Axos FinancialAX
13F holders, Q2 2025 (June 30)364holders +12
48new positions
36sold out
4famous investors
$76.06avg. 13F price*
At the end of Q2 2025, 364 institutions reported holding Axos Financial Inc. (AX) in their 13F filings, up 12 from Q1 2025. 48 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($605.6M), Vanguard Group Inc. ($451.7M) and State Street Corp. ($201.7M). 4 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $45.9M |
| Exits | 36 | $29.6M |
All 13F filers, Q1 2025 → Q2 2025: 2,145,934 shares bought and 3,118,113 shares sold, net −972,179 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 364 holders
| BlackRock, Inc. | 0.01% | Reduce -4.0% | 7,963,974 | $605.6M |
| Vanguard Group Inc. | 0.01% | Reduce -1.4% | 5,939,919 | $451.7M |
| State Street Corp. | 0.01% | Reduce -9.3% | 2,652,478 | $201.7M |
| American Century Companies Inc. | 0.10% | Add +10.6% | 2,378,121 | $180.8M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -5.0% | 2,327,530 | $177.0M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.6% | 1,521,624 | $115.7M |
| Davis Asset Management, L.P. | 4.31% | No change | 1,457,219 | $110.8M |
| Wasatch Advisors LP | 0.36% | Reduce -10.3% | 909,055 | $69.1M |
| Ameriprise Financial Inc. | 0.01% | Add +8.6% | 740,652 | $56.3M |
| Geneva Capital Management LLC | 0.94% | Add +6.0% | 739,374 | $56.2M |
| Northern Trust Corp. | 0.01% | Reduce -6.9% | 679,663 | $51.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.0% | 644,574 | $49.0M |
| Morgan Stanley | 0.00% | Reduce -1.0% | 599,903 | $45.6M |
| Emerald Advisers, LLC | 1.54% | Add +3.8% | 553,591 | $42.1M |
| Nuveen, LLC | 0.01% | Reduce -5.2% | 517,848 | $39.4M |
| Citadel Advisors | 0.03% | Reduce -19.7% | 483,001 | $36.7M |
| Shaker Investments LLC | 12.77% | Reduce -3.0% | 410,372 | $31.2M |
| Millennium Management | 0.03% | Add +151.7% | 396,654 | $30.2M |
| Boston Partners | 0.03% | Reduce -24.3% | 381,931 | $29.6M |
| JARISLOWSKY, FRASER Ltd | 0.17% | Add +0.9% | 386,660 | $29.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.5% | 384,503 | $29.2M |
| Wellington Management Group LLP | 0.01% | Reduce 0.0% | 377,066 | $28.7M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -15.1% | 364,970 | $27.8M |
| Emerald Mutual Fund Advisers Trust | 1.69% | No change | 364,026 | $27.7M |
| Bragg Financial Advisors, Inc | 0.96% | Add +0.0% | 354,072 | $26.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -5.8% | 327,788 | $24.9M |
| Algert Global LLC | 0.50% | Add +40.7% | 312,070 | $23.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.9% | 295,436 | $22.5M |
| Stieven Capital Advisors, L.P. | 4.22% | Add +0.1% | 284,059 | $21.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.4% | 279,984 | $21.3M |
| Pembroke Management, LTD | 2.46% | Reduce -2.8% | 266,983 | $20.3M |
| Invesco Ltd. | 0.00% | Reduce -19.3% | 263,972 | $20.1M |
| Kennedy Capital Management LLC | 0.45% | Add +27.6% | 248,962 | $18.9M |
| AQR Capital Management | 0.01% | Add +34.6% | 235,766 | $17.9M |
| Ategra Capital Management, LLC | 13.31% | Reduce -6.3% | 220,216 | $16.7M |
| Public Sector Pension Investment Board | 0.07% | Add +5.0% | 207,287 | $15.8M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -29.3% | 192,038 | $14.6M |
| FMR LLC | 0.00% | Add +7.3% | 184,630 | $14.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.4% | 180,105 | $13.7M |
| Edgestream Partners, L.P. | 0.35% | Add +199.7% | 165,283 | $12.6M |
| State of Wisconsin Investment Board | 0.03% | Reduce -4.4% | 164,283 | $12.5M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +33.1% | 158,801 | $12.4M |
