Axos FinancialAX
13F holders, Q1 2026 (March 31)387holders +8
41new positions
34sold out
3famous investors
$84.99avg. 13F price*
At the end of Q1 2026, 387 institutions reported holding Axos Financial Inc. (AX) in their 13F filings, up 8 from Q4 2025. 41 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($708.1M), Vanguard Portfolio Management LLC ($263.0M) and State Street Corp. ($239.7M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $28.1M |
| Exits | 34 | $35.4M |
All 13F filers, Q4 2025 → Q1 2026: 3,818,443 shares bought and 1,993,949 shares sold, net +1,824,494 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 387 holders
| BlackRock, Inc. | 0.01% | Reduce -0.1% | 8,321,298 | $708.1M |
| Vanguard Portfolio Management LLC | 0.01% | — | 3,090,775 | $263.0M |
| State Street Corp. | 0.01% | Add +4.5% | 2,816,697 | $239.7M |
| American Century Companies Inc. | 0.11% | Add +1.4% | 2,510,407 | $213.6M |
| Vanguard Capital Management LLC | 0.01% | — | 2,454,074 | $208.8M |
| FMR LLC | 0.01% | Add +30.3% | 2,437,674 | $207.4M |
| Dimensional Fund Advisors LP | 0.04% | Add +0.3% | 2,177,003 | $185.2M |
| Geode Capital Management, LLC | 0.01% | Add +10.3% | 1,958,430 | $168.5M |
| Davis Asset Management, L.P. | 3.59% | Add +5.3% | 1,535,219 | $124.0M |
| Wellington Management Group LLP | 0.01% | Add +58.6% | 837,853 | $71.3M |
| Franklin Resources Inc. | 0.02% | Add +65.9% | 754,994 | $64.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.5% | 732,081 | $62.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -6.0% | 708,489 | $60.3M |
| Northern Trust Corp. | 0.01% | Add +3.0% | 684,712 | $58.3M |
| Wasatch Advisors LP | 0.35% | Reduce -0.2% | 616,381 | $52.4M |
| Geneva Capital Management LLC | 1.10% | Reduce -7.8% | 608,081 | $51.7M |
| Invesco Ltd. | 0.00% | Add +171.9% | 546,306 | $46.5M |
| Morgan Stanley | 0.00% | Reduce -3.6% | 543,627 | $46.3M |
| Emerald Advisers, LLC | 1.34% | Reduce -4.8% | 496,232 | $42.2M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +38.2% | 432,739 | $37.2M |
| Boston Partners | 0.04% | Add +18.3% | 413,152 | $35.2M |
| 1832 Asset Management L.P. | 0.04% | Add +1.2% | 379,784 | $32.3M |
| Shaker Investments LLC | 14.28% | Reduce -2.6% | 368,712 | $31.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.4% | 368,667 | $31.4M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 368,241 | $31.3M |
| Bragg Financial Advisors, Inc | 0.96% | Add +0.1% | 355,868 | $30.3M |
| Principal Financial Group Inc. | 0.02% | Add +4.9% | 353,951 | $30.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.7% | 353,689 | $30.1M |
| Emerald Mutual Fund Advisers Trust | 1.39% | Reduce -1.3% | 336,740 | $28.7M |
| UBS Group AG | 0.00% | Add +17.8% | 301,816 | $25.7M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -2.5% | 298,514 | $25.4M |
| Public Sector Pension Investment Board | 0.08% | Add +6.5% | 289,060 | $24.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.0% | 262,853 | $21.8M |
| Nuveen, LLC | 0.01% | Reduce -38.7% | 250,394 | $21.3M |
| Stieven Capital Advisors, L.P. | 4.38% | Reduce -5.9% | 240,745 | $20.5M |
| AQR Capital Management | 0.01% | Add +0.9% | 234,747 | $20.0M |
| Kennedy Capital Management LLC | 0.42% | Reduce -25.1% | 231,387 | $19.7M |
| Bank of America Corp. | 0.00% | Add +68.5% | 221,656 | $18.9M |
| Empowered Funds, LLC | 0.12% | Add +74.7% | 216,366 | $18.4M |
| Algert Global LLC | 0.25% | Reduce -44.7% | 191,844 | $16.3M |
| Gator Capital Management, LLC | 3.39% | Add +6.0% | 186,840 | $15.9M |
| Squarepoint Ops LLC | 0.03% | Add +33.9% | 180,407 | $15.4M |
| Empirical Finance, LLC | 0.71% | Add +86.5% | 178,281 | $15.2M |
| First Eagle Investment Management, LLC | 0.02% | Add +15.7% | 164,612 | $14.0M |
| Osterweis Capital Management Inc. | 0.86% | Add +14.8% | 163,740 | $13.9M |
