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Disclosery

AX AXOS FINANCIAL INC

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STOK (common), issuer CIK 1299709

350 managers (355 13F filers) reported a position in AX shares at 2024-12-31, 47,260,845 shares in all. 39 filers opened a position and 30 filers sold out during the quarter.

Managers
350
13F filers
355
New
39
Added
125
Reduced
117
Sold out
30
Shares held by filers
47,260,845

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC7,070$494K<0.01%new13F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…6,795$475K<0.01%013F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC6,523$456K0.03%-2513F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…6,505$454K<0.01%-4813F-HRTimeline
Mariner, LLCin group Mariner, LLC6,403$447K<0.01%+54513F-HRTimelineGroup
Waterloo Capital, L.P.6,360$444K0.05%013F-HRTimeline
Csenge Advisory Group6,329$442K0.02%+2,24813F-HRTimeline
HUSSMAN STRATEGIC ADVISORS, INC.6,300$440K0.13%new13F-HRTimeline
Point72 (DIFC) Ltd6,266$438K0.04%+4,02113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,172$431K0.05%-113F-HRTimeline
WOLVERINE TRADING, LLC5,917$420K0.01%-4,82613F-HRTimeline
IEQ CAPITAL, LLC5,894$412K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,717$399K0.01%+25413F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC5,546$387K<0.01%-48813F-HRTimelineGroup
Moran Wealth Management, LLC5,546$387K0.01%new13F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC5,528$386K<0.01%013F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…5,500$384K0.01%new13F-HRTimelineGroup
Farringdon Capital, Ltd.5,357$374K0.15%13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC5,330$372K0.02%-3,26013F-HRTimeline
WESBANCO BANK INC5,300$370K0.01%013F-HRTimeline
OPTIMIZE FINANCIAL INC.5,284$369K0.28%13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC5,259$367K0.02%+84613F-HRTimelineGroup
Cetera Trust Company, N.A5,130$358K0.23%-13513F-HRTimeline
CIBC WORLD MARKETS CORP5,113$357K<0.01%new13F-HRTimeline
Gallacher Capital Management LLC5,080$355K0.18%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,012$350K<0.01%+2413F-HRTimelineGroup
Choate Investment Advisors4,759$332K0.01%013F-HRTimeline
GTS SECURITIES LLC4,737$331K0.02%-21,33413F-HRTimeline
SkyOak Wealth, LLC4,694$328K0.07%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,668$326K<0.01%+50713F-HRTimelineGroup
Mission Creek Capital Partners, Inc.4,631$323K0.07%013F-HRTimeline
Cambria Investment Management, L.P.4,629$323K0.02%+10513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,625$319K<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC4,546$318K<0.01%-9613F-HRTimeline
Aigen Investment Management, LP4,526$316K0.06%-62913F-HRTimeline
MML INVESTORS SERVICES, LLC4,425$309K<0.01%+1,05213F-HRTimeline
CIM INVESTMENT MANAGEMENT INC4,416$308K0.09%013F-HRTimeline
Creative Planningin group Creative Planning4,126$288K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,116$288K<0.01%new13F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,015$281K<0.01%-69413F-HR/ATimelineGroup
&PARTNERS3,907$280K<0.01%new13F-HRTimeline
Versor Investments LP4,000$279K0.05%+20013F-HRTimeline
National Philanthropic Trust4,000$279K<0.01%new13F-HRTimeline
AlphaQuest LLC3,971$277K0.04%-1,32013F-HRTimeline
Mutual Advisors, LLC3,885$276K0.01%013F-HRTimeline
Crossmark Global Holdings, Inc.3,830$267K<0.01%-613F-HRTimeline
World Investment Advisors3,821$267K0.01%+30013F-HRTimeline
Cresset Asset Management, LLC3,758$262K<0.01%-3513F-HRTimeline
Ground Swell Capital, LLC3,738$261K0.57%new13F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC3,699$258K<0.01%-61,54713F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,664$256K<0.01%+30513F-HRTimelineGroup
EARNEST PARTNERS LLC3,600$251K<0.01%013F-HRTimeline
TOWNSQUARE CAPITAL LLC3,563$249K<0.01%-8013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,558$249K<0.01%-2,86613F-HRTimelineGroup
MACKENZIE FINANCIAL CORP3,525$246K<0.01%013F-HR/ATimeline
Atria Wealth Solutions, Inc.3,418$239K<0.01%-30013F-HRTimeline
STRS OHIO3,400$237K<0.01%+70013F-HRTimeline
Venturi Wealth Management, LLC3,400$237K0.01%+40013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,395$237K<0.01%+67213F-HRTimelineGroup
Jain Global LLC3,330$233K0.01%13F-HRTimeline
Ashton Thomas Private Wealth, LLC3,229$226K0.01%new13F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC3,200$224K0.04%-80013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,186$223K<0.01%new13F-HRTimeline
Defined Financial Planning LLC3,163$221K0.24%13F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…3,013$214K<0.01%13F-HRTimelineGroup
Point72 Asia (Singapore) Pte. Ltd.2,937$205K0.05%new13F-HRTimeline
Bridgefront Capital, LLC2,879$201K0.07%new13F-HRTimeline
Dakota Wealth Management2,867$200K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,582$180K<0.01%013F-HRTimeline
Advisors Asset Management, Inc.2,528$177K<0.01%+56713F-HR/ATimeline
