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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
BlackRock, Inc.in group BlackRock, Inc.8,293,081$535M0.01%+3,86613F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding6,028,389$389M-101,213Timeline
STATE STREET CORPin group STATE STREET CORP2,925,122$189M0.01%-402,59813F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP2,449,370$158M0.04%-130,02813F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC2,151,229$139M0.09%+276,45013F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,546,008$99.8M0.01%+57,74913F-HRTimelineGroup
Davis Asset Management, L.P.1,457,219$94M3.91%013F-HRTimeline
WASATCH ADVISORS LP1,014,056$65.4M0.37%-43,52013F-HRTimeline
EMERALD ADVISERS, LLCgroup of 2 filers holding897,612$57.9M+55,094Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP730,135$47.1M0.01%-12,70213F-HRTimelineGroup
GENEVA CAPITAL MANAGEMENT LLC697,248$45M0.84%-2,65213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC681,878$44M0.01%+4,33213F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co657,782$42.4M0.01%-13,34113F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY605,933$39.1M<0.01%-98,69913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC601,529$38.8M0.04%+395,89413F-HRTimelineGroup
Nuveen, LLCin group TIAA546,190$35.2M0.01%13F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp504,815$31.2M0.04%+77,73013F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P429,898$27.7M0.04%-9,83613F-HRTimelineGroup
SHAKER INVESTMENTS LLC/OH423,078$27.3M13.15%-2,95313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp394,144$25.4M0.01%-16,73713F-HRTimelineGroup
JARISLOWSKY, FRASER Ltd383,295$24.7M0.15%-21,64413F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…377,079$24.3M<0.01%-264,17213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO356,161$23M<0.01%-54,42913F-HRTimelineGroup
Bragg Financial Advisors, Inc353,950$22.8M0.94%-44,41413F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding347,822$22.4M+9,881Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC343,267$22.1M<0.01%-334,42013F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.327,238$21.1M<0.01%-157,32313F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding291,624$18.8M+13,294Timeline
Stieven Capital Advisors, L.P.283,759$18.3M3.55%+48,10013F-HRTimeline
UBS Group AGgroup of 2 filers holding277,010$17.9M+38,178Timeline
Pembroke Management, LTD274,572$17.7M2.58%+16,28213F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC271,553$17.5M0.06%-112,10213F-HRTimeline
Ategra Capital Management, LLCin group Ategra Capital Management, LLC235,093$15.2M12.26%+20,81313F-HRTimelineGroup
ALGERT GLOBAL LLC221,730$14.3M0.35%+48,09613F-HR/ATimeline
Voss Capital, LP207,704$13.4M1.03%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding202,645$13.1M-63,218Timeline
Epoch Investment Partners, Inc.201,143$13M0.07%+1,48113F-HRTimeline
Public Sector Pension Investment Board197,341$12.7M0.06%+62,19813F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC195,035$12.6M0.3%+128,65213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC182,729$11.8M<0.01%-52,98113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC175,146$11.3M0.01%+49,00713F-HRTimelineGroup
FMR LLCin group FMR LLC172,106$11.1M<0.01%-324,31313F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD171,790$11.1M0.03%+16,85313F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC166,994$10.8M0.02%+33,35013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC164,073$10.6M0.02%+83,30213F-HR/ATimelineGroup
First Eagle Investment Management, LLCin group First Eagle Investment Manage…162,272$10.5M0.02%-39,50013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC157,621$10.2M0.01%-57,62013F-HRTimelineGroup
RHUMBLINE ADVISERS156,646$10.1M0.01%-6,62713F-HR/ATimeline
Gator Capital Management, LLC153,230$9.89M3.78%+21013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/149,302$9.63M<0.01%+98,58913F-HRTimelineGroup
Qube Research & Technologies Ltd146,223$9.43M0.01%+36,36613F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc144,934$9.35M<0.01%-5,96113F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP137,582$8.88M0.01%-1,53213F-HRTimelineGroup
LORD, ABBETT & CO. LLC129,333$8.35M0.03%+13,12713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC127,810$8.25M0.01%-21,81713F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO122,041$7.87M0.01%+33,52313F-HR/ATimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …119,286$7.68M0.01%-13,28613F-HRTimelineGroup
Militia Capital Partners, LPin group Militia Capital Management LLC111,000$7.16M5.81%+99,00013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA108,986$7.03M<0.01%+1,01513F-HR/ATimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.108,031$6.97M0.01%+2513F-HRTimelineGroup
Swiss National Bank105,100$6.78M<0.01%-1,30013F-HRTimeline
