Axos FinancialAX
13F holders, Q3 2025 (September 30)382holders +18
51new positions
31sold out
4famous investors
$84.68avg. 13F price*
At the end of Q3 2025, 382 institutions reported holding Axos Financial Inc. (AX) in their 13F filings, up 18 from Q2 2025. 51 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($690.2M), Vanguard Group Inc. ($501.9M) and State Street Corp. ($227.1M). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Axos Financial Inc.
- CUSIP
- 05465C100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $11.8M |
| Exits | 31 | $23.8M |
All 13F filers, Q2 2025 → Q3 2025: 3,032,714 shares bought and 2,776,973 shares sold, net +255,741 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 382 holders
| BlackRock, Inc. | 0.01% | Add +2.4% | 8,153,348 | $690.2M |
| Vanguard Group Inc. | 0.01% | Reduce -0.2% | 5,928,680 | $501.9M |
| State Street Corp. | 0.01% | Add +1.1% | 2,682,654 | $227.1M |
| American Century Companies Inc. | 0.10% | Add +1.5% | 2,413,512 | $204.3M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -6.7% | 2,171,772 | $183.8M |
| Geode Capital Management, LLC | 0.01% | Add +12.6% | 1,713,270 | $146.5M |
| Davis Asset Management, L.P. | 4.39% | No change | 1,457,219 | $123.4M |
| FMR LLC | 0.01% | Add +653.7% | 1,391,601 | $117.8M |
| Wasatch Advisors LP | 0.41% | Reduce -0.4% | 905,479 | $76.6M |
| Geneva Capital Management LLC | 1.07% | Reduce -0.1% | 738,330 | $62.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.2% | 709,777 | $60.1M |
| Northern Trust Corp. | 0.01% | Add +1.5% | 689,760 | $58.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.8% | 669,322 | $56.7M |
| Emerald Advisers, LLC | 1.44% | Reduce -4.5% | 528,912 | $44.8M |
| Morgan Stanley | 0.00% | Reduce -20.9% | 474,770 | $40.2M |
| Wellington Management Group LLP | 0.01% | Add +18.1% | 445,412 | $37.7M |
| Nuveen, LLC | 0.01% | Reduce -14.4% | 443,439 | $37.5M |
| Franklin Resources Inc. | 0.01% | Add +198.0% | 414,178 | $35.1M |
| Shaker Investments LLC | 13.54% | Reduce -2.6% | 399,717 | $33.8M |
| Bank of New York Mellon Corp | 0.01% | Add +1.8% | 391,415 | $33.1M |
| JARISLOWSKY, FRASER Ltd | 0.18% | Reduce -1.2% | 382,183 | $32.4M |
| Boston Partners | 0.03% | Reduce -0.5% | 380,092 | $32.1M |
| Bragg Financial Advisors, Inc | 0.99% | Add +0.2% | 354,821 | $30.0M |
| Loomis Sayles & Co. L P | 0.04% | Reduce -3.7% | 351,627 | $29.8M |
| Emerald Mutual Fund Advisers Trust | 1.49% | Reduce -6.3% | 341,262 | $28.9M |
| JPMorgan Chase & Co. | 0.00% | Add +18.2% | 330,886 | $28.0M |
| Algert Global LLC | 0.47% | Add +5.6% | 329,480 | $27.9M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.7% | 315,621 | $26.7M |
| Kennedy Capital Management LLC | 0.51% | Add +10.5% | 275,081 | $23.3M |
| UBS Group AG | 0.00% | Add +65.7% | 267,312 | $22.6M |
| Pembroke Management, LTD | 2.20% | Reduce -2.1% | 261,492 | $22.1M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +62.4% | 257,843 | $21.5M |
| Invesco Ltd. | 0.00% | Reduce -8.3% | 242,181 | $20.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -19.6% | 237,557 | $20.1M |
| Stieven Capital Advisors, L.P. | 3.78% | Reduce -16.6% | 236,959 | $20.1M |
| AQR Capital Management | 0.01% | Reduce -4.4% | 225,299 | $19.1M |
| Public Sector Pension Investment Board | 0.07% | Add +6.1% | 219,935 | $18.6M |
