13F

Stock

Axos Financial, Inc.

AX · held by 377 managers

Reported value

$3.87B

Holders

377

+3 new · −0 exited

Holders’ est. mark

$1.26M

Price effect on 9 books still in the name

Largest holder

$717.7M

BlackRock, Inc.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BlackRock, Inc.8.33M$717.7MHeld
Vanguard5.9M$508.1MHeld
State Street2.7M$232.3MHeld
AMERICAN CENTURY COMPANIES INC2.47M$213.2MHeld
DIMENSIONAL FUND ADVISORS LP2.17M$186.9MHeld
Fidelity1.87M$161.2MHeld
GEODE CAPITAL MANAGEMENT, LLC1.78M$154.7MHeld
Davis Asset Management, L.P.1.46M$125.6MHeld
AMERIPRISE FINANCIAL INC753.6K$64.9MHeld
CHARLES SCHWAB INVESTMENT MANAGEMENT INC721.6K$62.2MHeld
NORTHERN TRUST CORP665K$57.3MHeld
GENEVA CAPITAL MANAGEMENT LLC659.9K$56.9MHeld
WASATCH ADVISORS LP617.7K$53.2MHeld
MORGAN STANLEY563.9K$48.6M$716.9KAdded$8.4M
WELLINGTON MANAGEMENT GROUP LLP528.3K$45.5MHeld
EMERALD ADVISERS, LLC521.4K$44.9MHeld
FRANKLIN RESOURCES INC455.2K$39.2MHeld
Nuveen, LLC408.7K$35.2MHeld
SHAKER INVESTMENTS LLC/OH378.7K$32.6MHeld
Bank of New York Mellon Corp377.8K$32.6MHeld
1832 Asset Management L.P.375.4K$32.3MHeld
GOLDMAN SACHS GROUP INC371.1K$32MHeld
Bragg Financial Advisors, Inc355.5K$30.6MHeld
Boston Partners349.3K$30.4MHeld
EMERALD MUTUAL FUND ADVISERS TRUST341.3K$29.4MHeld
PRINCIPAL FINANCIAL GROUP INC337.3K$29.1MHeld
JPMORGAN CHASE & CO320.5K$27.6MHeld
Allspring Global Investments Holdings, LLC313.2K$27.4MHeld
KENNEDY CAPITAL MANAGEMENT LLC308.9K$26.6MHeld
LOOMIS SAYLES & CO L P306.2K$26.4MHeld
Pembroke Management, LTD288.6K$24.9MHeld
PUBLIC SECTOR PENSION INVESTMENT BOARD271.4K$23.4MHeld
UBS Group AG256.2K$22.1MHeld
Stieven Capital Advisors, L.P.255.9K$22MHeld
Icahn Capital232.6K$20MHeld
Invesco Ltd.200.9K$17.3MHeld
Gator Capital Management, LLC176.3K$15.2MHeld
Ategra Capital Management, LLC153.3K$13.2MHeld
RHUMBLINE ADVISERS152.5K$13.1MHeld
STATE OF WISCONSIN INVESTMENT BOARD152.2K$13.1MHeld
Edgestream Partners, L.P.151.1K$13MHeld
MILLENNIUM MANAGEMENT LLC144.8K$12.5MHeld
OSTERWEIS CAPITAL MANAGEMENT INC142.7K$12.3MHeld
First Eagle Investment Management, LLC142.3K$12.3MHeld
Legal & General Group Plc139.3K$12MHeld
RAYMOND JAMES FINANCIAL INC135.1K$11.6MHeld
Squarepoint Ops LLC134.8K$11.6MHeld
BANK OF AMERICA CORP /DE/131.6K$11.3M$198.7KCut−$735.4K
Brandywine Global Investment Management, LLC125.4K$10.8MHeld
Empowered Funds, LLC123.9K$10.7MHeld
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP113.2K$9.76MHeld
Cerity Partners LLC112K$9.65MHeld
PRUDENTIAL FINANCIAL INC110.4K$9.51MHeld
VOLORIDGE INVESTMENT MANAGEMENT, LLC110.2K$9.49MHeld
ROYCE & ASSOCIATES LP109.5K$9.44MHeld
Swiss National Bank106K$9.13MHeld
BARCLAYS PLC103.1K$8.88M$137.6KAdded$1.17M
Militia Capital Partners, LP100K$8.62M$132.9KAdded$1.17M
ROYAL BANK OF CANADA99.7K$8.59MHeld
Empirical Finance, LLC95.6K$8.23MHeld
