Axos FinancialAX
13F holders, Q4 2025 (December 31)379holders −3
30new positions
40sold out
4famous investors
$86.21avg. 13F price*
At the end of Q4 2025, 379 institutions reported holding Axos Financial Inc. (AX) in their 13F filings, down 3 from Q3 2025. 30 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($717.7M), Vanguard Group Inc. ($508.1M) and State Street Corp. ($232.3M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $60.3M |
| Exits | 40 | $18.6M |
All 13F filers, Q3 2025 → Q4 2025: 2,883,305 shares bought and 1,590,734 shares sold, net +1,292,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 379 holders
| BlackRock, Inc. | 0.01% | Add +2.2% | 8,330,302 | $717.7M |
| Vanguard Group Inc. | 0.01% | Reduce -0.5% | 5,897,415 | $508.1M |
| State Street Corp. | 0.01% | Add +0.5% | 2,696,323 | $232.3M |
| American Century Companies Inc. | 0.11% | Add +2.5% | 2,474,755 | $213.2M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.1% | 2,169,494 | $186.9M |
| FMR LLC | 0.01% | Add +34.4% | 1,870,781 | $161.2M |
| Geode Capital Management, LLC | 0.01% | Add +3.6% | 1,775,539 | $154.7M |
| Davis Asset Management, L.P. | 4.50% | No change | 1,457,219 | $125.6M |
| Ameriprise Financial Inc. | 0.01% | Add +6.2% | 753,598 | $64.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.8% | 721,572 | $62.2M |
| Northern Trust Corp. | 0.01% | Reduce -3.6% | 665,033 | $57.3M |
| Geneva Capital Management LLC | 1.07% | Reduce -10.6% | 659,859 | $56.9M |
| Wasatch Advisors LP | 0.32% | Reduce -31.8% | 617,711 | $53.2M |
| Morgan Stanley | 0.00% | Add +18.8% | 563,890 | $48.6M |
| Wellington Management Group LLP | 0.01% | Add +18.6% | 528,300 | $45.5M |
| Emerald Advisers, LLC | 1.38% | Reduce -1.4% | 521,379 | $44.9M |
| Franklin Resources Inc. | 0.01% | Add +9.9% | 455,161 | $39.2M |
| Nuveen, LLC | 0.01% | Reduce -7.8% | 408,747 | $35.2M |
| Shaker Investments LLC | 13.57% | Reduce -5.3% | 378,670 | $32.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.5% | 377,805 | $32.6M |
| 1832 Asset Management L.P. | 0.04% | New | 375,392 | $32.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +56.2% | 371,086 | $32.0M |
| Bragg Financial Advisors, Inc | 1.00% | Add +0.2% | 355,459 | $30.6M |
| Boston Partners | 0.03% | Reduce -8.1% | 349,273 | $30.4M |
| Algert Global LLC | 0.47% | Add +5.3% | 346,800 | $29.9M |
| Emerald Mutual Fund Advisers Trust | 1.43% | No change | 341,262 | $29.4M |
| Principal Financial Group Inc. | 0.01% | Add +6.9% | 337,324 | $29.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.1% | 320,485 | $27.6M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +21.5% | 313,216 | $27.4M |
| Kennedy Capital Management LLC | 0.56% | Add +12.3% | 308,935 | $26.6M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -12.9% | 306,206 | $26.4M |
| Pembroke Management, LTD | 2.57% | Add +10.3% | 288,555 | $24.9M |
| Public Sector Pension Investment Board | 0.08% | Add +23.4% | 271,415 | $23.4M |
| UBS Group AG | 0.00% | Reduce -4.2% | 256,224 | $22.1M |
| Stieven Capital Advisors, L.P. | 4.09% | Add +8.0% | 255,859 | $22.0M |
| AQR Capital Management | 0.01% | Add +3.3% | 232,636 | $20.0M |
| Invesco Ltd. | 0.00% | Reduce -17.0% | 200,949 | $17.3M |
| Gator Capital Management, LLC | 3.14% | Add +14.5% | 176,340 | $15.2M |
| Ategra Capital Management, LLC | 7.55% | Add +9.3% | 153,342 | $13.2M |
| Rhumbline Advisers | 0.01% | Reduce -5.5% | 152,491 | $13.1M |
| State of Wisconsin Investment Board | 0.03% | Add +3.9% | 152,215 | $13.1M |
| Edgestream Partners, L.P. | 0.37% | Add +2.7% | 151,130 | $13.0M |
| Millennium Management | 0.01% | Reduce -6.5% | 144,837 | $12.5M |
| Osterweis Capital Management Inc. | 0.70% | Add +0.5% | 142,685 | $12.3M |
