13F

Stock

Axos Financial, Inc.

AX · held by 381 managers

Reported value

$3.98B

Holders

381

+39 new · −34 exited

Holders’ est. mark

−$36.3M

Price effect on 224 books still in the name

Largest holder

$708.1M

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.8.32M$708.1M−$8.9MCut−$9.68M
VANGUARD PORTFOLIO MANAGEMENT LLC3.09M$263MHeld
State Street2.82M$239.7M−$2.89MAdded$7.36M
AMERICAN CENTURY COMPANIES INC2.51M$213.6M−$2.65MAdded$385.6K
VANGUARD CAPITAL MANAGEMENT LLC2.45M$208.8MHeld
Fidelity2.44M$207.4M−$2MAdded$46.2M
DIMENSIONAL FUND ADVISORS LP2.18M$185.2M−$2.33MCut−$1.69M
GEODE CAPITAL MANAGEMENT, LLC1.96M$168.5M−$1.9MAdded$13.8M
Davis Asset Management, L.P.1.54M$124M−$7.86MCut−$1.56M
WELLINGTON MANAGEMENT GROUP LLP837.9K$71.3M−$565.3KAdded$25.8M
FRANKLIN RESOURCES INC755K$64.2M−$487KAdded$25M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC732.1K$62.3M−$772.1KAdded$122.1K
AMERIPRISE FINANCIAL INC708.5K$60.3M−$758.1KCut−$4.64M
NORTHERN TRUST CORP684.7K$58.3M−$711.6KAdded$962.9K
WASATCH ADVISORS LP616.4K$52.4M−$659.5KCut−$774.1K
GENEVA CAPITAL MANAGEMENT LLC608.1K$51.7M−$650.7KCut−$5.11M
Invesco Ltd.546.3K$46.5M−$215KAdded$29.2M
MORGAN STANLEY543.6K$46.3M−$581.6KCut−$2.33M
EMERALD ADVISERS, LLC496.2K$42.2M−$531KCut−$2.7M
Allspring Global Investments Holdings, LLC432.7K$37.2M−$441.6KAdded$9.83M
Boston Partners413.2K$35.2M−$660.6KAdded$4.78M
1832 Asset Management L.P.379.8K$32.3M−$401.7KCut−$28K
SHAKER INVESTMENTS LLC/OH368.7K$31.4M−$394.5KCut−$1.25M
Bank of New York Mellon Corp368.7K$31.4M−$394.5KCut−$1.18M
VANGUARD FIDUCIARY TRUST CO368.2K$31.3MHeld
Bragg Financial Advisors, Inc355.9K$30.3M−$380.3KCut−$345.5K
PRINCIPAL FINANCIAL GROUP INC354K$30.1M−$360.9KAdded$1.05M
GOLDMAN SACHS GROUP INC353.7K$30.1M−$378.4KCut−$1.88M
EMERALD MUTUAL FUND ADVISERS TRUST336.7K$28.7M−$360.3KCut−$749.9K
UBS Group AG301.8K$25.7M−$274.2KAdded$3.61M
LOOMIS SAYLES & CO L P298.5K$25.4M−$319.4KCut−$982.2K
PUBLIC SECTOR PENSION INVESTMENT BOARD289.1K$24.6M−$290.4KAdded$1.21M
JPMORGAN CHASE & CO262.9K$21.8M−$862.2KCut−$5.83M
Nuveen, LLC250.4K$21.3M−$267.9KCut−$13.9M
Stieven Capital Advisors, L.P.240.7K$20.5M−$257.6KCut−$1.56M
Icahn Capital234.7K$20M−$248.9KCut−$69.3K
KENNEDY CAPITAL MANAGEMENT LLC231.4K$19.7M−$247.6KCut−$6.93M
BANK OF AMERICA CORP /DE/221.7K$18.9M−$140.8KAdded$7.52M
Empowered Funds, LLC216.4K$18.4M−$132.6KAdded$7.74M
