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Disclosery

AX AXOS FINANCIAL INC

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STOK (common), issuer CIK 1299709

359 managers (365 13F filers) reported a position in AX shares at 2025-06-30, 44,792,457 shares in all. 48 filers opened a position and 36 filers sold out during the quarter.

Managers
359
13F filers
365
New
48
Added
130
Reduced
127
Sold out
36
Shares held by filers
44,792,457

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
OAK ASSOCIATES LTD /OH/7,142$543K0.04%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,140$543K<0.01%-2113F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…6,880$523K0.01%-1,01913F-HRTimelineGroup
National Philanthropic Trust6,685$508K0.01%+2,68513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,619$503K<0.01%-42413F-HRTimelineGroup
HighTower Advisors, LLC6,527$496K<0.01%-25113F-HRTimeline
Jaffetilchin Investment Partners, LLC6,523$496K0.03%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…6,505$495K<0.01%013F-HRTimeline
CIBC WORLD MARKETS CORP6,423$488K<0.01%-5,70313F-HRTimeline
DRW Securities, LLC6,398$487K0.03%new13F-HRTimeline
Waterloo Capital, L.P.6,360$484K0.04%-613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,172$469K0.06%013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC5,876$447K<0.01%+46813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC5,842$444K<0.01%new13F-HRTimelineGroup
OPTIMIZE FINANCIAL INC.5,824$443K0.27%-4013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC5,716$435K<0.01%+6913F-HRTimelineGroup
Cetera Trust Company, N.A5,470$416K0.25%+34013F-HRTimeline
Engineers Gate Manager LP5,411$411K0.01%-13,88613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,410$411K0.01%+29313F-HRTimelineGroup
Verition Fund Management LLC5,386$410K<0.01%+55513F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP5,366$408K<0.01%-2,50013F-HRTimelineGroup
Keebeck Wealth Management5,335$406K0.05%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC5,330$405K0.03%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,322$405K0.01%-20613F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC5,211$396K<0.01%new13F-HR/ATimelineGroup
Numerai GP LLC5,113$389K0.06%+18313F-HRTimeline
Mutual Advisors, LLC4,482$380K0.01%+76513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,845$368K<0.01%-23513F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.4,690$357K0.01%+54013F-HRTimeline
Mission Creek Capital Partners, Inc.4,631$352K0.08%013F-HRTimeline
Venturi Wealth Management, LLC4,600$350K0.02%+60013F-HRTimeline
Foyston, Gordon & Payne Inc4,541$345K0.08%+82013F-HRTimeline
Graham Capital Management, L.P.4,432$337K0.01%new13F-HRTimeline
Pallas Capital Advisors LLC4,370$332K0.01%+60213F-HRTimeline
Creative Planningin group Creative Planning4,318$328K<0.01%-9113F-HRTimelineGroup
PROFUND ADVISORS LLC4,218$321K0.01%-24613F-HRTimeline
Vise Technologies, Inc.4,201$319K0.01%13F-HRTimeline
SkyOak Wealth, LLC4,078$310K0.06%013F-HRTimeline
Verdence Capital Advisors LLC4,004$304K0.02%+20613F-HRTimeline
World Investment Advisors3,936$299K0.01%+11513F-HRTimeline
Crossmark Global Holdings, Inc.3,799$289K<0.01%+413F-HRTimeline
Steward Partners Investment Advisory, L…3,709$282K<0.01%+1,22713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,700$281K<0.01%+27313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,675$279K<0.01%013F-HRTimelineGroup
Horizon Investment Services, LLC3,673$279K0.12%new13F-HRTimeline
Vestcor Inc3,613$275K0.01%013F-HRTimeline
EARNEST PARTNERS LLC3,600$274K<0.01%013F-HRTimeline
MACKENZIE FINANCIAL CORP3,525$268K<0.01%013F-HRTimeline
Entropy Technologies, LP3,500$266K0.02%new13F-HRTimeline
STRS OHIO3,400$259K<0.01%+40013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC3,393$258K0.05%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC3,252$247K0.01%-4413F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC3,200$243K0.05%013F-HRTimeline
SIMPLEX TRADING, LLC3,101$235K0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,988$227K<0.01%+2,85913F-HRTimeline
Merit Financial Group, LLC2,881$219K<0.01%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,866$218K<0.01%-24513F-HR/ATimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,852$217K<0.01%-31713F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC2,830$215K0.08%new13F-HRTimeline
Dakota Wealth Management2,827$215K<0.01%new13F-HRTimeline
&PARTNERS2,775$211K<0.01%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,732$208K<0.01%new13F-HRTimeline
Palouse Capital Management, Inc.2,645$201K0.13%-413F-HRTimeline
SYON CAPITAL LLC2,643$201K0.01%new13F-HRTimeline
New Age Alpha Advisors, LLC2,614$199K0.01%-15513F-HRTimeline
Cubist Systematic Strategies, LLC2,362$180K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,337$178K<0.01%+42013F-HRTimelineGroup
Point72 Asia (Singapore) Pte. Ltd.2,042$155K0.03%new13F-HRTimeline
GAMMA Investing LLC1,960$149K0.01%+12613F-HRTimeline
Covestor Ltd1,806$137K0.08%-46813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,780$135K<0.01%+21413F-HR/ATimelineGroup
MAI Capital Management1,653$126K<0.01%+15313F-HRTimeline
KBC Group NVin group KBC Group NV1,592$121K<0.01%-87713F-HRTimelineGroup
