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Disclosery

AX AXOS FINANCIAL INC

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STOK (common), issuer CIK 1299709

378 managers (387 13F filers) reported a position in AX shares at 2026-03-31, 47,706,041 shares in all. 41 filers opened a position and 35 filers sold out during the quarter.

Managers
378
13F filers
387
New
41
Added
143
Reduced
133
Sold out
35
Shares held by filers
47,706,041

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
ALPS ADVISORS INCin group ALPS ADVISORS INC5,853$498K<0.01%+81913F-HRTimelineGroup
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…5,814$495K<0.01%+2,96713F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.5,739$488K0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,731$488K<0.01%-3313F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS5,693$484K<0.01%-6,95513F-HRTimeline
Mariner, LLCin group Mariner, LLC5,545$472K<0.01%-3,57313F-HRTimelineGroup
Cetera Trust Company, N.A5,495$468K0.26%013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments5,436$463K0.03%-8,76713F-HRTimelineGroup
Foyston, Gordon & Payne Inc5,282$449K0.1%+9313F-HR/ATimeline
EJF Capital LP5,120$436K0.31%-38113F-HRTimeline
Creative Planningin group Creative Planning5,065$431K<0.01%+26813F-HRTimelineGroup
Western Wealth Management, LLC4,854$413K0.02%new13F-HR/ATimeline
Ashton Thomas Private Wealth, LLC4,816$410K0.01%+1,32113F-HRTimeline
Vise Technologies, Inc.4,713$406K0.01%013F-HRTimeline
Mission Creek Capital Partners, Inc.4,631$394K0.08%013F-HRTimeline
Venturi Wealth Management, LLC4,600$391K0.02%013F-HRTimeline
Mutual Advisors, LLC4,585$390K0.01%-13813F-HRTimeline
Ensign Peak Advisors, Inc4,497$383K<0.01%013F-HR/ATimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,418$376K0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,345$370K<0.01%+25713F-HRTimeline
J.W. COLE ADVISORS, INC.4,315$367K0.01%-30013F-HRTimeline
Pallas Capital Advisors LLC4,253$362K0.01%-12513F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,238$361K0.01%+47813F-HRTimeline
CIM INVESTMENT MANAGEMENT INC4,235$360K0.1%+6713F-HRTimeline
MANGROVE PARTNERS IM, LLC4,213$358K0.03%new13F-HRTimeline
Quantbot Technologies LP4,182$356K0.01%-5,75513F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD4,000$340K<0.01%-5,00013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,762$320K0.01%+19313F-HRTimelineGroup
Crossmark Global Holdings, Inc.3,731$317K<0.01%013F-HRTimeline
World Investment Advisors3,709$316K0.01%013F-HRTimeline
Abel Hall, LLC3,652$311K0.07%-18613F-HRTimeline
EARNEST PARTNERS LLC3,600$306K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,550$302K0.01%+1,37313F-HRTimelineGroup
PROFUND ADVISORS LLC3,494$297K0.01%-41313F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC3,442$293K0.02%-1,88813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,407$290K<0.01%-1,52213F-HRTimelineGroup
STRS OHIO3,300$281K<0.01%-30013F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS3,300$281K<0.01%new13F-HRTimelineGroup
Mach-1 Financial Group, LLC3,211$273K0.1%new13F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC3,200$272K0.05%013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management3,195$272K<0.01%-3,87913F-HRTimelineGroup
Merit Financial Group, LLC3,192$272K<0.01%+4013F-HRTimeline
Schonfeld Strategic Advisors LLC3,163$269K<0.01%new13F-HRTimeline
BANK OF NOVA SCOTIA TRUST COin group BANK OF NOVA SCOTIA3,145$268K0.02%013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC3,060$260K<0.01%-3,20613F-HRTimelineGroup
Amundiin group Amundi3,047$259K<0.01%new13F-HRTimelineGroup
MQS Management LLC3,040$259K0.17%new13F-HRTimeline
SUMMITRY LLC3,018$257K0.01%+313F-HR/ATimeline
