Security record · archived quarter
AX
Axos Financial, Inc. · Financial Services · Banks - Regional
114Tracked holders
-1Δ holders
36.23MShares held
$3.12BReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -0.9% ·
share flow +1.6% ·
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 Q4 2025
Ownership over time
| 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 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 8.33M | +2.2% | $717.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×15 |
| 2 | The Vanguard Group ✦ (passive) | 5.90M | -0.5% | $508.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passive) | 2.70M | +0.5% | $232.32M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | American Century Companies Inc | 2.47M | — | $213.22M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Dimensional Fund Advisors Lp | 2.17M | — | $186.93M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 6 | Fidelity (FMR) ✦ | 1.87M | +34.4% | $161.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 7 | Geode Capital Management ✦ (passive) | 1.78M | +3.6% | $154.69M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 8 | Ameriprise Financial Inc | 753.60K | — | $64.93M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 9 | Charles Schwab Investment… | 721.57K | — | $62.17M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Northern Trust Corp | 665.03K | — | $57.30M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 11 | Morgan Stanley ✦ | 563.89K | +18.8% | $48.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×12 |
| 12 | Wellington Management ✦ | 528.30K | +18.6% | $45.52M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 13 | Franklin Resources Inc | 455.16K | — | $39.22M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 14 | Nuveen, LLC | 408.75K | — | $35.22M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Bank of New York Mellon Corp | 377.81K | — | $32.55M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 16 | 1832 Asset Management L.P. | 375.39K | — | $32.34M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 371.09K | +56.2% | $31.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Boston Partners | 349.27K | — | $30.39M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Principal Financial Group Inc | 337.32K | — | $29.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | JPMorgan Chase ✦ | 320.49K | -51.6% | $27.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 21 | Allspring Global Investments… | 313.22K | — | $27.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Loomis Sayles & Co L P | 306.21K | — | $26.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | UBS Group AG | 256.22K | — | $22.08M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 24 | AQR Capital Management ✦ | 232.64K | +3.3% | $20.04M | 0.0% | ▲ Add | 7 | SEC ↗ ×6 |
| 25 | Invesco Ltd. | 200.95K | — | $17.31M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 26 | Rhumbline Advisers | 152.49K | — | $13.14M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | State Of Wisconsin Investment Board | 152.22K | — | $13.11M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Millennium Management ✦ | 144.84K | -6.5% | $12.48M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 29 | First Eagle Investment Management… | 142.29K | — | $12.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Legal & General Group Plc | 139.33K | — | $12.00M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 31 | Raymond James Financial Inc | 135.10K | — | $11.64M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 32 | Squarepoint Ops LLC | 134.77K | — | $11.61M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 131.57K | — | $11.34M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 34 | Arrowstreet Capital ✦ | 113.23K | +100.4% | $9.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Cerity Partners LLC | 112.01K | — | $9.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | Prudential Financial Inc | 110.38K | — | $9.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Swiss National Bank | 106.00K | — | $9.13M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Barclays Plc | 103.11K | — | $8.88M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 39 | Royal Bank Of Canada | 99.73K | — | $8.59M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 40 | UBS AM, a distinct business unit of… | 86.72K | — | $7.47M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 41 | Russell Investments Group, Ltd. | 79.78K | — | $6.87M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 42 | Victory Capital Management Inc | 75.72K | — | $6.52M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 74.95K | — | $6.46M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 44 | Wcm Investment Management, Llc | 69.97K | — | $6.07M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Two Sigma Investments ✦ | 68.68K | -61.8% | $5.92M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 46 | Deutsche Bank Ag\ | 66.51K | — | $5.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 47 | Alliancebernstein L.P. | 65.56K | — | $5.65M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Citigroup Inc | 64.53K | — | $5.56M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | Envestnet Asset Management Inc | 60.38K | — | $5.20M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | First Trust Advisors Lp | 58.38K | — | $5.03M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Healthcare Of Ontario Pension Plan… | 56.36K | — | $4.86M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | T. Rowe Price ✦ | 51.48K | +4.3% | $4.44M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 53 | California State Teachers… | 51.05K | — | $4.40M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Janus Henderson Group Plc | 51.02K | — | $4.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 55 | Focus Partners Wealth | 45.07K | — | $3.82M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Wealth Enhancement Advisory… | 39.66K | — | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | LPL Financial LLC | 32.06K | — | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Federated Hermes, Inc. | 27.89K | — | $2.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 59 | Manufacturers Life Insurance… | 27.37K | — | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Sei Investments Co | 27.18K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 61 | Bnp Paribas Financial Markets | 26.76K | — | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Commonwealth Equity Services, Llc | 25.72K | — | $2.22M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 25.29K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | BNP Paribas Asset Management… | 24.19K | — | $2.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 65 | Bank Of Montreal /Can/ | 23.21K | — | $2.00M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 66 | Hrt Financial Lp | 22.08K | — | $1.90M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | D. E. Shaw & Co. ✦ | 21.66K | -55.0% | $1.87M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 68 | New York State Common Retirement… | 18.97K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Quantinno Capital Management LP | 16.80K | — | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Cetera Investment Advisers | 16.55K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Susquehanna International Group, Llp | 16.27K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | State Board Of Administration Of… | 15.89K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Pictet Asset Management Holding SA | 15.85K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Us Bancorp \De\ | 14.48K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 75 | Citadel Advisors ✦ | 13.80K | +57.3% | $1.19M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 76 | Credit Agricole S A | 13.61K | — | $1.17M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Mml Investors Services, Llc | 12.82K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Hsbc Holdings Plc | 12.53K | — | $1.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 79 | Truist Financial Corp | 12.00K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Mercer Global Advisors Inc /Adv | 11.70K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Zurcher Kantonalbank (Zurich… | 11.47K | — | $988,514 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | ProShare Advisors LLC | 10.61K | — | $913,899 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Td Asset Management Inc | 10.60K | — | $912,865 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Simplex Trading, Llc | 9.98K | — | $859,876 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Cwm, Llc | 9.96K | — | $858,000 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Voya Investment Management Llc | 9.65K | — | $831,272 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Mariner, LLC | 9.12K | — | $785,744 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Canada Pension Plan Investment Board | 9.00K | — | $775,440 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Jones Financial Companies Lllp | 7.59K | — | $653,696 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Stifel Financial Corp | 7.11K | — | $612,860 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Balyasny Asset Management L.P. | 7.07K | — | $609,496 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Group One Trading Llc | 7.05K | — | $607,083 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Lido Advisors, LLC | 6.15K | — | $522,235 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 94 | Pnc Financial Services Group, Inc. | 5.76K | — | $496,626 | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 95 | Corient Private Wealth LP | 5.39K | — | $464,576 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 96 | Osaic Holdings, Inc. | 4.93K | — | $424,679 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 97 | Creative Planning | 4.80K | — | $413,310 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Ensign Peak Advisors, Inc | 4.50K | — | $387,462 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | HighTower Advisors, LLC | 4.49K | — | $387,031 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Universal- Beteiligungs- und… | 3.54K | — | $305,265 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Marshall Wace | $895,597 | 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: Q4 2025 ·
Methodology ·
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