| CCG Wealth Management, LLC | 3.76% | Add +971.7% | 162,896 | $13.9M |
| Rhumbline Advisers | 0.01% | Add +2.5% | 156,373 | $13.3M |
| Pembroke Management, LTD | 1.83% | Reduce -48.5% | 148,591 | $12.6M |
| State of Wisconsin Investment Board | 0.03% | Reduce -5.5% | 143,781 | $12.2M |
| Raymond James Financial Inc. | 0.00% | Add +6.3% | 143,565 | $12.2M |
| Brevan Howard Capital Management LP | 0.12% | Add +440.5% | 135,129 | $11.5M |
| Royce & Associates LP | 0.11% | Add +22.9% | 134,616 | $11.5M |
| Legal & General Group Plc | 0.00% | Reduce -9.1% | 126,615 | $10.8M |
| Cerity Partners LLC | 0.02% | Add +11.8% | 125,212 | $10.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +8.5% | 122,888 | $10.5M |
| Prudential Financial Inc. | 0.01% | Add +10.5% | 121,998 | $10.4M |
| Ategra Capital Management, LLC | 5.39% | Reduce -25.8% | 113,765 | $9.7M |
| Renaissance Group LLC | 0.40% | Add +23.8% | 113,384 | $9.6M |
| Swiss National Bank | 0.01% | Add +0.4% | 106,400 | $9.1M |
| Militia Capital Management LLC | 1.91% | — | 100,000 | $8.5M |
| Royal Bank of Canada | 0.00% | Reduce -1.5% | 98,217 | $8.4M |
| Kestrel Investment Management Corp. | 4.83% | Reduce -1.0% | 95,150 | $8.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +9.2% | 94,671 | $8.1M |
| Victory Capital Management Inc. | 0.01% | Add +25.0% | 94,637 | $8.1M |
| Argent Capital Management LLC | 0.25% | Add +105.3% | 93,929 | $8.0M |
| WCM Investment Management, LLC | 0.02% | Add +36.3% | 95,366 | $7.9M |
| Philadelphia Financial Management of San Francisco, LLC | 2.40% | New | 88,200 | $7.5M |
| CI Investments Inc. | 0.04% | Reduce -7.4% | 85,017 | $7.2M |
| FIL Ltd | 0.01% | New | 85,000 | $7.2M |
| Bessemer Group Inc. | 0.01% | Add +30.3% | 84,354 | $7.2M |
| Lord, Abbett & Co. LLC | 0.02% | Reduce -1.9% | 79,997 | $6.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +28.4% | 77,537 | $6.6M |
| Citadel Advisors | 0.00% | Add +398.5% | 68,790 | $5.9M |
| Boothbay Fund Management, LLC | 0.14% | Add +311.7% | 67,780 | $5.8M |
| Alliancebernstein L.P. | 0.00% | Add +0.7% | 66,030 | $5.7M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -42.4% | 63,455 | $5.4M |
| First Trust Advisors LP | 0.00% | Add +8.1% | 63,111 | $5.4M |
| LGT Fund Management Co Ltd. | 0.23% | No change | 62,450 | $5.3M |
| California State Teachers Retirement System | 0.01% | Add +22.2% | 62,401 | $5.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +20.7% | 62,145 | $5.3M |
| PMC FIG Opportunities LLC | 7.81% | Add +805.3% | 59,280 | $5.0M |
| Quantinno Capital Management LP | 0.01% | Add +236.5% | 56,525 | $4.8M |
| Citigroup Inc. | 0.00% | Reduce -13.7% | 55,702 | $4.7M |
| TCW Group Inc. | 0.03% | Reduce -2.9% | 53,520 | $4.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -8.2% | 51,756 | $4.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 51,578 | $4.4M |
| Deutsche Bank AG | 0.00% | Reduce -27.7% | 48,094 | $4.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -40.5% | 47,450 | $4.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -4.7% | 46,520 | $4.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.6% | 45,926 | $3.9M |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.15% | Add +9.8% | 44,700 | $3.8M |
| S&T Bank | 1.35% | Reduce -23.4% | 42,514 | $3.6M |
| Focus Partners Wealth | 0.00% | Reduce -6.2% | 42,294 | $3.6M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -11.8% | 42,252 | $3.6M |
| New York State Teachers Retirement System | 0.01% | Add +9.8% | 40,953 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.6% | 39,879 | $3.4M |
| Susquehanna International Group, LLP | 0.00% | Add +141.9% | 39,364 | $3.3M |
| Global Frontier Investments LLC | 0.43% | New | 37,000 | $3.1M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -2.5% | 36,763 | $3.1M |
