Security record · archived quarter
AX
Axos Financial, Inc. · Financial Services · Banks - Regional
111Tracked holders
-4Δ holders
34.68MShares held
$2.95BReported value
+3New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth -3.5% ·
share flow +5.7% ·
net new positions -3.6%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 8.32M | -0.1% | $708.06M | 0.0% | ▼ Trim | 4 | SEC ↗ ×15 |
| 2 | State Street Global Advisors ✦ (passive) | 2.82M | +4.5% | $239.67M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 3 | American Century Companies Inc | 2.51M | +1.4% | $213.61M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 2.45M | — | $208.82M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 2.44M | +30.3% | $207.42M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 6 | Dimensional Fund Advisors Lp | 2.18M | +0.3% | $185.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 7 | Geode Capital Management ✦ (passive) | 1.96M | +10.3% | $168.53M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | Wellington Management ✦ | 837.85K | +58.6% | $71.29M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 9 | Franklin Resources Inc | 754.99K | +65.9% | $64.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 10 | Charles Schwab Investment… | 732.08K | +1.5% | $62.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 708.49K | -6.0% | $60.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Northern Trust Corp | 684.71K | +3.0% | $58.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 13 | Invesco Ltd. | 546.31K | +171.9% | $46.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 14 | Morgan Stanley ✦ | 543.63K | -3.6% | $46.26M | 0.0% | ▼ Trim | 3 | SEC ↗ ×12 |
| 15 | Allspring Global Investments… | 432.74K | +38.2% | $37.20M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Boston Partners | 413.15K | +18.3% | $35.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | 1832 Asset Management L.P. | 379.78K | +1.2% | $32.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 368.67K | -2.4% | $31.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×12 |
| 19 | Principal Financial Group Inc | 353.95K | +4.9% | $30.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Goldman Sachs Group ✦ | 353.69K | -4.7% | $30.10M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | UBS Group AG | 301.82K | +17.8% | $25.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 22 | Loomis Sayles & Co L P | 298.51K | -2.5% | $25.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | JPMorgan Chase ✦ | 262.85K | -18.0% | $21.79M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 24 | Nuveen, LLC | 250.39K | -38.7% | $21.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | AQR Capital Management ✦ | 234.75K | +0.9% | $19.97M | 0.0% | ▲ Add | 8 | SEC ↗ ×7 |
| 26 | Bank Of America Corp /De/ | 221.66K | +68.5% | $18.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 27 | Squarepoint Ops LLC | 180.41K | +33.9% | $15.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | First Eagle Investment Management… | 164.61K | +15.7% | $14.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Rhumbline Advisers | 156.37K | +2.5% | $13.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | State Of Wisconsin Investment Board | 143.78K | -5.5% | $12.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Raymond James Financial Inc | 143.56K | +6.3% | $12.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Legal & General Group Plc | 126.61K | -9.1% | $10.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 33 | Cerity Partners LLC | 125.21K | +11.8% | $10.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 34 | Arrowstreet Capital ✦ | 122.89K | +8.5% | $10.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Prudential Financial Inc | 122.00K | +10.5% | $10.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Swiss National Bank | 106.40K | +0.4% | $9.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 98.22K | -1.5% | $8.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 38 | UBS AM, a distinct business unit of… | 94.67K | +9.2% | $8.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 39 | Victory Capital Management Inc | 94.64K | +25.0% | $8.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Wcm Investment Management, Llc | 95.37K | +36.3% | $7.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | FIL Ltd | 85.00K | New | $7.23M | 0.0% | New | 1 | SEC ↗ |
| 42 | Envestnet Asset Management Inc | 77.54K | +28.4% | $6.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Citadel Advisors ✦ | 68.79K | +398.5% | $5.85M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 44 | Alliancebernstein L.P. | 66.03K | +0.7% | $5.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | First Trust Advisors Lp | 63.11K | +8.1% | $5.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | California State Teachers… | 62.40K | +22.2% | $5.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | T. Rowe Price ✦ | 62.15K | +20.7% | $5.29M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 48 | Quantinno Capital Management LP | 56.52K | +236.5% | $4.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Citigroup Inc | 55.70K | -13.7% | $4.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 50 | Healthcare Of Ontario Pension Plan… | 51.76K | -8.2% | $4.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Deutsche Bank Ag\ | 48.09K | -27.7% | $4.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 52 | Russell Investments Group, Ltd. | 47.45K | -40.5% | $4.