Gator Capital Management, LLC186.8K$15.9M−$188.7KAdded$704.8K
Squarepoint Ops LLC180.4K$15.4M−$144.2KAdded$3.74M
Empirical Finance, LLC178.3K$15.2M−$102.3KAdded$6.94M
First Eagle Investment Management, LLC164.6K$14M−$152.2KAdded$1.75M
OSTERWEIS CAPITAL MANAGEMENT INC163.7K$13.9M−$152.7KAdded$1.64M
CCG WEALTH MANAGEMENT, LLC162.9K$13.9M−$16.3KAdded$12.6M
RHUMBLINE ADVISERS156.4K$13.3M−$163.2KAdded$167.2K
Pembroke Management, LTD148.6K$12.6M−$159KCut−$12.2M
STATE OF WISCONSIN INVESTMENT BOARD143.8K$12.2M−$153.8KCut−$880.5K
RAYMOND JAMES FINANCIAL INC143.6K$12.2M−$144.6KAdded$576.1K
Brevan Howard Capital Management LP135.1K$11.5M−$18.1KAdded$9.35M
ROYCE & ASSOCIATES LP134.6K$11.5M−$117.2KAdded$2.02M
Legal & General Group Plc126.6K$10.8M−$135.5KCut−$1.23M
Cerity Partners LLC125.2K$10.7M−$119.9KAdded$1M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP122.9K$10.5M−$121.2KAdded$700.7K
PRUDENTIAL FINANCIAL INC122K$10.4M−$118.1KAdded$870.6K
Ategra Capital Management, LLC113.8K$9.68M−$121.7KCut−$3.53M
RENAISSANCE GROUP LLC113.4K$9.65M−$98KAdded$1.76M
Swiss National Bank106.4K$9.05M−$113.4KCut−$79.4K
Militia Capital Management LLC100K$8.51MHeld
ROYAL BANK OF CANADA98.2K$8.36M−$104.7KCut−$235K
KESTREL INVESTMENT MANAGEMENT CORP95.2K$8.1M$8.09MAdded$8.09M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC94.7K$8.06M−$92.8KAdded$583.3K
VICTORY CAPITAL MANAGEMENT INC94.6K$8.05M−$81KAdded$1.53M
ARGENT CAPITAL MANAGEMENT LLC93.9K$7.99M−$49KAdded$4.05M
WCM INVESTMENT MANAGEMENT, LLC95.4K$7.9M−$271.5KAdded$1.83M
Philadelphia Financial Management of San Francisco, LLC88.2K$7.5MNew
CI INVESTMENTS INC.85K$7.23M−$91KCut−$676.9K
FIL Ltd85K$7.23MNew
ENVESTNET ASSET MANAGEMENT INC77.5K$6.6M−$64.6KAdded$1.4M
Citadel68.8K$5.85M−$14.8KAdded$4.66M
BOOTHBAY FUND MANAGEMENT, LLC67.8K$5.77M−$17.6KAdded$4.35M
ALLIANCEBERNSTEIN L.P.66K$5.69M$0Added$40.2K
VOLORIDGE INVESTMENT MANAGEMENT, LLC63.5K$5.4M−$67.9KCut−$4.09M
FIRST TRUST ADVISORS LP63.1K$5.37M−$62.5KAdded$339.7K
LGT Fund Management Co Ltd.62.5K$5.31M−$104.3KCut−$104.3K
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM62.4K$5.31M−$54.6KAdded$910.8K
PMC FIG Opportunities LLC59.3K$5.04M−$7.01KAdded$4.48M
Quantinno Capital Management LP56.5K$4.81M−$18KAdded$3.36M
CITIGROUP INC55.7K$4.74M−$59.6KCut−$819.9K
TCW GROUP INC53.5K$4.55M−$57.3KCut−$195.1K
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND51.8K$4.4M−$55.4KCut−$452.4K
