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Disclosery

AX AXOS FINANCIAL INC

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STOK (common), issuer CIK 1299709

376 managers (385 13F filers) reported a position in AX shares at 2026-06-30, 48,341,533 shares in all. 49 filers opened a position and 47 filers sold out during the quarter.

Managers
376
13F filers
385
New
49
Added
139
Reduced
126
Sold out
47
Shares held by filers
48,341,533

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.8,389,477$817M0.01%+68,17913F-HRTimelineGroup
VANGUARD GROUP INCgroup of 7 filers holding6,078,938$592M+69,821Timeline
STATE STREET CORPin group STATE STREET CORP3,023,908$294M0.01%+207,21113F-HRTimelineGroup
FMR LLCin group FMR LLC2,969,246$289M0.01%+531,57213F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC2,705,653$264M0.12%+195,24613F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP2,197,135$214M0.04%+20,13213F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,967,141$194M0.01%+8,71113F-HRTimelineGroup
Davis Asset Management, L.P.1,535,219$150M3.79%013F-HRTimeline
EMERALD ADVISERS, LLCgroup of 2 filers holding902,874$87.9M+69,902Timeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co751,934$73.2M0.01%+19,85313F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources714,462$69.6M0.02%-40,53213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP710,371$69.2M0.01%+25,65913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC654,362$63.7M0.01%-54,12713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.617,610$60.1M<0.01%+71,30413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY591,123$57.6M<0.01%+47,49613F-HRTimelineGroup
WASATCH ADVISORS LP515,576$50.2M0.33%-100,80513F-HRTimeline
GENEVA CAPITAL MANAGEMENT LLC477,009$46.5M1.07%-131,07213F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…470,586$45.8M0.01%-367,26713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC453,375$44.2M<0.01%+99,68613F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp433,647$42.3M0.04%+20,49513F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC426,294$41.5M0.74%+194,90713F-HRTimeline
UBS Group AGgroup of 2 filers holding409,770$39.9M+13,283Timeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …409,682$39.9M0.02%+286,79413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp378,027$36.8M0.01%+9,36013F-HRTimelineGroup
Bragg Financial Advisors, Inc377,229$36.7M0.98%+21,36113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC375,753$36.6M0.02%+306,96313F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding365,400$35.6M+11,449Timeline
SHAKER INVESTMENTS LLC/OH356,376$34.7M12.47%-12,33613F-HRTimeline
1832 Asset Management L.P.347,070$33.8M0.04%-32,71413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …317,854$31.4M0.05%-114,88513F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P290,688$28.3M0.04%-7,82613F-HRTimelineGroup
Stieven Capital Advisors, L.P.256,345$25M4.77%+15,60013F-HRTimeline
Nuveen, LLCin group TIAA256,326$25M0.01%+5,93213F-HRTimelineGroup
Empowered Funds, LLC251,087$24.5M0.13%+34,72113F-HRTimeline
Public Sector Pension Investment Board249,863$24.3M0.06%-39,19713F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO237,791$23.2M<0.01%-25,06213F-HRTimelineGroup
First Eagle Investment Management, LLCin group First Eagle Investment Manage…213,312$20.8M0.03%+48,70013F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC201,867$19.7M0.01%-32,88013F-HRTimelineGroup
ROYCE & ASSOCIATES LP201,214$19.6M0.16%+66,59813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC174,909$17M<0.01%+31,34413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/168,773$16.4M<0.01%-52,88313F-HRTimelineGroup
Gator Capital Management, LLC166,475$16.2M3.49%-20,36513F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …165,685$16.1M0.76%+1,94513F-HRTimelineGroup
ALGERT GLOBAL LLC157,663$15.4M0.18%-34,18113F-HRTimeline
Empirical Finance, LLC152,847$14.9M0.62%-25,43413F-HRTimeline
Pembroke Management, LTD143,152$13.9M1.8%-5,43913F-HR/ATimeline
RHUMBLINE ADVISERS139,543$13.6M0.01%-16,83013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding138,730$13.5M+138,420Timeline
STATE OF WISCONSIN INVESTMENT BOARD136,086$13.3M0.03%-7,69513F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…128,644$12.5M0.18%-6,48513F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc127,673$12.4M<0.01%+1,05813F-HRTimelineGroup
Ategra Capital Management, LLC113,765$11.1M5.89%013F-HRTimeline
Swiss National Bank102,400$9.97M0.01%-4,00013F-HRTimeline
Militia Capital Management LLCin group Militia Capital Management LLC100,000$9.74M1.76%013F-HRTimelineGroup
KESTREL INVESTMENT MANAGEMENT CORP95,150$9.27M5.04%013F-HRTimeline
RENAISSANCE GROUP LLC94,091$9.16M0.37%-19,29313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP93,953$9.15M0.01%+30,84213F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC90,295$8.79M<0.01%-4,34213F-HRTimeline
Quantinno Capital Management LP86,261$8.4M0.01%+29,73613F-HRTimeline
