0.01% | Reduce -4.1% | 156,646 | $10.1M |
| Gator Capital Management, LLC | 3.78% | Add +0.1% | 153,230 | $9.9M |
| Franklin Resources Inc. | 0.00% | Add +14.1% | 151,510 | $9.8M |
| Bank of America Corp. | 0.00% | Add +194.4% | 149,302 | $9.6M |
| Qube Research & Technologies Ltd | 0.01% | Add +33.1% | 146,223 | $9.4M |
| Legal & General Group Plc | 0.00% | Reduce -4.0% | 144,934 | $9.4M |
| Brandywine Global Investment Management, LLC | 0.07% | Reduce -3.7% | 140,114 | $9.0M |
| First Trust Advisors LP | 0.01% | Reduce -1.1% | 137,582 | $8.9M |
| Lord, Abbett & Co. LLC | 0.03% | Add +11.3% | 129,333 | $8.3M |
| Citigroup Inc. | 0.01% | Reduce -14.6% | 127,810 | $8.2M |
| Sei Investments Co. | 0.01% | Add +37.9% | 122,041 | $7.9M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -10.0% | 119,286 | $7.7M |
| Militia Capital Partners, LP | 5.80% | Add +825.0% | 111,000 | $7.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.2% | 109,900 | $7.1M |
| Royal Bank of Canada | 0.00% | Add +0.9% | 108,986 | $7.0M |
| D. E. Shaw & Co. | 0.01% | Add +0.0% | 108,031 | $7.0M |
| Swiss National Bank | 0.00% | Reduce -1.2% | 105,100 | $6.8M |
| Kestrel Investment Management Corp. | 4.10% | No change | 104,050 | $6.7M |
| Susquehanna International Group, LLP | 0.01% | Add +155.1% | 103,888 | $6.7M |
| Barclays PLC | 0.00% | Reduce -35.5% | 99,329 | $6.4M |
| Orchard Capital Management, LLC | 4.36% | Reduce -24.0% | 98,899 | $6.4M |
| Royce & Associates LP | 0.07% | Reduce -11.3% | 93,090 | $6.0M |
| TCW Group Inc. | 0.05% | Reduce -25.1% | 92,020 | $5.9M |
| Redwood Investments, LLC | 2.19% | Add +0.0% | 90,716 | $5.9M |
| Bridgeway Capital Management, LLC | 0.14% | No change | 88,200 | $5.7M |
| Deutsche Bank AG | 0.00% | Reduce -5.5% | 87,753 | $5.7M |
| CI Investments Inc. | 0.02% | Reduce -0.4% | 86,707 | $5.6M |
| AXA S.A. | 0.02% | New | 84,600 | $5.5M |
| S&T Bank | 1.61% | Reduce -1.2% | 76,138 | $4.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.3% | 66,385 | $4.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.5% | 63,699 | $4.2M |
| Rafferty Asset Management, LLC | 0.02% | Reduce -35.1% | 64,398 | $4.2M |
| Renaissance Group LLC | 0.18% | Add +23.8% | 64,081 | $4.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -5.8% | 56,919 | $3.7M |
| Edgestream Partners, L.P. | 0.12% | Add +11.5% | 55,147 | $3.6M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -61.3% | 54,619 | $3.5M |
| Van Eck Associates Corp. | 0.00% | Add +10.7% | 53,076 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.0% | 50,402 | $3.3M |
| California State Teachers Retirement System | 0.00% | Reduce -1.3% | 49,973 | $3.2M |
| Janus Henderson Group PLC | 0.00% | Reduce -5.1% | 47,831 | $3.0M |
| Trexquant Investment LP | 0.03% | Add +0.8% | 44,235 | $2.9M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Add +242.4% | 43,928 | $2.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.2% | 43,026 | $2.8M |
| Wells Fargo & Company | 0.00% | Reduce -39.6% | 42,822 | $2.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.5% | 42,789 | $2.8M |
| Lazard Asset Management LLC | 0.00% | Add +51.8% | 42,447 | $2.7M |
| Intech Investment Management LLC | 0.03% | Add +6.8% | 42,145 | $2.7M |
| HRT Financial LP | 0.02% | Reduce -13.4% | 41,951 | $2.7M |
| Empirical Finance, LLC | 0.16% | New | 41,515 | $2.7M |
| Focus Partners Wealth | 0.01% | Add +1.1% | 41,165 | $2.7M |
| Connors Investor Services Inc. | 0.26% | Reduce -0.7% | 39,959 | $2.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +123.4% | 39,552 | $2.6M |
| Argent Capital Management LLC | 0.08% | Reduce -0.7% | 38,907 | $2.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 37,422 | $2.4M |
| Formula Growth Ltd. | 0.88% | No change | 33,624 | $2.2M |
| Fieldview Capital Management, LLC | 0.30% | Add +28.2% | 33,165 | $2.1M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.12% | No change | 32,600 | $2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.6% | 32,539 | $2.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -23.0% | 31,942 | $2.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.3% | 31,866 | $2.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -3.7% | 31,750 | $2.0M |