Virtu Financial LLCin group Virtu Financial LLC3,009$256K0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP2,849$242K<0.01%+15313F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,814$239K<0.01%+30913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS2,792$238K<0.01%+9913F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.2,775$236K<0.01%13F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO2,750$234K0.02%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,701$230K0.02%+4113F-HRTimeline
OpenArc Corporate Advisory, LLC2,674$228K<0.01%+813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,670$227K0.03%-97013F-HRTimeline
SYON CAPITAL LLC2,661$226K0.01%+1813F-HRTimeline
Arcus Capital Partners, LLC2,636$224K0.08%-2413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,617$223K<0.01%-23,10613F-HRTimeline
CHOREO, LLC2,604$222K<0.01%+10213F-HRTimeline
Beacon Pointe Advisors, LLC2,594$221K<0.01%new13F-HRTimeline
Cambria Investment Management, L.P.2,587$220K0.01%-54813F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC2,543$216K0.03%+3313F-HRTimeline
RETIREMENT GUYS FORMULA LLC2,543$216K0.1%+9413F-HRTimeline
Premier Fund Managers Ltd2,581$214K0.02%-3,82113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,506$213K0.05%-213F-HRTimeline
Waldron Private Wealth LLC2,487$212K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2,482$211K<0.01%013F-HRTimeline
Verdence Capital Advisors LLC2,407$205K0.01%-23913F-HRTimeline
denkapparat Operations GmbH2,390$203K0.08%013F-HRTimeline
Cresset Asset Management, LLC2,377$202K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,304$196K<0.01%-20413F-HRTimelineGroup
GAMMA Investing LLC2,277$194K0.01%+11513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,176$185K<0.01%-1013F-HRTimelineGroup
Palouse Capital Management, Inc.2,158$184K0.12%-36213F-HRTimeline
GROUP ONE TRADING LLC2,107$179K0.01%-4,93913F-HRTimeline
KBC Group NVin group KBC Group NV1,983$169K<0.01%+39113F-HRTimelineGroup
LANARK FINANCIAL, INC.1,773$151K0.01%-57613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,601$136K<0.01%+45013F-HRTimelineGroup
MAI Capital Management1,562$133K<0.01%+6213F-HRTimeline
SPRUCEGROVE INVESTMENT MANAGEMENT LTD1,400$119K0.02%013F-HRTimeline
Advisory Services Network, LLC1,255$107K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC1,105$94K<0.01%013F-HR/ATimeline
Arax Advisory Partners1,100$93.6K<0.01%-53213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,053$89.6K0.01%+61013F-HRTimelineGroup
Parkside Financial Bank & Trust1,039$88.4K0.01%+20413F-HRTimeline
Essential Partners LLC975$83K0.03%013F-HRTimeline
Smartleaf Asset Management LLC980$81.2K<0.01%-69213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.926$79K<0.01%+42113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Medallion Wealth Advisors, LLC896$76.2K0.02%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…841$71.6K<0.01%+80713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…767$65.3K<0.01%+23013F-HR/ATimelineGroup
Farther Finance Advisors, LLC633$54.4K<0.01%+53113F-HRTimeline
Reyes Financial Architecture, Inc.592$50.4K0.04%new13F-HRTimeline
Advisors Asset Management, Inc.546$46.5K<0.01%-51613F-HRTimeline
Signature Equity Partners, LLC520$44.2K0.02%-913F-HRTimeline
1620 INVESTMENT ADVISORS, INC.512$43.6K0.03%013F-HRTimeline
IFP Advisors, Inc507$43.1K<0.01%013F-HRTimeline
Root Financial Partners, LLC506$43.1K<0.01%+1213F-HRTimeline
Clearstead Advisors, LLC476$40.5K<0.01%-62313F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.456$39K<0.01%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…453$38.5K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC441$37.6K<0.01%013F-HRTimeline
True Wealth Design, LLC432$36.8K0.01%013F-HRTimeline
Versant Capital Management, Inc398$33.9K<0.01%+35913F-HRTimeline
Basecamp Wealth Advisors LLC393$33.4K0.01%-2813F-HRTimeline
Parallel Advisors, LLC376$32K<0.01%+1213F-HR/ATimeline
State of Wyoming350$29.8K<0.01%new13F-HRTimeline
UMB Bank, n.a.348$29.6K<0.01%+413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Elequin Capital, LP340$28.9K<0.01%new13F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC337$28.7K<0.01%new13F-HR/ATimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD310$26.4K<0.01%013F-HRTimelineGroup
