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Disclosery

AX AXOS FINANCIAL INC

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STOK (common), issuer CIK 1299709

374 managers (382 13F filers) reported a position in AX shares at 2025-09-30, 45,081,809 shares in all. 51 filers opened a position and 31 filers sold out during the quarter.

Managers
374
13F filers
382
New
51
Added
125
Reduced
147
Sold out
31
Shares held by filers
45,081,809

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…6,315$535K0.01%-56513F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC6,352$533K<0.01%-5,33413F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC6,269$531K<0.01%-3,12013F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC6,039$511K<0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC6,000$508K<0.01%+15813F-HRTimelineGroup
XPONANCE LLC5,891$499K<0.01%-1,40613F-HRTimeline
Keebeck Wealth Management5,847$495K0.06%+51213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,810$492K0.01%+2,82213F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding5,803$491K+5,802Timeline
INCEPTIONR LLC5,798$491K0.12%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,745$486K<0.01%-87413F-HRTimelineGroup
SIMPLEX TRADING, LLC5,656$478K0.01%+2,55513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,635$477K0.01%+22513F-HRTimelineGroup
OXFORD ASSET MANAGEMENT LLP5,604$474K0.16%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,286$471K<0.01%+44113F-HRTimelineGroup
Cetera Trust Company, N.A5,470$463K0.26%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,430$460K<0.01%+1,73013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC5,330$451K0.03%013F-HRTimeline
Campbell & CO Investment Adviser LLC5,134$435K0.03%new13F-HRTimeline
Arax Advisory Partners5,064$429K0.01%+4,03813F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC4,979$421K<0.01%-73713F-HRTimelineGroup
Verition Fund Management LLC4,831$409K<0.01%-55513F-HRTimeline
Foyston, Gordon & Payne Inc4,765$403K0.09%+22413F-HRTimeline
Creative Planningin group Creative Planning4,764$403K<0.01%+44613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.4,650$394K0.01%-4013F-HRTimeline
Mission Creek Capital Partners, Inc.4,631$392K0.08%013F-HRTimeline
Venturi Wealth Management, LLC4,600$389K0.02%013F-HRTimeline
HighTower Advisors, LLC4,587$388K<0.01%-1,94013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,548$385K0.01%-77413F-HRTimelineGroup
OMERS ADMINISTRATION Corp4,400$372K<0.01%new13F-HRTimeline
Pallas Capital Advisors LLC4,370$370K0.01%013F-HRTimeline
Mutual Advisors, LLC4,687$369K0.01%+20513F-HRTimeline
CIM INVESTMENT MANAGEMENT INC4,168$353K0.1%-4,49013F-HRTimeline
STRS OHIO4,100$347K<0.01%+70013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,018$340K<0.01%new13F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC3,955$335K<0.01%-1,92113F-HRTimelineGroup
Verdence Capital Advisors LLC4,174$334K0.02%+17013F-HRTimeline
World Investment Advisors3,821$323K0.01%-11513F-HRTimeline
PROFUND ADVISORS LLC3,799$322K0.01%-41913F-HRTimeline
Crossmark Global Holdings, Inc.3,726$315K<0.01%-7313F-HRTimeline
EARNEST PARTNERS LLC3,600$305K<0.01%013F-HRTimeline
MACKENZIE FINANCIAL CORP3,525$298K<0.01%013F-HRTimeline
SkyOak Wealth, LLC3,433$291K0.05%-64513F-HRTimeline
Ashton Thomas Private Wealth, LLC3,382$286K0.01%+13013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …3,356$284K<0.01%-33,84613F-HRTimelineGroup
Vise Technologies, Inc.3,326$282K0.01%-87513F-HRTimeline
Cambria Investment Management, L.P.3,280$278K0.02%new13F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…3,217$272K0.01%+48513F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC3,200$271K0.05%013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…2,996$254K<0.01%+1,73513F-HRTimelineGroup