| Fred Alger Management, LLC | 0.01% | Reduce -34.3% | 35,888 | $3.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | No change | 35,355 | $3.0M |
| Wells Fargo & Company | 0.00% | Reduce -53.1% | 35,155 | $3.0M |
| State of Tennessee, Department of Treasury | 0.01% | Add +9.6% | 34,195 | $2.9M |
| LPL Financial LLC | 0.00% | Add +5.7% | 33,886 | $2.9M |
| Connors Investor Services Inc. | 0.26% | Reduce -13.5% | 33,063 | $2.8M |
| Two Sigma Investments, LP | 0.00% | Reduce -54.0% | 31,577 | $2.7M |
| Barclays PLC | 0.00% | Reduce -69.5% | 31,484 | $2.7M |
| Formula Growth Ltd. | 1.18% | No change | 30,624 | $2.6M |
| Bridgeway Capital Management, LLC | 0.05% | Reduce -36.1% | 30,200 | $2.6M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.2% | 29,671 | $2.5M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -0.7% | 29,118 | $2.5M |
| BNP Paribas Financial Markets | 0.00% | Add +4.3% | 27,908 | $2.4M |
| Natixis Advisors, LLC | 0.00% | Add +31.4% | 27,035 | $2.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.3% | 26,731 | $2.3M |
| D.A. Davidson & Co. | 0.01% | Reduce -1.4% | 26,580 | $2.3M |
| Sei Investments Co. | 0.00% | Reduce -4.3% | 25,993 | $2.2M |
| SG Americas Securities, LLC | 0.00% | Reduce -32.6% | 25,924 | $2.2M |
| Ieq Capital, LLC | 0.01% | Reduce -16.5% | 25,589 | $2.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.9% | 25,506 | $2.2M |
| Vanguard Global Advisers, LLC | 0.00% | — | 25,459 | $2.2M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -3.1% | 25,100 | $2.1M |
| Destination Wealth Management | 0.05% | No change | 24,400 | $2.1M |
| Federated Hermes, Inc. | 0.00% | Reduce -12.6% | 24,376 | $2.1M |
| Integrated Quantitative Investments LLC | 0.37% | New | 24,265 | $2.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +578.8% | 24,048 | $2.0M |
| Janus Henderson Group PLC | 0.00% | Reduce -53.1% | 23,907 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -15.4% | 23,926 | $2.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -1.8% | 23,754 | $2.0M |
| Persistent Asset Partners Ltd | 0.77% | Add +897.7% | 23,326 | $2.0M |
| Bank of Montreal | 0.00% | Reduce -1.4% | 22,885 | $1.9M |
| Orchard Capital Management, LLC | 2.47% | Reduce -44.0% | 22,208 | $1.9M |
| Avenir Corp. | 0.22% | No change | 20,790 | $1.8M |
| Jackson Creek Investment Advisors LLC | 0.51% | Reduce -2.5% | 20,214 | $1.7M |
| OP Asset Management Ltd | 0.02% | Reduce -21.5% | 19,397 | $1.7M |
| New York State Common Retirement Fund | 0.00% | Reduce -0.5% | 18,867 | $1.6M |
| Ridgewood Investments LLC | 0.63% | — | 18,051 | $1.5M |
| Vestcor Inc | 0.04% | Add +78.2% | 17,784 | $1.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -0.8% | 17,531 | $1.5M |
| Wakefield Asset Management LLLP | 0.39% | Add +0.6% | 17,149 | $1.5M |
| Advisory Research Inc. | 0.18% | Reduce -41.7% | 16,917 | $1.4M |
| Polen Capital Management LLC | 0.01% | Add +53.4% | 16,849 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +0.6% | 16,644 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | New | 16,470 | $1.4M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.5% | 16,300 | $1.4M |
| US Bancorp \de | 0.00% | Add +11.8% | 16,189 | $1.4M |
| Van Hulzen Asset Management, LLC | 0.10% | Reduce -19.7% | 16,174 | $1.4M |
| Amalgamated Bank | 0.01% | Reduce -0.9% | 16,176 | $1.4M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,891 | $1.4M |
| Handelsbanken Fonder AB | 0.00% | No change | 15,695 | $1.3M |
| Yousif Capital Management, LLC | 0.02% | Reduce -0.2% | 15,401 | $1.3M |
| Intech Investment Management LLC | 0.01% | Reduce -47.4% | 15,270 | $1.3M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 14,871 | $1.3M |
| Arizona State Retirement System | 0.01% | Reduce -2.1% | 14,805 | $1.3M |