| First Eagle Investment Management, LLC | 0.02% | Add +1.8% | 142,287 | $12.3M |
| Legal & General Group Plc | 0.00% | Reduce -4.0% | 139,330 | $12.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -25.6% | 135,096 | $11.6M |
| Squarepoint Ops LLC | 0.02% | Add +2049.8% | 134,773 | $11.6M |
| Bank of America Corp. | 0.00% | Reduce -7.7% | 131,570 | $11.3M |
| Brandywine Global Investment Management, LLC | 0.07% | Reduce -3.6% | 125,371 | $10.8M |
| Empowered Funds, LLC | 0.18% | Add +26.6% | 123,879 | $10.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +100.4% | 113,229 | $9.8M |
| Cerity Partners LLC | 0.01% | Add +712.9% | 112,014 | $9.7M |
| Prudential Financial Inc. | 0.01% | Reduce -2.1% | 110,378 | $9.5M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -6.5% | 110,171 | $9.5M |
| Royce & Associates LP | 0.10% | Add +8.9% | 109,507 | $9.4M |
| Swiss National Bank | 0.01% | Add +2.3% | 106,000 | $9.1M |
| Barclays PLC | 0.00% | Add +13.1% | 103,107 | $8.9M |
| Militia Capital Partners, LP | 3.24% | Add +13.6% | 100,000 | $8.6M |
| Royal Bank of Canada | 0.00% | Reduce -19.3% | 99,729 | $8.6M |
| Kestrel Investment Management Corp. | 4.70% | Reduce -3.2% | 96,150 | $8.3M |
| Empirical Finance, LLC | 0.39% | Add +37.0% | 95,566 | $8.2M |
| CI Investments Inc. | 0.03% | Add +2.4% | 91,817 | $7.9M |
| Renaissance Group LLC | 0.32% | Reduce -0.5% | 91,598 | $7.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3.2% | 86,725 | $7.5M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -15.2% | 81,578 | $7.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +1.8% | 79,784 | $6.9M |
| Victory Capital Management Inc. | 0.00% | Add +21.2% | 75,721 | $6.5M |
| Wells Fargo & Company | 0.00% | Add +43.6% | 74,948 | $6.5M |
| WCM Investment Management, LLC | 0.01% | New | 69,971 | $6.1M |
| Two Sigma Investments, LP | 0.01% | Reduce -61.8% | 68,678 | $5.9M |
| Deutsche Bank AG | 0.00% | Add +1.9% | 66,511 | $5.7M |
| Alliancebernstein L.P. | 0.00% | Add +5.7% | 65,564 | $5.6M |
| Bessemer Group Inc. | 0.01% | Add +18496.8% | 64,717 | $5.6M |
| Citigroup Inc. | 0.00% | Reduce -13.1% | 64,526 | $5.6M |
| LGT Fund Management Co Ltd. | 0.43% | New | 62,450 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.3% | 60,381 | $5.2M |
| First Trust Advisors LP | 0.00% | Reduce -1.9% | 58,385 | $5.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 56,364 | $4.9M |
| S&T Bank | 1.51% | Reduce -15.9% | 55,480 | $4.8M |
| TCW Group Inc. | 0.03% | Reduce -7.5% | 55,120 | $4.7M |
| Fred Alger Management, LLC | 0.02% | Reduce -23.5% | 54,641 | $4.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.3% | 51,484 | $4.4M |
| California State Teachers Retirement System | 0.00% | Add +2.3% | 51,055 | $4.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -49.8% | 51,022 | $4.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -16.1% | 48,829 | $4.2M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -19.9% | 47,897 | $4.1M |
| Bridgeway Capital Management, LLC | 0.09% | Reduce -9.0% | 47,300 | $4.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.4% | 46,670 | $4.0M |
| Argent Capital Management LLC | 0.11% | Reduce -14.8% | 45,757 | $3.9M |
| Focus Partners Wealth | 0.00% | Add +2.6% | 45,066 | $3.8M |
| B. Riley Wealth Advisors, Inc. | 0.18% | No change | 43,428 | $3.7M |
| AlphaQuest LLC | 0.20% | Reduce -11.8% | 42,218 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.9% | 39,662 | $3.6M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.14% | No change | 40,700 | $3.5M |
| Orchard Capital Management, LLC | 2.97% | Add +1.6% | 39,674 | $3.4M |
| SG Americas Securities, LLC | 0.00% | Add +67.6% | 38,444 | $3.3M |
