AX
Axos Financial, Inc. · Financial Services · Banks - Regional
Momentum inputs (comparable managers):
holder breadth +7.7% ·
share flow -0.2% ·
net new positions +7.1%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 104 | -1 | 35.41M | $3.45B | +7 | −11 |
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 7.96M | — | $605.58M | 0.0% | n/c | 1 | SEC ↗ ×16 |
| 2 | The Vanguard Group ✦ (passive) | 5.94M | — | $451.67M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passive) | 2.65M | -9.3% | $201.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 1.52M | -1.6% | $115.71M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 5 | Citadel Advisors ✦ | 483.00K | -19.7% | $36.73M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 6 | Millennium Management ✦ | 396.65K | +151.7% | $30.16M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Wellington Management ✦ | 377.07K | 0.0% | $28.67M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 235.77K | +34.6% | $17.93M | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 9 | Fidelity (FMR) ✦ | 184.63K | — | $14.04M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Two Sigma Investments ✦ | 160.22K | -7.3% | $12.18M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 114.28K | +5.8% | $8.69M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 12 | Arrowstreet Capital ✦ | 82.22K | New | $6.25M | 0.0% | New | 1 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 45.56K | +6.5% | $3.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Marshall Wace ✦ | 5.37K | -31.8% | $408,030 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Arrowstreet Capital | $6.25M | 0.0% |
Exited
| No tracked exits this quarter. |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.