| Raymond James Financial Inc. | 0.00% | Add +0.8% | 181,599 | $15.4M |
| Two Sigma Investments, LP | 0.02% | Add +12.1% | 179,665 | $15.2M |
| Rhumbline Advisers | 0.01% | Add +1.1% | 161,346 | $13.7M |
| Millennium Management | 0.01% | Reduce -60.9% | 154,953 | $13.1M |
| Gator Capital Management, LLC | 3.34% | Add +0.5% | 154,055 | $13.0M |
| Edgestream Partners, L.P. | 0.36% | Reduce -11.0% | 147,142 | $12.5M |
| State of Wisconsin Investment Board | 0.03% | Reduce -10.8% | 146,561 | $12.4M |
| Legal & General Group Plc | 0.00% | Reduce -0.5% | 145,210 | $12.3M |
| Bank of America Corp. | 0.00% | Reduce -0.6% | 142,605 | $12.1M |
| Osterweis Capital Management Inc. | 0.71% | Add +67.1% | 141,955 | $12.0M |
| Ategra Capital Management, LLC | 7.96% | Reduce -36.3% | 140,342 | $11.9M |
| First Eagle Investment Management, LLC | 0.02% | Add +3.4% | 139,748 | $11.8M |
| Brandywine Global Investment Management, LLC | 0.08% | Reduce -3.6% | 130,071 | $11.0M |
| Royal Bank of Canada | 0.00% | Reduce -2.2% | 123,556 | $10.5M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -38.7% | 117,794 | $10.0M |
| Prudential Financial Inc. | 0.01% | Reduce -19.9% | 112,803 | $9.5M |
| Swiss National Bank | 0.01% | No change | 103,600 | $8.8M |
| Janus Henderson Group PLC | 0.00% | Add +324.7% | 101,540 | $8.6M |
| Royce & Associates LP | 0.08% | Reduce -2.9% | 100,543 | $8.5M |
| Kestrel Investment Management Corp. | 4.74% | No change | 99,350 | $8.4M |
| Empowered Funds, LLC | 0.08% | Add +30.8% | 97,879 | $8.3M |
| Lord, Abbett & Co. LLC | 0.03% | Reduce -0.4% | 96,247 | $8.1M |
| Renaissance Group LLC | 0.29% | Add +9.3% | 92,050 | $7.8M |
| Barclays PLC | 0.00% | Reduce -30.7% | 91,140 | $7.7M |
| CI Investments Inc. | 0.03% | Add +2.9% | 89,667 | $7.6M |
| Boothbay Fund Management, LLC | 0.20% | Reduce -30.4% | 88,181 | $7.5M |
| Militia Capital Partners, LP | 3.47% | Reduce -31.8% | 88,000 | $7.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -46.3% | 84,031 | $7.1M |
| Russell Investments Group, Ltd. | 0.01% | Add +0.8% | 78,368 | $6.6M |
| Citigroup Inc. | 0.00% | Reduce -26.2% | 74,242 | $6.3M |
| Fred Alger Management, LLC | 0.02% | Reduce -26.1% | 71,441 | $6.0M |
| Empirical Finance, LLC | 0.28% | Add +27.7% | 69,766 | $5.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.8% | 66,584 | $5.6M |
| S&T Bank | 1.57% | Reduce -9.7% | 65,950 | $5.6M |
| Deutsche Bank AG | 0.00% | Reduce -14.1% | 65,252 | $5.5M |
| Victory Capital Management Inc. | 0.00% | Add +297.8% | 62,456 | $5.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.1% | 62,010 | $5.2M |
| Rafferty Asset Management, LLC | 0.02% | Add +9.9% | 59,789 | $5.1M |
| TCW Group Inc. | 0.04% | Reduce -33.5% | 59,620 | $5.0M |
| First Trust Advisors LP | 0.00% | Reduce -22.3% | 59,504 | $5.0M |
| Intech Investment Management LLC | 0.04% | Add +40.3% | 59,317 | $5.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +3.6% | 58,162 | $5.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -31.3% | 56,500 | $4.8M |
| Argent Capital Management LLC | 0.12% | Add +36.7% | 53,690 | $4.5M |
| Wells Fargo & Company | 0.00% | Add +15.0% | 52,208 | $4.4M |
| Bridgeway Capital Management, LLC | 0.09% | Reduce -30.9% | 52,000 | $4.4M |