| Connors Investor Services Inc. | 0.28% | Reduce -2.5% | 38,228 | $3.3M |
| Epoch Investment Partners, Inc. | 0.02% | Reduce -16.2% | 38,051 | $3.3M |
| State of Alaska, Department of Revenue | 0.03% | Add +22.9% | 37,686 | $3.2M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.3% | 37,306 | $3.2M |
| Fieldview Capital Management, LLC | 0.53% | Reduce -20.6% | 35,960 | $3.1M |
| State of Tennessee, Department of Treasury | 0.01% | Add +29.6% | 31,196 | $3.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | No change | 35,355 | $3.0M |
| Weiss Asset Management LP | 0.05% | New | 33,660 | $2.9M |
| LPL Financial LLC | 0.00% | Add +11.0% | 32,059 | $2.8M |
| Ieq Capital, LLC | 0.01% | Reduce -7.1% | 30,660 | $2.6M |
| Formula Growth Ltd. | 1.02% | No change | 30,624 | $2.6M |
| MetLife Investment Management, LLC | 0.01% | Reduce -5.2% | 30,023 | $2.6M |
| Illinois Municipal Retirement Fund | 0.03% | Add +5.5% | 29,331 | $2.5M |
| Intech Investment Management LLC | 0.02% | Reduce -51.0% | 29,034 | $2.5M |
| Advisory Research Inc. | 0.31% | Add +5.6% | 28,999 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +14.1% | 28,268 | $2.4M |
| Federated Hermes, Inc. | 0.00% | Add +136.7% | 27,890 | $2.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.2% | 27,369 | $2.4M |
| Sei Investments Co. | 0.00% | Add +22.9% | 27,175 | $2.3M |
| D.A. Davidson & Co. | 0.01% | Reduce -2.4% | 26,972 | $2.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -17.0% | 26,756 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | No change | 25,900 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 25,723 | $2.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.0% | 25,287 | $2.2M |
| Brevan Howard Capital Management LP | 0.04% | New | 25,000 | $2.1M |
| OP Asset Management Ltd | 0.03% | No change | 24,696 | $2.1M |
| Destination Wealth Management | 0.06% | New | 24,400 | $2.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +5844.5% | 24,194 | $2.1M |
| Bank of Montreal | 0.00% | Reduce -0.7% | 23,211 | $2.0M |
| HRT Financial LP | 0.01% | Add +44.6% | 22,084 | $1.9M |
| D. E. Shaw & Co. | 0.00% | Reduce -55.0% | 21,655 | $1.9M |
| Avenir Corp. | 0.19% | No change | 20,790 | $1.8M |
| Jackson Creek Investment Advisors LLC | 0.53% | Add +714.0% | 20,725 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Reduce -0.3% | 20,575 | $1.8M |
| Csenge Advisory Group | 0.08% | Add +28.4% | 20,549 | $1.8M |
| Van Hulzen Asset Management, LLC | 0.13% | Reduce -10.1% | 20,138 | $1.7M |
| New York State Common Retirement Fund | 0.00% | Add +7.4% | 18,967 | $1.6M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +0.8% | 17,663 | $1.5M |
| Wakefield Asset Management LLLP | 0.40% | No change | 17,040 | $1.5M |
| Quantinno Capital Management LP | 0.00% | Reduce -3.2% | 16,796 | $1.4M |
| Yousif Capital Management, LLC | 0.02% | Reduce -12.1% | 15,437 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +0.7% | 16,547 | $1.4M |
| Boothbay Fund Management, LLC | 0.04% | Reduce -81.3% | 16,465 | $1.4M |
| Amalgamated Bank | 0.01% | Add +0.9% | 16,318 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.3% | 16,270 | $1.4M |
| KLP Kapitalforvaltning As | 0.01% | No change | 15,900 | $1.4M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,891 | $1.4M |
| Pictet Asset Management Holding SA | 0.00% | Add +59.0% | 15,851 | $1.4M |
| Handelsbanken Fonder AB | 0.00% | No change | 15,695 | $1.4M |
| NFJ Investment Group, LLC | 0.05% | Reduce -4.2% | 15,262 | $1.3M |
| CCG Wealth Management, LLC | 0.56% | No change | 15,200 | $1.3M |
| Arizona State Retirement System | 0.01% | Reduce -4.5% | 15,131 | $1.3M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +0.9% | 14,871 | $1.3M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 22,226 | $1.3M |