FIL Ltdin group FIL Ltd85,000$8.28M0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC84,361$8.22M0.01%+713F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC80,808$7.87M0.01%-41,19013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC80,614$7.85M<0.01%+3,07713F-HRTimelineGroup
LORD, ABBETT & CO. LLC79,548$7.75M0.02%-44913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…77,525$7.55M0.01%+30,07513F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.76,417$7.44M0.02%-8,60013F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/73,761$7.18M<0.01%+11,61613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC67,670$6.59M<0.01%+11,96813F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC63,581$6.19M0.01%-116,82613F-HRTimelineGroup
LGT Fund Management Co Ltd.62,450$6.08M0.25%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.70,074$5.96M<0.01%+4,04413F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…58,192$5.67M0.01%-4,20913F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN57,963$5.65M<0.01%+22,80813F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\57,785$5.63M<0.01%+9,69113F-HRTimelineGroup
KORNITZER CAPITAL MANAGEMENT INC /KS53,867$5.25M0.11%new13F-HRTimeline
TCW GROUP INCin group TCW GROUP INC53,520$5.21M0.04%013F-HRTimelineGroup
ARGENT CAPITAL MANAGEMENT LLC51,811$5.05M0.16%-42,11813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA51,068$4.97M<0.01%-47,14913F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC49,401$4.81M0.09%-18,37913F-HRTimeline
Edgestream Partners, L.P.46,953$4.57M0.14%+34,11813F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…44,700$4.35M0.14%013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co44,485$4.34M0.01%-2,03513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…43,966$4.28M0.01%-1,96013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth41,730$4.06M<0.01%-56413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…41,598$4.05M0.01%+1,71913F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…38,665$3.77M0.01%-2,28813F-HRTimeline
Global Frontier Investments LLC37,000$3.6M0.62%013F-HRTimeline
S&T Bank/PA36,451$3.55M1.07%-6,06313F-HRTimeline
BW Gestao de Investimentos Ltda.35,000$3.41M0.08%new13F-HRTimeline
LPL Financial LLC33,261$3.24M<0.01%-62513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS33,241$3.24M<0.01%+5,33313F-HRTimelineGroup
SG Americas Securities, LLC32,979$3.21M<0.01%+7,05513F-HRTimeline
CONNORS INVESTOR SERVICES INC32,946$3.21M0.28%-11713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers32,937$3.21M<0.01%+5,90213F-HRTimelineGroup
Rafferty Asset Management, LLC32,490$3.16M0.01%-9,76213F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…32,274$3.14M0.01%+2,60313F-HRTimelineGroup
FORMULA GROWTH LTD30,624$2.98M1.05%013F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC30,200$2.94M0.05%013F-HRTimeline
Illinois Municipal Retirement Fund29,515$2.87M0.03%+39713F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …29,440$2.87M<0.01%+2,70913F-HRTimelineGroup
State of Alaska, Department of Revenue27,532$2.68M0.03%-9,23113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO26,178$2.55M<0.01%+18513F-HRTimelineGroup
PMC FIG Opportunities LLC25,599$2.49M4%-33,68113F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…25,560$2.49M<0.01%+5413F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND25,262$2.46M<0.01%+6,39513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC25,028$2.44M<0.01%-6,45613F-HRTimelineGroup
Louisiana State Employees Retirement Sy…24,900$2.43M0.04%-20013F-HR/ATimeline
Destination Wealth Management24,400$2.38M0.06%013F-HRTimeline
Quantbot Technologies LP24,231$2.36M0.09%+20,04913F-HRTimeline
Merit Financial Group, LLC24,147$2.35M0.01%+20,95513F-HR/ATimeline
DENALI ADVISORS LLC24,134$2.35M0.24%new13F-HRTimeline
Jupiter Topco LLCin group Janus Henderson23,907$2.33M<0.01%13F-HRTimelineGroup
WCM INVESTMENT MANAGEMENT, LLC23,623$2.28M<0.01%-71,74313F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …22,984$2.24M<0.01%-1,06413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,622$2.2M<0.01%-26313F-HRTimelineGroup
Orchard Capital Management, LLC22,491$2.19M2.4%+28313F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.22,200$2.16M<0.01%-2,17613F-HRTimelineGroup
State of Tennessee, Department of Treas…21,825$2.13M0.01%-12,37013F-HRTimeline
D.A. DAVIDSON & CO.21,117$2.06M0.01%-5,46313F-HRTimeline
AVENIR CORP20,790$2.02M0.25%013F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…20,443$1.99M0.01%-3,48313F-HRTimelineGroup
OP Asset Management Ltd19,397$1.89M0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,022$1.83M<0.01%+5,83313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP18,403$1.79M<0.01%+15,55413F-HR/ATimelineGroup
Ridgewood Investments LLC17,836$1.74M0.65%-21513F-HRTimeline
ADVISORY RESEARCH INC17,011$1.66M0.17%+9413F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP16,831$1.64M0.02%new13F-HRTimelineGroup
Cetera Investment Advisers16,599$1.62M<0.01%-4513F-HRTimeline