| California State Teachers Retirement System | 0.00% | Reduce -0.2% | 49,886 | $4.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.3% | 49,346 | $4.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -57.9% | 48,149 | $4.1M |
| AlphaQuest LLC | 0.26% | Add +10897.5% | 47,839 | $4.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +4.4% | 47,336 | $4.0M |
| Epoch Investment Partners, Inc. | 0.02% | Reduce 0.0% | 45,389 | $3.8M |
| Fieldview Capital Management, LLC | 0.63% | Add +27.4% | 45,312 | $3.8M |
| Focus Partners Wealth | 0.01% | Add +4.9% | 43,917 | $3.7M |
| B. Riley Wealth Advisors, Inc. | 0.18% | No change | 43,428 | $3.7M |
| Jane Street Group, LLC | 0.00% | Reduce -53.1% | 41,311 | $3.5M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.13% | Add +2.8% | 40,700 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +281.8% | 40,419 | $3.4M |
| PMC FIG Opportunities LLC | 5.13% | Reduce -27.3% | 39,596 | $3.4M |
| Connors Investor Services Inc. | 0.28% | Reduce -2.1% | 39,218 | $3.3M |
| Orchard Capital Management, LLC | 4.36% | Add +3.0% | 39,039 | $3.3M |
| New York State Teachers Retirement System | 0.01% | Reduce -12.2% | 37,794 | $3.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | No change | 35,355 | $3.0M |
| Ieq Capital, LLC | 0.01% | Reduce -0.2% | 32,989 | $2.8M |
| BNP Paribas Financial Markets | 0.00% | Add +13.3% | 32,236 | $2.7M |
| MetLife Investment Management, LLC | 0.01% | Add +1.5% | 31,662 | $2.7M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -3.9% | 30,669 | $2.6M |
| Formula Growth Ltd. | 0.92% | No change | 30,624 | $2.6M |
| LPL Financial LLC | 0.00% | Reduce -3.8% | 28,871 | $2.4M |
| AXA Investment Managers S.A. | 0.01% | — | 28,332 | $2.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.2% | 28,261 | $2.4M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -1.3% | 27,811 | $2.4M |
| D.A. Davidson & Co. | 0.01% | Add +13.2% | 27,643 | $2.3M |
| Advisory Research Inc. | 0.31% | Add +3.9% | 27,469 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | Add +3.6% | 25,900 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.3% | 25,562 | $2.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -11.5% | 25,286 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -8.3% | 24,782 | $2.1M |
| OP Asset Management Ltd | 0.03% | Add +6.4% | 24,696 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.3% | 24,399 | $2.1M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -21.6% | 24,078 | $2.0M |
| Horizon Investments, LLC | 0.03% | Reduce -8.7% | 23,596 | $2.0M |
| Bank of Montreal | 0.00% | Reduce -17.2% | 23,384 | $2.0M |
| SG Americas Securities, LLC | 0.01% | Add +1408.9% | 22,935 | $1.9M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -57.0% | 22,898 | $1.9M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 22,226 | $1.9M |
| Van Hulzen Asset Management, LLC | 0.14% | Reduce -4.0% | 22,404 | $1.9M |
| Sei Investments Co. | 0.00% | Add +5.4% | 22,106 | $1.9M |
| Gsa Capital Partners LLP | 0.15% | Reduce -56.4% | 21,589 | $1.8M |
| Quantbot Technologies LP | 0.05% | Reduce -27.1% | 21,154 | $1.8M |
| NJ State Employees Deferred Compensation Plan | 0.20% | No change | 21,000 | $1.8M |
| Avenir Corp. | 0.18% | No change | 20,790 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Reduce -6.1% | 20,641 | $1.7M |
