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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
CAPTRUST FINANCIAL ADVISORS4,963$483K<0.01%+2,17113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,924$480K<0.01%+1,51713F-HRTimelineGroup
Arax Advisory Partners4,803$468K<0.01%+3,70313F-HRTimeline
Western Wealth Management, LLC4,800$467K0.02%-5413F-HRTimeline
Creative Planningin group Creative Planning4,776$465K<0.01%-28913F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC4,770$465K0.01%-4613F-HRTimeline
Mission Creek Capital Partners, Inc.4,631$451K0.08%013F-HRTimeline
Freestone Grove Partners LP4,612$449K<0.01%+4,57813F-HRTimeline
Mutual Advisors, LLC4,598$448K0.01%+1313F-HRTimeline
CIM INVESTMENT MANAGEMENT INC4,571$445K0.11%+33613F-HRTimeline
Ensign Peak Advisors, Inc4,497$438K<0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.4,355$424K0.01%+4013F-HRTimeline
PROFUND ADVISORS LLC4,305$419K0.01%+81113F-HRTimeline
STRS OHIO4,300$419K<0.01%+1,00013F-HRTimeline
Pallas Capital Advisors LLC4,238$413K0.01%-1513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,214$410K<0.01%new13F-HRTimelineGroup
Abel Hall, LLC4,176$407K0.07%+52413F-HRTimeline
Sanctuary Advisors, LLC4,109$400K<0.01%new13F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD4,000$390K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,663$357K<0.01%-68213F-HRTimeline
EARNEST PARTNERS LLC3,600$351K<0.01%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd3,594$350K0.01%new13F-HRTimeline
Crossmark Global Holdings, Inc.3,565$347K<0.01%-16613F-HRTimeline
Vise Technologies, Inc.3,544$345K<0.01%-1,16913F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC3,442$335K0.02%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,327$324K<0.01%-43513F-HRTimelineGroup
World Investment Advisors3,709$316K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,232$315K<0.01%new13F-HRTimelineGroup
BOURGEON CAPITAL MANAGEMENT LLC3,200$312K0.05%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.3,126$304K<0.01%+35113F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC3,109$303K0.03%+43913F-HRTimeline
Americana Partners, LLC3,068$299K0.01%new13F-HRTimeline
SUMMITRY LLC3,052$297K0.01%+3413F-HRTimeline
Amundiin group Amundi3,047$297K<0.01%013F-HRTimelineGroup
BANQUE PICTET & CIE SA3,039$296K<0.01%new13F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…2,885$281K<0.01%-2,92913F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,879$280K<0.01%+6513F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC2,874$280K0.02%new13F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS2,873$280K<0.01%-42713F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC2,829$276K<0.01%-3,18813F-HRTimeline
Mach-1 Financial Group, LLC2,776$270K0.1%-43513F-HRTimeline
Arcus Capital Partners, LLC2,775$270K0.11%+13913F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO2,764$269K0.02%+1413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,737$267K0.03%+3613F-HRTimeline
BANK OF NOVA SCOTIA TRUST COin group BANK OF NOVA SCOTIA2,715$264K0.02%-43013F-HRTimelineGroup
OpenArc Corporate Advisory, LLC2,683$261K<0.01%+913F-HRTimeline
CHOREO, LLC2,682$261K<0.01%+7813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,662$259K<0.01%+4513F-HRTimeline
NovaPoint Capital, LLC2,600$253K0.05%new13F-HRTimeline
Cambria Investment Management, L.P.2,587$252K0.01%013F-HRTimeline
RETIREMENT GUYS FORMULA LLC2,560$249K0.09%+1713F-HRTimeline
Premier Fund Managers Ltd2,581$249K0.02%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC2,554$249K0.03%+1113F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P2,512$245K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,505$244K<0.01%+2313F-HRTimeline
&PARTNERS2,497$243K<0.01%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,495$243K0.04%-1113F-HRTimeline
Waldron Private Wealth LLC2,487$242K0.01%013F-HRTimeline
GAMMA Investing LLC2,427$236K0.01%+15013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,422$236K0.01%-1,12813F-HRTimelineGroup
denkapparat Operations GmbH2,390$233K0.08%013F-HRTimeline
Cresset Asset Management, LLC2,351$229K<0.01%-2613F-HRTimeline
Verdence Capital Advisors LLC2,350$229K0.01%-5713F-HRTimeline
Graham Capital Management, L.P.2,281$222K0.01%new13F-HRTimeline
CHICAGO TRUST Co NA2,225$217K0.03%new13F-HRTimeline
Leonard Rickey Investment Advisors P.L.…2,213$216K0.03%new13F-HRTimeline
Entropy Technologies, LP2,205$215K0.01%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC2,203$215K<0.01%new13F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,187$213K<0.01%-3,55213F-HRTimelineGroup
Palouse Capital Management, Inc.2,158$210K0.13%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,136$208K<0.01%-4013F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…2,118$206K<0.01%new13F-HRTimelineGroup
Savant Capital, LLC2,100$205K<0.01%new13F-HRTimeline
KBC Group NVin group KBC Group NV1,983$193K<0.01%013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,960$191K<0.01%-34413F-HRTimelineGroup
Global Retirement Partners, LLC1,876$183K<0.01%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,868$182K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,533$149K<0.01%-6813F-HRTimelineGroup
SPRUCEGROVE INVESTMENT MANAGEMENT LTD1,400$136K0.02%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,206$117K0.01%+15313F-HRTimelineGroup
State of Wyoming1,095$107K0.01%+74513F-HRTimeline
Sterling Capital Management LLC1,001$97.5K<0.01%-6,66313F-HRTimeline
Smartleaf Asset Management LLC980$94.4K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS971$94.3K0.01%new13F-HRTimeline
GROUP ONE TRADING LLC948$92.3K<0.01%-1,15913F-HRTimeline
