Filing Research | AX - AXOS FINANCIAL INC Institutional Holdings

Snapshot holdings

50 / 61 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	515.6KSH	$50.2M
2	SHAKER INVESTMENTS LLC/OH	Shares	356.4KSH	$34.7M
3	ARGENT CAPITAL MANAGEMENT LLC	Shares	51.8KSH	$5.0M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	41.6KSH	$4.1M
5	Louisiana State Employees Retirement System	Shares	24.9KSH	$2.4M
6	Merit Financial Group, LLC	Shares	24.1KSH	$2.4M
7	D.A. DAVIDSON & CO.	Shares	21.1KSH	$2.1M
8	Police & Firemen's Retirement System of New Jersey	Shares	16.4KSH	$1.6M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	15.4KSH	$1.5M
10	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	13.5KSH	$1.3M
11	JAMES INVESTMENT RESEARCH, INC.	Shares	7.5KSH	$735.1K
12	Yorktown Management & Research Co Inc	Shares	6.0KSH	$584.3K
13	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	5.2KSH	$507.7K
14	Venturi Wealth Management, LLC	Shares	5.0KSH	$486.9K
15	J.W. COLE ADVISORS, INC.	Shares	4.4KSH	$424.1K
16	Abel Hall, LLC	Shares	4.2KSH	$406.7K
17	Y-Intercept (Hong Kong) Ltd	Shares	3.6KSH	$350.0K
18	Crossmark Global Holdings, Inc.	Shares	3.6KSH	$347.2K
19	BOURGEON CAPITAL MANAGEMENT LLC	Shares	3.2KSH	$311.6K
20	SUMMITRY LLC	Shares	3.1KSH	$297.2K
21	BANQUE PICTET & CIE SA	Shares	3.0KSH	$296.0K
22	DRIVE WEALTH MANAGEMENT, LLC	Shares	2.5KSH	$243.0K
23	Waldron Private Wealth LLC	Shares	2.5KSH	$242.2K
24	GAMMA Investing LLC	Shares	2.4KSH	$236.4K
25	CHICAGO TRUST Co NA	Shares	2.2KSH	$216.7K
26	Leonard Rickey Investment Advisors P.L.L.C.	Shares	2.2KSH	$215.5K
27	Palouse Capital Management, Inc.	Shares	2.2KSH	$210.2K
28	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	1.9KSH	$181.9K
29	IFP Advisors, Inc	Shares	888SH	$86.5K
30	FARMERS & MERCHANTS INVESTMENTS INC	Shares	841SH	$81.9K
31	Farther Finance Advisors, LLC	Shares	836SH	$81.4K
32	Versant Capital Management, Inc	Shares	708SH	$69.0K
33	Reyes Financial Architecture, Inc.	Shares	631SH	$61.5K
34	True Wealth Design, LLC	Shares	432SH	$42.1K
35	1620 INVESTMENT ADVISORS, INC.	Shares	422SH	$41.1K
36	EverSource Wealth Advisors, LLC	Shares	294SH	$28.6K
37	ARMSTRONG ADVISORY GROUP, INC	Shares	292SH	$28.4K
38	SIGNATUREFD, LLC	Shares	160SH	$15.6K
39	MassMutual Private Wealth & Trust, FSB	Shares	112SH	$10.9K
40	Fortitude Family Office, LLC	Shares	106SH	$10.3K
41	JFS WEALTH ADVISORS, LLC	Shares	103SH	$10.0K
42	SJS Investment Consulting Inc.	Shares	88SH	$8.6K
43	Sachetta, LLC	Shares	87SH	$8.5K
44	Owl Creek Wealth Partners LLC	Shares	84SH	$8.2K
45	Valued Wealth Advisors LLC	Shares	73SH	$7.1K
46	HHM Wealth Advisors, LLC	Shares	55SH	$5.4K
47	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	38.7KSH	$3.8K
48	State of Alaska, Department of Revenue	Shares	27.5KSH	$2.7K
49	Creative Capital Management Investments LLC	Shares	21SH	$2.0K
50	Torren Management, LLC	Shares	16SH	$1.6K