Kemnay Advisory Services Inc.297$25.3K<0.01%+14513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC292$24.8K<0.01%013F-HRTimeline
Clark Wealth Partners264$22.5K0.02%+4713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC249$21.6K<0.01%013F-HRTimeline
Tidemark, LLC224$19.1K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA202$17.2K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC190$16.2K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC188$16K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.168$14.3K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC166$14.1K<0.01%+613F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…161$13.7K<0.01%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA124$10.6K<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB112$9.53K<0.01%+313F-HRTimeline
Bare Financial Services, Inc109$9.27K<0.01%-113F-HRTimeline
Sound Income Strategies, LLC101$8.68K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.102$8.68K<0.01%+10013F-HRTimeline
ROTHSCHILD INVESTMENT LLC100$8.51K<0.01%+413F-HRTimeline
CHELSEA COUNSEL CO100$8.51K<0.01%013F-HR/ATimeline
SHP Wealth Management100$8.51K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC91$7.74K<0.01%+413F-HRTimeline
Allworth Financial LP87$7.4K<0.01%+2013F-HRTimeline
Owl Creek Wealth Partners LLC84$7.15K<0.01%13F-HRTimeline
Quarry LP76$6.47K<0.01%-3613F-HRTimeline
QUADRANT CAPITAL GROUP LLC75$6.38K<0.01%013F-HR/ATimeline
Keating Financial Advisory Services, In…71$6.04K<0.01%+3613F-HRTimeline
VISION FINANCIAL MARKETS LLC70$5.96K0.01%013F-HRTimeline
Anchor Investment Management, LLC65$5.53K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC58$4.93K<0.01%+2513F-HRTimeline
HHM Wealth Advisors, LLC55$4.68K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC51$4.34K<0.01%013F-HRTimeline
Kilter Group LLC46$3.92K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC44$3.74K<0.01%+1213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…43$3.66K<0.01%-113F-HRTimelineGroup
CVA Family Office, LLC42$3.57K<0.01%new13F-HRTimeline
Freestone Grove Partners LP34$2.89K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors35$2.88K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC33$2.81K<0.01%+213F-HRTimeline
Sunbelt Securities, Inc.31$2.64K<0.01%013F-HRTimeline
JPL Wealth Management, LLC25$2.13K<0.01%new13F-HR/ATimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.22$1.87K<0.01%013F-HRTimelineGroup
Ankerstar Wealth, LLC20$1.7K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.18$1.53K<0.01%-413F-HRTimeline
Torren Management, LLC16$1.36K<0.01%-39813F-HRTimeline
SJS Investment Consulting Inc.15$1.28K<0.01%+713F-HRTimeline
DiNuzzo Private Wealth, Inc.13$1.11K<0.01%013F-HRTimeline
CENTRAL TRUST Co12$1.02K<0.01%new13F-HRTimeline
Avion Wealth20$1K<0.01%+613F-HRTimeline
Bruce G. Allen Investments, LLC10$851<0.01%+213F-HRTimeline
Bay Harbor Wealth Management, LLC9$765<0.01%+313F-HRTimeline
Quent Capital, LLC8$681<0.01%013F-HRTimeline
Rialto Wealth Management, LLC8$681<0.01%+213F-HRTimeline
Bogart Wealth, LLC5$425<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC5$425<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC4$341<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…4$341<0.01%-1313F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC4$341<0.01%+113F-HRTimeline
Abound Wealth Management3$256<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.3$255<0.01%new13F-HRTimeline
Aquatic Capital Management LLC3$255<0.01%-1,08113F-HRTimeline
CURIO WEALTH, LLC2$170<0.01%new13F-HRTimeline
Dunhill Financial, LLC1$96<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1$85<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.1$85<0.01%-213F-HRTimeline
Capital Advisors, Ltd. LLC3$00%013F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd2$00%-1,02613F-HRTimelineValue filed as zero, left out of ratios.