| Squarepoint Ops LLC | 0.01% | Reduce -71.7% | 31,680 | $2.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 30,155 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.1% | 30,056 | $1.9M |
| Two Sigma Advisers, LP | 0.00% | Reduce -28.9% | 29,716 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +11.6% | 29,422 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +543.1% | 29,234 | $1.9M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -2.6% | 29,127 | $1.9M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.9% | 28,523 | $1.8M |
| Bank of Montreal | 0.00% | Add +6.8% | 28,185 | $1.8M |
| Van Hulzen Asset Management, LLC | 0.16% | Reduce -5.7% | 27,014 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 26,247 | $1.7M |
| LPL Financial LLC | 0.00% | Add +2.7% | 26,198 | $1.7M |
| NFJ Investment Group, LLC | 0.06% | No change | 25,559 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.7% | 25,500 | $1.6M |
| D.A. Davidson & Co. | 0.01% | Add +0.1% | 23,947 | $1.5M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 23,889 | $1.5M |
| Gsa Capital Partners LLP | 0.13% | Add +107.0% | 22,894 | $1.5M |
| Ieq Capital, LLC | 0.01% | Add +286.3% | 22,767 | $1.5M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -34.6% | 22,758 | $1.5M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -4.3% | 22,045 | $1.4M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 22,226 | $1.4M |
| Quantedge Capital Pte Ltd | 0.44% | Reduce -73.9% | 21,600 | $1.4M |
| NJ State Employees Deferred Compensation Plan | 0.17% | No change | 21,000 | $1.4M |
| Avenir Corp. | 0.14% | No change | 20,790 | $1.3M |
| Natixis Advisors, LLC | 0.00% | Reduce -5.1% | 20,708 | $1.3M |
| Advisory Research Inc. | 0.23% | Add +0.3% | 20,370 | $1.3M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.1% | 20,137 | $1.3M |
| OP Asset Management Ltd | 0.02% | — | 19,924 | $1.3M |
| Engineers Gate Manager LP | 0.02% | Reduce -14.7% | 19,297 | $1.2M |
| Quantbot Technologies LP | 0.04% | Reduce -37.2% | 19,262 | $1.2M |
| Comerica Bank | 0.01% | Reduce -2.8% | 18,934 | $1.2M |
| Ridgewood Investments LLC | 0.54% | Reduce -1.8% | 18,051 | $1.2M |
| Tudor Investment Corporation | 0.01% | New | 17,430 | $1.1M |
| Wakefield Asset Management LLLP | 0.34% | Reduce -13.8% | 17,279 | $1.1M |
| New York State Common Retirement Fund | 0.00% | Add +1.1% | 17,143 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -1.9% | 16,778 | $1.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -0.2% | 16,599 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 16,374 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,962 | $1.0M |
| Empowered Funds, LLC | 0.01% | Reduce -2.5% | 15,904 | $1.0M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -13.1% | 15,871 | $1.0M |
| Exchange Traded Concepts, LLC | 0.02% | Add +1.4% | 15,844 | $1.0M |
| Arizona State Retirement System | 0.01% | Reduce -0.9% | 15,558 | $1.0M |
| Amalgamated Bank | 0.01% | Reduce -3.3% | 15,445 | $997K |
| CCG Wealth Management, LLC | 0.59% | No change | 15,200 | $981K |
| KLP Kapitalforvaltning As | 0.00% | No change | 15,100 | $974K |
| Voya Investment Management LLC | 0.00% | Reduce -9.8% | 14,667 | $946K |
| AlphaQuest LLC | 0.10% | Add +261.8% | 14,367 | $927K |
| Credit Agricole S A | 0.00% | No change | 13,610 | $878K |
| SummerHaven Investment Management, LLC | 0.60% | Add +1.6% | 13,386 | $864K |
| Keel Point, LLC | 0.07% | Add +0.1% | 13,313 | $859K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +12.1% | 12,981 | $838K |
| ProShare Advisors LLC | 0.00% | Reduce -21.9% | 12,860 | $830K |
| Mercer Global Advisors Inc. | 0.00% | Add +39.9% | 12,804 | $826K |
| Dynamic Technology Lab Private Ltd | 0.12% | Reduce -23.3% | 12,590 | $812K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -3.1% | 12,401 | $800K |