NewEdge Advisors, LLC900$87.7K<0.01%-20513F-HRTimeline
IFP Advisors, Inc888$86.5K<0.01%+38113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…841$81.9K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC836$81.4K<0.01%+20313F-HRTimeline
Integrated Wealth Concepts LLC820$79.9K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.749$73K<0.01%-17713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Salomon & Ludwin, LLC708$70K0.01%+26713F-HRTimeline
Versant Capital Management, Inc708$69K0.01%+31013F-HRTimeline
Reyes Financial Architecture, Inc.631$61.5K0.03%+3913F-HRTimeline
Elequin Capital, LP630$61.4K<0.01%+29013F-HRTimeline
Advisors Asset Management, Inc.545$53.1K<0.01%-113F-HRTimeline
Signature Equity Partners, LLC494$48.1K0.02%-2613F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…484$47.1K<0.01%+3113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.472$46K<0.01%new13F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.450$44K<0.01%-613F-HRTimeline
True Wealth Design, LLC432$42.1K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.422$41.1K0.03%-9013F-HRTimeline
Clearstead Advisors, LLC393$38.3K<0.01%-8313F-HRTimeline
Basecamp Wealth Advisors LLC393$38.3K0.01%013F-HRTimeline
UMB Bank, n.a.379$36.9K<0.01%+3113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kemnay Advisory Services Inc.375$36.5K<0.01%+7813F-HRTimeline
Parallel Advisors, LLC364$35.5K<0.01%-1213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…294$28.6K<0.01%-47313F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC292$28.4K<0.01%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC270$26.3K<0.01%-5,82013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC248$24.4K<0.01%-113F-HRTimeline
Tidemark, LLC224$21.8K<0.01%013F-HRTimeline
Bare Financial Services, Inc203$19.8K<0.01%+9413F-HRTimeline
Essential Partners LLC173$16.8K0.01%-80213F-HRTimeline
MATHER GROUP, LLC.168$16.4K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…161$15.7K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC160$15.6K<0.01%-613F-HRTimeline
BOKF, NAin group BOKF, NA124$12.1K<0.01%013F-HRTimelineGroup
Fulcrum Asset Management LLP122$11.8K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB112$10.9K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA108$10.5K<0.01%-9413F-HRTimeline
Fortitude Family Office, LLC106$10.3K<0.01%+4813F-HRTimeline
ROTHSCHILD INVESTMENT LLC105$10.2K<0.01%+513F-HRTimeline
JFS WEALTH ADVISORS, LLC103$10K<0.01%+1213F-HRTimeline
HARBOUR INVESTMENTS, INC.102$9.93K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO100$9.74K<0.01%013F-HRTimeline
SHP Wealth Management100$9.74K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC100$9.74K<0.01%-9013F-HRTimeline
Downshift Financial, LLC95$9.25K<0.01%new13F-HRTimeline
CVA Family Office, LLC92$8.96K<0.01%+5013F-HRTimeline
Allworth Financial LP90$8.77K<0.01%+313F-HRTimeline
SJS Investment Consulting Inc.88$8.57K<0.01%+7313F-HRTimeline
Sachetta, LLC87$8.47K<0.01%new13F-HRTimeline
Owl Creek Wealth Partners LLC84$8.18K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…82$7.99K<0.01%+1113F-HRTimeline
Valued Wealth Advisors LLC73$7.11K<0.01%new13F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.63$6.24K<0.01%new13F-HRTimelineGroup
HHM Wealth Advisors, LLC55$5.36K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC44$4.29K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…43$4.19K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors35$3.35K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC34$3.31K<0.01%+113F-HRTimeline
Kilter Group LLC30$2.92K<0.01%-1613F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC25$2.44K<0.01%-31213F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.22$2.14K<0.01%013F-HRTimelineGroup
Creative Capital Management Investments…21$2.04K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC20$1.95K<0.01%-513F-HRTimeline
Ankerstar Wealth, LLC20$1.95K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.18$1.75K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC17$1.66K<0.01%+913F-HRTimeline
Plante Moran Financial Advisors, LLC16$1.56K<0.01%new13F-HRTimeline
Torren Management, LLC16$1.56K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC13$1.27K<0.01%+913F-HRTimeline
DiNuzzo Private Wealth, Inc.13$1.27K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.13$1.27K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC12$1.17K<0.01%+313F-HRTimeline
Evolution Advisers, Inc.12$1K<0.01%new13F-HRTimeline
Covestor Ltd8$1K<0.01%+613F-HRTimeline
Bruce G. Allen Investments, LLC10$974<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC10$974<0.01%+613F-HRTimeline
HFM Investment Advisors, LLC10$974<0.01%+513F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding9$839-9,357Timeline
Quent Capital, LLC8$779<0.01%013F-HRTimeline
Stone House Investment Management, LLC7$682<0.01%new13F-HRTimeline
LRI Investments, LLC6$584<0.01%new13F-HRTimeline
Davis Capital Management3$292<0.01%new13F-HRTimeline
Hughes Financial Services, LLC3$292<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC2$198<0.01%new13F-HRTimeline
Dunhill Financial, LLC1$110<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1$98<0.01%13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1$97<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1$97<0.01%013F-HRTimeline
SBI Securities Co., Ltd.1$97<0.01%013F-HRTimeline
Avion Wealth8$00%-1213F-HRTimelineValue filed as zero, left out of ratios.
Navigoe, LLC4$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Capital Advisors, Ltd. LLC3$00%013F-HRTimelineValue filed as zero, left out of ratios.