VANGUARD ASSET MANAGEMENT, Ltd51.6K$4.39MHeld
DEUTSCHE BANK AG\48.1K$4.09M−$51.5KCut−$1.64M
Russell Investments Group, Ltd.47.5K$4.04M−$50.8KCut−$2.84M
Livforsakringsbolaget Skandia, Omsesidigt44.7K$3.8M−$41.1KAdded$299.3K
S&T Bank/PA42.5K$3.62M−$45.5KCut−$1.16M
Focus Partners Wealth42.3K$3.6M$14.6KCut−$220.3K
Rafferty Asset Management, LLC42.3K$3.6M−$45.2KCut−$531.6K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC39.9K$3.4M−$207.4KCut−$188.9K
SUSQUEHANNA INTERNATIONAL GROUP, LLP39.4K$3.35M−$17.4KAdded$1.95M
FRED ALGER MANAGEMENT, LLC35.9K$3.05M−$38.4KCut−$1.65M
WELLS FARGO & COMPANY/MN35.2K$2.99M−$37.6KCut−$3.47M
State of Tennessee, Department of Treasury34.2K$2.91M−$433.6KCut−$178.4K
LPL Financial LLC33.9K$2.88M−$34.3KAdded$121.2K
CONNORS INVESTOR SERVICES INC33.1K$2.81M−$35.4KCut−$480.4K
TWO SIGMA INVESTMENTS, LP31.6K$2.69M−$33.8KCut−$3.23M
BARCLAYS PLC31.5K$2.68M−$33.7KCut−$6.2M
FORMULA GROWTH LTD30.6K$2.61M−$32.8KCut−$32.8K
BRIDGEWAY CAPITAL MANAGEMENT, LLC30.2K$2.57M−$32.3KCut−$1.51M
MetLife Investment Management, LLC29.7K$2.52M−$31.7KCut−$62.1K
Illinois Municipal Retirement Fund29.1K$2.48M−$31.2KCut−$49.5K
BNP PARIBAS FINANCIAL MARKETS27.9K$2.37M−$28.6KAdded$69.4K
MANUFACTURERS LIFE INSURANCE COMPANY, THE26.7K$2.27M−$28.6KCut−$83.6K
D.A. DAVIDSON & CO.26.6K$2.26M−$28.4KCut−$62.2K
SEI INVESTMENTS CO26K$2.21M−$27.6KCut−$129.4K
IEQ CAPITAL, LLC25.6K$2.18M−$27.4KCut−$464.3K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.25.5K$2.17M−$27.1KCut−$8.42K
Vanguard Global Advisers, LLC25.5K$2.17MHeld
Louisiana State Employees Retirement System25.1K$2.14M−$26.9KCut−$95.8K
Destination Wealth Management24.4K$2.08M−$26.1KCut−$26.1K
FEDERATED HERMES, INC.24.4K$2.07M−$26.1KCut−$328.8K
Integrated Quantitative Investments LLC24.3K$2.06MNew
Universal- Beteiligungs- und Servicegesellschaft mbH24K$2.05M−$3.79KAdded$1.74M
JANUS HENDERSON GROUP PLC23.9K$2.04M−$23.2KCut−$2.36M
State of New Jersey Common Pension Fund D23.9K$2.04M−$25.6KCut−$399.7K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.23.8K$2.02M$2.02MAdded$2.02M
Persistent Asset Partners Ltd23.3K$1.98M−$2.5KAdded$1.78M
BANK OF MONTREAL /CAN/22.9K$1.95M−$24.5KCut−$52.6K
Orchard Capital Management, LLC22.2K$1.89M−$23.8KCut−$1.53M
AVENIR CORP20.8K$1.77M−$22.2KCut−$22.2K
OP Asset Management Ltd19.4K$1.65M−$20.8KCut−$477.3K
NEW YORK STATE COMMON RETIREMENT FUND18.9K$1.61M−$20.2KCut−$28.8K
