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Disclosery

AX AXOS FINANCIAL INC

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STOK (common), issuer CIK 1299709

372 managers (379 13F filers) reported a position in AX shares at 2025-12-31, 45,939,958 shares in all. 31 filers opened a position and 42 filers sold out during the quarter.

Managers
372
13F filers
379
New
31
Added
143
Reduced
129
Sold out
42
Shares held by filers
45,939,958

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Premier Fund Managers Ltd6,402$556K0.03%-3,55913F-HRTimeline
Waterloo Capital, L.P.6,338$546K0.04%-2613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC6,266$538K<0.01%-8613F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC6,150$522K<0.01%+15013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC6,034$520K0.01%+22413F-HRTimeline
XPONANCE LLC5,921$510K<0.01%+3013F-HRTimeline
Keebeck Wealth Management5,885$507K0.06%+3813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,764$497K<0.01%+1913F-HRTimelineGroup
EJF Capital LP5,501$474K0.27%-1,69413F-HRTimeline
Cetera Trust Company, N.A5,495$473K0.25%+2513F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC5,330$459K0.03%013F-HRTimeline
Foyston, Gordon & Payne Inc5,189$447K0.1%+42413F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC5,034$434K<0.01%+5513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,929$425K<0.01%-35713F-HRTimelineGroup
Creative Planningin group Creative Planning4,797$413K<0.01%+3313F-HRTimelineGroup
Mutual Advisors, LLC4,723$407K0.01%+3613F-HRTimeline
Vise Technologies, Inc.4,713$406K0.01%+1,38713F-HRTimeline
Mission Creek Capital Partners, Inc.4,631$399K0.08%013F-HRTimeline
Venturi Wealth Management, LLC4,600$396K0.02%013F-HRTimeline
EQUITABLE TRUST CO4,591$396K0.02%new13F-HRTimeline
Ensign Peak Advisors, Inc4,497$387K<0.01%-9,30013F-HR/ATimeline
HighTower Advisors, LLC4,492$387K<0.01%-9513F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,418$381K0.01%-13013F-HRTimelineGroup
Pallas Capital Advisors LLC4,378$377K0.01%+813F-HRTimeline
CIM INVESTMENT MANAGEMENT INC4,168$359K0.09%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,088$352K<0.01%-1,34213F-HRTimeline
J.W. COLE ADVISORS, INC.4,615$349K0.01%-3513F-HRTimeline
PROFUND ADVISORS LLC3,907$337K0.01%+10813F-HRTimeline
Abel Hall, LLC3,838$331K0.08%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,760$324K0.01%+54313F-HRTimeline
Crossmark Global Holdings, Inc.3,731$321K<0.01%+513F-HRTimeline
World Investment Advisors3,709$320K0.01%-11213F-HR/ATimeline
VICTORY FINANCIAL GROUP, LLC3,640$314K0.04%new13F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding3,620$312K+3,619Timeline
STRS OHIO3,600$310K<0.01%-50013F-HRTimeline
EARNEST PARTNERS LLC3,600$310K<0.01%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,569$308K0.01%new13F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …3,543$305K<0.01%+18713F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC3,495$301K0.01%+11313F-HRTimeline
MACKENZIE FINANCIAL CORP3,410$295K<0.01%-11513F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC3,200$276K0.04%013F-HRTimeline
Bayforest Capital Ltd3,154$272K0.2%+2,25113F-HRTimeline
Merit Financial Group, LLC3,152$272K<0.01%+17613F-HRTimeline
BANK OF NOVA SCOTIA TRUST COin group BANK OF NOVA SCOTIA3,145$271K0.02%new13F-HRTimelineGroup
Cambria Investment Management, L.P.3,135$270K0.02%-14513F-HRTimeline
SUMMITRY LLC3,015$260K0.01%+45113F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…2,996$258K<0.01%013F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,881$248K<0.01%-7613F-HRTimelineGroup
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…2,847$245K<0.01%+39413F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding2,830$244K+29Timeline