| UBS Group AG | 0.00% | Reduce -3.5% | 161,309 | $12.3M |
| Two Sigma Investments, LP | 0.02% | Reduce -7.3% | 160,222 | $12.2M |
| Rhumbline Advisers | 0.01% | Add +1.9% | 159,604 | $12.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +42.3% | 156,351 | $11.9M |
| Gator Capital Management, LLC | 3.63% | No change | 153,230 | $11.7M |
| Legal & General Group Plc | 0.00% | Add +0.7% | 145,962 | $11.1M |
| Bank of America Corp. | 0.00% | Reduce -3.9% | 143,423 | $10.9M |
| Prudential Financial Inc. | 0.01% | Reduce -15.7% | 140,802 | $10.7M |
| Franklin Resources Inc. | 0.00% | Reduce -8.3% | 138,987 | $10.6M |
| First Eagle Investment Management, LLC | 0.02% | Reduce -16.7% | 135,172 | $10.3M |
| Brandywine Global Investment Management, LLC | 0.07% | Reduce -3.7% | 134,914 | $10.3M |
| Barclays PLC | 0.00% | Add +32.5% | 131,585 | $10.0M |
| Militia Capital Partners, LP | 4.63% | Add +16.2% | 129,000 | $9.8M |
| Boothbay Fund Management, LLC | 0.31% | New | 126,760 | $9.6M |
| Royal Bank of Canada | 0.00% | Add +16.0% | 126,383 | $9.6M |
| D. E. Shaw & Co. | 0.01% | Add +5.8% | 114,278 | $8.7M |
| Swiss National Bank | 0.00% | Reduce -1.4% | 103,600 | $7.9M |
| Royce & Associates LP | 0.08% | Add +11.3% | 103,593 | $7.9M |
| Citigroup Inc. | 0.01% | Reduce -21.3% | 100,652 | $7.7M |
| Kestrel Investment Management Corp. | 4.52% | Reduce -4.5% | 99,350 | $7.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -5.1% | 98,625 | $7.5M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -25.3% | 96,620 | $7.3M |
| Fred Alger Management, LLC | 0.03% | Add +1266.6% | 96,616 | $7.1M |
| TCW Group Inc. | 0.05% | Reduce -2.5% | 89,720 | $6.8M |
| Jane Street Group, LLC | 0.01% | Reduce -46.3% | 88,077 | $6.7M |
| CI Investments Inc. | 0.02% | Add +0.5% | 87,107 | $6.6M |
| Osterweis Capital Management Inc. | 0.40% | New | 84,960 | $6.5M |
| AXA S.A. | 0.02% | No change | 84,600 | $6.4M |
| Renaissance Group LLC | 0.25% | Add +31.4% | 84,190 | $6.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 82,220 | $6.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +96.7% | 77,783 | $5.9M |
| First Trust Advisors LP | 0.00% | Reduce -44.3% | 76,602 | $5.8M |
| Deutsche Bank AG | 0.00% | Reduce -13.5% | 75,929 | $5.8M |
| Bridgeway Capital Management, LLC | 0.14% | Reduce -14.7% | 75,200 | $5.7M |
| Empowered Funds, LLC | 0.06% | Add +370.7% | 74,853 | $5.7M |
| S&T Bank | 1.69% | Reduce -4.1% | 72,992 | $5.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +26.1% | 63,533 | $4.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -5.5% | 62,700 | $4.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.4% | 56,153 | $4.3M |
| Empirical Finance, LLC | 0.22% | Add +31.6% | 54,633 | $4.2M |
| PMC FIG Opportunities LLC | 6.16% | New | 54,459 | $4.1M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -15.5% | 54,402 | $4.1M |
| HRT Financial LP | 0.02% | Add +29.6% | 54,359 | $4.1M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -2.6% | 53,218 | $4.0M |
| California State Teachers Retirement System | 0.00% | No change | 49,973 | $3.8M |
| Gsa Capital Partners LLP | 0.26% | Add +116.3% | 49,519 | $3.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.5% | 45,562 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +6.0% | 45,403 | $3.5M |
| Epoch Investment Partners, Inc. | 0.02% | Reduce -77.4% | 45,391 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -28.8% | 45,332 | $3.5M |
| Quantedge Capital Pte Ltd | 3.13% | Add +108.3% | 45,000 | $3.4M |