Ridgewood Investments LLC18.1K$1.54MHeld
Federation des caisses Desjardins du Quebec17.5K$1.49M−$18.8KCut−$30.1K
Wakefield Asset Management LLLP17.1K$1.46M−$18.2KCut−$8.96K
ADVISORY RESEARCH INC16.9K$1.44M−$18.1KCut−$1.06M
POLEN CAPITAL MANAGEMENT LLC16.8K$1.43M−$11.8KAdded$487.1K
Cetera Investment Advisers16.6K$1.42M−$17.7KCut−$9.45K
Qube Research & Technologies Ltd16.5K$1.4MNew
KLP KAPITALFORVALTNING AS16.3K$1.39M−$17KAdded$17K
US BANCORP \DE\16.2K$1.38M−$15.5KAdded$129.9K
Van Hulzen Asset Management, LLC16.2K$1.38M−$17.3KCut−$358.8K
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM15.9K$1.35M−$17KCut−$17K
YOUSIF CAPITAL MANAGEMENT, LLC15.4K$1.31M−$121.2KCut−$124.6K
INTECH INVESTMENT MANAGEMENT LLC15.3K$1.3M−$16.3KCut−$1.2M
Police & Firemen's Retirement System of New Jersey14.9K$1.27M−$15.9KCut−$15.9K
ARIZONA STATE RETIREMENT SYSTEM14.8K$1.26M−$15.8KCut−$43.9K
Csenge Advisory Group14.3K$1.22M−$15.3KCut−$553.3K
Zurcher Kantonalbank (Zurich Cantonalbank)14.3K$1.21M−$12.3KAdded$226K
Vanguard Investments Australia, Ltd.14.1K$1.2MHeld
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS14K$1.19M−$15KCut−$15.6K
FIFTH THIRD BANCORP13.8K$1.18M−$470Added$1.14M
EVOLVE PRIVATE WEALTH, LLC13.7K$1.16M−$13.8KAdded$51.2K
CREDIT AGRICOLE S A13.6K$1.16M−$14.6KCut−$14.6K
TRUIST FINANCIAL CORP13.5K$1.15M−$12.8KAdded$114.6K
OREGON PUBLIC EMPLOYEES RETIREMENT FUND13K$1.11M−$13.9KCut−$13.9K
B. Metzler seel. Sohn & Co. AG13K$1.1M−$13.9KCut−$16.9K
JONES FINANCIAL COMPANIES LLLP13.2K$1.09M−$24.2KAdded$440.6K
Edgestream Partners, L.P.12.8K$1.09M−$13.7KCut−$11.9M
D. E. Shaw & Co., Inc.12.8K$1.09M−$13.7KCut−$774.6K
MERCER GLOBAL ADVISORS INC /ADV12.7K$1.08M−$12.5KAdded$75.3K
HANCOCK WHITNEY CORP11.2K$1.08M$115.2KAdded$74.6K
Horizon Investment Services, LLC12.6K$1.07M−$11.2KAdded$167.1K
NISA INVESTMENT ADVISORS, LLC11.4K$974.1K−$12.2KCut−$9.41K
MML INVESTORS SERVICES, LLC11K$940.2K−$11.8KCut−$164.4K
Engineers Gate Manager LP11K$936.2K−$11.8KCut−$71.3K
TD Waterhouse Canada Inc.10.9K$932.2K−$137Added$896.1K
TD Asset Management Inc10.5K$889.4K−$11.2KCut−$23.4K
GREAT LAKES ADVISORS, LLC10.3K$873.2K−$11KCut−$12.5K
CWM, LLC10.1K$862.8K$846.3KAdded$862K
Legato Capital Management LLC9.47K$806.1KNew
VOYA INVESTMENT MANAGEMENT LLC9.35K$795.5K−$10KCut−$35.8K
Inspire Advisors, LLC9.34K$795.1K−$9.97KCut−$79.8K
Pictet Asset Management Holding SA9.13K$776.9K−$9.77KCut−$588.9K