| US Bancorp \de | 0.00% | Add +479.4% | 14,480 | $1.2M |
| Summit Global Investments | 0.07% | Add +35.7% | 14,203 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -7.2% | 14,037 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -2.3% | 14,023 | $1.2M |
| Citadel Advisors | 0.00% | Add +57.3% | 13,800 | $1.2M |
| Credit Agricole S A | 0.00% | No change | 13,610 | $1.2M |
| Comerica Bank | 0.00% | Reduce -20.9% | 13,229 | $1.1M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -19.9% | 13,015 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.01% | Add +2.4% | 13,004 | $1.1M |
| Evolve Private Wealth, LLC | 0.07% | — | 12,906 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +26.2% | 12,820 | $1.1M |
| Keel Point, LLC | 0.07% | Add +0.0% | 12,739 | $1.1M |
| Teacher Retirement System of Texas | 0.00% | Reduce -22.3% | 12,648 | $1.1M |
| Sterling Capital Management LLC | 0.02% | Reduce -3.9% | 12,326 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +117.1% | 12,232 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -3.0% | 11,998 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +7.3% | 11,697 | $1.0M |
| Engineers Gate Manager LP | 0.01% | Reduce -32.4% | 11,693 | $1.0M |
| Hancock Whitney Corp. | 0.02% | Add +1.5% | 11,679 | $1.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +7.6% | 11,473 | $989K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.3% | 11,415 | $984K |
| Polen Capital Management LLC | 0.00% | Add +19.7% | 10,986 | $947K |
| ProShare Advisors LLC | 0.00% | Add +3.1% | 10,607 | $914K |
| TD Asset Management Inc | 0.00% | Reduce -2.2% | 10,595 | $913K |
| Horizon Investment Services, LLC | 0.33% | Reduce -28.0% | 10,496 | $904K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -0.5% | 10,280 | $886K |
| Inspire Advisors, LLC | 0.08% | Reduce -4.3% | 10,155 | $875K |
| Guggenheim Capital LLC | 0.01% | Add +153.3% | 10,020 | $863K |
| Vestcor Inc | 0.02% | Reduce -9.1% | 9,978 | $860K |
| Simplex Trading, LLC | 0.02% | Add +76.5% | 9,980 | $860K |
| Cwm, LLC | 0.00% | Reduce -0.4% | 9,956 | $858K |
| Quantbot Technologies LP | 0.03% | Reduce -53.0% | 9,937 | $856K |
| Aviso Financial Inc. | 0.03% | Reduce -0.6% | 9,866 | $850K |
| Voya Investment Management LLC | 0.00% | No change | 9,648 | $831K |
| Mariner, LLC | 0.00% | Add +16.3% | 9,118 | $786K |
| Canada Pension Plan Investment Board | 0.00% | New | 9,000 | $775K |
| Gsa Capital Partners LLP | 0.06% | Reduce -59.5% | 8,745 | $753K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.1% | 8,358 | $720K |
| Maryland State Retirement & Pension System | 0.01% | Add +2.7% | 8,326 | $717K |
| Jones Financial Companies LLLP | 0.00% | Reduce -10.8% | 7,587 | $654K |
| James Investment Research, Inc. | 0.07% | No change | 7,538 | $649K |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 7,113 | $613K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -0.7% | 7,074 | $609K |
| Group One Trading LLC | 0.02% | New | 7,046 | $607K |
| CenterBook Partners LP | 0.03% | Reduce -66.4% | 6,822 | $588K |
| Oak Associates Ltd. | 0.04% | Reduce -4.9% | 6,792 | $585K |
| National Philanthropic Trust | 0.01% | No change | 6,685 | $576K |
| DRW Securities, LLC | 0.04% | New | 6,682 | $576K |
| PMC FIG Opportunities LLC | 0.89% | Reduce -83.5% | 6,548 | $564K |
| Jaffetilchin Investment Partners, LLC | 0.03% | No change | 6,523 | $562K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,505 | $560K |
| Mutual of America Capital Management LLC | 0.01% | Add +2.5% | 6,474 | $558K |
| Premier Fund Managers Ltd | 0.03% | Reduce -35.7% | 6,402 | $556K |