Sequoia Financial Advisors, LLC2,778$239K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,696$232K<0.01%+16813F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS2,693$232K<0.01%+19913F-HRTimeline
OpenArc Corporate Advisory, LLC2,666$230K<0.01%13F-HRTimeline
Arcus Capital Partners, LLC2,660$229K0.08%+22413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,660$229K0.02%+18313F-HRTimeline
Verdence Capital Advisors LLC2,646$228K0.01%-1,52813F-HRTimeline
SYON CAPITAL LLC2,643$228K0.01%013F-HRTimeline
nVerses Capital, LLC2,560$221K0.49%new13F-HRTimeline
Palouse Capital Management, Inc.2,520$217K0.14%-8413F-HRTimeline
CHOREO, LLC2,502$217K<0.01%-1713F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC2,510$216K0.03%-1413F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,508$216K0.04%-613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,508$216K<0.01%-17413F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,505$216K<0.01%-12613F-HRTimelineGroup
Waldron Private Wealth LLC2,487$214K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,482$214K<0.01%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,461$212K<0.01%013F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC2,449$211K0.1%+3013F-HRTimeline
denkapparat Operations GmbH2,390$206K0.11%013F-HRTimeline
LANARK FINANCIAL, INC.2,349$202K0.02%+38913F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC2,550$202K<0.01%013F-HRTimeline
Persistent Asset Partners Ltd2,338$201K0.1%-10,39113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,186$188K<0.01%+14613F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,177$188K<0.01%-18613F-HRTimelineGroup
GAMMA Investing LLC2,162$186K0.01%+513F-HRTimeline
Smartleaf Asset Management LLC1,672$145K0.01%+9313F-HRTimeline
Arax Advisory Partners1,632$141K<0.01%-3,43213F-HRTimeline
KBC Group NVin group KBC Group NV1,592$137K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,529$132K<0.01%+1,28413F-HRTimeline
MAI Capital Management1,500$129K<0.01%-15313F-HRTimeline
SPRUCEGROVE INVESTMENT MANAGEMENT LTD1,400$121K0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,292$111K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,151$99.1K<0.01%-46913F-HRTimelineGroup
NewEdge Advisors, LLC1,105$95.2K<0.01%+20513F-HRTimeline
Clearstead Advisors, LLC1,099$94.7K<0.01%+49813F-HRTimeline
Aquatic Capital Management LLC1,084$93.4K<0.01%new13F-HRTimeline
Advisors Asset Management, Inc.1,062$91.5K<0.01%-28413F-HR/ATimeline
Covestor Ltd1,028$89K0.05%+8113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,030$88.7K<0.01%new13F-HRTimeline
Horizon Investments, LLC1,030$88.7K<0.01%-22,56613F-HRTimeline
Essential Partners LLC975$84K0.03%-1213F-HRTimeline
Medallion Wealth Advisors, LLC896$77.2K0.03%013F-HRTimeline
Parkside Financial Bank & Trust835$71.9K0.01%-213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC560$48.2K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…537$46.3K<0.01%+6013F-HRTimelineGroup
Signature Equity Partners, LLC529$45.6K0.03%13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.512$44.1K0.03%-22513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.505$44K<0.01%+42213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFP Advisors, Inc507$43.7K<0.01%+813F-HRTimeline
Root Financial Partners, LLC494$42.6K<0.01%+2113F-HRTimeline
Salomon & Ludwin, LLC441$39.5K<0.01%+13313F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…453$39K<0.01%-213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…443$38.2K<0.01%+27513F-HRTimelineGroup
True Wealth Design, LLC432$37.2K0.01%-113F-HRTimeline
Basecamp Wealth Advisors LLC421$36.3K0.01%13F-HRTimeline
TD Waterhouse Canada Inc.419$36.1K<0.01%013F-HRTimeline
Torren Management, LLC414$35.7K0.02%13F-HRTimeline
Parallel Advisors, LLC364$31.4K<0.01%013F-HRTimeline
