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Disclosery

AX AXOS FINANCIAL INC

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STOK (common), issuer CIK 1299709

347 managers (353 13F filers) reported a position in AX shares at 2025-03-31, 45,863,850 shares in all. 38 filers opened a position and 43 filers sold out during the quarter.

Managers
347
13F filers
353
New
38
Added
116
Reduced
123
Sold out
43
Shares held by filers
45,863,850

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Jaffetilchin Investment Partners, LLC6,523$421K0.03%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…6,505$420K<0.01%013F-HRTimeline
Waterloo Capital, L.P.6,366$411K0.04%+613F-HRTimeline
HUSSMAN STRATEGIC ADVISORS, INC.6,300$406K0.1%013F-HRTimeline
Moran Wealth Management, LLC6,195$400K0.01%+64913F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,172$398K0.05%013F-HRTimeline
OPTIMIZE FINANCIAL INC.5,864$378K0.27%+58013F-HR/ATimeline
MML INVESTORS SERVICES, LLC5,844$377K<0.01%+1,41913F-HRTimeline
PharVision Advisers, LLC5,812$375K0.52%new13F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC5,647$364K<0.01%+11913F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,528$357K0.01%-18913F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC5,408$349K<0.01%+1,70913F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC5,330$344K0.02%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,169$334K<0.01%+50113F-HRTimelineGroup
Cetera Trust Company, N.A5,130$331K0.21%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,117$330K0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,080$328K<0.01%+1,06513F-HRTimelineGroup
Numerai GP LLC4,930$318K0.06%-18,48413F-HRTimeline
Verition Fund Management LLC4,831$312K<0.01%-19,38313F-HRTimeline
Choate Investment Advisors4,759$307K0.01%013F-HRTimeline
Mission Creek Capital Partners, Inc.4,631$299K0.07%013F-HRTimeline
PROFUND ADVISORS LLC4,464$288K0.01%-2,84813F-HRTimeline
Creative Planningin group Creative Planning4,409$284K<0.01%+28313F-HRTimelineGroup
CIM INVESTMENT MANAGEMENT INC4,313$278K0.06%-10313F-HRTimeline
Jain Global LLC4,228$273K0.01%+89813F-HRTimeline
Cresset Asset Management, LLC4,205$271K<0.01%+44713F-HRTimeline
J.W. COLE ADVISORS, INC.4,150$268K0.01%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC4,100$265K<0.01%+53713F-HRTimeline
SkyOak Wealth, LLC4,078$263K0.06%-61613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,625$261K<0.01%013F-HRTimelineGroup
Venturi Wealth Management, LLC4,000$258K0.01%+60013F-HRTimeline
National Philanthropic Trust4,000$258K<0.01%013F-HRTimeline
World Investment Advisors3,821$247K0.01%013F-HRTimeline
Verdence Capital Advisors LLC3,798$245K0.02%new13F-HRTimeline
Crossmark Global Holdings, Inc.3,795$245K<0.01%-3513F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…3,845$244K<0.01%+83213F-HRTimelineGroup
Pallas Capital Advisors LLC3,768$243K0.01%new13F-HRTimeline
Foyston, Gordon & Payne Inc3,721$240K0.06%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,675$237K<0.01%+11713F-HRTimelineGroup
Mutual Advisors, LLC3,717$233K0.01%-16813F-HRTimeline
Vestcor Inc3,613$233K0.01%-12,86513F-HRTimeline
EARNEST PARTNERS LLC3,600$232K<0.01%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd3,532$228K0.01%-4,52713F-HRTimelineGroup
MACKENZIE FINANCIAL CORP3,525$227K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,427$221K<0.01%+24113F-HRTimeline
VICUS CAPITAL3,396$219K0.02%new13F-HRTimeline
Advantage Alpha Capital Partners LP3,321$214K0.05%-5,15013F-HRTimeline
Ashton Thomas Private Wealth, LLC3,296$213K0.01%+6713F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…3,336$212K0.01%new13F-HRTimelineGroup
Aigen Investment Management, LP3,220$208K0.03%-1,30613F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC3,200$206K0.04%013F-HRTimeline
GTS SECURITIES LLC3,197$206K0.01%-1,54013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,169$204K<0.01%-22613F-HRTimelineGroup
Defined Financial Planning LLC3,163$204K0.21%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,111$201K<0.01%new13F-HRTimelineGroup
STRS OHIO3,000$194K<0.01%-40013F-HRTimeline
New Age Alpha Advisors, LLC2,769$179K0.01%-48,85413F-HRTimeline
Palouse Capital Management, Inc.2,649$171K0.12%+71813F-HRTimeline
Steward Partners Investment Advisory, L…2,482$160K<0.01%-10013F-HRTimeline
KBC Group NVin group KBC Group NV2,469$159K<0.01%013F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…2,374$153K<0.01%-11,67413F-HRTimelineGroup
Covestor Ltd2,274$147K0.1%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,128$137K<0.01%-5,61913F-HRTimelineGroup
Advisors Asset Management, Inc.2,068$133K<0.01%-46013F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\1,917$124K<0.01%+5813F-HRTimelineGroup
Quarry LP1,849$119K0.03%new13F-HRTimeline
GAMMA Investing LLC1,834$118K0.01%+51613F-HR/ATimeline