Merit Financial Group, LLC2,976$252K<0.01%+9513F-HR/ATimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,957$250K<0.01%-71813F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding2,801$237K+2,393Timeline
MQS Management LLC2,688$228K0.13%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,682$227K<0.01%-17013F-HRTimelineGroup
SYON CAPITAL LLC2,643$224K0.01%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,631$223K<0.01%-23513F-HRTimelineGroup
Palouse Capital Management, Inc.2,604$220K0.14%-4113F-HRTimeline
NovaPoint Capital, LLC2,600$220K0.05%new13F-HRTimeline
Farringdon Capital, Ltd.2,592$219K0.06%new13F-HRTimeline
SUMMITRY LLC2,564$217K0.01%new13F-HRTimeline
New Age Alpha Advisors, LLC2,558$217K0.01%-5613F-HRTimeline
Jackson Creek Investment Advisors LLC2,546$216K0.06%new13F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC2,550$216K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,528$214K<0.01%new13F-HRTimelineGroup
HOHIMER WEALTH MANAGEMENT, LLC2,524$214K0.03%-86913F-HRTimeline
CHOREO, LLC2,519$213K<0.01%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,514$213K0.05%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,499$212K<0.01%+16213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS2,494$211K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,482$210K<0.01%-1,22713F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,477$210K0.02%new13F-HRTimeline
GTS SECURITIES LLC2,463$208K0.01%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,461$208K<0.01%new13F-HRTimelineGroup
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…2,453$208K<0.01%new13F-HRTimelineGroup
Arcus Capital Partners, LLC2,436$206K0.09%new13F-HRTimeline
Cambridge Investment Research Advisors,…2,437$206K<0.01%new13F-HRTimeline
RETIREMENT GUYS FORMULA LLC2,419$205K0.07%-41113F-HRTimeline
denkapparat Operations GmbH2,390$202K0.13%new13F-HRTimeline
Advantage Alpha Capital Partners LP2,388$202K0.06%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,363$200K0.01%-6,71213F-HRTimelineGroup
GAMMA Investing LLC2,157$183K0.01%+19713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,040$173K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.1,960$166K0.01%new13F-HRTimeline
MAI Capital Management1,653$140K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,620$137K<0.01%-16013F-HRTimelineGroup
Smartleaf Asset Management LLC1,579$136K0.01%+7413F-HRTimeline
KBC Group NVin group KBC Group NV1,592$135K<0.01%013F-HRTimelineGroup
State of Wyoming1,414$120K0.01%+68013F-HRTimeline
SPRUCEGROVE INVESTMENT MANAGEMENT LTD1,400$119K0.01%+10013F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd1,386$117K0.02%-6,02713F-HRTimelineGroup
Advisors Asset Management, Inc.1,346$114K<0.01%-19013F-HR/ATimeline
Advisory Services Network, LLC1,232$104K<0.01%new13F-HRTimeline
Essential Partners LLC987$83.5K0.03%+2013F-HRTimeline
Covestor Ltd947$80K0.04%-85913F-HRTimeline
Bayforest Capital Ltd903$76.4K0.04%new13F-HRTimeline
NewEdge Advisors, LLC900$76.2K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC896$75.8K0.03%013F-HRTimeline
Parkside Financial Bank & Trust837$70.9K0.01%-4213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.737$62.4K0.04%-313F-HRTimeline
Clearstead Advisors, LLC601$50.9K<0.01%-113F-HRTimeline
IFP Advisors, Inc499$42.2K<0.01%+613F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…477$40.4K<0.01%+3113F-HRTimelineGroup
Root Financial Partners, LLC473$40K<0.01%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…455$38.5K<0.01%-1913F-HRTimeline
True Wealth Design, LLC433$36.7K0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.426$36.1K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.419$35K<0.01%-8513F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …407$34K<0.01%-813F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…404$34K<0.01%-75613F-HRTimelineGroup