| B. Riley Wealth Advisors, Inc. | 0.16% | Reduce -1.1% | 43,428 | $3.3M |
| New York State Teachers Retirement System | 0.01% | No change | 43,026 | $3.3M |
| Intech Investment Management LLC | 0.03% | Add +0.3% | 42,289 | $3.2M |
| Focus Partners Wealth | 0.01% | Add +1.7% | 41,881 | $3.2M |
| Connors Investor Services Inc. | 0.27% | Add +0.2% | 40,043 | $3.0M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.13% | Add +21.5% | 39,600 | $3.0M |
| Argent Capital Management LLC | 0.09% | Add +0.9% | 39,275 | $3.0M |
| Orchard Capital Management, LLC | 3.19% | Reduce -61.7% | 37,886 | $2.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -0.6% | 37,202 | $2.8M |
| Brevan Howard Capital Management LP | 0.03% | New | 37,049 | $2.8M |
| Lazard Asset Management LLC | 0.00% | Reduce -13.4% | 36,772 | $2.8M |
| Fieldview Capital Management, LLC | 0.41% | Add +7.3% | 35,581 | $2.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +17.2% | 35,355 | $2.7M |
| Ieq Capital, LLC | 0.02% | Add +45.2% | 33,065 | $2.5M |
| State of Alaska, Department of Revenue | 0.03% | Add +6.1% | 31,902 | $2.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.7% | 31,206 | $2.4M |
| State of Tennessee, Department of Treasury | 0.01% | Add +28.6% | 30,733 | $2.3M |
| Formula Growth Ltd. | 0.88% | Reduce -8.9% | 30,624 | $2.3M |
| Balyasny Asset Management L.P. | 0.01% | New | 30,228 | $2.3M |
| LPL Financial LLC | 0.00% | Add +14.5% | 29,996 | $2.3M |
| Quantbot Technologies LP | 0.06% | Add +50.8% | 29,037 | $2.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -10.2% | 28,605 | $2.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -12.2% | 28,570 | $2.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -10.9% | 28,459 | $2.2M |
| Bank of Montreal | 0.00% | Add +0.2% | 28,233 | $2.1M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -3.3% | 28,175 | $2.1M |
| Two Sigma Advisers, LP | 0.00% | Reduce -6.4% | 27,816 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.1% | 27,034 | $2.1M |
| Advisory Research Inc. | 0.31% | Add +29.8% | 26,445 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.6% | 26,420 | $2.0M |
| Horizon Investments, LLC | 0.03% | New | 25,835 | $2.0M |
| NFJ Investment Group, LLC | 0.07% | Reduce -0.6% | 25,400 | $1.9M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.0% | 25,000 | $1.9M |
| D.A. Davidson & Co. | 0.01% | Add +1.9% | 24,414 | $1.9M |
| Janus Henderson Group PLC | 0.00% | Reduce -50.0% | 23,907 | $1.8M |
| Van Hulzen Asset Management, LLC | 0.15% | Reduce -13.7% | 23,325 | $1.8M |
| OP Asset Management Ltd | 0.03% | Add +16.5% | 23,220 | $1.8M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 22,226 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +6.1% | 21,979 | $1.7M |
| CenterBook Partners LP | 0.09% | New | 21,337 | $1.6M |
| NJ State Employees Deferred Compensation Plan | 0.19% | No change | 21,000 | $1.6M |
| Sei Investments Co. | 0.00% | Reduce -82.8% | 20,969 | $1.6M |
| Avenir Corp. | 0.16% | No change | 20,790 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Add +0.4% | 20,212 | $1.5M |
| Danske Bank A/S | 0.00% | Add +9538.5% | 19,277 | $1.5M |
| Comerica Bank | 0.01% | Add +1.4% | 19,204 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -27.1% | 19,147 | $1.5M |
| Persistent Asset Partners Ltd | 1.25% | New | 18,781 | $1.4M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -17.7% | 18,138 | $1.4M |
| Ridgewood Investments LLC | 0.59% | No change | 18,051 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +3.8% | 17,422 | $1.3M |
| New York State Common Retirement Fund | 0.00% | No change | 17,143 | $1.3M |