Aviso Financial Inc.9.09K$773.8K−$9.73KCut−$76.2K
ProShare Advisors LLC8.49K$722.7K−$9.09KCut−$191.2K
PINNACLE ASSOCIATES LTD8.34K$709.7K−$8.92KCut−$10.4K
Maryland State Retirement & Pension System8.26K$702.8K−$8.84KCut−$14.6K
Concurrent Investment Advisors, LLC8.22K$699.1K−$8.79KCut−$354.8K
Sterling Capital Management LLC7.66K$652.1K−$8.2KCut−$409.9K
JAMES INVESTMENT RESEARCH, INC.7.55K$642.3K−$8.07KCut−$7.21K
STIFEL FINANCIAL CORP7.14K$607.9K−$7.62KCut−$4.98K
Lido Advisors, LLC7.06K$600.7K$1.07KAdded$78.5K
OAK ASSOCIATES LTD /OH/7.06K$600.6K−$7.27KAdded$15.5K
National Philanthropic Trust6.68K$568.8K−$7.15KCut−$7.15K
EQUITABLE TRUST CO6.53K$555.5K−$4.91KAdded$159.9K
Keebeck Wealth Management6.51K$553.9K−$6.3KAdded$46.8K
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC6.49K$551.9K−$6.93KCut−$5.91K
Jaffetilchin Investment Partners, LLC6.38K$542.6K−$6.82KCut−$19.4K
Waterloo Capital, L.P.6.35K$540.7K−$6.78KCut−$5.42K
XPONANCE LLC6.28K$533.9K−$6.33KAdded$23.8K
LOS ANGELES CAPITAL MANAGEMENT LLC6.09K$518.2K$14.7KAdded$315.9K
COLDSTREAM CAPITAL MANAGEMENT INC6.02K$512K−$6.44KCut−$7.9K
Yorktown Management & Research Co Inc6K$510.5KNew
CenterBook Partners LP5.92K$503.6K−$6.33KCut−$84.2K
GTS SECURITIES LLC5.9K$502.3KNew
HighTower Advisors, LLC5.89K$501.1K−$4.81KAdded$114.1K
ALPS ADVISORS INC5.85K$498K−$5.39KAdded$64.3K
Swiss Life Asset Management Ltd5.81K$494.7K−$3.05KAdded$249.4K
Jefferies Financial Group Inc.5.74K$488.3KNew
PNC Financial Services Group, Inc.5.73K$487.6K−$6.13KCut−$8.98K
TEACHER RETIREMENT SYSTEM OF TEXAS5.69K$484.4K−$6.09KCut−$605.3K
Mariner, LLC5.54K$471.8K−$6.05KCut−$313.9K
Cetera Trust Company, N.A5.5K$467.6K−$5.88KCut−$5.88K
Foyston, Gordon & Payne Inc5.28K$449.4K−$5.55KAdded$2.36K
EJF Capital LP5.12K$435.7K−$5.48KCut−$38.3K
Creative Planning5.07K$431K−$5.13KAdded$17.7K
Vanguard Personalized Indexing Management, LLC4.92K$418.5K−$4.43KAdded$61.9K
Western Wealth Management, LLC4.85K$413KNew
Ashton Thomas Private Wealth, LLC4.82K$409.8K−$3.74KAdded$108.7K
Vise Technologies, Inc.4.71K$406.1K$0Held
Mission Creek Capital Partners, Inc.4.63K$394.1K−$4.95KCut−$4.96K
Venturi Wealth Management, LLC4.6K$391.4K−$4.92KCut−$4.92K
Mutual Advisors, LLC4.58K$390.1K−$4.91KCut−$16.8K
Ensign Peak Advisors, Inc4.5K$382.6K−$4.81KCut−$4.81K
Ameritas Investment Partners, Inc.4.42K$375.9K−$4.73KCut−$4.73K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4.34K$369.7K−$4.37KAdded$17.5K