UMB Bank, n.a.344$29.6K<0.01%+5713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Basepoint Wealth LLC328$28.3K0.02%new13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD310$26.7K<0.01%013F-HRTimelineGroup
Eurizon Capital SGR S.p.A.303$26.1K<0.01%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC292$25.2K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC249$22.6K<0.01%-413F-HRTimeline
Tidemark, LLC224$19.3K0.01%013F-HRTimeline
Clark Wealth Partners217$18.7K0.01%013F-HRTimeline
PRIVATE TRUST CO NA202$17.4K<0.01%+10213F-HRTimeline
DANSKE BANK A/S200$17.2K<0.01%-13,78713F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…161$14.1K<0.01%013F-HRTimelineGroup
Arbor Wealth Management LLC\AZ161$13.9K0.01%13F-HRTimeline
SIGNATUREFD, LLC160$13.8K<0.01%-413F-HRTimeline
Kemnay Advisory Services Inc.152$13.1K<0.01%new13F-HRTimeline
DV EQUITIES, LLC138$11.9K<0.01%13F-HRTimeline
BOKF, NAin group BOKF, NA124$10.7K<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC114$9.82K<0.01%new13F-HRTimeline
Quarry LP112$9.65K<0.01%-17013F-HRTimeline
Sound Income Strategies, LLC101$9.54K<0.01%new13F-HRTimeline
Bare Financial Services, Inc110$9.48K<0.01%+2113F-HRTimeline
MassMutual Private Wealth & Trust, FSB109$9.39K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC102$8.79K<0.01%-24213F-HRTimeline
CHELSEA COUNSEL CO100$8.62K<0.01%013F-HRTimeline
SHP Wealth Management100$8.62K<0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC96$8.27K<0.01%+1613F-HRTimeline
JFS WEALTH ADVISORS, LLC87$7.5K<0.01%+2013F-HRTimeline
QUADRANT CAPITAL GROUP LLC75$6.46K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC70$6.03K0.01%013F-HRTimeline
Allworth Financial LP67$5.77K<0.01%+813F-HRTimeline
Vermillion & White Wealth Management Gr…57$4.91K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.51$4.39K<0.01%-19413F-HRTimelineGroup
CoreCap Advisors, LLC51$4.39K<0.01%-313F-HRTimeline
Kilter Group LLC46$3.96K<0.01%+813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…44$3.79K<0.01%-4513F-HR/ATimelineGroup
Versant Capital Management, Inc39$3.36K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors35$3.02K<0.01%013F-HRTimelineGroup
Keating Financial Advisory Services, In…35$3.02K<0.01%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…34$2.93K<0.01%013F-HRTimelineGroup
Fortitude Family Office, LLC33$2.84K<0.01%+413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC32$2.76K<0.01%-1813F-HRTimelineGroup
Sunbelt Securities, Inc.31$2.67K<0.01%-10013F-HRTimeline
Larson Financial Group LLC31$2.67K<0.01%+2113F-HRTimeline
Scarborough Advisors, LLC25$2.15K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.22$1.9K<0.01%013F-HRTimelineGroup
Godfrey Financial Associates, Inc.22$1.9K<0.01%13F-HRTimeline
Ankerstar Wealth, LLC20$1.72K<0.01%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…17$1.47K<0.01%+1313F-HRTimeline
DiNuzzo Private Wealth, Inc.13$1.12K<0.01%013F-HRTimeline
Avion Wealth14$1K<0.01%+613F-HRTimeline
SJS Investment Consulting Inc.8$690<0.01%013F-HRTimeline
Quent Capital, LLC8$689<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC8$689<0.01%013F-HRTimeline
Rialto Wealth Management, LLC6$517<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC6$517<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC6$516<0.01%+113F-HRTimeline
HFM Investment Advisors, LLC5$431<0.01%013F-HRTimeline
DV Trading LLC4$345<0.01%13F-HRTimeline
Abound Wealth Management3$259<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC3$259<0.01%13F-HRTimeline
SBI Securities Co., Ltd.3$258<0.01%-1213F-HRTimeline
HARBOUR INVESTMENTS, INC.2$172<0.01%new13F-HRTimeline
Dunhill Financial, LLC1$98<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC3$00%013F-HRTimelineValue filed as zero, left out of ratios.