| Cibc World Markets Corp. | 0.01% | Add +137.2% | 12,126 | $782K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +3.5% | 12,040 | $777K |
| SG Americas Securities, LLC | 0.00% | New | 11,630 | $750K |
| Quantinno Capital Management LP | 0.00% | Add +32.8% | 11,622 | $750K |
| Handelsbanken Fonder AB | 0.00% | No change | 11,595 | $748K |
| Hancock Whitney Corp. | 0.02% | Add +2.2% | 11,446 | $738K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.5% | 11,265 | $727K |
| Federated Hermes, Inc. | 0.00% | Reduce -5.5% | 10,674 | $689K |
| Aviso Financial Inc. | 0.03% | Reduce -2.8% | 10,520 | $679K |
| Cerity Partners LLC | 0.00% | Reduce -26.9% | 10,490 | $677K |
| TD Asset Management Inc | 0.00% | Reduce -1.4% | 10,395 | $671K |
| Sterling Capital Management LLC | 0.01% | Reduce -13.2% | 10,372 | $669K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -2.2% | 10,234 | $660K |
| Truist Financial Corp. | 0.00% | Add +5.2% | 10,026 | $647K |
| EJF Capital LP | 0.41% | Add +0.1% | 10,000 | $645K |
| Inspire Advisors, LLC | 0.07% | New | 9,993 | $645K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 9,847 | $635K |
| Summit Global Investments | 0.05% | Add +33.3% | 9,829 | $634K |
| XTX Topco Ltd | 0.03% | New | 9,677 | $624K |
| Pinnacle Associates Ltd. | 0.01% | No change | 8,600 | $555K |
| Premier Fund Managers Ltd | 0.02% | No change | 8,721 | $554K |
| Pictet Asset Management Holding SA | 0.00% | Add +25.2% | 8,506 | $549K |
| Wolverine Trading, LLC | 0.02% | Add +45.2% | 8,590 | $546K |
| Xponance LLC | 0.01% | Add +1.6% | 8,118 | $524K |
| Jupiter Asset Management Ltd. | 0.01% | New | 8,104 | $523K |
| Cetera Investment Advisers | 0.00% | Add +1.4% | 8,056 | $520K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +94.8% | 8,017 | $517K |
| HSBC Holdings PLC | 0.00% | Reduce -93.2% | 7,984 | $513K |
| Teacher Retirement System of Texas | 0.00% | Reduce -31.1% | 7,929 | $512K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -3.9% | 7,899 | $510K |
| Marshall Wace, LLP | 0.00% | New | 7,866 | $508K |
| Csenge Advisory Group | 0.03% | Add +30.8% | 8,277 | $498K |
| Cwm, LLC | 0.00% | Add +110.3% | 7,706 | $497K |
| Jones Financial Companies LLLP | 0.00% | Reduce -4.6% | 7,624 | $484K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.9% | 7,188 | $464K |
| Stifel Financial Corp. | 0.00% | Reduce -2.0% | 7,161 | $462K |
| Fred Alger Management, LLC | 0.00% | No change | 7,070 | $456K |
| PNC Financial Services Group, Inc. | 0.00% | Add +40.5% | 7,043 | $454K |
| HighTower Advisors, LLC | 0.00% | Reduce -49.2% | 6,778 | $437K |
| Mariner, LLC | 0.00% | Add +5.2% | 6,734 | $434K |
| Jaffetilchin Investment Partners, LLC | 0.03% | No change | 6,523 | $421K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,505 | $420K |
| Waterloo Capital, L.P. | 0.04% | Add +0.1% | 6,366 | $411K |
| Hussman Strategic Advisors, Inc. | 0.10% | No change | 6,300 | $406K |
| Moran Wealth Management, LLC | 0.01% | Add +11.7% | 6,195 | $400K |
| James Investment Research, Inc. | 0.05% | No change | 6,172 | $398K |
| Optimize Financial Inc. | 0.14% | Add +11.0% | 5,864 | $378K |
| MML Investors Services, LLC | 0.00% | Add +32.1% | 5,844 | $377K |
| PharVision Advisers, LLC | 0.52% | New | 5,812 | $375K |
| Alps Advisors Inc. | 0.00% | Add +2.1% | 5,647 | $364K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.3% | 5,528 | $357K |
| Guggenheim Capital LLC | 0.00% | Add +46.2% | 5,408 | $349K |
| Praxis Investment Management Inc. | 0.02% | No change | 5,330 | $344K |
| Pathstone Holdings, LLC | 0.00% | Add +10.7% | 5,169 | $334K |
| Cetera Trust Company, N.A | 0.21% | No change | 5,130 | $331K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 5,117 | $330K |
| Osaic Holdings, Inc. | 0.00% | Add +26.5% | 5,080 | $328K |
| Numerai GP LLC | 0.06% | Reduce -78.9% | 4,930 | $318K |
| Verition Fund Management LLC | 0.00% | Reduce -80.0% | 4,831 | $312K |
| Choate Investment Advisors | 0.01% | No change | 4,759 | $307K |
| Mission Creek Capital Partners, Inc. | 0.07% | No change | 4,631 | $299K |