CI INVESTMENTS INC.91.8K$7.91MHeld
RENAISSANCE GROUP LLC91.6K$7.89MHeld
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC86.7K$7.47MHeld
Russell Investments Group, Ltd.79.8K$6.87MHeld
VICTORY CAPITAL MANAGEMENT INC75.7K$6.52MHeld
WELLS FARGO & COMPANY/MN74.9K$6.46MHeld
WCM INVESTMENT MANAGEMENT, LLC70K$6.07MHeld
TWO SIGMA INVESTMENTS, LP68.7K$5.92MHeld
DEUTSCHE BANK AG\66.5K$5.73MHeld
ALLIANCEBERNSTEIN L.P.65.6K$5.65MHeld
CITIGROUP INC64.5K$5.56MHeld
LGT Fund Management Co Ltd.62.5K$5.42MHeld
ENVESTNET ASSET MANAGEMENT INC60.4K$5.2MHeld
FIRST TRUST ADVISORS LP58.4K$5.03MHeld
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND56.4K$4.86MHeld
S&T Bank/PA55.5K$4.78MHeld
TCW GROUP INC55.1K$4.75MHeld
FRED ALGER MANAGEMENT, LLC54.6K$4.71MHeld
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM51.1K$4.4MHeld
JANUS HENDERSON GROUP PLC51K$4.39MHeld
Rafferty Asset Management, LLC47.9K$4.13MHeld
BRIDGEWAY CAPITAL MANAGEMENT, LLC47.3K$4.08MHeld
ARGENT CAPITAL MANAGEMENT LLC45.8K$3.94MHeld
Focus Partners Wealth45.1K$3.82MHeld
B. Riley Wealth Advisors, Inc.43.4K$3.74MHeld
AlphaQuest LLC42.2K$3.64MHeld
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC39.7K$3.59MHeld
Livforsakringsbolaget Skandia, Omsesidigt40.7K$3.5MHeld
Orchard Capital Management, LLC39.7K$3.42MHeld
CONNORS INVESTOR SERVICES INC38.2K$3.29MHeld
Epoch Investment Partners, Inc.38.1K$3.28MHeld
Fieldview Capital Management, LLC36K$3.1MHeld
State of Tennessee, Department of Treasury31.2K$3.09MHeld
VIRGINIA RETIREMENT SYSTEMS ET Al35.4K$3.05MHeld
Weiss Asset Management LP33.7K$2.9MNew
LPL Financial LLC32.1K$2.76MHeld
IEQ CAPITAL, LLC30.7K$2.64MHeld
FORMULA GROWTH LTD30.6K$2.64MHeld
MetLife Investment Management, LLC30K$2.59MHeld
Illinois Municipal Retirement Fund29.3K$2.53MHeld
INTECH INVESTMENT MANAGEMENT LLC29K$2.5MHeld
ADVISORY RESEARCH INC29K$2.5MHeld
State of New Jersey Common Pension Fund D28.3K$2.44MHeld
FEDERATED HERMES, INC.27.9K$2.4MHeld
MANUFACTURERS LIFE INSURANCE COMPANY, THE27.4K$2.36MHeld
SEI INVESTMENTS CO27.2K$2.34MHeld
D.A. DAVIDSON & CO.27K$2.32MHeld
BNP PARIBAS FINANCIAL MARKETS26.8K$2.31MHeld
Louisiana State Employees Retirement System25.9K$2.23MHeld
COMMONWEALTH EQUITY SERVICES, LLC25.7K$2.22MHeld
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.25.3K$2.18MHeld
Brevan Howard Capital Management LP25K$2.15MHeld
OP Asset Management Ltd24.7K$2.13M$37.3KAdded$37.3K
Destination Wealth Management24.4K$2.1MHeld
BANK OF MONTREAL /CAN/23.2K$2MHeld
D. E. Shaw & Co., Inc.21.7K$1.87MHeld
AVENIR CORP20.8K$1.79MHeld
Csenge Advisory Group20.5K$1.77MHeld
Van Hulzen Asset Management, LLC20.1K$1.74MHeld
NEW YORK STATE COMMON RETIREMENT FUND19K$1.63MHeld
Federation des caisses Desjardins du Quebec17.7K$1.52MHeld
Wakefield Asset Management LLLP17K$1.47MHeld
Quantinno Capital Management LP16.8K$1.45MHeld