| Waterloo Capital, L.P. | 0.04% | Reduce -0.4% | 6,338 | $546K |
| HSBC Holdings PLC | 0.00% | Reduce -1.4% | 6,266 | $538K |
| Lido Advisors, LLC | 0.00% | Add +2.5% | 6,150 | $522K |
| Coldstream Capital Management Inc. | 0.01% | Add +3.9% | 6,034 | $520K |
| Xponance LLC | 0.00% | Add +0.5% | 5,921 | $510K |
| Keebeck Wealth Management | 0.06% | Add +0.7% | 5,885 | $507K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 5,764 | $497K |
| EJF Capital LP | 0.27% | Reduce -23.5% | 5,501 | $474K |
| Cetera Trust Company, N.A | 0.25% | Add +0.5% | 5,495 | $473K |
| Praxis Investment Management Inc. | 0.03% | No change | 5,330 | $459K |
| Foyston, Gordon & Payne Inc | 0.10% | Add +8.9% | 5,189 | $447K |
| Alps Advisors Inc. | 0.00% | Add +1.1% | 5,034 | $434K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.8% | 4,929 | $425K |
| Creative Planning | 0.00% | Add +0.7% | 4,797 | $413K |
| Mutual Advisors, LLC | 0.01% | Add +0.8% | 4,723 | $407K |
| Vise Technologies, Inc. | 0.01% | Add +41.7% | 4,713 | $406K |
| Mission Creek Capital Partners, Inc. | 0.08% | No change | 4,631 | $399K |
| Venturi Wealth Management, LLC | 0.02% | No change | 4,600 | $396K |
| Equitable Trust Co. | 0.02% | New | 4,591 | $396K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -67.4% | 4,497 | $387K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.1% | 4,492 | $387K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -2.9% | 4,418 | $381K |
| Pallas Capital Advisors LLC | 0.01% | Add +0.2% | 4,378 | $377K |
| Cim Investment Management Inc. | 0.09% | No change | 4,168 | $359K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +6.4% | 4,139 | $357K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -24.7% | 4,088 | $352K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.8% | 4,615 | $349K |
| Profund Advisors LLC | 0.01% | Add +2.8% | 3,907 | $337K |
| Abel Hall, LLC | 0.08% | New | 3,838 | $331K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +16.9% | 3,760 | $324K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +0.1% | 3,731 | $321K |
| World Investment Advisors | 0.01% | Reduce -2.9% | 3,709 | $320K |
| Victory Financial Group, LLC | 0.04% | New | 3,640 | $314K |
| Cibc World Markets Corp. | 0.00% | — | 3,601 | $310K |
| Earnest Partners LLC | 0.00% | No change | 3,600 | $310K |
| STRS Ohio | 0.00% | Reduce -12.2% | 3,600 | $310K |
| XTX Topco Ltd | 0.01% | New | 3,569 | $308K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +5.6% | 3,543 | $305K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +3.3% | 3,495 | $301K |
| Mackenzie Financial Corp. | 0.00% | Reduce -3.3% | 3,410 | $295K |
| Bourgeon Capital Management LLC | 0.05% | No change | 3,200 | $276K |
| Bayforest Capital Ltd | 0.20% | Add +249.3% | 3,154 | $272K |
| Merit Financial Group, LLC | 0.00% | Add +5.9% | 3,152 | $272K |
| Bank of Nova Scotia Trust Co. | 0.02% | New | 3,145 | $271K |
| Cambria Investment Management, L.P. | 0.02% | Reduce -4.4% | 3,135 | $270K |
| Summitry LLC | 0.01% | Add +17.6% | 3,015 | $260K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 2,996 | $258K |
| Vontobel Holding Ltd. | 0.00% | Reduce -2.6% | 2,881 | $248K |
| Swiss Life Asset Management Ltd | 0.00% | Add +16.1% | 2,847 | $245K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 2,778 | $239K |
| Corient Private Wealth LP | 0.00% | Add +6.7% | 2,696 | $232K |
| Captrust Financial Advisors | 0.00% | Add +8.0% | 2,693 | $232K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 2,666 | $230K |
| Arcus Capital Partners, LLC | 0.08% | Add +9.2% | 2,660 | $229K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +7.4% | 2,660 | $229K |
| Verdence Capital Advisors LLC | 0.01% | Reduce -36.6% | 2,646 | $228K |