Advisors Asset Management, Inc.1,536$117K<0.01%-53213F-HR/ATimeline
SG Americas Securities, LLC1,520$116K<0.01%-10,11013F-HRTimeline
Smartleaf Asset Management LLC1,505$116K0.01%-1413F-HRTimeline
SPRUCEGROVE INVESTMENT MANAGEMENT LTD1,300$98.9K0.01%new13F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…1,261$95.9K<0.01%new13F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…1,160$88K<0.01%-1,21413F-HRTimelineGroup
Point72 (DIFC) Ltd1,061$80.7K0.01%new13F-HRTimeline
Arax Advisory Partners1,026$78K<0.01%+4013F-HRTimeline
Essential Partners LLC967$73.5K0.03%13F-HRTimeline
NewEdge Advisors, LLC900$68.4K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC896$68.1K0.03%013F-HRTimeline
Parkside Financial Bank & Trust879$66.8K0.01%-20413F-HRTimeline
1620 INVESTMENT ADVISORS, INC.740$56.3K0.04%013F-HRTimeline
State of Wyoming734$55.8K0.01%-84813F-HRTimeline
Clearstead Advisors, LLC602$45.8K<0.01%+25613F-HRTimeline
TD Waterhouse Canada Inc.504$39.5K<0.01%+3713F-HRTimeline
IFP Advisors, Inc493$37.5K<0.01%+38613F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…474$36K<0.01%-3513F-HRTimeline
NewSquare Capital LLC446$33.9K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…446$33.9K<0.01%+33313F-HRTimelineGroup
AlphaQuest LLC435$33.1K<0.01%-13,93213F-HRTimeline
True Wealth Design, LLC433$32.9K0.01%+23713F-HRTimeline
Farther Finance Advisors, LLC433$32.9K<0.01%-4413F-HRTimeline
Kathleen S. Wright Associates Inc.426$32.4K0.01%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …415$32K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…408$31K<0.01%-3713F-HRTimelineGroup
PrairieView Partners, LLC400$30K<0.01%013F-HRTimeline
Tidemark, LLC372$28.3K0.01%+28713F-HRTimeline
Parallel Advisors, LLC364$27.7K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.333$25K<0.01%+2813F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD310$23.6K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC292$22.2K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC248$21.8K0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC256$19.5K<0.01%013F-HRTimeline
UMB Bank, n.a.249$18.9K<0.01%+5513F-HR/ATimeline
Global Retirement Partners, LLC245$18.6K<0.01%13F-HRTimeline
Clark Wealth Partners220$16.7K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC218$16K<0.01%+11213F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…161$12.2K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC160$12.2K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.136$10.3K<0.01%-4513F-HRTimelineGroup
BOKF, NAin group BOKF, NA124$9.43K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.111$8.44K<0.01%-22213F-HRTimeline
MassMutual Private Wealth & Trust, FSB109$8.29K<0.01%+1613F-HRTimeline
Hemington Wealth Management110$8K<0.01%+3013F-HRTimeline
ROTHSCHILD INVESTMENT LLC105$7.98K<0.01%+1013F-HRTimeline
CHELSEA COUNSEL CO100$7.6K<0.01%013F-HRTimeline
Bare Financial Services, Inc84$6.39K<0.01%+5513F-HRTimeline
Caitong International Asset Management …75$5.7K<0.01%+7413F-HRTimeline
VISION FINANCIAL MARKETS LLC70$5.32K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC67$5.09K<0.01%+313F-HRTimeline
Brooklyn Investment Group64$4.87K<0.01%-6613F-HR/ATimeline
First Horizon Advisors, Inc.57$4.33K<0.01%-16513F-HRTimeline
Vermillion & White Wealth Management Gr…57$4.33K<0.01%-313F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors54$4.14K<0.01%013F-HRTimelineGroup
Allworth Financial LP53$4.03K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC53$4.03K<0.01%+213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.47$4K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…43$3.27K<0.01%new13F-HRTimelineGroup
Park Square Financial Group, LLC43$3.27K<0.01%-6913F-HRTimeline
Versant Capital Management, Inc39$2.97K<0.01%-613F-HRTimeline
Kilter Group LLC38$2.89K<0.01%new13F-HRTimeline
Clearstead Trust, LLC37$2.81K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…35$2.66K<0.01%013F-HRTimelineGroup
Fortitude Family Office, LLC29$2.21K<0.01%new13F-HRTimeline
Scarborough Advisors, LLC25$1.9K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.22$1.67K<0.01%013F-HRTimelineGroup
Beacon Capital Management, LLC21$1.6K<0.01%013F-HRTimeline
Larson Financial Group LLC15$1.14K<0.01%-513F-HRTimeline
SBI Securities Co., Ltd.13$989<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.13$989<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC10$760<0.01%new13F-HRTimelineGroup
Binnacle Investments Inc9$684<0.01%013F-HRTimeline
SJS Investment Consulting Inc.8$609<0.01%-313F-HRTimeline
Bruce G. Allen Investments, LLC8$608<0.01%-313F-HRTimeline
Bell Investment Advisors, Inc6$457<0.01%-913F-HRTimeline
Rialto Wealth Management, LLC4$305<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC4$304<0.01%+313F-HRTimeline
HFM Investment Advisors, LLC4$304<0.01%+213F-HRTimeline
Abound Wealth Management3$229<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…3$229<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.3$228<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1$76<0.01%-4,62413F-HRTimelineGroup
Avion Wealth8$00%new13F-HR/ATimelineValue filed as zero, left out of ratios.
Capital Advisors, Ltd. LLC3$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.