Parallel Advisors, LLC364$30.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC344$29.1K<0.01%-8913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC348$29K<0.01%+13013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO341$28.9K<0.01%new13F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD310$26.2K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC308$26.2K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC292$24.7K<0.01%013F-HRTimeline
UMB Bank, n.a.287$24.3K<0.01%+3813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quarry LP282$23.9K0.01%new13F-HRTimeline
Caitong International Asset Management …276$23.4K0.02%+20113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC253$21.5K<0.01%-313F-HRTimeline
Global Retirement Partners, LLC245$20.7K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.245$20.7K<0.01%+10913F-HRTimelineGroup
Tidemark, LLC224$19K0.01%-14813F-HRTimeline
Clark Wealth Partners217$18.7K0.01%-313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…168$14.2K<0.01%new13F-HRTimelineGroup
MATHER GROUP, LLC.168$14.2K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC164$13.9K<0.01%+413F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…161$13.6K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.131$11.1K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA124$10.5K<0.01%013F-HRTimelineGroup
NFSG Corp121$10.2K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC115$9.73K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB109$9.23K<0.01%013F-HRTimeline
Hemington Wealth Management114$9K<0.01%+413F-HRTimeline
CHELSEA COUNSEL CO100$8.46K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA100$8.46K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…89$7.53K<0.01%+4613F-HRTimelineGroup
Bare Financial Services, Inc89$7.53K<0.01%+513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.83$7K<0.01%+3613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ROTHSCHILD INVESTMENT LLC80$6.77K<0.01%-2513F-HRTimeline
QUADRANT CAPITAL GROUP LLC75$6.35K<0.01%new13F-HRTimeline
Clayton Financial Group LLC71$6.01K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC70$5.93K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC67$5.67K<0.01%013F-HRTimeline
Allworth Financial LP59$5K<0.01%+613F-HRTimeline
Vermillion & White Wealth Management Gr…57$4.83K<0.01%013F-HRTimeline
CoreCap Advisors, LLC54$4.57K<0.01%+113F-HRTimeline
Aster Capital Management (DIFC) Ltd52$4.4K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC50$4.23K<0.01%+4013F-HRTimelineGroup
Versant Capital Management, Inc39$3.3K<0.01%013F-HRTimeline
Kilter Group LLC38$3.22K<0.01%013F-HRTimeline
Clearstead Trust, LLC37$3.13K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors35$3.05K<0.01%-1913F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…34$2.88K<0.01%-113F-HRTimelineGroup
Fortitude Family Office, LLC29$2.46K<0.01%013F-HRTimeline
JPL Wealth Management, LLC25$2.12K<0.01%new13F-HRTimeline
Scarborough Advisors, LLC25$2.12K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.22$1.86K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.15$1.27K<0.01%+213F-HRTimeline
DiNuzzo Private Wealth, Inc.13$1.19K<0.01%013F-HRTimeline
Cloud Capital Management, LLC16$1K<0.01%new13F-HRTimeline
Larson Financial Group LLC10$847<0.01%-513F-HRTimeline
Binnacle Investments Inc9$762<0.01%013F-HRTimeline
SJS Investment Consulting Inc.8$678<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC8$677<0.01%013F-HRTimeline
Rialto Wealth Management, LLC6$508<0.01%+213F-HRTimeline
Bay Harbor Wealth Management, LLC5$423<0.01%+113F-HRTimeline
HFM Investment Advisors, LLC5$423<0.01%+113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…4$339<0.01%+113F-HRTimeline
Abound Wealth Management3$254<0.01%013F-HRTimeline
Tortoise Investment Management, LLC2$169<0.01%new13F-HRTimeline
Avion Wealth8$00%013F-HRTimelineValue filed as zero, left out of ratios.
Capital Advisors, Ltd. LLC3$00%013F-HRTimelineValue filed as zero, left out of ratios.