| Wakefield Asset Management LLLP | 0.36% | Reduce -1.2% | 17,078 | $1.3M |
| Aquatic Capital Management LLC | 0.03% | New | 17,059 | $1.3M |
| Exchange Traded Concepts, LLC | 0.02% | Add +6.1% | 16,810 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,962 | $1.2M |
| KLP Kapitalforvaltning As | 0.01% | Add +5.3% | 15,900 | $1.2M |
| Arizona State Retirement System | 0.01% | Add +1.8% | 15,830 | $1.2M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -0.8% | 15,739 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Reduce -5.4% | 15,699 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -6.2% | 15,358 | $1.2M |
| Amalgamated Bank | 0.01% | Reduce -1.1% | 15,272 | $1.2M |
| CCG Wealth Management, LLC | 0.61% | No change | 15,200 | $1.2M |
| Voya Investment Management LLC | 0.00% | Add +1.0% | 14,811 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +21.3% | 14,100 | $1.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +5.9% | 13,750 | $1.0M |
| SummerHaven Investment Management, LLC | 0.68% | Add +1.8% | 13,620 | $1.0M |
| Keel Point, LLC | 0.07% | Add +0.1% | 13,319 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +1.6% | 13,006 | $989K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -91.3% | 12,760 | $970K |
| Truist Financial Corp. | 0.00% | Add +24.5% | 12,483 | $949K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -0.8% | 12,301 | $935K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -1.1% | 11,910 | $906K |
| HSBC Holdings PLC | 0.00% | Add +46.4% | 11,686 | $897K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +32.0% | 10,586 | $888K |
| ProShare Advisors LLC | 0.00% | Reduce -9.3% | 11,660 | $887K |
| Handelsbanken Fonder AB | 0.00% | No change | 11,595 | $882K |
| Cerity Partners LLC | 0.00% | Add +10.3% | 11,565 | $879K |
| Hancock Whitney Corp. | 0.02% | Add +0.9% | 11,547 | $878K |
| Federated Hermes, Inc. | 0.00% | Add +7.3% | 11,456 | $871K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 11,265 | $857K |
| TD Asset Management Inc | 0.00% | Add +5.5% | 10,968 | $834K |
| Sterling Capital Management LLC | 0.01% | Add +3.9% | 10,780 | $820K |
| Inspire Advisors, LLC | 0.08% | Add +5.7% | 10,565 | $803K |
| Hussman Strategic Advisors, Inc. | 0.18% | Add +66.7% | 10,500 | $798K |
| Great Lakes Advisors, LLC | 0.01% | Add +1.1% | 10,348 | $787K |
| Aviso Financial Inc. | 0.04% | Reduce -1.8% | 10,329 | $785K |
| EJF Capital LP | 0.62% | Add +2.6% | 10,256 | $780K |
| Cwm, LLC | 0.00% | Add +32.8% | 10,233 | $778K |
| Summit Global Investments | 0.04% | Add +1.6% | 9,988 | $759K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 9,847 | $749K |
| XTX Topco Ltd | 0.03% | No change | 9,677 | $736K |
| Squarepoint Ops LLC | 0.00% | Reduce -70.4% | 9,389 | $714K |
| Integrated Advisors Network LLC | 0.03% | New | 9,206 | $700K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +326.5% | 9,075 | $690K |
| Premier Fund Managers Ltd | 0.02% | No change | 8,721 | $669K |
| Jones Financial Companies LLLP | 0.00% | Add +12.1% | 8,544 | $657K |
| Mariner, LLC | 0.00% | Add +27.2% | 8,566 | $651K |
| Teacher Retirement System of Texas | 0.00% | Add +7.6% | 8,530 | $649K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -2.3% | 8,400 | $639K |
| Cim Investment Management Inc. | 0.12% | Add +100.7% | 8,658 | $631K |
| Cetera Investment Advisers | 0.00% | Add +1.8% | 8,197 | $623K |
| Jupiter Asset Management Ltd. | 0.01% | No change | 8,104 | $616K |
| MML Investors Services, LLC | 0.00% | Add +33.9% | 7,822 | $595K |