| Syon Capital LLC | 0.01% | No change | 2,643 | $228K |
| nVerses Capital, LLC | 0.49% | — | 2,560 | $221K |
| Palouse Capital Management, Inc. | 0.14% | Reduce -3.2% | 2,520 | $217K |
| Choreo, LLC | 0.00% | Reduce -0.7% | 2,502 | $217K |
| Hohimer Wealth Management, LLC | 0.03% | Reduce -0.6% | 2,510 | $216K |
| Drive Wealth Management, LLC | 0.04% | Reduce -0.2% | 2,508 | $216K |
| Huntington National Bank | 0.00% | Reduce -6.5% | 2,508 | $216K |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.8% | 2,505 | $216K |
| Waldron Private Wealth LLC | 0.01% | New | 2,487 | $214K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,482 | $214K |
| Forum Financial Management, LP | 0.00% | No change | 2,461 | $212K |
| Retirement Guys Formula LLC | 0.10% | Add +1.2% | 2,449 | $211K |
| Fifth Third Wealth Advisors LLC | 0.01% | Add +0.2% | 2,392 | $206K |
| denkapparat Operations GmbH | 0.11% | No change | 2,390 | $206K |
| Lanark Financial, Inc. | 0.02% | Add +19.9% | 2,349 | $202K |
| Los Angeles Capital Management LLC | 0.00% | No change | 2,550 | $202K |
| Persistent Asset Partners Ltd | 0.10% | Reduce -81.6% | 2,338 | $201K |
| Rockefeller Capital Management L.P. | 0.00% | Add +7.2% | 2,186 | $188K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -7.9% | 2,177 | $188K |
| GAMMA Investing LLC | 0.01% | Add +0.2% | 2,162 | $186K |
| Smartleaf Asset Management LLC | 0.01% | Add +5.9% | 1,672 | $145K |
| Arax Advisory Partners | 0.00% | Reduce -67.8% | 1,632 | $141K |
| KBC Group NV | 0.00% | No change | 1,592 | $137K |
| Global Retirement Partners, LLC | 0.00% | Add +524.1% | 1,529 | $132K |
| MAI Capital Management | 0.00% | Reduce -9.3% | 1,500 | $129K |
| Sprucegrove Investment Management Ltd. | 0.01% | No change | 1,400 | $121K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,292 | $111K |
| National Bank of Canada | 0.00% | Reduce -28.9% | 1,151 | $99K |
| NewEdge Advisors, LLC | 0.00% | Add +22.8% | 1,105 | $95K |
| Clearstead Advisors, LLC | 0.00% | Add +82.9% | 1,099 | $95K |
| Aquatic Capital Management LLC | 0.00% | New | 1,084 | $93K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -21.1% | 1,062 | $92K |
| Covestor Ltd | 0.05% | Add +8.6% | 1,028 | $89K |
| Horizon Investments, LLC | 0.00% | Reduce -95.6% | 1,030 | $89K |
| Exchange Traded Concepts, LLC | 0.00% | New | 1,030 | $89K |
| Essential Partners LLC | 0.03% | Reduce -1.2% | 975 | $84K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 896 | $77K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -0.2% | 835 | $72K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 560 | $48K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +12.6% | 537 | $46K |
| Signature Equity Partners, LLC | 0.03% | — | 529 | $46K |
| 1620 Investment Advisors, Inc. | 0.03% | Reduce -30.5% | 512 | $44K |
| Hantz Financial Services, Inc. | 0.00% | Add +508.4% | 505 | $44K |
| IFP Advisors, Inc | 0.00% | Add +1.6% | 507 | $44K |
| Root Financial Partners, LLC | 0.00% | Add +4.4% | 494 | $43K |
| Salomon & Ludwin, LLC | 0.00% | Add +43.2% | 441 | $39K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.4% | 453 | $39K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +163.7% | 443 | $38K |
| Fifth Third Bancorp | 0.00% | Add +6.0% | 438 | $38K |
| True Wealth Design, LLC | 0.01% | Reduce -0.2% | 432 | $37K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 421 | $36K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 419 | $36K |
| Torren Management, LLC | 0.02% | — | 414 | $36K |
| Parallel Advisors, LLC | 0.00% | No change | 364 | $31K |
| UMB Bank, n.a. | 0.00% | Add +19.9% | 344 | $30K |
