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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
BlackRock, Inc.in group BlackRock, Inc.7,963,974$606M0.01%-329,10713F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding5,943,677$452M-84,712Timeline
STATE STREET CORPin group STATE STREET CORP2,652,478$202M0.01%-272,64413F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC2,378,121$181M0.1%+226,89213F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP2,327,530$177M0.04%-121,84013F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,521,624$116M0.01%-24,38413F-HRTimelineGroup
Davis Asset Management, L.P.1,457,219$111M4.31%013F-HRTimeline
EMERALD ADVISERS, LLCgroup of 2 filers holding917,617$69.8M+20,005Timeline
WASATCH ADVISORS LP909,055$69.1M0.36%-105,00113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC740,652$56.3M0.01%+58,77413F-HRTimelineGroup
GENEVA CAPITAL MANAGEMENT LLC739,374$56.2M0.94%+42,12613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP679,663$51.7M0.01%-50,47213F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co644,574$49M0.01%-13,20813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY599,903$45.6M<0.01%-6,03013F-HRTimelineGroup
Nuveen, LLCin group TIAA517,848$39.4M0.01%-28,34213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC483,001$36.7M0.03%-118,52813F-HRTimelineGroup
SHAKER INVESTMENTS LLC/OH410,372$31.2M12.77%-12,70613F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC396,654$30.2M0.03%+239,03313F-HRTimelineGroup
Boston Partnersin group Boston Trust Walden Corp381,931$29.6M0.03%-122,88413F-HR/ATimelineGroup
JARISLOWSKY, FRASER Ltd386,660$29.4M0.17%+3,36513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp384,503$29.2M0.01%-9,64113F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…377,066$28.7M0.01%-1313F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P364,970$27.8M0.03%-64,92813F-HRTimelineGroup
Bragg Financial Advisors, Inc354,072$26.9M0.96%+12213F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding328,000$24.9M-19,822Timeline
UBS Group AGgroup of 2 filers holding317,660$24.2M+40,650Timeline
ALGERT GLOBAL LLC312,070$23.7M0.5%+90,34013F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC295,436$22.5M<0.01%-47,83113F-HRTimelineGroup
Stieven Capital Advisors, L.P.284,059$21.6M4.22%+30013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO279,984$21.3M<0.01%-76,17713F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding273,901$20.8M-17,723Timeline
Pembroke Management, LTD266,983$20.3M2.46%-7,58913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.263,972$20.1M<0.01%-63,26613F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC248,962$18.9M0.45%+53,92713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC235,766$17.9M0.01%+60,62013F-HRTimelineGroup
Ategra Capital Management, LLCin group Ategra Capital Management, LLC220,216$16.7M13.31%-14,87713F-HRTimelineGroup
Public Sector Pension Investment Board207,287$15.8M0.07%+9,94613F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC192,038$14.6M0.05%-79,51513F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding188,038$14.3M-14,607Timeline
FMR LLCin group FMR LLC184,630$14M<0.01%+12,52413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC180,105$13.7M<0.01%-2,62413F-HRTimelineGroup
Edgestream Partners, L.P.165,283$12.6M0.35%+110,13613F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD164,283$12.5M0.03%-7,50713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …158,801$12.4M0.02%+39,51513F-HRTimelineGroup
RHUMBLINE ADVISERS159,604$12.1M0.01%+2,95813F-HRTimeline
Gator Capital Management, LLC153,230$11.7M3.63%013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc145,962$11.1M<0.01%+1,02813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/143,423$10.9M<0.01%-5,87913F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC140,802$10.7M0.01%-26,19213F-HRTimelineGroup
First Eagle Investment Management, LLCin group First Eagle Investment Manage…135,172$10.3M0.02%-27,10013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC131,585$10M<0.01%+32,25613F-HR/ATimelineGroup
Militia Capital Partners, LPin group Militia Capital Management LLC129,000$9.81M4.63%+18,00013F-HR/ATimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC126,760$9.64M0.3%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA126,383$9.61M<0.01%+17,39713F-HR/ATimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.114,278$8.69M0.01%+6,24713F-HRTimelineGroup
Swiss National Bank103,600$7.88M<0.01%-1,50013F-HRTimeline
ROYCE & ASSOCIATES LP103,593$7.88M0.08%+10,50313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC100,652$7.65M0.01%-27,15813F-HRTimelineGroup
KESTREL INVESTMENT MANAGEMENT CORP99,350$7.55M4.52%-4,70013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…98,625$7.5M0.01%-5,26313F-HRTimelineGroup
LORD, ABBETT & CO. LLC96,620$7.35M0.02%-32,71313F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC96,616$7.06M0.03%+89,54613F-HRTimelineGroup