| Csenge Advisory Group | 0.06% | Reduce -30.4% | 14,305 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +24.4% | 14,273 | $1.2M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 14,072 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 14,037 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.1% | 14,016 | $1.2M |
| Fifth Third Bancorp | 0.00% | Add +3056.6% | 13,826 | $1.2M |
| Evolve Private Wealth, LLC | 0.06% | Add +5.9% | 13,670 | $1.2M |
| Credit Agricole S A | 0.00% | No change | 13,610 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +12.5% | 13,496 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 13,004 | $1.1M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -0.3% | 12,980 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +73.8% | 13,189 | $1.1M |
| Edgestream Partners, L.P. | 0.04% | Reduce -91.5% | 12,835 | $1.1M |
| D. E. Shaw & Co. | 0.00% | Reduce -40.8% | 12,824 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +8.8% | 12,729 | $1.1M |
| Hancock Whitney Corp. | 0.02% | Reduce -4.0% | 11,208 | $1.1M |
| Horizon Investment Services, LLC | 0.37% | Add +20.0% | 12,592 | $1.1M |
| Bullseye Investment Management, LLC | 0.56% | New | 12,160 | $1.0M |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.3% | 11,448 | $974K |
| Keel Point, LLC | 0.07% | Reduce -10.5% | 11,397 | $970K |
| MML Investors Services, LLC | 0.00% | Reduce -13.8% | 11,049 | $940K |
| Engineers Gate Manager LP | 0.01% | Reduce -5.9% | 11,002 | $936K |
| TD Waterhouse Canada Inc. | 0.00% | Add +2493.8% | 10,868 | $932K |
| TD Asset Management Inc | 0.00% | Reduce -1.3% | 10,453 | $889K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -0.2% | 10,262 | $873K |
| Cwm, LLC | 0.00% | Add +1.9% | 10,140 | $863K |
| Legato Capital Management LLC | 0.07% | New | 9,474 | $806K |
| Voya Investment Management LLC | 0.00% | Reduce -3.1% | 9,349 | $796K |
| Inspire Advisors, LLC | 0.06% | Reduce -8.0% | 9,344 | $795K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -42.4% | 9,130 | $777K |
| Aviso Financial Inc. | 0.03% | Reduce -7.8% | 9,094 | $774K |
| ProShare Advisors LLC | 0.00% | Reduce -19.9% | 8,493 | $723K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -0.2% | 8,341 | $710K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -0.8% | 8,259 | $703K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -32.8% | 8,216 | $699K |
| Sterling Capital Management LLC | 0.01% | Reduce -37.8% | 7,664 | $652K |
| James Investment Research, Inc. | 0.07% | Add +0.1% | 7,548 | $642K |
| Stifel Financial Corp. | 0.00% | Add +0.4% | 7,144 | $608K |
| Lido Advisors, LLC | 0.00% | Add +14.8% | 7,060 | $601K |
| Oak Associates Ltd. | 0.04% | Add +3.9% | 7,059 | $601K |
| National Philanthropic Trust | 0.01% | No change | 6,685 | $569K |
| Equitable Trust Co. | 0.03% | Add +42.2% | 6,528 | $555K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,505 | $554K |
| Keebeck Wealth Management | 0.06% | Add +10.6% | 6,509 | $554K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.2% | 6,486 | $552K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -2.2% | 6,377 | $543K |
| Waterloo Capital, L.P. | 0.04% | Add +0.3% | 6,354 | $541K |
| Xponance LLC | 0.00% | Add +6.0% | 6,275 | $534K |
| Los Angeles Capital Management LLC | 0.00% | Add +138.8% | 6,090 | $518K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.3% | 6,017 | $512K |
| Yorktown Management & Research Co Inc | 0.43% | New | 6,000 | $511K |
| CenterBook Partners LP | 0.03% | Reduce -13.3% | 5,918 | $504K |
| GTS Securities LLC | 0.02% | New | 5,903 | $502K |
| HighTower Advisors, LLC | 0.00% | Add +31.1% | 5,889 | $501K |
| Alps Advisors Inc. | 0.00% | Add +16.3% | 5,853 | $498K |
| Swiss Life Asset Management Ltd | 0.00% | Add +104.2% | 5,814 | $495K |
| Jefferies Financial Group Inc. | 0.01% | New | 5,739 | $488K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.6% | 5,731 | $488K |