| CenterBook Partners LP | 0.08% | Reduce -4.8% | 20,309 | $1.7M |
| Two Sigma Advisers, LP | 0.00% | Reduce -30.6% | 19,316 | $1.6M |
| Ridgewood Investments LLC | 0.64% | No change | 18,051 | $1.5M |
| New York State Common Retirement Fund | 0.00% | Add +3.1% | 17,667 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -13.1% | 17,569 | $1.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +0.6% | 17,517 | $1.5M |
| Quantinno Capital Management LP | 0.00% | Add +23.1% | 17,355 | $1.5M |
| Engineers Gate Manager LP | 0.02% | Add +219.8% | 17,306 | $1.5M |
| Wakefield Asset Management LLLP | 0.39% | Reduce -0.2% | 17,040 | $1.4M |
| Comerica Bank | 0.01% | Reduce -13.0% | 16,713 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +100.5% | 16,439 | $1.4M |
| Lazard Asset Management LLC | 0.00% | Reduce -55.7% | 16,282 | $1.4M |
| Teacher Retirement System of Texas | 0.01% | Add +90.8% | 16,271 | $1.4M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -10.4% | 16,253 | $1.4M |
| Amalgamated Bank | 0.01% | Add +5.8% | 16,165 | $1.4M |
| Csenge Advisory Group | 0.06% | Add +94.4% | 15,999 | $1.4M |
| NFJ Investment Group, LLC | 0.05% | Reduce -37.3% | 15,938 | $1.3M |
| KLP Kapitalforvaltning As | 0.01% | No change | 15,900 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.4% | 15,891 | $1.3M |
| Arizona State Retirement System | 0.01% | Add +0.1% | 15,848 | $1.3M |
| Handelsbanken Fonder AB | 0.00% | Add +35.4% | 15,695 | $1.3M |
| HRT Financial LP | 0.00% | Reduce -71.9% | 15,270 | $1.3M |
| CCG Wealth Management, LLC | 0.61% | No change | 15,200 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -1.5% | 15,128 | $1.3M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +23.8% | 14,739 | $1.2M |
| Horizon Investment Services, LLC | 0.47% | Add +297.1% | 14,586 | $1.2M |
| Dark Forest Capital Management LP | 0.05% | New | 14,554 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +4.4% | 14,357 | $1.2M |
| Danske Bank A/S | 0.00% | Reduce -27.4% | 13,987 | $1.2M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -27.9% | 13,797 | $1.2M |
| Cerity Partners LLC | 0.00% | Add +19.1% | 13,779 | $1.2M |
| Credit Agricole S A | 0.00% | — | 13,610 | $1.2M |
| Sterling Capital Management LLC | 0.02% | Add +19.0% | 12,824 | $1.1M |
| Keel Point, LLC | 0.07% | Reduce -4.4% | 12,735 | $1.1M |
| Persistent Asset Partners Ltd | 0.78% | Reduce -32.2% | 12,729 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.01% | Add +3.3% | 12,704 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -1.0% | 12,363 | $1.0M |
| Federated Hermes, Inc. | 0.00% | Add +2.8% | 11,781 | $997K |
| Hancock Whitney Corp. | 0.02% | Reduce -0.3% | 11,511 | $974K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.7% | 11,452 | $969K |
| Vestcor Inc | 0.03% | Add +203.8% | 10,978 | $929K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -16.2% | 10,899 | $923K |
| TD Asset Management Inc | 0.00% | Reduce -1.3% | 10,830 | $917K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +8.3% | 10,664 | $903K |
| Inspire Advisors, LLC | 0.09% | Add +0.5% | 10,616 | $899K |
| Marshall Wace, LLP | 0.00% | Add +97.2% | 10,580 | $896K |
| Summit Global Investments | 0.05% | Add +4.8% | 10,469 | $886K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -0.2% | 10,331 | $875K |