TCW GROUP INCin group TCW GROUP INC89,720$6.82M0.05%-2,30013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC88,077$6.7M0.01%-75,99613F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.87,107$6.62M0.02%+40013F-HRTimelineGroup
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …84,960$6.46M0.31%new13F-HRTimelineGroup
AXA S.A.in group AXA S.A.84,600$6.43M0.02%013F-HRTimelineGroup
RENAISSANCE GROUP LLC84,190$6.4M0.25%+20,10913F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …82,220$6.25M<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…77,783$5.91M0.01%+38,23113F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP76,602$5.82M<0.01%-60,98013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\75,929$5.77M<0.01%-11,82413F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC75,200$5.72M0.14%-13,00013F-HRTimeline
Empowered Funds, LLC74,853$5.69M0.06%+58,94913F-HRTimeline
S&T Bank/PA72,992$5.55M1.69%-3,14613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC63,533$4.83M<0.01%+13,13113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.62,700$4.77M<0.01%-3,68513F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co56,153$4.28M0.01%-76613F-HRTimelineGroup
Empirical Finance, LLC54,633$4.15M0.22%+13,11813F-HRTimeline
PMC FIG Opportunities LLC54,459$4.14M6.16%new13F-HRTimeline
Rafferty Asset Management, LLC54,402$4.14M0.01%-9,99613F-HRTimeline
HRT FINANCIAL LP54,359$4.13M0.02%+12,40813F-HRTimeline
Assenagon Asset Management S.A.53,218$4.05M0.01%-1,40113F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…49,973$3.8M<0.01%013F-HRTimeline
GSA CAPITAL PARTNERS LLP49,519$3.77M0.26%+26,62513F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/45,562$3.46M<0.01%+2,77313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN45,403$3.45M<0.01%+2,58113F-HRTimelineGroup
Epoch Investment Partners, Inc.45,391$3.45M0.02%-155,75213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…45,332$3.45M0.01%-18,36713F-HR/ATimelineGroup
Quantedge Capital Pte Ltd45,000$3.42M3.13%+23,40013F-HRTimeline
B. Riley Wealth Advisors, Inc.43,428$3.3M0.16%-50013F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…43,026$3.27M0.01%013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC42,289$3.22M0.03%+14413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth41,881$3.18M0.01%+71613F-HRTimelineGroup
CONNORS INVESTOR SERVICES INC40,043$3.04M0.27%+8413F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…39,600$3.01M0.13%+7,00013F-HR/ATimeline
ARGENT CAPITAL MANAGEMENT LLC39,275$2.99M0.09%+36813F-HRTimeline
Orchard Capital Management, LLC37,886$2.88M3.19%-61,01313F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …37,202$2.83M0.01%-22013F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…37,049$2.82M0.03%new13F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC36,772$2.79M<0.01%-5,67513F-HRTimelineGroup
Fieldview Capital Management, LLC35,581$2.71M0.41%+2,41613F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al35,355$2.69M0.02%+5,20013F-HRTimeline
IEQ CAPITAL, LLC33,065$2.51M0.02%+10,29813F-HRTimeline
State of Alaska, Department of Revenue31,902$2.42M0.03%+1,84613F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…31,206$2.37M0.01%-54413F-HRTimelineGroup
State of Tennessee, Department of Treas…30,733$2.34M0.01%+6,84413F-HRTimeline
FORMULA GROWTH LTD30,624$2.33M0.88%-3,00013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management30,228$2.3M0.01%new13F-HRTimelineGroup
LPL Financial LLC29,996$2.28M<0.01%+3,79813F-HRTimeline
Quantbot Technologies LP29,037$2.21M0.06%+9,77513F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …28,605$2.18M<0.01%-3,26113F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…28,570$2.17M<0.01%-3,96913F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS28,459$2.16M<0.01%-3,48313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/28,233$2.15M<0.01%+4813F-HRTimelineGroup
Illinois Municipal Retirement Fund28,175$2.14M0.03%-95213F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…27,034$2.06M0.01%-2,38813F-HRTimelineGroup
ADVISORY RESEARCH INC26,445$2.01M0.31%+6,07513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,420$2.01M<0.01%-2,81413F-HRTimeline
Horizon Investments, LLC25,835$1.96M0.03%new13F-HRTimeline
NFJ INVESTMENT GROUP, LLC25,400$1.93M0.07%-15913F-HRTimeline
Louisiana State Employees Retirement Sy…25,000$1.9M0.03%-50013F-HRTimeline
D.A. DAVIDSON & CO.24,414$1.86M0.01%+46713F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson23,907$1.82M<0.01%-23,92413F-HRTimelineGroup
Van Hulzen Asset Management, LLC23,325$1.77M0.15%-3,68913F-HRTimeline
OP Asset Management Ltd23,220$1.77M0.03%+3,29613F-HR/ATimeline
DekaBank Deutsche Girozentrale22,226$1.71M<0.01%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers21,979$1.67M<0.01%+1,27113F-HRTimelineGroup
CenterBook Partners LP21,337$1.62M0.09%new13F-HRTimeline