| Basepoint Wealth LLC | 0.02% | New | 328 | $28K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 310 | $27K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 303 | $26K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 292 | $25K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -1.6% | 249 | $23K |
| Tidemark, LLC | 0.01% | No change | 224 | $19K |
| Clark Wealth Partners | 0.01% | No change | 217 | $19K |
| Private Trust Co. NA | 0.00% | Add +102.0% | 202 | $17K |
| Danske Bank A/S | 0.00% | Reduce -98.6% | 200 | $17K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 161 | $14K |
| Arbor Wealth Management LLC\AZ | 0.01% | — | 161 | $14K |
| Signaturefd, LLC | 0.00% | Reduce -2.4% | 160 | $14K |
| Kemnay Advisory Services Inc. | 0.00% | New | 152 | $13K |
| DV Equities, LLC | 0.00% | — | 138 | $12K |
| Bokf, NA | 0.00% | No change | 124 | $11K |
| SageView Advisory Group, LLC | 0.00% | New | 114 | $10K |
| Quarry LP | 0.00% | Reduce -60.3% | 112 | $10K |
| Sound Income Strategies, LLC | 0.00% | New | 101 | $10K |
| Bare Financial Services, Inc | 0.00% | Add +23.6% | 110 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 109 | $9K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -70.3% | 102 | $9K |
| Chelsea Counsel Co. | 0.00% | No change | 100 | $9K |
| SHP Wealth Management | 0.00% | — | 100 | $9K |
| Rothschild Investment LLC | 0.00% | Add +20.0% | 96 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Add +29.9% | 87 | $7K |
| Quadrant Capital Group LLC | 0.00% | No change | 75 | $6K |
| Vision Financial Markets LLC | 0.01% | No change | 70 | $6K |
| Allworth Financial LP | 0.00% | Add +13.6% | 67 | $6K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 57 | $5K |
| CoreCap Advisors, LLC | 0.00% | Reduce -5.6% | 51 | $4K |
| Optiver Holding B.V. | 0.00% | Reduce -79.2% | 51 | $4K |
| Kilter Group LLC | 0.00% | Add +21.1% | 46 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -50.6% | 44 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 39 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 35 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 35 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 34 | $3K |
| Fortitude Family Office, LLC | 0.00% | Add +13.8% | 33 | $3K |
| Assetmark, Inc. | 0.00% | Reduce -36.0% | 32 | $3K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -76.3% | 31 | $3K |
| Larson Financial Group LLC | 0.00% | Add +210.0% | 31 | $3K |
| Scarborough Advisors, LLC | 0.00% | No change | 25 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 22 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 22 | $2K |
| Inspire Investing, LLC | 0.00% | New | 21 | $2K |
| Ankerstar Wealth, LLC | 0.00% | — | 20 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1800.0% | 19 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +325.0% | 17 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $1K |
| Avion Wealth | 0.00% | Add +75.0% | 14 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 8 | $690 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 8 | $689 |
| Quent Capital, LLC | 0.00% | New | 8 | $689 |
| Optima Capital LLC | 0.00% | New | 6 | $517 |
| Rialto Wealth Management, LLC | 0.00% | No change | 6 | $517 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +20.0% | 6 | $516 |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $431 |
| DV Trading LLC | 0.00% | — | 4 | $345 |
| Gilpin Wealth Management, LLC | 0.00% | — | 3 | $259 |
| Abound Wealth Management | 0.00% | No change | 3 | $259 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -80.0% | 3 | $258 |
| Harbour Investments, Inc. | 0.00% | New | 2 | $172 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $98 |
| 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.