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 53 | Focus Partners Wealth | 42.29K | -6.2% | $3.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Wealth Enhancement Advisory… | 39.88K | +0.6% | $3.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Susquehanna International Group, Llp | 39.36K | +141.9% | $3.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Wells Fargo & Company/Mn | 35.16K | -53.1% | $2.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 57 | LPL Financial LLC | 33.89K | +5.7% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Two Sigma Investments ✦ | 31.58K | -54.0% | $2.69M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 59 | Barclays Plc | 31.48K | -69.5% | $2.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 60 | Bnp Paribas Financial Markets | 27.91K | +4.3% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Manufacturers Life Insurance… | 26.73K | -2.3% | $2.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Sei Investments Co | 25.99K | -4.3% | $2.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 63 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 25.51K | +0.9% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Federated Hermes, Inc. | 24.38K | -12.6% | $2.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Universal- Beteiligungs- und… | 24.05K | +578.8% | $2.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Janus Henderson Group Plc | 23.91K | -53.1% | $2.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | BNP Paribas Asset Management… | 23.75K | -1.8% | $2.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 68 | Bank Of Montreal /Can/ | 22.89K | -1.4% | $1.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 69 | New York State Common Retirement… | 18.87K | -0.5% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Cetera Investment Advisers | 16.64K | +0.6% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Qube Research & Technologies Ltd | 16.47K | New | $1.40M | 0.0% | New | 1 | SEC ↗ |
| 72 | Us Bancorp \De\ | 16.19K | +11.8% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 73 | State Board Of Administration Of… | 15.89K | 0.0% | $1.35M | 0.0% | Held | 2 | SEC ↗ |
| 74 | Zurcher Kantonalbank (Zurich… | 14.27K | +24.4% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Fifth Third Bancorp | 13.83K | +3056.6% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Credit Agricole S A | 13.61K | 0.0% | $1.16M | 0.0% | Held | 2 | SEC ↗ |
| 77 | Truist Financial Corp | 13.50K | +12.5% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 78 | Jones Financial Companies Lllp | 13.19K | +73.8% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | D. E. Shaw & Co. ✦ | 12.82K | -40.8% | $1.09M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 80 | Mercer Global Advisors Inc /Adv | 12.73K | +8.8% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Mml Investors Services, Llc | 11.05K | -13.8% | $940,159 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | TD Waterhouse Canada Inc. | 10.87K | +2493.8% | $932,196 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Td Asset Management Inc | 10.45K | -1.3% | $889,446 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Cwm, Llc | 10.14K | +1.9% | $862,813 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Voya Investment Management Llc | 9.35K | -3.1% | $795,506 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Pictet Asset Management Holding SA | 9.13K | -42.4% | $776,872 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | ProShare Advisors LLC | 8.49K | -19.9% | $722,670 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Stifel Financial Corp | 7.14K | +0.4% | $607,877 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Lido Advisors, LLC | 7.06K | +14.8% | $600,735 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 90 | HighTower Advisors, LLC | 5.89K | +31.1% | $501,095 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Pnc Financial Services Group, Inc. | 5.73K | -0.6% | $487,650 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 92 | Mariner, LLC | 5.54K | -39.2% | $471,795 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Creative Planning | 5.07K | +5.6% | $430,981 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Ensign Peak Advisors, Inc | 4.50K | 0.0% | $382,650 | 0.0% | Held | 2 | SEC ↗ |
| 95 | Canada Pension Plan Investment Board | 4.00K | -55.6% | $340,360 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Osaic Holdings, Inc. | 3.41K | -30.9% | $289,898 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 97 | Balyasny Asset Management L.P. | 3.19K | -54.8% | $271,863 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Hsbc Holdings Plc | 3.06K | -75.6% | $260,069 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Amundi | 3.05K | New | $259,269 | 0.0% | New | 1 | SEC ↗ |
| 100 | Corient Private Wealth LP | 2.85K | -47.2% | $242,422 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| FIL Ltd | $7.23M | 0.0% |
| Qube Research & Technologies… | $1.40M | 0.0% |
| Amundi | $259,269 | 0.0% |
Exited
| Millennium Management | $12.48M | was 0.0% |
| Hrt Financial Lp | $1.90M | was 0.0% |
| Simplex Trading, Llc | $859,876 | was 0.0% |
| Mackenzie Financial Corp | $295,270 | was 0.0% |
| DZ BANK AG Deutsche Zentral… | $258,135 | was 0.0% |
| Danske Bank A/S | $17,232 | was 0.0% |
| Optiver Holding B.V. | $4,394 | 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: Q1 2026 ·
Methodology ·
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