| ProShare Advisors LLC | 0.00% | Reduce -11.8% | 10,288 | $871K |
| MML Investors Services, LLC | 0.00% | Add +29.8% | 10,155 | $860K |
| Premier Fund Managers Ltd | 0.04% | Add +14.2% | 9,961 | $859K |
| Maltese Capital Management LLC | 0.13% | New | 10,000 | $847K |
| Cwm, LLC | 0.00% | Reduce -2.4% | 9,993 | $846K |
| Pictet Asset Management Holding SA | 0.00% | Add +31.5% | 9,971 | $844K |
| Aviso Financial Inc. | 0.03% | Reduce -4.0% | 9,921 | $840K |
| Voya Investment Management LLC | 0.00% | Reduce -34.9% | 9,648 | $817K |
| Polen Capital Management LLC | 0.00% | New | 9,179 | $777K |
| Integrated Advisors Network LLC | 0.03% | Reduce -2.0% | 9,018 | $763K |
| Jones Financial Companies LLLP | 0.00% | Reduce -0.4% | 8,510 | $744K |
| Citadel Advisors | 0.00% | Reduce -98.2% | 8,772 | $743K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -0.6% | 8,350 | $707K |
| Dynamic Technology Lab Private Ltd | 0.12% | New | 8,130 | $688K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -48.5% | 8,104 | $686K |
| Mariner, LLC | 0.00% | Reduce -8.4% | 7,842 | $664K |
| James Investment Research, Inc. | 0.07% | Add +22.1% | 7,538 | $638K |
| EJF Capital LP | 0.35% | Reduce -29.9% | 7,195 | $609K |
| Oak Associates Ltd. | 0.04% | No change | 7,142 | $605K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -76.4% | 7,125 | $603K |
| Stifel Financial Corp. | 0.00% | Reduce -0.5% | 7,103 | $601K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 6,916 | $585K |
| National Philanthropic Trust | 0.01% | No change | 6,685 | $566K |
| Jaffetilchin Investment Partners, LLC | 0.03% | No change | 6,523 | $552K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,505 | $551K |
| Waterloo Capital, L.P. | 0.04% | Add +0.1% | 6,364 | $539K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -8.2% | 6,315 | $535K |
| HSBC Holdings PLC | 0.00% | Reduce -45.6% | 6,352 | $533K |
| Squarepoint Ops LLC | 0.00% | Reduce -33.2% | 6,269 | $531K |
| Tidal Investments LLC | 0.00% | New | 6,039 | $511K |
| Lido Advisors, LLC | 0.00% | Add +2.7% | 6,000 | $508K |
| Xponance LLC | 0.00% | Reduce -19.3% | 5,891 | $499K |
| Keebeck Wealth Management | 0.06% | Add +9.6% | 5,847 | $495K |
| Coldstream Capital Management Inc. | 0.01% | Add +94.4% | 5,810 | $492K |
| CIBC Bancorp USA Inc. | 0.00% | — | 5,802 | $491K |
| Inceptionr LLC | 0.12% | New | 5,798 | $491K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -13.2% | 5,745 | $486K |
| Simplex Trading, LLC | 0.01% | Add +82.4% | 5,656 | $478K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +4.2% | 5,635 | $477K |
| Oxford Asset Management LLP | 0.16% | New | 5,604 | $474K |
| Osaic Holdings, Inc. | 0.00% | Add +9.1% | 5,286 | $471K |
| Cetera Trust Company, N.A | 0.26% | No change | 5,470 | $463K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +46.8% | 5,430 | $460K |
| Praxis Investment Management Inc. | 0.03% | No change | 5,330 | $451K |
| Campbell & CO Investment Adviser LLC | 0.03% | New | 5,134 | $435K |
| Arax Advisory Partners | 0.01% | Add +393.6% | 5,064 | $429K |
| Alps Advisors Inc. | 0.00% | Reduce -12.9% | 4,979 | $421K |
| Verition Fund Management LLC | 0.00% | Reduce -10.3% | 4,831 | $409K |
