Security record
AX
Axos Financial, Inc. · Financial Services · Banks - Regional
107Tracked holders
-1Δ holders
35.63MShares held
$3.47BReported value
+7New positions
−8Exits
Momentum inputs (comparable managers):
holder breadth -0.9% ·
share flow +3.0% ·
net new positions -0.9%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 107 | -1 | 35.63M | $3.47B | +7 | −8 |
| Q1 2026 | 111 | -4 | 34.68M | $2.95B | +3 | −7 |
| Q4 2025 | 114 | -1 | 36.23M | $3.12B | — | −1 |
| Q3 2025 | 17 | 0 | 22.42M | $1.90B | — | — |
| Q2 2025 | 14 | +1 | 20.16M | $1.53B | +1 | — |
| Q1 2025 | 10 | -2 | 6.11M | $394.50M | +1 | −3 |
| Q4 2024 | 12 | 0 | 6.70M | $468.21M | +1 | −1 |
| Q3 2024 | 11 | 0 | 3.98M | $250.01M | +1 | −1 |
| Q2 2024 | 11 | — | 5.29M | $302.32M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 8.39M | +0.8% | $817.05M | 0.0% | ▲ Add | 5 | SEC ↗ ×15 |
| 2 | State Street Global Advisors ✦ (passive) | 3.02M | +7.4% | $294.49M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 2.97M | +21.8% | $289.17M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 4 | American Century Companies Inc | 2.71M | +7.8% | $263.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Vanguard Capital Management Llc | 2.47M | +0.5% | $240.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Dimensional Fund Advisors Lp | 2.20M | +0.9% | $213.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 7 | Geode Capital Management ✦ (passive) | 1.97M | +0.4% | $194.12M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | Charles Schwab Investment… | 751.93K | +2.7% | $73.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Franklin Resources Inc | 714.46K | -5.4% | $69.58M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 10 | Northern Trust Corp | 710.37K | +3.8% | $69.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 11 | Ameriprise Financial Inc | 654.36K | -7.6% | $63.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Invesco Ltd. | 617.61K | +13.1% | $60.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 13 | Morgan Stanley ✦ | 591.12K | +8.7% | $57.57M | 0.0% | ▲ Add | 4 | SEC ↗ ×12 |
| 14 | Wellington Management ✦ | 470.59K | -43.8% | $45.83M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 453.38K | +28.2% | $44.15M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 16 | Boston Partners | 433.65K | +5.0% | $42.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 17 | Arrowstreet Capital ✦ | 409.68K | +233.4% | $39.90M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 378.03K | +2.5% | $36.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 19 | Citadel Advisors ✦ | 375.75K | +446.2% | $36.59M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 20 | Principal Financial Group Inc | 362.68K | +2.5% | $35.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | 1832 Asset Management L.P. | 347.07K | -8.6% | $33.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Allspring Global Investments… | 317.85K | -26.6% | $31.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 23 | UBS Group AG | 316.78K | +5.0% | $30.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 24 | Loomis Sayles & Co L P | 290.69K | -2.6% | $28.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Nuveen, LLC | 256.33K | +2.4% | $24.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 26 | JPMorgan Chase ✦ | 237.79K | -9.5% | $23.16M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 27 | First Eagle Investment Management… | 213.31K | +29.6% | $20.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 28 | AQR Capital Management ✦ | 201.87K | -14.0% | $19.66M | 0.0% | ▼ Trim | 9 | SEC ↗ ×6 |
| 29 | Raymond James Financial Inc | 174.91K | +21.8% | $17.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 30 | Bank Of America Corp /De/ | 168.77K | -23.9% | $16.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 31 | Rhumbline Advisers | 139.54K | -10.8% | $13.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Nomura Asset Management… | 138.73K | New | $13.51M | 0.0% | New | 1 | SEC ↗ |
| 33 | State Of Wisconsin Investment Board | 136.09K | -5.3% | $13.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Legal & General Group Plc | 127.67K | +0.8% | $12.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 35 | Swiss National Bank | 102.40K | -3.8% | $9.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | First Trust Advisors Lp | 93.95K | +48.9% | $9.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 92.99K | -1.8% | $9.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 38 | Victory Capital Management Inc | 90.30K | -4.6% | $8.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Quantinno Capital Management LP | 86.26K | +52.6% | $8.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | FIL Ltd | 85.00K | 0.0% | $8.28M | 0.0% | Held | 2 | SEC ↗ |
| 41 | Prudential Financial Inc | 80.81K | -33.8% | $7.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Envestnet Asset Management Inc | 80.61K | +4.0% | $7.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 77.53K | +63.4% | $7.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 44 | T. Rowe Price ✦ | 73.76K | +18.7% | $7.18M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 45 | Citigroup Inc | 67.67K | +21.5% | $6.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 46 | Squarepoint Ops LLC | 63.58K | -64.8% | $6.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Alliancebernstein L.P. | 70.07K | +6.1% | $5.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Wells Fargo & Company/Mn | 57.96K | +64.9% | $5.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 49 | Deutsche Bank Ag\ | 57.78K | +20.1% | $5.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 50 | Royal Bank Of Canada | 51.07K | -48.0% | $4.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 51 | Focus Partners Wealth | 41.73K | -1.3% | $4.