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

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.