| Foyston, Gordon & Payne Inc | 0.09% | Add +4.9% | 4,765 | $403K |
| Creative Planning | 0.00% | Add +10.3% | 4,764 | $403K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.8% | 4,650 | $394K |
| Mission Creek Capital Partners, Inc. | 0.08% | No change | 4,631 | $392K |
| Venturi Wealth Management, LLC | 0.02% | No change | 4,600 | $389K |
| HighTower Advisors, LLC | 0.00% | Reduce -29.7% | 4,587 | $388K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -14.5% | 4,548 | $385K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 4,400 | $372K |
| Pallas Capital Advisors LLC | 0.01% | No change | 4,370 | $370K |
| Mutual Advisors, LLC | 0.01% | Add +4.6% | 4,687 | $369K |
| Cim Investment Management Inc. | 0.10% | Reduce -51.9% | 4,168 | $353K |
| STRS Ohio | 0.00% | Add +20.6% | 4,100 | $347K |
| Pathstone Holdings, LLC | 0.00% | New | 4,018 | $340K |
| Guggenheim Capital LLC | 0.00% | Reduce -32.7% | 3,955 | $335K |
| Verdence Capital Advisors LLC | 0.02% | Add +4.3% | 4,174 | $334K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +3.5% | 3,889 | $329K |
| World Investment Advisors | 0.01% | Reduce -2.9% | 3,821 | $323K |
| Profund Advisors LLC | 0.01% | Reduce -9.9% | 3,799 | $322K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -1.9% | 3,726 | $315K |
| Earnest Partners LLC | 0.00% | No change | 3,600 | $305K |
| Mackenzie Financial Corp. | 0.00% | No change | 3,525 | $298K |
| SkyOak Wealth, LLC | 0.05% | Reduce -15.8% | 3,433 | $291K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +4.0% | 3,382 | $286K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -91.0% | 3,356 | $284K |
| Vise Technologies, Inc. | 0.01% | Reduce -20.8% | 3,326 | $282K |
| Cambria Investment Management, L.P. | 0.02% | New | 3,280 | $278K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +17.8% | 3,217 | $272K |
| Bourgeon Capital Management LLC | 0.05% | No change | 3,200 | $271K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +137.6% | 2,996 | $254K |
| Merit Financial Group, LLC | 0.00% | Add +3.3% | 2,976 | $252K |
| Vontobel Holding Ltd. | 0.00% | Reduce -19.5% | 2,957 | $250K |
| MQS Management LLC | 0.13% | New | 2,688 | $228K |
| Huntington National Bank | 0.00% | Reduce -6.0% | 2,682 | $227K |
| Syon Capital LLC | 0.01% | No change | 2,643 | $224K |
| Neuberger Berman Group LLC | 0.00% | Reduce -8.2% | 2,631 | $223K |
| Palouse Capital Management, Inc. | 0.14% | Reduce -1.6% | 2,604 | $220K |
| NovaPoint Capital, LLC | 0.05% | New | 2,600 | $220K |
| Farringdon Capital, Ltd. | 0.06% | New | 2,592 | $219K |
| Summitry LLC | 0.01% | New | 2,564 | $217K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -2.1% | 2,558 | $217K |
| Jackson Creek Investment Advisors LLC | 0.06% | New | 2,546 | $216K |
| Los Angeles Capital Management LLC | 0.00% | New | 2,550 | $216K |
| Corient Private Wealth LP | 0.00% | New | 2,528 | $214K |
| Hohimer Wealth Management, LLC | 0.03% | Reduce -25.6% | 2,524 | $214K |
| Choreo, LLC | 0.00% | New | 2,519 | $213K |
| Drive Wealth Management, LLC | 0.05% | New | 2,514 | $213K |
| US Bancorp \de | 0.00% | Add +6.9% | 2,499 | $212K |
| Captrust Financial Advisors | 0.00% | New | 2,494 | $211K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -33.1% | 2,482 | $210K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | New | 2,477 | $210K |