KBC Group NVin group KBC Group NV2,469$172K<0.01%+86413F-HRTimelineGroup
Covestor Ltd2,274$158K0.1%+44213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,053$143K<0.01%-13313F-HRTimelineGroup
Palouse Capital Management, Inc.1,931$135K0.09%-55013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,859$130K<0.01%+83013F-HRTimelineGroup
State of Wyoming1,548$108K0.01%+10613F-HRTimeline
Smartleaf Asset Management LLC1,509$107K0.01%+1,22213F-HRTimeline
MAI Capital Management1,500$105K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC1,486$104K<0.01%+67613F-HRTimeline
GAMMA Investing LLC1,318$92.1K0.01%+33613F-HRTimeline
OAKWORTH CAPITAL, INC.1,305$91.2K0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,261$88.1K0.01%+84913F-HRTimeline
Arax Advisory Partners1,097$76.6K<0.01%+77313F-HRTimeline
Ravenstone Capital Management Inc.1,000$69.8K0.04%new13F-HRTimeline
R Squared Ltd940$65.7K0.06%13F-HRTimeline
NewEdge Advisors, LLC900$62.9K<0.01%+85013F-HRTimeline
OARSMAN CAPITAL, INC.880$61.5K0.01%+4913F-HRTimeline
Medallion Wealth Advisors, LLC896$57.8K0.03%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…756$53.9K<0.01%+8113F-HRTimeline
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC748$52.2K<0.01%new13F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.740$51.7K0.04%-9013F-HRTimeline
Clearstead Advisors, LLC630$44K<0.01%-1213F-HRTimeline
Farther Finance Advisors, LLC627$43.8K<0.01%-2113F-HRTimeline
Caitong International Asset Management …617$43.1K0.04%13F-HR/ATimeline
Investment Research & Advisory Group, I…504$35.2K0.01%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…498$34.8K<0.01%-7913F-HRTimeline
QUADRANT CAPITAL GROUP LLC471$32.9K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.467$32.6K<0.01%-16113F-HRTimeline
NewSquare Capital LLC446$31.2K<0.01%new13F-HRTimeline
Kathleen S. Wright Associates Inc.426$29.8K0.01%013F-HRTimeline
PrairieView Partners, LLC400$27K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…386$27K<0.01%+713F-HRTimelineGroup
Parallel Advisors, LLC364$25.4K<0.01%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD310$21.7K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC292$20.4K<0.01%013F-HRTimeline
Aster Capital Management (DIFC) Ltd263$18.4K0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC252$17.6K<0.01%013F-HRTimeline
Global Retirement Partners, LLC245$17.1K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.222$15.5K<0.01%+2413F-HRTimeline
Clark Wealth Partners220$15.4K0.01%13F-HRTimeline
IFP Advisors, Inc207$14.5K<0.01%+11113F-HRTimeline
LGT Financial Advisors LLC204$14.2K0.03%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.206$14K<0.01%-313F-HRTimeline
DANSKE BANK A/S200$14K<0.01%-16,16713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT190$13.3K<0.01%-10613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC170$12K<0.01%+7513F-HRTimelineGroup
MATHER GROUP, LLC.168$11.7K<0.01%+9413F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…161$11.4K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC160$11.2K<0.01%013F-HRTimeline
UMB Bank, n.a.125$8.73K<0.01%-313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BOKF, NAin group BOKF, NA124$8.27K<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB117$8.17K<0.01%+4013F-HRTimeline
Park Square Financial Group, LLC112$7.82K0.01%13F-HRTimeline
Geneos Wealth Management Inc.111$7.75K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO100$6.99K<0.01%013F-HRTimeline
Lindbrook Capital, LLC79$5.52K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC65$4.54K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC62$4.33K<0.01%013F-HRTimeline
Hemington Wealth Management62$4K<0.01%+1913F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors54$3.82K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC51$3.56K<0.01%-413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…37$2.58K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC34$2.38K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…32$2.23K<0.01%-3213F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.22$1.54K<0.01%new13F-HRTimelineGroup
Beacon Capital Management, LLC21$1.47K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.18$1.26K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.13$909<0.01%013F-HRTimeline
SBI Securities Co., Ltd.13$908<0.01%13F-HRTimeline
SJS Investment Consulting Inc.11$769<0.01%-113F-HRTimeline
Riverview Trust Co9$629<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC9$629<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.8$559<0.01%new13F-HRTimeline
Larson Financial Group LLC7$489<0.01%013F-HRTimeline
Bell Investment Advisors, Inc6$420<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5$349<0.01%013F-HRTimelineGroup
Abound Wealth Management3$210<0.01%013F-HRTimeline
Global Financial Private Client, LLC3$210<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.3$210<0.01%13F-HRTimeline
Capital Advisors, Ltd. LLC3$00%013F-HRTimelineValue filed as zero, left out of ratios.