| Profund Advisors LLC | 0.01% | Reduce -39.0% | 4,464 | $288K |
| Creative Planning | 0.00% | Add +6.9% | 4,409 | $284K |
| Cim Investment Management Inc. | 0.06% | Reduce -2.3% | 4,313 | $278K |
| Jain Global LLC | 0.01% | Add +27.0% | 4,228 | $273K |
| Cresset Asset Management, LLC | 0.00% | Add +11.9% | 4,205 | $271K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 4,150 | $268K |
| Townsquare Capital LLC | 0.00% | Add +15.1% | 4,100 | $265K |
| SkyOak Wealth, LLC | 0.06% | Reduce -13.1% | 4,078 | $263K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,625 | $261K |
| Venturi Wealth Management, LLC | 0.01% | Add +17.6% | 4,000 | $258K |
| National Philanthropic Trust | 0.00% | No change | 4,000 | $258K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 3,971 | $256K |
| World Investment Advisors | 0.01% | No change | 3,821 | $247K |
| Verdence Capital Advisors LLC | 0.02% | New | 3,798 | $245K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -0.9% | 3,795 | $245K |
| Raiffeisen Bank International AG | 0.00% | Add +27.6% | 3,845 | $244K |
| Pallas Capital Advisors LLC | 0.01% | New | 3,768 | $243K |
| Foyston, Gordon & Payne Inc | 0.06% | New | 3,721 | $240K |
| Vontobel Holding Ltd. | 0.00% | Add +3.3% | 3,675 | $237K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.3% | 3,717 | $233K |
| Vestcor Inc | 0.01% | Reduce -78.1% | 3,613 | $233K |
| Earnest Partners LLC | 0.00% | No change | 3,600 | $232K |
| Quadrature Capital Ltd | 0.01% | Reduce -56.2% | 3,532 | $228K |
| Mackenzie Financial Corp. | 0.00% | No change | 3,525 | $227K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +7.6% | 3,427 | $221K |
| Vicus Capital | 0.02% | New | 3,396 | $219K |
| Advantage Alpha Capital Partners LP | 0.05% | Reduce -60.8% | 3,321 | $214K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +2.1% | 3,296 | $213K |
| United Services Automobile Association | 0.01% | New | 3,336 | $212K |
| Aigen Investment Management, LP | 0.03% | Reduce -28.9% | 3,220 | $208K |
| Bourgeon Capital Management LLC | 0.05% | No change | 3,200 | $206K |
| GTS Securities LLC | 0.01% | Reduce -32.5% | 3,197 | $206K |
| Huntington National Bank | 0.00% | Reduce -6.7% | 3,169 | $204K |
| Defined Financial Planning LLC | 0.21% | No change | 3,163 | $204K |
| Neuberger Berman Group LLC | 0.00% | New | 3,111 | $201K |
| STRS Ohio | 0.00% | Reduce -11.8% | 3,000 | $194K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -94.6% | 2,769 | $179K |
| Palouse Capital Management, Inc. | 0.12% | Add +37.2% | 2,649 | $171K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.9% | 2,482 | $160K |
| KBC Group NV | 0.00% | No change | 2,469 | $159K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -83.1% | 2,374 | $153K |
| Covestor Ltd | 0.10% | No change | 2,274 | $147K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -72.5% | 2,128 | $137K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -18.2% | 2,068 | $133K |
| US Bancorp \de | 0.00% | Add +3.1% | 1,917 | $124K |
| Quarry LP | 0.03% | New | 1,849 | $119K |
| GAMMA Investing LLC | 0.01% | Add +39.1% | 1,834 | $118K |
| State of Wyoming | 0.01% | Add +2.2% | 1,582 | $102K |
| National Bank of Canada | 0.00% | Reduce -23.7% | 1,566 | $101K |
| MAI Capital Management | 0.00% | No change | 1,500 | $97K |
| Smartleaf Asset Management LLC | 0.01% | Add +0.7% | 1,519 | $97K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -14.1% | 1,083 | $70K |
| Arax Advisory Partners | 0.00% | Reduce -10.1% | 986 | $64K |
| NewEdge Advisors, LLC | 0.00% | No change | 900 | $58K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 896 | $58K |
| 1620 Investment Advisors, Inc. | 0.04% | No change | 740 | $48K |
| Public Employees Retirement System of Ohio | 0.00% | Add +2.2% | 509 | $33K |
| Quadrant Capital Group LLC | 0.00% | Add +7.9% | 508 | $33K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -23.9% | 477 | $31K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 467 | $30K |