| Readystate Asset Management LP | 0.04% | New | 7,766 | $591K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -10.8% | 7,583 | $577K |
| Csenge Advisory Group | 0.03% | Reduce -0.6% | 8,229 | $572K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 7,448 | $566K |
| iSAM Funds (UK) Ltd | 0.12% | New | 7,413 | $564K |
| Xponance LLC | 0.00% | Reduce -10.1% | 7,297 | $555K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.9% | 7,250 | $551K |
| Oak Associates Ltd. | 0.04% | New | 7,142 | $543K |
| Stifel Financial Corp. | 0.00% | Reduce -0.3% | 7,140 | $543K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -12.9% | 6,880 | $523K |
| National Philanthropic Trust | 0.01% | Add +67.1% | 6,685 | $508K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.0% | 6,619 | $503K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.7% | 6,527 | $496K |
| Jaffetilchin Investment Partners, LLC | 0.03% | No change | 6,523 | $496K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,505 | $495K |
| Cibc World Markets Corp. | 0.00% | Reduce -47.0% | 6,423 | $488K |
| DRW Securities, LLC | 0.03% | New | 6,398 | $487K |
| Waterloo Capital, L.P. | 0.04% | Reduce -0.1% | 6,360 | $484K |
| James Investment Research, Inc. | 0.06% | No change | 6,172 | $469K |
| Guggenheim Capital LLC | 0.00% | Add +8.7% | 5,876 | $447K |
| Lido Advisors, LLC | 0.00% | New | 5,842 | $444K |
| Optimize Financial Inc. | 0.27% | Reduce -0.7% | 5,824 | $443K |
| Alps Advisors Inc. | 0.00% | Add +1.2% | 5,716 | $435K |
| Cetera Trust Company, N.A | 0.25% | Add +6.6% | 5,470 | $416K |
| Engineers Gate Manager LP | 0.01% | Reduce -72.0% | 5,411 | $411K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.7% | 5,410 | $411K |
| Verition Fund Management LLC | 0.00% | Add +11.5% | 5,386 | $410K |
| Marshall Wace, LLP | 0.00% | Reduce -31.8% | 5,366 | $408K |
| Keebeck Wealth Management | 0.05% | New | 5,335 | $406K |
| Praxis Investment Management Inc. | 0.03% | No change | 5,330 | $405K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.7% | 5,322 | $405K |
| Jump Financial, LLC | 0.01% | New | 5,211 | $396K |
| Numerai GP LLC | 0.06% | Add +3.7% | 5,113 | $389K |
| Mutual Advisors, LLC | 0.01% | Add +20.6% | 4,482 | $380K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.6% | 4,845 | $368K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +13.0% | 4,690 | $357K |
| Mission Creek Capital Partners, Inc. | 0.08% | No change | 4,631 | $352K |
| Venturi Wealth Management, LLC | 0.02% | Add +15.0% | 4,600 | $350K |
| Foyston, Gordon & Payne Inc | 0.08% | Add +22.0% | 4,541 | $345K |
| Graham Capital Management, L.P. | 0.01% | New | 4,432 | $337K |
| Pallas Capital Advisors LLC | 0.01% | Add +16.0% | 4,370 | $332K |
| Creative Planning | 0.00% | Reduce -2.1% | 4,318 | $328K |
| Profund Advisors LLC | 0.01% | Reduce -5.5% | 4,218 | $321K |
| Vise Technologies, Inc. | 0.01% | — | 4,201 | $319K |
| SkyOak Wealth, LLC | 0.06% | No change | 4,078 | $310K |
| Verdence Capital Advisors LLC | 0.02% | Add +5.4% | 4,004 | $304K |
| World Investment Advisors | 0.01% | Add +3.0% | 3,936 | $299K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +0.1% | 3,799 | $289K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -5.4% | 3,758 | $286K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +49.4% | 3,709 | $282K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +8.0% | 3,700 | $281K |
| Vontobel Holding Ltd. | 0.00% | No change | 3,675 | $279K |
| Horizon Investment Services, LLC | 0.12% | New | 3,673 | $279K |
| Vestcor Inc | 0.01% | No change | 3,613 | $275K |
| Earnest Partners LLC | 0.00% | No change | 3,600 | $274K |