YOUSIF CAPITAL MANAGEMENT, LLC15.4K$1.44MHeld
Cetera Investment Advisers16.5K$1.43MHeld
BOOTHBAY FUND MANAGEMENT, LLC16.5K$1.42MHeld
SUSQUEHANNA INTERNATIONAL GROUP, LLP16.3K$1.4MHeld
KLP KAPITALFORVALTNING AS15.9K$1.37MHeld
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM15.9K$1.37MHeld
Pictet Asset Management Holding SA15.9K$1.37MHeld
NFJ INVESTMENT GROUP, LLC15.3K$1.31MHeld
CCG WEALTH MANAGEMENT, LLC15.2K$1.31MHeld
ARIZONA STATE RETIREMENT SYSTEM15.1K$1.3MHeld
Police & Firemen's Retirement System of New Jersey14.9K$1.28MHeld
US BANCORP \DE\14.5K$1.25MHeld
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS14K$1.21MHeld
Citadel13.8K$1.19MHeld
CREDIT AGRICOLE S A13.6K$1.17MHeld
COMERICA BANK13.2K$1.14MHeld
B. Metzler seel. Sohn & Co. AG13K$1.12MHeld
OREGON PUBLIC EMPLOYEES RETIREMENT FUND13K$1.12MHeld
EVOLVE PRIVATE WEALTH, LLC12.9K$1.11MHeld
MML INVESTORS SERVICES, LLC12.8K$1.1MHeld
Keel Point, LLC12.7K$1.1M$19.2KAdded$19.6K
TEACHER RETIREMENT SYSTEM OF TEXAS12.6K$1.09MHeld
Sterling Capital Management LLC12.3K$1.06MHeld
Concurrent Investment Advisors, LLC12.2K$1.05MHeld
TRUIST FINANCIAL CORP12K$1.03MHeld
MERCER GLOBAL ADVISORS INC /ADV11.7K$1.01MHeld
Engineers Gate Manager LP11.7K$1.01MHeld
HANCOCK WHITNEY CORP11.7K$1.01MHeld
Zurcher Kantonalbank (Zurich Cantonalbank)11.5K$988.5KHeld
NISA INVESTMENT ADVISORS, LLC11.4K$983.5KHeld
POLEN CAPITAL MANAGEMENT LLC11K$946.6KHeld
ProShare Advisors LLC10.6K$913.9KHeld
TD Asset Management Inc10.6K$912.9KHeld
Horizon Investment Services, LLC10.5K$904.3KHeld
GREAT LAKES ADVISORS, LLC10.3K$885.7KHeld
Inspire Advisors, LLC10.2K$874.9KHeld
GUGGENHEIM CAPITAL LLC10K$863.3KHeld
SIMPLEX TRADING, LLC9.98K$859.9KHeld
Quantbot Technologies LP9.94K$856.2KHeld
Aviso Financial Inc.9.87K$850.1KHeld
VOYA INVESTMENT MANAGEMENT LLC9.65K$831.3KHeld
Mariner, LLC9.12K$785.7KHeld
CANADA PENSION PLAN INVESTMENT BOARD9K$775.4KHeld
PINNACLE ASSOCIATES LTD8.36K$720.1KHeld
Maryland State Retirement & Pension System8.33K$717.4KHeld
JONES FINANCIAL COMPANIES LLLP7.59K$653.7KHeld
JAMES INVESTMENT RESEARCH, INC.7.54K$649.5KHeld
STIFEL FINANCIAL CORP7.11K$612.9KHeld
Balyasny Asset Management L.P.7.07K$609.5KHeld
GROUP ONE TRADING LLC7.05K$607.1KHeld
CenterBook Partners LP6.82K$587.8KHeld
OAK ASSOCIATES LTD /OH/6.79K$585.2KHeld
National Philanthropic Trust6.68K$576K$10.1KAdded$10.1K
DRW Securities, LLC6.68K$575.7KHeld
PMC FIG Opportunities LLC6.55K$564.2KHeld
Jaffetilchin Investment Partners, LLC6.52K$562KHeld
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC6.47K$557.8KHeld
Waterloo Capital, L.P.6.34K$546.1KHeld
HSBC HOLDINGS PLC6.27K$538.4KHeld
Lido Advisors, LLC6.15K$522.2KHeld
COLDSTREAM CAPITAL MANAGEMENT INC6.03K$519.9KHeld
XPONANCE LLC5.92K$510.2KHeld
Keebeck Wealth Management5.88K$507.1KHeld
PNC Financial Services Group, Inc.5.76K$496.6KHeld