KESTREL INVESTMENT MANAGEMENT CORP104,050$6.71M4.1%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…103,888$6.7M0.01%+63,16113F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC99,329$6.41M<0.01%-54,78313F-HR/ATimelineGroup
Orchard Capital Management, LLC98,899$6.38M4.36%-31,25813F-HRTimeline
ROYCE & ASSOCIATES LP93,090$6.01M0.07%-11,86113F-HRTimeline
TCW GROUP INCin group TCW GROUP INC92,020$5.94M0.05%-30,78013F-HRTimelineGroup
Redwood Investments, LLC90,716$5.85M2.19%+413F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC88,200$5.69M0.14%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\87,753$5.66M<0.01%-5,06513F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.86,707$5.59M0.02%-33713F-HRTimelineGroup
AXA S.A.in group AXA S.A.84,600$5.46M0.02%new13F-HRTimelineGroup
S&T Bank/PA76,138$4.91M1.61%-92213F-HRTimeline
ALLIANCEBERNSTEIN L.P.66,385$4.28M<0.01%-4,50013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…63,699$4.17M0.01%-97313F-HR/ATimelineGroup
Rafferty Asset Management, LLC64,398$4.15M0.02%-34,90313F-HRTimeline
RENAISSANCE GROUP LLC64,081$4.13M0.18%+12,32113F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co56,919$3.68M0.01%-3,50913F-HRTimelineGroup
Edgestream Partners, L.P.55,147$3.56M0.12%+5,68213F-HRTimeline
Assenagon Asset Management S.A.54,619$3.52M0.01%-86,38513F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP53,076$3.42M<0.01%+5,12513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC50,402$3.25M<0.01%+6,95713F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…49,973$3.22M<0.01%-66813F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson47,831$3.04M<0.01%-2,56813F-HRTimelineGroup
Trexquant Investment LP44,235$2.85M0.03%+34713F-HRTimeline
B. Riley Wealth Advisors, Inc.43,928$2.83M0.09%+31,10013F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…43,026$2.78M0.01%-10013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN42,822$2.76M<0.01%-28,09413F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/42,789$2.76M<0.01%+3,71413F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC42,447$2.74M<0.01%+14,48413F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC42,145$2.72M0.03%+2,67813F-HRTimeline
HRT FINANCIAL LP41,951$2.71M0.02%-6,46713F-HRTimeline
Empirical Finance, LLC41,515$2.68M0.16%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth41,165$2.66M0.01%+43013F-HR/ATimelineGroup
CONNORS INVESTOR SERVICES INC39,959$2.58M0.26%-28713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…39,552$2.55M<0.01%+21,84713F-HRTimelineGroup
ARGENT CAPITAL MANAGEMENT LLC38,907$2.51M0.08%-27413F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …37,422$2.41M<0.01%new13F-HRTimelineGroup
FORMULA GROWTH LTD33,624$2.17M0.88%013F-HRTimeline
Fieldview Capital Management, LLC33,165$2.14M0.3%+7,29913F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…32,600$2.1M0.12%013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…32,539$2.1M<0.01%+1,42913F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS31,942$2.06M<0.01%-9,55813F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …31,866$2.06M<0.01%+72913F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…31,750$2.05M0.01%-1,21813F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC31,680$2.04M<0.01%-80,41913F-HR/ATimelineGroup
VIRGINIA RETIREMENT SYSTEMS ET Al30,155$1.95M0.01%13F-HRTimeline
State of Alaska, Department of Revenue30,056$1.94M0.02%-64413F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…29,422$1.9M0.01%+3,05713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC29,234$1.89M<0.01%+24,68813F-HRTimeline
Illinois Municipal Retirement Fund29,127$1.88M0.03%-78913F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.28,523$1.84M0.01%-55813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/28,185$1.82M<0.01%+1,79313F-HRTimelineGroup
Van Hulzen Asset Management, LLC27,014$1.74M0.16%-1,64213F-HRTimeline
Ensign Peak Advisors, Inc26,247$1.69M<0.01%013F-HRTimeline
LPL Financial LLC26,198$1.69M<0.01%+69513F-HRTimeline
NFJ INVESTMENT GROUP, LLC25,559$1.65M0.06%013F-HRTimeline
Louisiana State Employees Retirement Sy…25,500$1.65M0.03%-70013F-HRTimeline
D.A. DAVIDSON & CO.23,947$1.55M0.01%+1213F-HRTimeline
State of Tennessee, Department of Treas…23,889$1.54M0.01%013F-HRTimeline
GSA CAPITAL PARTNERS LLP22,894$1.48M0.13%+11,83313F-HRTimeline
IEQ CAPITAL, LLC22,767$1.47M0.01%+16,87313F-HRTimeline
Schonfeld Strategic Advisors LLC22,758$1.47M0.01%-12,04813F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG22,045$1.42M0.01%-98813F-HRTimelineGroup
DekaBank Deutsche Girozentrale22,226$1.41M<0.01%013F-HRTimeline
Quantedge Capital Pte Ltd21,600$1.39M0.44%-61,10013F-HRTimeline
NJ State Employees Deferred Compensatio…21,000$1.35M0.17%013F-HRTimeline
AVENIR CORP20,790$1.34M0.14%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers20,708$1.34M<0.01%-1,10613F-HRTimelineGroup