| Mackenzie Financial Corp. | 0.00% | No change | 3,525 | $268K |
| Entropy Technologies, LP | 0.02% | New | 3,500 | $266K |
| STRS Ohio | 0.00% | Add +13.3% | 3,400 | $259K |
| Hohimer Wealth Management, LLC | 0.05% | New | 3,393 | $258K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -1.3% | 3,252 | $247K |
| Bourgeon Capital Management LLC | 0.05% | No change | 3,200 | $243K |
| Simplex Trading, LLC | 0.01% | New | 3,101 | $235K |
| Coldstream Capital Management Inc. | 0.00% | Add +2216.3% | 2,988 | $227K |
| Merit Financial Group, LLC | 0.00% | New | 2,881 | $219K |
| Neuberger Berman Group LLC | 0.00% | Reduce -7.9% | 2,866 | $218K |
| Huntington National Bank | 0.00% | Reduce -10.0% | 2,852 | $217K |
| Retirement Guys Formula LLC | 0.08% | New | 2,830 | $215K |
| Dakota Wealth Management | 0.00% | New | 2,827 | $215K |
| &partners | 0.00% | New | 2,775 | $211K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 2,732 | $208K |
| Palouse Capital Management, Inc. | 0.14% | Reduce -0.1% | 2,645 | $201K |
| Syon Capital LLC | 0.01% | New | 2,643 | $201K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -5.6% | 2,614 | $199K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 2,362 | $180K |
| US Bancorp \de | 0.00% | Add +21.9% | 2,337 | $178K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | New | 2,042 | $155K |
| GAMMA Investing LLC | 0.01% | Add +6.9% | 1,960 | $149K |
| Covestor Ltd | 0.08% | Reduce -20.6% | 1,806 | $137K |
| National Bank of Canada | 0.00% | Add +13.7% | 1,780 | $135K |
| MAI Capital Management | 0.00% | Add +10.2% | 1,653 | $126K |
| KBC Group NV | 0.00% | Reduce -35.5% | 1,592 | $121K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -25.7% | 1,536 | $117K |
| SG Americas Securities, LLC | 0.00% | Reduce -86.9% | 1,520 | $116K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -0.9% | 1,505 | $116K |
| Sprucegrove Investment Management Ltd. | 0.01% | New | 1,300 | $99K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 1,261 | $96K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -51.1% | 1,160 | $88K |
| Point72 (DIFC) Ltd | 0.01% | New | 1,061 | $81K |
| Arax Advisory Partners | 0.00% | Add +4.1% | 1,026 | $78K |
| Essential Partners LLC | 0.03% | — | 967 | $74K |
| NewEdge Advisors, LLC | 0.00% | No change | 900 | $68K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 896 | $68K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -18.8% | 879 | $67K |
| 1620 Investment Advisors, Inc. | 0.04% | No change | 740 | $56K |
| State of Wyoming | 0.01% | Reduce -53.6% | 734 | $56K |
| Clearstead Advisors, LLC | 0.00% | Add +74.0% | 602 | $46K |
| TD Waterhouse Canada Inc. | 0.00% | Add +7.9% | 504 | $39K |
| IFP Advisors, Inc | 0.00% | Add +360.8% | 493 | $37K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -6.9% | 474 | $36K |
| NewSquare Capital LLC | 0.00% | No change | 446 | $34K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +294.7% | 446 | $34K |
| AlphaQuest LLC | 0.00% | Reduce -97.0% | 435 | $33K |
| True Wealth Design, LLC | 0.01% | Add +120.9% | 433 | $33K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -9.2% | 433 | $33K |
| Kathleen S. Wright Associates Inc. | 0.01% | No change | 426 | $32K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 415 | $32K |
| Fifth Third Bancorp | 0.00% | Reduce -8.3% | 408 | $31K |
| PrairieView Partners, LLC | 0.00% | No change | 400 | $30K |
| Tidemark, LLC | 0.01% | Add +337.6% | 372 | $28K |