NJ State Employees Deferred Compensatio…21,000$1.6M0.19%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO20,969$1.59M<0.01%-101,07213F-HRTimelineGroup
AVENIR CORP20,790$1.58M0.16%013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC20,212$1.54M0.02%+7513F-HRTimeline
DANSKE BANK A/S19,277$1.47M<0.01%+19,07713F-HRTimeline
COMERICA BANK19,204$1.46M0.01%+27013F-HRTimeline
Ensign Peak Advisors, Inc19,147$1.46M<0.01%-7,10013F-HRTimeline
Persistent Asset Partners Ltd18,781$1.43M1.25%new13F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG18,138$1.38M0.01%-3,90713F-HRTimelineGroup
Ridgewood Investments LLC18,051$1.37M0.59%013F-HRTimeline
Federation des caisses Desjardins du Qu…17,422$1.32M0.01%+64413F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND17,143$1.3M<0.01%013F-HR/ATimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…17,078$1.3M0.36%-20113F-HRTimelineGroup
Aquatic Capital Management LLC17,059$1.3M0.03%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC16,810$1.28M0.02%+96613F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…15,962$1.21M<0.01%013F-HRTimeline
KLP KAPITALFORVALTNING AS15,900$1.21M0.01%+80013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM15,830$1.2M0.01%+27213F-HRTimeline
Maryland State Retirement & Pension Sys…15,739$1.2M0.03%-13213F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC15,699$1.19M<0.01%-90013F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…15,358$1.17M0.01%-1,01613F-HRTimeline
AMALGAMATED BANK15,272$1.16M0.01%-17313F-HRTimeline
CCG WEALTH MANAGEMENT, LLC15,200$1.16M0.61%013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC14,811$1.13M<0.01%+14413F-HRTimelineGroup
Quantinno Capital Management LP14,100$1.07M<0.01%+2,47813F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…13,750$1.05M0.01%+76913F-HRTimeline
SummerHaven Investment Management, LLC13,620$1.04M0.68%+23413F-HRTimeline
Keel Point, LLC13,319$1.01M0.07%+613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,006$989K<0.01%+20213F-HRTimeline
Qube Research & Technologies Ltd12,760$970K<0.01%-133,46313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,483$949K<0.01%+2,45713F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND12,301$935K0.02%-10013F-HRTimeline
Police & Firemen's Retirement System of…11,910$906K0.01%-13013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC11,686$897K<0.01%+3,70213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,586$888K<0.01%+2,56913F-HRTimeline
ProShare Advisors LLC11,660$887K<0.01%-1,20013F-HRTimeline
Handelsbanken Fonder AB11,595$882K<0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,565$879K<0.01%+1,07513F-HRTimelineGroup
HANCOCK WHITNEY CORP11,547$878K0.02%+10113F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.11,456$871K<0.01%+78213F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC11,265$857K<0.01%013F-HRTimeline
TD Asset Management Inc10,968$834K<0.01%+57313F-HRTimeline
Sterling Capital Management LLC10,780$820K0.01%+40813F-HR/ATimeline
Inspire Advisors, LLCin group Inspire Investing, LLC10,565$803K0.08%+57213F-HRTimelineGroup
HUSSMAN STRATEGIC ADVISORS, INC.10,500$798K0.18%+4,20013F-HRTimeline
GREAT LAKES ADVISORS, LLC10,348$787K0.01%+11413F-HRTimeline
Aviso Financial Inc.10,329$785K0.04%-19113F-HRTimeline
EJF Capital LP10,256$780K0.62%+25613F-HRTimeline
CWM, LLCin group CWM, LLC10,233$778K<0.01%+2,52713F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments9,988$759K0.04%+15913F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…9,847$749K<0.01%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd9,677$736K0.03%013F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC9,389$714K<0.01%-22,29113F-HR/ATimelineGroup
Integrated Advisors Network LLC9,206$700K0.03%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,075$690K0.02%+6,94713F-HRTimelineGroup
Premier Fund Managers Ltd8,721$669K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,544$657K<0.01%+92013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC8,566$651K<0.01%+1,83213F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS8,530$649K<0.01%+60113F-HRTimeline
PINNACLE ASSOCIATES LTD8,400$639K0.01%-20013F-HRTimeline
CIM INVESTMENT MANAGEMENT INC8,658$631K0.12%+4,34513F-HRTimeline
Cetera Investment Advisers8,197$623K<0.01%+14113F-HRTimeline
JUPITER ASSET MANAGEMENT LTDin group JUPITER ASSET MANAGEMENT LTD8,104$616K0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC7,822$595K<0.01%+1,97813F-HRTimeline
READYSTATE ASSET MANAGEMENT LP7,766$591K0.02%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…7,583$577K<0.01%-92313F-HRTimelineGroup
Csenge Advisory Group8,229$572K0.03%-4813F-HRTimeline
Connor, Clark & Lunn Investment Managem…7,448$566K<0.01%new13F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd7,413$564K0.12%new13F-HRTimelineGroup
XPONANCE LLC7,297$555K<0.01%-82113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,250$551K<0.01%+6213F-HRTimeline