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Wealth Enhancement Advisory… | 41.60K | +4.3% | $4.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | LPL Financial LLC | 33.26K | -1.8% | $3.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Bnp Paribas Financial Markets | 33.24K | +19.1% | $3.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Manufacturers Life Insurance… | 29.44K | +10.1% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Sei Investments Co | 26.18K | +0.7% | $2.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 57 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 25.56K | +0.2% | $2.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | New York State Common Retirement… | 25.26K | +33.9% | $2.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Barclays Plc | 25.03K | -20.5% | $2.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 60 | Wcm Investment Management, Llc | 23.62K | -75.2% | $2.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Universal- Beteiligungs- und… | 22.98K | -4.4% | $2.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Bank Of Montreal /Can/ | 22.62K | -1.1% | $2.20M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 63 | Federated Hermes, Inc. | 22.20K | -8.9% | $2.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Jones Financial Companies Lllp | 19.02K | +44.2% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Corient Private Wealth LP | 17.67K | +520.4% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Cetera Investment Advisers | 16.60K | -0.3% | $1.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | State Board Of Administration Of… | 15.89K | 0.0% | $1.55M | 0.0% | Held | 3 | SEC ↗ |
| 68 | Truist Financial Corp | 14.40K | +6.7% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 69 | Zurcher Kantonalbank (Zurich… | 13.90K | -2.6% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Us Bancorp \De\ | 13.76K | -15.0% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 71 | Fifth Third Bancorp | 13.47K | -2.6% | $1.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Mercer Global Advisors Inc /Adv | 13.38K | +5.1% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Mml Investors Services, Llc | 12.80K | +15.8% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Cerity Partners LLC | 12.31K | -90.2% | $1.20M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 75 | BNP Paribas Asset Management… | 11.56K | -51.3% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 76 | TD Waterhouse Canada Inc. | 10.65K | -2.0% | $1.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Voya Investment Management Llc | 10.42K | +11.5% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Hsbc Holdings Plc | 10.02K | +227.4% | $969,642 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Pictet Asset Management Holding SA | 8.77K | -4.0% | $853,623 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | ProShare Advisors LLC | 7.93K | -6.6% | $772,594 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Lido Advisors, LLC | 7.50K | +6.3% | $730,718 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 82 | Stifel Financial Corp | 7.15K | 0.0% | $695,949 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Susquehanna International Group, Llp | 6.17K | -84.3% | $601,091 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Pnc Financial Services Group, Inc. | 5.80K | +1.3% | $565,251 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 85 | Marshall Wace ✦ | 5.75K | New | $560,090 | 0.0% | New | 1 | SEC ↗ ×2 |
| 86 | Qube Research & Technologies Ltd | 5.16K | -68.7% | $502,045 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Sumitomo Mitsui Trust Group, Inc. | 5.00K | New | $486,950 | 0.0% | New | 1 | SEC ↗ |
| 88 | HighTower Advisors, LLC | 4.99K | -15.2% | $486,366 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Captrust Financial Advisors | 4.96K | +77.8% | $483,347 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Osaic Holdings, Inc. | 4.92K | +44.5% | $479,543 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 91 | Creative Planning | 4.78K | -5.7% | $465,135 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Ensign Peak Advisors, Inc | 4.50K | 0.0% | $437,963 | 0.0% | Held | 3 | SEC ↗ |
| 93 | Canada Pension Plan Investment Board | 4.00K | 0.0% | $389,560 | 0.0% | Held | 3 | SEC ↗ |
| 94 | Jane Street Group, Llc | 3.23K | New | $314,764 | 0.0% | New | 1 | SEC ↗ |
| 95 | CIBC Bancorp USA Inc. | 3.13K | +12.7% | $304,442 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 96 | Amundi | 3.05K | 0.0% | $296,747 | 0.0% | Held | 2 | SEC ↗ |
| 97 | Neuberger Berman Group LLC | 2.88K | +2.3% | $280,385 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 98 | Commonwealth Equity Services, Llc | 2.66K | +1.7% | $259,250 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Tidal Investments LLC | 2.20K | New | $214,550 | 0.0% | New | 1 | SEC ↗ |
| 100 | Rockefeller Capital Management L.P. | 2.14K | -1.8% | $208,025 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Nomura Asset Management… | $13.51M | 0.0% |
| Marshall Wace | $560,090 | 0.0% |
| Sumitomo Mitsui Trust Group… | $486,950 | 0.0% |
| Jane Street Group, Llc | $314,764 | 0.0% |
| Tidal Investments LLC | $214,550 | 0.0% |
Exited
| Healthcare Of Ontario Pension… | $4.40M | was 0.0% |
| Two Sigma Investments | $2.69M | was 0.0% |
| Credit Agricole S A | $1.16M | was 0.0% |
| D. E. Shaw & Co. | $1.09M | was 0.0% |
| Td Asset Management Inc | $889,446 | was 0.0% |
| Mariner, LLC | $471,795 | was 0.0% |
| Balyasny Asset Management L.P. | $271,863 | was 0.0% |
| Nomura Asset Management Co Ltd | $26,378 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 380 holders, 47.36M shares, $3.96B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Aug 07
SC 13G — STATE STREET CORP
Aug 06
SC 13G — FMR LLC
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
Get this via the API