| Teacher Retirement System of Texas | 0.00% | Reduce -55.0% | 5,693 | $484K |
| Mariner, LLC | 0.00% | Reduce -39.2% | 5,545 | $472K |
| Cetera Trust Company, N.A | 0.26% | No change | 5,495 | $468K |
| Summit Global Investments | 0.03% | Reduce -61.7% | 5,436 | $463K |
| Foyston, Gordon & Payne Inc | 0.10% | Add +1.8% | 5,282 | $449K |
| EJF Capital LP | 0.31% | Reduce -6.9% | 5,120 | $436K |
| Creative Planning | 0.00% | Add +5.6% | 5,065 | $431K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +18.8% | 4,918 | $418K |
| Western Wealth Management, LLC | 0.02% | New | 4,854 | $413K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +37.8% | 4,816 | $410K |
| Vise Technologies, Inc. | 0.01% | No change | 4,713 | $406K |
| Mission Creek Capital Partners, Inc. | 0.08% | No change | 4,631 | $394K |
| Venturi Wealth Management, LLC | 0.02% | No change | 4,600 | $391K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.9% | 4,585 | $390K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 4,497 | $383K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,418 | $376K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6.3% | 4,345 | $370K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -6.5% | 4,315 | $367K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -2.9% | 4,253 | $362K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +12.7% | 4,238 | $361K |
| Cim Investment Management Inc. | 0.10% | Add +1.6% | 4,235 | $360K |
| Mangrove Partners Im, LLC | 0.03% | New | 4,213 | $358K |
| Quantbot Technologies LP | 0.01% | Reduce -57.9% | 4,182 | $356K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -55.6% | 4,000 | $340K |
| XTX Topco Ltd | 0.01% | Add +5.4% | 3,762 | $320K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 3,731 | $317K |
| World Investment Advisors | 0.01% | No change | 3,709 | $316K |
| Abel Hall, LLC | 0.07% | Reduce -4.8% | 3,652 | $311K |
| Earnest Partners LLC | 0.00% | No change | 3,600 | $306K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +63.1% | 3,550 | $302K |
| Profund Advisors LLC | 0.01% | Reduce -10.6% | 3,494 | $297K |
| Praxis Investment Management Inc. | 0.02% | Reduce -35.4% | 3,442 | $293K |
| Osaic Holdings, Inc. | 0.00% | Reduce -30.9% | 3,407 | $290K |
| STRS Ohio | 0.00% | Reduce -8.3% | 3,300 | $281K |
| DNB Asset Management AS | 0.00% | New | 3,300 | $281K |
| Mach-1 Financial Group, LLC | 0.10% | New | 3,211 | $273K |
| Bourgeon Capital Management LLC | 0.05% | No change | 3,200 | $272K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -54.8% | 3,195 | $272K |
| Merit Financial Group, LLC | 0.00% | Add +1.3% | 3,192 | $272K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 3,163 | $269K |
| Bank of Nova Scotia Trust Co. | 0.02% | No change | 3,145 | $268K |
| HSBC Holdings PLC | 0.00% | Reduce -51.2% | 3,060 | $260K |
| Amundi | 0.00% | New | 3,047 | $259K |
| MQS Management LLC | 0.17% | New | 3,040 | $259K |
| Summitry LLC | 0.01% | Add +0.1% | 3,018 | $257K |
| Virtu Financial LLC | 0.01% | New | 3,009 | $256K |
| Corient Private Wealth LP | 0.00% | Add +5.7% | 2,849 | $242K |
| Neuberger Berman Group LLC | 0.00% | Add +12.3% | 2,814 | $239K |
| Captrust Financial Advisors | 0.00% | Add +3.7% | 2,792 | $238K |
| CIBC Bancorp USA Inc. | 0.00% | — | 2,775 | $236K |
| Summit Wealth Group LLC / Co. | 0.02% | New | 2,750 | $234K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +1.5% | 2,701 | $230K |
| OpenArc Corporate Advisory, LLC | 0.00% | Add +0.3% | 2,674 | $228K |
| Victory Financial Group, LLC | 0.03% | Reduce -26.6% | 2,670 | $227K |
| Syon Capital LLC | 0.01% | Add +0.7% | 2,661 | $226K |
| Arcus Capital Partners, LLC | 0.08% | Reduce -0.9% | 2,636 | $224K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -89.8% | 2,617 | $223K |