Police & Firemen's Retirement System of…16,370$1.59M0.01%+1,49913F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…15,891$1.55M<0.01%013F-HRTimeline
Handelsbanken Fonder AB15,695$1.53M<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…15,636$1.52M<0.01%-1,89513F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC15,421$1.5M0.02%+2013F-HRTimeline
AMALGAMATED BANK15,239$1.48M0.01%-93713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,398$1.4M<0.01%+90213F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC14,380$1.4M0.09%+71013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM14,075$1.37M0.01%-73013F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…14,037$1.37M0.01%013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…13,900$1.35M<0.01%-37313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\13,759$1.34M<0.01%-2,43013F-HRTimelineGroup
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…13,489$1.31M0.01%-52713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…13,471$1.31M<0.01%-35513F-HRTimelineGroup
Van Hulzen Asset Management, LLC13,424$1.31M0.09%-2,75013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,375$1.3M<0.01%+64613F-HR/ATimeline
VIRGINIA RETIREMENT SYSTEMS ET Al13,155$1.28M0.01%-22,20013F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND12,904$1.26M0.01%-10013F-HRTimeline
MML INVESTORS SERVICES, LLC12,796$1.25M<0.01%+1,74713F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC12,633$1.23M0.01%-2,63713F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG12,628$1.23M0.01%-35213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC12,309$1.2M<0.01%-112,90313F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC12,173$1.19M<0.01%+72513F-HRTimeline
KLP KAPITALFORVALTNING AS11,800$1.15M<0.01%-4,50013F-HRTimeline
Engineers Gate Manager LP11,663$1.14M0.01%+66113F-HRTimeline
Aquatic Capital Management LLC11,631$1.13M0.04%+11,62813F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …11,559$1.13M<0.01%-12,19513F-HRTimelineGroup
Keel Point, LLC11,497$1.12M0.07%+10013F-HRTimeline
HANCOCK WHITNEY CORP11,460$1.12M0.02%+25213F-HRTimeline
Csenge Advisory Group11,370$1.11M0.05%-2,93513F-HRTimeline
TD Waterhouse Canada Inc.10,650$1.06M<0.01%-21813F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC10,422$1.01M<0.01%+1,07313F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC10,262$999K0.01%013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC10,000$974K0.23%-152,89613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC10,018$970K<0.01%+6,95813F-HRTimelineGroup
IEQ CAPITAL, LLC9,540$929K<0.01%-16,04913F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…8,765$854K<0.01%-36513F-HRTimelineGroup
Aviso Financial Inc.8,630$840K0.03%-46413F-HRTimeline
PINNACLE ASSOCIATES LTD8,339$812K0.01%-213F-HRTimeline
Maryland State Retirement & Pension Sys…8,274$806K0.01%+1513F-HRTimeline
ProShare Advisors LLC7,933$773K<0.01%-56013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,726$752K0.01%-49013F-HRTimelineGroup
National Philanthropic Trust7,658$746K0.01%+97313F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.7,548$735K0.07%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC7,503$731K<0.01%+44313F-HRTimelineGroup
BAYVIEW ASSET MANAGEMENT, LLC7,420$723K0.54%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,146$696K<0.01%+213F-HRTimelineGroup
OAK ASSOCIATES LTD /OH/7,059$687K0.04%013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments6,778$660K0.04%+1,34213F-HRTimelineGroup
XPONANCE LLC6,638$646K<0.01%+36313F-HRTimeline
CenterBook Partners LP6,564$639K0.03%+64613F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…6,515$634K0.01%+2913F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…6,505$634K<0.01%013F-HRTimeline
Waterloo Capital, L.P.6,355$619K0.03%+113F-HRTimeline
Keebeck Wealth Management6,185$602K0.06%-32413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,172$601K<0.01%-33,19213F-HRTimelineGroup
Yorktown Management & Research Co Inc6,000$584K0.36%013F-HRTimeline
ALPS ADVISORS INC5,924$577K<0.01%+7113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC5,876$572K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,804$565K<0.01%+7313F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP5,751$560K<0.01%new13F-HRTimelineGroup
Cetera Trust Company, N.A5,620$547K0.27%+12513F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP5,572$543K0.05%new13F-HRTimeline
Foyston, Gordon & Payne Inc5,282$514K0.11%013F-HRTimeline
DRW Securities, LLC5,254$512K0.03%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,213$508K0.01%+97513F-HRTimeline
Qube Research & Technologies Ltd5,155$502K<0.01%-11,31513F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,037$491K0.01%+61913F-HRTimelineGroup
EJF Capital LP5,000$487K0.33%-12013F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …5,000$487K<0.01%new13F-HRTimelineGroup
Venturi Wealth Management, LLC5,000$487K0.02%+40013F-HRTimeline
HighTower Advisors, LLC4,994$486K<0.01%-89513F-HRTimeline