| NewSquare Capital LLC | 0.00% | No change | 446 | $29K |
| Fifth Third Bancorp | 0.00% | Add +15.3% | 445 | $29K |
| Kathleen S. Wright Associates Inc. | 0.01% | No change | 426 | $27K |
| PrairieView Partners, LLC | 0.00% | No change | 400 | $25K |
| Parallel Advisors, LLC | 0.00% | No change | 364 | $23K |
| Clearstead Advisors, LLC | 0.00% | Reduce -45.1% | 346 | $22K |
| Picton Mahoney Asset Management | 0.00% | New | 328 | $21K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 292 | $20K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 310 | $20K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +48.1% | 305 | $20K |
| Kestra Investment Management, LLC | 0.00% | Reduce -63.0% | 277 | $18K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +1.6% | 256 | $17K |
| First Horizon Advisors, Inc. | 0.00% | No change | 222 | $14K |
| Clark Wealth Partners | 0.01% | No change | 220 | $14K |
| Danske Bank A/S | 0.00% | No change | 200 | $13K |
| True Wealth Design, LLC | 0.00% | New | 196 | $13K |
| UMB Bank, n.a. | 0.00% | Add +55.2% | 194 | $13K |
| Optiver Holding B.V. | 0.00% | New | 181 | $12K |
| Mather Group, Llc. | 0.00% | No change | 168 | $11K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 161 | $10K |
| Signaturefd, LLC | 0.00% | No change | 160 | $10K |
| Brooklyn Investment Group | 0.00% | New | 130 | $8K |
| Coldstream Capital Management Inc. | 0.00% | New | 129 | $8K |
| Bokf, NA | 0.00% | No change | 124 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +253.1% | 113 | $7K |
| Park Square Financial Group, LLC | 0.01% | No change | 112 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 111 | $7K |
| Bessemer Group Inc. | 0.00% | Reduce -37.6% | 106 | $7K |
| IFP Advisors, Inc | 0.00% | Reduce -48.3% | 107 | $7K |
| Chelsea Counsel Co. | 0.00% | No change | 100 | $6K |
| Rothschild Investment LLC | 0.00% | Add +46.1% | 95 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -20.5% | 93 | $6K |
| Tidemark, LLC | 0.00% | New | 85 | $5K |
| Lindbrook Capital, LLC | 0.00% | No change | 79 | $5K |
| Hemington Wealth Management | 0.00% | Add +29.0% | 80 | $5K |
| SVB Wealth LLC | 0.00% | New | 71 | $5K |
| Vision Financial Markets LLC | 0.00% | New | 70 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.2% | 64 | $4K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 60 | $4K |
| Dunhill Financial, LLC | 0.00% | New | 60 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 54 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 51 | $3K |
| Versant Capital Management, Inc | 0.00% | New | 45 | $3K |
| Hexagon Capital Partners LLC | 0.00% | New | 44 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -5.4% | 35 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 29 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 23 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 22 | $1K |
| Beacon Capital Management, LLC | 0.00% | No change | 21 | $1K |
| Larson Financial Group LLC | 0.00% | Add +185.7% | 20 | $1K |
| Center for Financial Planning, Inc. | 0.00% | No change | 18 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 16 | $1K |
| Rise Advisors, LLC | 0.00% | New | 16 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Add +150.0% | 15 | $968 |
| Stephens Consulting, LLC | 0.00% | New | 15 | $968 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $839 |
| SBI Securities Co., Ltd. | 0.00% | No change | 13 | $839 |
| Bruce G. Allen Investments, LLC | 0.00% | Add +22.2% | 11 | $710 |
| SJS Investment Consulting Inc. | 0.00% | No change | 11 | $710 |
| Binnacle Investments Inc | 0.00% | — | 9 | $581 |
| Global Financial Private Client, LLC | 0.00% | Add +166.7% | 8 | $516 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 3 | $194 |
| Abound Wealth Management | 0.00% | No change | 3 | $194 |
| HFM Investment Advisors, LLC | 0.00% | — | 2 | $130 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.8% | 1 | $65 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $64 |
| 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.