ADVISORY RESEARCH INC20,370$1.31M0.23%+5513F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC20,137$1.3M0.02%-42613F-HRTimeline
OP Asset Management Ltd19,924$1.29M0.02%13F-HR/ATimeline
Engineers Gate Manager LP19,297$1.25M0.02%-3,31813F-HRTimeline
Quantbot Technologies LP19,262$1.24M0.04%-11,42613F-HRTimeline
COMERICA BANK18,934$1.22M0.01%-55313F-HRTimeline
Ridgewood Investments LLC18,051$1.16M0.54%-32513F-HRTimeline
TUDOR INVESTMENT CORP ET AL17,430$1.12M0.01%new13F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…17,279$1.11M0.34%-2,75513F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND17,143$1.11M<0.01%+18113F-HR/ATimeline
Federation des caisses Desjardins du Qu…16,778$1.08M0.01%-32613F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC16,599$1.07M<0.01%-3013F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…16,374$1.06M0.01%013F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…15,962$1.03M<0.01%013F-HRTimeline
Empowered Funds, LLC15,904$1.03M0.01%-40213F-HRTimeline
Maryland State Retirement & Pension Sys…15,871$1.02M0.02%-2,39413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC15,844$1.02M0.02%+22313F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM15,558$1M0.01%-14613F-HRTimeline
AMALGAMATED BANK15,445$997K0.01%-51913F-HRTimeline
CCG WEALTH MANAGEMENT, LLC15,200$981K0.59%013F-HRTimeline
KLP KAPITALFORVALTNING AS15,100$974K<0.01%013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC14,667$946K<0.01%-1,59613F-HR/ATimelineGroup
AlphaQuest LLC14,367$927K0.1%+10,39613F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A13,610$878K<0.01%013F-HRTimelineGroup
SummerHaven Investment Management, LLC13,386$864K0.6%+20613F-HRTimeline
Keel Point, LLC13,313$859K0.07%+1513F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…12,981$838K<0.01%+1,40213F-HRTimeline
ProShare Advisors LLC12,860$830K<0.01%-3,60113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,804$826K<0.01%+3,64913F-HRTimeline
Dynamic Technology Lab Private Ltd12,590$812K0.12%-3,83013F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND12,401$800K0.02%-40013F-HRTimeline
CIBC WORLD MARKETS CORP12,126$782K0.01%+7,01313F-HRTimeline
Police & Firemen's Retirement System of…12,040$777K0.01%+40513F-HRTimeline
SG Americas Securities, LLC11,630$750K<0.01%new13F-HRTimeline
Quantinno Capital Management LP11,622$750K<0.01%+2,86713F-HRTimeline
Handelsbanken Fonder AB11,595$748K<0.01%013F-HRTimeline
HANCOCK WHITNEY CORP11,446$738K0.02%+24413F-HRTimeline
NISA INVESTMENT ADVISORS, LLC11,265$727K<0.01%-5613F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.10,674$689K<0.01%-62713F-HRTimelineGroup
Aviso Financial Inc.10,520$679K0.03%-30613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,490$677K<0.01%-3,85113F-HRTimelineGroup
TD Asset Management Inc10,395$671K<0.01%-15313F-HRTimeline
Sterling Capital Management LLC10,372$669K0.01%-1,58013F-HRTimeline
GREAT LAKES ADVISORS, LLC10,234$660K0.01%-22613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,026$647K<0.01%+49613F-HRTimelineGroup
EJF Capital LP10,000$645K0.41%+1213F-HRTimeline
Inspire Investing, LLCgroup of 2 filers holding9,993$645K-4,230Timeline
Zurcher Kantonalbank (Zurich Cantonalba…9,847$635K<0.01%013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments9,829$634K0.05%+2,45713F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd9,677$624K0.03%new13F-HRTimelineGroup
PINNACLE ASSOCIATES LTD8,600$555K0.01%013F-HRTimeline
Premier Fund Managers Ltd8,721$554K0.02%013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…8,506$549K<0.01%+1,71113F-HRTimelineGroup
WOLVERINE TRADING, LLC8,590$546K0.02%+2,67313F-HRTimeline
XPONANCE LLC8,118$524K0.01%+12813F-HRTimeline
JUPITER ASSET MANAGEMENT LTDin group JUPITER ASSET MANAGEMENT LTD8,104$523K0.01%new13F-HRTimelineGroup
Cetera Investment Advisers8,056$520K<0.01%+11513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,017$517K<0.01%+3,90113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC7,984$513K<0.01%-109,95613F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS7,929$512K<0.01%-3,58313F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…7,899$510K0.01%-31713F-HR/ATimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP7,866$508K<0.01%new13F-HRTimelineGroup
Csenge Advisory Group8,277$498K0.03%+1,94813F-HRTimeline
CWM, LLCin group CWM, LLC7,706$497K<0.01%+4,04213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,624$484K<0.01%-36813F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.7,188$464K<0.01%+6713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,161$462K<0.01%-14913F-HRTimelineGroup
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC7,070$456K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,043$454K<0.01%+2,03113F-HRTimelineGroup
HighTower Advisors, LLC6,778$437K<0.01%-6,57013F-HRTimeline
Mariner, LLCin group Mariner, LLC6,734$434K<0.01%+33113F-HRTimelineGroup