| GTS Securities LLC | 0.01% | New | 2,463 | $208K |
| Forum Financial Management, LP | 0.00% | New | 2,461 | $208K |
| Swiss Life Asset Management Ltd | 0.00% | New | 2,453 | $208K |
| Arcus Capital Partners, LLC | 0.09% | New | 2,436 | $206K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 2,437 | $206K |
| Retirement Guys Formula LLC | 0.07% | Reduce -14.5% | 2,419 | $205K |
| denkapparat Operations GmbH | 0.13% | New | 2,390 | $202K |
| Advantage Alpha Capital Partners LP | 0.06% | New | 2,388 | $202K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 2,388 | $202K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -74.0% | 2,363 | $200K |
| GAMMA Investing LLC | 0.01% | Add +10.1% | 2,157 | $183K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,040 | $173K |
| Lanark Financial, Inc. | 0.01% | New | 1,960 | $166K |
| MAI Capital Management | 0.00% | No change | 1,653 | $140K |
| National Bank of Canada | 0.00% | Reduce -9.0% | 1,620 | $137K |
| Smartleaf Asset Management LLC | 0.01% | Add +4.9% | 1,579 | $136K |
| KBC Group NV | 0.00% | No change | 1,592 | $135K |
| State of Wyoming | 0.01% | Add +92.6% | 1,414 | $120K |
| Sprucegrove Investment Management Ltd. | 0.01% | Add +7.7% | 1,400 | $119K |
| iSAM Funds (UK) Ltd | 0.02% | Reduce -81.3% | 1,386 | $117K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -12.4% | 1,346 | $114K |
| Advisory Services Network, LLC | 0.00% | New | 1,232 | $104K |
| Essential Partners LLC | 0.03% | Add +2.1% | 987 | $84K |
| Covestor Ltd | 0.04% | Reduce -47.6% | 947 | $80K |
| Bayforest Capital Ltd | 0.04% | New | 903 | $76K |
| NewEdge Advisors, LLC | 0.00% | No change | 900 | $76K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 896 | $76K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -4.8% | 837 | $71K |
| 1620 Investment Advisors, Inc. | 0.04% | Reduce -0.4% | 737 | $62K |
| Clearstead Advisors, LLC | 0.00% | Reduce -0.2% | 601 | $51K |
| IFP Advisors, Inc | 0.00% | Add +1.2% | 499 | $42K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +7.0% | 477 | $40K |
| Root Financial Partners, LLC | 0.00% | New | 473 | $40K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -4.0% | 455 | $39K |
| True Wealth Design, LLC | 0.01% | No change | 433 | $37K |
| Kathleen S. Wright Associates Inc. | 0.01% | No change | 426 | $36K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -16.9% | 419 | $35K |
| Fifth Third Bancorp | 0.00% | Add +1.2% | 413 | $35K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -65.2% | 404 | $34K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -1.9% | 407 | $34K |
| Parallel Advisors, LLC | 0.00% | No change | 364 | $31K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -20.6% | 344 | $29K |
| Bessemer Group Inc. | 0.00% | Add +59.6% | 348 | $29K |
| Brown Brothers Harriman & Co. | 0.00% | New | 341 | $29K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 310 | $26K |
| Salomon & Ludwin, LLC | 0.00% | New | 308 | $26K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 292 | $25K |
| UMB Bank, n.a. | 0.00% | Add +15.3% | 287 | $24K |
| Quarry LP | 0.01% | New | 282 | $24K |
| Principal Securities, Inc. | 0.00% | Add +30.7% | 277 | $23K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +268.0% | 276 | $23K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -1.2% | 253 | $22K |