State of Wyoming1,582$102K0.01%+3413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,566$101K<0.01%-48713F-HRTimelineGroup
MAI Capital Management1,500$96.8K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,519$96.5K0.01%+1013F-HRTimeline
Parkside Financial Bank & Trust1,083$69.9K0.01%-17813F-HRTimeline
Arax Advisory Partners986$63.6K<0.01%-11113F-HRTimeline
NewEdge Advisors, LLC900$58.1K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC896$57.8K0.03%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.740$47.7K0.04%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…509$32.8K<0.01%+1113F-HRTimeline
QUADRANT CAPITAL GROUP LLC508$32.8K<0.01%+3713F-HRTimeline
Farther Finance Advisors, LLC477$30.7K<0.01%-15013F-HRTimeline
TD Waterhouse Canada Inc.467$30K<0.01%013F-HRTimeline
NewSquare Capital LLC446$28.8K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…445$28.7K<0.01%+5913F-HRTimelineGroup
Kathleen S. Wright Associates Inc.426$27.5K0.01%013F-HRTimeline
PrairieView Partners, LLC400$25K<0.01%013F-HRTimeline
Parallel Advisors, LLC364$23.5K<0.01%013F-HRTimeline
Clearstead Advisors, LLC346$22.3K<0.01%-28413F-HRTimeline
Geneos Wealth Management Inc.333$21.5K<0.01%+22213F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT328$21K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC292$20.4K<0.01%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD310$20K<0.01%013F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.305$20K<0.01%+9913F-HRTimeline
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC277$17.9K<0.01%-47113F-HR/ATimelineGroup
WHITTIER TRUST CO OF NEVADA INC256$16.5K<0.01%+413F-HRTimeline
First Horizon Advisors, Inc.222$14.3K<0.01%013F-HRTimeline
Clark Wealth Partners220$14.2K0.01%013F-HRTimeline
DANSKE BANK A/S200$12.9K<0.01%013F-HRTimeline
True Wealth Design, LLC196$12.6K<0.01%new13F-HRTimeline
UMB Bank, n.a.194$12.5K<0.01%+6913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Optiver Holding B.V.in group Optiver Holding B.V.181$11.7K<0.01%new13F-HRTimelineGroup
MATHER GROUP, LLC.168$10.8K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…161$10.4K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC160$10.3K<0.01%013F-HRTimeline
Brooklyn Investment Group130$8.39K<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC129$8.32K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA124$8K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…113$7.29K<0.01%+8113F-HRTimelineGroup
Park Square Financial Group, LLC112$7.23K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC106$7K<0.01%-6413F-HRTimelineGroup
IFP Advisors, Inc107$6.9K<0.01%-10013F-HRTimeline
CHELSEA COUNSEL CO100$6.45K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC95$6.13K<0.01%+3013F-HRTimeline
MassMutual Private Wealth & Trust, FSB93$6K<0.01%-2413F-HRTimeline
Tidemark, LLC85$5.48K<0.01%new13F-HRTimeline
Lindbrook Capital, LLC79$5.1K<0.01%013F-HRTimeline
Hemington Wealth Management80$5K<0.01%+1813F-HRTimeline
SVB WEALTH LLC71$4.58K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC70$4.52K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC64$4.13K<0.01%+213F-HRTimeline
Vermillion & White Wealth Management Gr…60$3.87K<0.01%new13F-HRTimeline
Dunhill Financial, LLC60$3.87K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors54$3.43K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC51$3.29K<0.01%013F-HRTimeline
Versant Capital Management, Inc45$2.9K<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC44$2.84K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…35$2.26K<0.01%-213F-HRTimelineGroup
Bare Financial Services, Inc29$1.87K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.22$1.42K<0.01%013F-HRTimelineGroup
Beacon Capital Management, LLC21$1.35K<0.01%013F-HRTimeline
Larson Financial Group LLC20$1.29K<0.01%+1313F-HRTimeline
Center for Financial Planning, Inc.18$1.16K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.16$1.03K<0.01%new13F-HRTimeline
Rise Advisors, LLC16$1.03K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc15$968<0.01%+913F-HRTimeline
Stephens Consulting, LLC15$968<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.13$839<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.13$839<0.01%013F-HRTimeline
SJS Investment Consulting Inc.11$710<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC11$710<0.01%+213F-HRTimeline
Binnacle Investments Inc9$581<0.01%13F-HRTimeline
Global Financial Private Client, LLC8$516<0.01%+513F-HRTimeline
Abound Wealth Management3$194<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.3$194<0.01%013F-HRTimeline
HFM Investment Advisors, LLC2$130<0.01%13F-HRTimeline
Caitong International Asset Management …1$65<0.01%-61613F-HRTimeline
Bay Harbor Wealth Management, LLC1$64<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC3$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-75613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.