| Choreo, LLC | 0.00% | Add +4.1% | 2,604 | $222K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,594 | $221K |
| Cambria Investment Management, L.P. | 0.01% | Reduce -17.5% | 2,587 | $220K |
| Retirement Guys Formula LLC | 0.10% | Add +3.8% | 2,543 | $216K |
| Hohimer Wealth Management, LLC | 0.03% | Add +1.3% | 2,543 | $216K |
| Premier Fund Managers Ltd | 0.02% | Reduce -59.7% | 2,581 | $214K |
| Drive Wealth Management, LLC | 0.04% | Reduce -0.1% | 2,506 | $213K |
| Waldron Private Wealth LLC | 0.01% | No change | 2,487 | $212K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,482 | $211K |
| Verdence Capital Advisors LLC | 0.01% | Reduce -9.0% | 2,407 | $205K |
| denkapparat Operations GmbH | 0.08% | No change | 2,390 | $203K |
| Cresset Asset Management, LLC | 0.00% | New | 2,377 | $202K |
| Huntington National Bank | 0.00% | Reduce -8.1% | 2,304 | $196K |
| GAMMA Investing LLC | 0.01% | Add +5.3% | 2,277 | $194K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.5% | 2,176 | $185K |
| Palouse Capital Management, Inc. | 0.12% | Reduce -14.4% | 2,158 | $184K |
| Group One Trading LLC | 0.01% | Reduce -70.1% | 2,107 | $179K |
| KBC Group NV | 0.00% | Add +24.6% | 1,983 | $169K |
| Lanark Financial, Inc. | 0.01% | Reduce -24.5% | 1,773 | $151K |
| National Bank of Canada | 0.00% | Add +39.1% | 1,601 | $136K |
| MAI Capital Management | 0.00% | Add +4.1% | 1,562 | $133K |
| Sprucegrove Investment Management Ltd. | 0.02% | No change | 1,400 | $119K |
| Advisory Services Network, LLC | 0.00% | New | 1,255 | $107K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,105 | $94K |
| Arax Advisory Partners | 0.00% | Reduce -32.6% | 1,100 | $94K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +137.7% | 1,053 | $90K |
| Parkside Financial Bank & Trust | 0.01% | Add +24.4% | 1,039 | $88K |
| Essential Partners LLC | 0.03% | No change | 975 | $83K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -41.4% | 980 | $81K |
| Hantz Financial Services, Inc. | 0.00% | Add +83.4% | 926 | $79K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 896 | $76K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +2373.5% | 841 | $72K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +42.8% | 767 | $65K |
| Farther Finance Advisors, LLC | 0.00% | Add +520.6% | 633 | $54K |
| Reyes Financial Architecture, Inc. | 0.04% | New | 592 | $50K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -48.6% | 546 | $46K |
| Signature Equity Partners, LLC | 0.02% | Reduce -1.7% | 520 | $44K |
| 1620 Investment Advisors, Inc. | 0.03% | No change | 512 | $44K |
| IFP Advisors, Inc | 0.00% | No change | 507 | $43K |
| Root Financial Partners, LLC | 0.00% | Add +2.4% | 506 | $43K |
| Clearstead Advisors, LLC | 0.00% | Reduce -56.7% | 476 | $41K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 456 | $39K |
| Public Employees Retirement System of Ohio | 0.00% | No change | 453 | $39K |
| Salomon & Ludwin, LLC | 0.00% | No change | 441 | $38K |
| True Wealth Design, LLC | 0.01% | No change | 432 | $37K |
| Versant Capital Management, Inc | 0.00% | Add +920.5% | 398 | $34K |
| Basecamp Wealth Advisors LLC | 0.01% | Reduce -6.7% | 393 | $33K |
| Parallel Advisors, LLC | 0.00% | Add +3.3% | 376 | $32K |
| State of Wyoming | 0.00% | New | 350 | $30K |
| UMB Bank, n.a. | 0.00% | Add +1.2% | 348 | $30K |
| Elequin Capital, LP | 0.01% | New | 340 | $29K |
| Walleye Capital LLC | 0.00% | New | 337 | $29K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 310 | $26K |
| Kemnay Advisory Services Inc. | 0.00% | Add +95.4% | 297 | $25K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 292 | $25K |
| Clark Wealth Partners | 0.02% | Add +21.7% | 264 | $22K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 249 | $22K |