J.W. COLE ADVISORS, INC.4.32K$367.2K$40.9KAdded$18.2K
Pallas Capital Advisors LLC4.25K$361.9K−$4.55KCut−$15.3K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management4.24K$360.6K−$4.02KAdded$36.6K
CIM INVESTMENT MANAGEMENT INC4.24K$360.4K−$4.46KAdded$1.24K
MANGROVE PARTNERS IM, LLC4.21K$358.5KNew
Quantbot Technologies LP4.18K$355.8K−$4.48KCut−$500.3K
CANADA PENSION PLAN INVESTMENT BOARD4K$340.4K−$4.28KCut−$435.1K
XTX Topco Ltd3.76K$320.1K−$3.82KAdded$12.6K
Crossmark Global Holdings, Inc.3.73K$317.5K−$3.99KCut−$3.99K
World Investment Advisors3.71K$315.6K−$3.97KCut−$3.97K
Abel Hall, LLC3.65K$310.7K−$3.91KCut−$19.9K
EARNEST PARTNERS LLC3.6K$306.3K−$3.85KCut−$3.85K
Tower Research Capital LLC (TRC)3.55K$302.1K−$2.33KAdded$114.5K
PROFUND ADVISORS LLC3.49K$297.3K−$3.74KCut−$39.3K
OSAIC HOLDINGS, INC.3.41K$289.9K−$3.65KCut−$134.8K
DNB Asset Management AS3.3K$280.8KNew
STRS OHIO3.3K$280.8K−$3.53KCut−$29.4K
Mach-1 Financial Group, LLC3.21K$273.2KNew
BOURGEON CAPITAL MANAGEMENT LLC3.2K$272.3K−$3.42KCut−$3.42K
Balyasny Asset Management L.P.3.19K$271.9K−$3.42KCut−$337.6K
Merit Financial Group, LLC3.19K$271.6K−$3.37KAdded$31
Schonfeld Strategic Advisors LLC3.16K$269.1KNew
BANK OF NOVA SCOTIA TRUST CO3.15K$267.6K−$3.36KCut−$3.37K
HSBC HOLDINGS PLC3.06K$260.1K−$2.85KCut−$278.3K
Amundi3.05K$259.3KNew
MQS Management LLC3.04K$258.7KNew
SUMMITRY LLC3.02K$256.8K−$3.23KCut−$2.97K
Corient Private Wealth LLC2.85K$242.4K−$2.88KAdded$10.1K
NEUBERGER BERMAN GROUP LLC2.81K$239.4K−$2.68KAdded$23.6K
CAPTRUST FINANCIAL ADVISORS2.79K$237.6K−$2.9KAdded$5.53K
CIBC Bancorp USA Inc.2.77K$236.1KHeld
SUMMIT WEALTH GROUP LLC / CO2.75K$234KNew
Pinnacle Wealth Planning Services, Inc.2.7K$229.8K−$2.85KAdded$642
OpenArc Corporate Advisory, LLC2.67K$227.5K−$2.85KCut−$2.17K
VICTORY FINANCIAL GROUP, LLC2.67K$227.2K−$2.86KCut−$86.4K
SYON CAPITAL LLC2.66K$226.4K−$2.83KCut−$1.3K
Arcus Capital Partners, LLC2.64K$224.3K−$2.82KCut−$4.89K
COMMONWEALTH EQUITY SERVICES, LLC2.62K$222.7K−$2.8KCut−$1.99M
CHOREO, LLC2.6K$221.6K−$4.18KAdded$4.5K
Beacon Pointe Advisors, LLC2.59K$220.7KNew
Cambria Investment Management, L.P.2.59K$220.1K−$2.77KCut−$50K
HOHIMER WEALTH MANAGEMENT, LLC2.54K$216.4K−$2.69KAdded$122
RETIREMENT GUYS FORMULA LLC2.54K$216.4K−$2.62KAdded$5.38K

Who left

Positions as of Q1 2026. 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.