| Global Retirement Partners, LLC | 0.00% | No change | 245 | $21K |
| Optiver Holding B.V. | 0.00% | Add +80.2% | 245 | $21K |
| Tidemark, LLC | 0.01% | Reduce -39.8% | 224 | $19K |
| Clark Wealth Partners | 0.01% | Reduce -1.4% | 217 | $19K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 168 | $14K |
| Mather Group, Llc. | 0.00% | New | 168 | $14K |
| Signaturefd, LLC | 0.00% | Add +2.5% | 164 | $14K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 161 | $14K |
| Sunbelt Securities, Inc. | 0.00% | New | 131 | $11K |
| Bokf, NA | 0.00% | No change | 124 | $10K |
| NFSG Corp | 0.00% | New | 121 | $10K |
| Wealthspire Advisors, LLC | 0.00% | New | 115 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 109 | $9K |
| Hemington Wealth Management | 0.00% | Add +3.6% | 114 | $9K |
| Chelsea Counsel Co. | 0.00% | No change | 100 | $8K |
| Private Trust Co. NA | 0.00% | New | 100 | $8K |
| Bare Financial Services, Inc | 0.00% | Add +6.0% | 89 | $8K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +107.0% | 89 | $8K |
| Hantz Financial Services, Inc. | 0.00% | Add +76.6% | 83 | $7K |
| Rothschild Investment LLC | 0.00% | Reduce -23.8% | 80 | $7K |
| Quadrant Capital Group LLC | 0.00% | New | 75 | $6K |
| Clayton Financial Group LLC | 0.00% | New | 71 | $6K |
| Vision Financial Markets LLC | 0.01% | No change | 70 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 67 | $6K |
| Allworth Financial LP | 0.00% | Add +11.3% | 59 | $5K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 57 | $5K |
| CoreCap Advisors, LLC | 0.00% | Add +1.9% | 54 | $5K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 52 | $4K |
| Assetmark, Inc. | 0.00% | Add +400.0% | 50 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 39 | $3K |
| Kilter Group LLC | 0.00% | No change | 38 | $3K |
| Clearstead Trust, LLC | 0.00% | No change | 37 | $3K |
| Colonial Trust Co / SC | 0.00% | Reduce -35.2% | 35 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -2.9% | 34 | $3K |
| Fortitude Family Office, LLC | 0.00% | No change | 29 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 25 | $2K |
| Scarborough Advisors, LLC | 0.00% | No change | 25 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 22 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Add +15.4% | 15 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 16 | $1K |
| Larson Financial Group LLC | 0.00% | Reduce -33.3% | 10 | $847 |
| Binnacle Investments Inc | 0.00% | No change | 9 | $762 |
| SJS Investment Consulting Inc. | 0.00% | No change | 8 | $678 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 8 | $677 |
| Rialto Wealth Management, LLC | 0.00% | Add +50.0% | 6 | $508 |
| HFM Investment Advisors, LLC | 0.00% | Add +25.0% | 5 | $423 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +25.0% | 5 | $423 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +33.3% | 4 | $339 |
| Abound Wealth Management | 0.00% | No change | 3 | $254 |
| Tortoise Investment Management, LLC | 0.00% | New | 2 | $169 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1 | $85 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $0 |
| Avion Wealth | 0.00% | No change | 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.