| Parallel Advisors, LLC | 0.00% | No change | 364 | $28K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +9.2% | 333 | $25K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 310 | $24K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 292 | $22K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 248 | $22K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 256 | $19K |
| UMB Bank, n.a. | 0.00% | Add +28.4% | 249 | $19K |
| Global Retirement Partners, LLC | 0.00% | — | 245 | $19K |
| Clark Wealth Partners | 0.01% | No change | 220 | $17K |
| Principal Securities, Inc. | 0.00% | Add +821.7% | 212 | $16K |
| Bessemer Group Inc. | 0.00% | Add +105.7% | 218 | $16K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 161 | $12K |
| Signaturefd, LLC | 0.00% | No change | 160 | $12K |
| Optiver Holding B.V. | 0.00% | Reduce -24.9% | 136 | $10K |
| Bokf, NA | 0.00% | No change | 124 | $9K |
| Geneos Wealth Management Inc. | 0.00% | No change | 111 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +17.2% | 109 | $8K |
| Hemington Wealth Management | 0.00% | Add +37.5% | 110 | $8K |
| Rothschild Investment LLC | 0.00% | Add +10.5% | 105 | $8K |
| Chelsea Counsel Co. | 0.00% | No change | 100 | $8K |
| Bare Financial Services, Inc | 0.00% | Add +189.7% | 84 | $6K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +7400.0% | 75 | $6K |
| Vision Financial Markets LLC | 0.01% | No change | 70 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +4.7% | 67 | $5K |
| Brooklyn Investment Group | 0.00% | Reduce -50.8% | 64 | $5K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | Reduce -5.0% | 57 | $4K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -74.3% | 57 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 54 | $4K |
| Allworth Financial LP | 0.00% | New | 53 | $4K |
| CoreCap Advisors, LLC | 0.00% | Add +3.9% | 53 | $4K |
| Hantz Financial Services, Inc. | 0.00% | New | 47 | $4K |
| Park Square Financial Group, LLC | 0.00% | Reduce -61.6% | 43 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 43 | $3K |
| Versant Capital Management, Inc | 0.00% | Reduce -13.3% | 39 | $3K |
| Kilter Group LLC | 0.00% | New | 38 | $3K |
| Clearstead Trust, LLC | 0.00% | New | 37 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 35 | $3K |
| Fortitude Family Office, LLC | 0.00% | New | 29 | $2K |
| Scarborough Advisors, LLC | 0.00% | New | 25 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 22 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 21 | $2K |
| Larson Financial Group LLC | 0.00% | Reduce -25.0% | 15 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $989 |
| SBI Securities Co., Ltd. | 0.00% | No change | 13 | $989 |
| Assetmark, Inc. | 0.00% | New | 10 | $760 |
| Binnacle Investments Inc | 0.00% | No change | 9 | $684 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -27.3% | 8 | $609 |
| Bruce G. Allen Investments, LLC | 0.00% | Reduce -27.3% | 8 | $608 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -60.0% | 6 | $457 |
| Rialto Wealth Management, LLC | 0.00% | New | 4 | $305 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +300.0% | 4 | $304 |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 4 | $304 |
| Abound Wealth Management | 0.00% | No change | 3 | $229 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 3 | $229 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 3 | $228 |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -100.0% | 1 | $76 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $0 |
| Avion Wealth | 0.00% | New | 8 | $0 |
"% of holder's portfolio" is AX's weight in each manager's 13F, not the share of Axos Financial Inc. the manager owns.