EJF Capital LP5.5K$474KHeld
Cetera Trust Company, N.A5.5K$473.4KHeld
Foyston, Gordon & Payne Inc5.19K$447.1KHeld
ALPS ADVISORS INC5.03K$433.7KHeld
OSAIC HOLDINGS, INC.4.93K$424.7KHeld
Creative Planning4.8K$413.3KHeld
Mutual Advisors, LLC4.72K$406.9KHeld
Vise Technologies, Inc.4.71K$406.1KHeld
Mission Creek Capital Partners, Inc.4.63K$399KHeld
Venturi Wealth Management, LLC4.6K$396.3KHeld
EQUITABLE TRUST CO4.59K$395.6KHeld
Ensign Peak Advisors, Inc4.5K$387.5KHeld
HighTower Advisors, LLC4.49K$387KHeld
Ameritas Investment Partners, Inc.4.42K$380.7KHeld
Pallas Capital Advisors LLC4.38K$377.2KHeld
CIM INVESTMENT MANAGEMENT INC4.17K$359.1KHeld
Vanguard Personalized Indexing Management, LLC4.14K$356.6KHeld
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4.09K$352.2KHeld
J.W. COLE ADVISORS, INC.4.62K$348.9KHeld
PROFUND ADVISORS LLC3.91K$336.6KHeld
Abel Hall, LLC3.84K$330.7KHeld
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3.76K$324KHeld
Crossmark Global Holdings, Inc.3.73K$321.5KHeld
World Investment Advisors3.71K$319.6KHeld
VICTORY FINANCIAL GROUP, LLC3.64K$313.6KHeld
CIBC WORLD MARKETS CORP3.6K$310.3KHeld
EARNEST PARTNERS LLC3.6K$310.2KHeld
STRS OHIO3.6K$310.2KHeld
XTX Topco Ltd3.57K$307.5KHeld
Universal- Beteiligungs- und Servicegesellschaft mbH3.54K$305.3KHeld
Ashton Thomas Private Wealth, LLC3.5K$301.1KHeld
MACKENZIE FINANCIAL CORP3.41K$295.3KHeld
BOURGEON CAPITAL MANAGEMENT LLC3.2K$275.7KHeld
Bayforest Capital Ltd3.15K$271.7KHeld
Merit Financial Group, LLC3.15K$271.6KHeld
BANK OF NOVA SCOTIA TRUST CO3.15K$271KHeld
Cambria Investment Management, L.P.3.13K$270.1K$4.73KCut−$7.54K
SUMMITRY LLC3.02K$259.8KHeld
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main3K$258.1KNew
Vontobel Holding Ltd.2.88K$248.2KHeld
Swiss Life Asset Management Ltd2.85K$245.3K$3.7KAdded$37.7K
Sequoia Financial Advisors, LLC2.78K$239.4KHeld
Corient Private Wealth LLC2.7K$232.3KHeld
CAPTRUST FINANCIAL ADVISORS2.69K$232KHeld
OpenArc Corporate Advisory, LLC2.67K$229.7KHeld
Pinnacle Wealth Planning Services, Inc.2.66K$229.2KHeld
Arcus Capital Partners, LLC2.66K$229.2KHeld
Verdence Capital Advisors LLC2.65K$228KHeld
SYON CAPITAL LLC2.64K$227.7KHeld
nVerses Capital, LLC2.56K$220.6KHeld
Palouse Capital Management, Inc.2.52K$217.1KHeld
CHOREO, LLC2.5K$217.1KHeld
HOHIMER WEALTH MANAGEMENT, LLC2.51K$216.3KHeld
DRIVE WEALTH MANAGEMENT, LLC2.51K$216.1KHeld
HUNTINGTON NATIONAL BANK2.51K$216.1KHeld
NEUBERGER BERMAN GROUP LLC2.5K$215.8KHeld
Waldron Private Wealth LLC2.49K$214.3KHeld
Steward Partners Investment Advisory, LLC2.48K$213.8KHeld
Forum Financial Management, LP2.46K$212KHeld
RETIREMENT GUYS FORMULA LLC2.45K$211KHeld
Fifth Third Wealth Advisors LLC2.39K$206.1KHeld
denkapparat Operations GmbH2.39K$205.9KHeld
NBC SECURITIES, INC.2.35K$202.4KHeld

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.