| Tidemark, LLC | 0.00% | No change | 224 | $19K |
| Private Trust Co. NA | 0.00% | No change | 202 | $17K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 190 | $16K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 188 | $16K |
| Mather Group, Llc. | 0.00% | New | 168 | $14K |
| Signaturefd, LLC | 0.00% | Add +3.8% | 166 | $14K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 161 | $14K |
| Bokf, NA | 0.00% | No change | 124 | $11K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +2.8% | 112 | $10K |
| Bare Financial Services, Inc | 0.00% | Reduce -0.9% | 109 | $9K |
| Sound Income Strategies, LLC | 0.00% | No change | 101 | $9K |
| Harbour Investments, Inc. | 0.00% | Add +5000.0% | 102 | $9K |
| Chelsea Counsel Co. | 0.00% | No change | 100 | $9K |
| SHP Wealth Management | 0.00% | No change | 100 | $9K |
| Rothschild Investment LLC | 0.00% | Add +4.2% | 100 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | Add +4.6% | 91 | $8K |
| Allworth Financial LP | 0.00% | Add +29.9% | 87 | $7K |
| Owl Creek Wealth Partners LLC | 0.00% | — | 84 | $7K |
| Quarry LP | 0.00% | Reduce -32.1% | 76 | $6K |
| Quadrant Capital Group LLC | 0.00% | No change | 75 | $6K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +102.9% | 71 | $6K |
| Vision Financial Markets LLC | 0.01% | No change | 70 | $6K |
| Anchor Investment Management, LLC | 0.00% | New | 65 | $6K |
| Fortitude Family Office, LLC | 0.00% | Add +75.8% | 58 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | New | 55 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 51 | $4K |
| Kilter Group LLC | 0.00% | No change | 46 | $4K |
| Assetmark, Inc. | 0.00% | Add +37.5% | 44 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.3% | 43 | $4K |
| CVA Family Office, LLC | 0.00% | New | 42 | $4K |
| Freestone Grove Partners LP | 0.00% | New | 34 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 35 | $3K |
| Larson Financial Group LLC | 0.00% | Add +6.5% | 33 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 31 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 25 | $2K |
| Inspire Investing, LLC | 0.00% | Add +4.8% | 22 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 22 | $2K |
| Ankerstar Wealth, LLC | 0.00% | No change | 20 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | Reduce -18.2% | 18 | $2K |
| Torren Management, LLC | 0.00% | Reduce -96.1% | 16 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +87.5% | 15 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 13 | $1K |
| CENTRAL TRUST Co | 0.00% | New | 12 | $1K |
| Avion Wealth | 0.00% | Add +42.9% | 20 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +25.0% | 10 | $851 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +50.0% | 9 | $765 |
| Rialto Wealth Management, LLC | 0.00% | Add +33.3% | 8 | $681 |
| Quent Capital, LLC | 0.00% | No change | 8 | $681 |
| HFM Investment Advisors, LLC | 0.00% | No change | 5 | $425 |
| Bogart Wealth, LLC | 0.00% | New | 5 | $425 |
| Gilpin Wealth Management, LLC | 0.00% | Add +33.3% | 4 | $341 |
| Prestige Wealth Management Group LLC | 0.00% | New | 4 | $341 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -76.5% | 4 | $341 |
| Abound Wealth Management | 0.00% | No change | 3 | $256 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 3 | $255 |
| Aquatic Capital Management LLC | 0.00% | Reduce -99.7% | 3 | $255 |
| Curio Wealth, LLC | 0.00% | New | 2 | $170 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $96 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $85 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -66.7% | 1 | $85 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 3 | $0 |
| Covestor Ltd | 0.00% | Reduce -99.8% | 2 | $0 |
"% of holder's portfolio" is AX's weight in each manager's 13F, not the share of Axos Financial Inc. the manager owns.