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Manager changes2026-06-30 vs 2026-03-31

50 / 69 loaded

#		Instrument
1	SHAKER INVESTMENTS LLC/OH trimmed	Shares	-12.3K	+$3.3M	$34.7M
2	Merit Financial Group, LLC added	Shares	+21.0K	+$2.1M	$2.4M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.7K	+$647.6K	$4.1M
4	Y-Intercept (Hong Kong) Ltd new	Shares	+3.6K	+$350.0K	$350.0K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+1.5K	+$328.9K	$1.6M
6	BANQUE PICTET & CIE SA new	Shares	+3.0K	+$296.0K	$296.0K
7	Louisiana State Employees Retirement System trimmed	Shares	-200	+$289.3K	$2.4M
8	CHICAGO TRUST Co NA new	Shares	+2.2K	+$216.7K	$216.7K
9	Leonard Rickey Investment Advisors P.L.L.C. new	Shares	+2.2K	+$215.5K	$215.5K
10	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+20	+$191.4K	$1.5M
11	BARTLETT & CO. WEALTH MANAGEMENT LLC new	Shares	+1.9K	+$181.9K	$181.9K
12	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+975	+$147.1K	$507.7K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-527	+$121.1K	$1.3M
14	Abel Hall, LLC added	Shares	+524	+$96.0K	$406.7K
15	Venturi Wealth Management, LLC added	Shares	+400	+$95.5K	$486.9K
16	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$92.8K	$735.1K
17	Yorktown Management & Research Co Inc unchanged	Shares	0	+$73.8K	$584.3K
18	J.W. COLE ADVISORS, INC. added	Shares	+40	+$57.0K	$424.1K
19	IFP Advisors, Inc added	Shares	+381	+$43.3K	$86.5K
20	GAMMA Investing LLC added	Shares	+150	+$42.6K	$236.4K
21	SUMMITRY LLC added	Shares	+34	+$40.4K	$297.2K
22	BOURGEON CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$39.4K	$311.6K
23	Versant Capital Management, Inc added	Shares	+310	+$35.1K	$69.0K
24	Waldron Private Wealth LLC unchanged	Shares	0	+$30.6K	$242.2K
25	DRIVE WEALTH MANAGEMENT, LLC trimmed	Shares	-11	+$29.8K	$243.0K
26	Crossmark Global Holdings, Inc. trimmed	Shares	-166	+$29.7K	$347.2K
27	Farther Finance Advisors, LLC added	Shares	+203	+$27.0K	$81.4K
28	Palouse Capital Management, Inc. unchanged	Shares	0	+$26.5K	$210.2K
29	Reyes Financial Architecture, Inc. added	Shares	+39	+$11.1K	$61.5K
30	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$10.3K	$81.9K
31	Sachetta, LLC new	Shares	+87	+$8.5K	$8.5K
32	SJS Investment Consulting Inc. added	Shares	+73	+$7.3K	$8.6K
33	Valued Wealth Advisors LLC new	Shares	+73	+$7.1K	$7.1K
34	Fortitude Family Office, LLC added	Shares	+48	+$5.4K	$10.3K
35	True Wealth Design, LLC unchanged	Shares	0	+$5.3K	$42.1K
36	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$3.6K	$28.4K
37	JFS WEALTH ADVISORS, LLC added	Shares	+12	+$2.3K	$10.0K
38	Creative Capital Management Investments LLC new	Shares	+21	+$2.0K	$2.0K
39	SIGNATUREFD, LLC trimmed	Shares	-6	+$1.5K	$15.6K
40	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$1.4K	$10.9K
41	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$1.0K	$8.2K
42	HHM Wealth Advisors, LLC unchanged	Shares	0	+$677	$5.4K
43	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+6	+$633	$974
44	LRI Investments, LLC new	Shares	+6	+$584	$584
45	Davis Capital Management new	Shares	+3	+$292	$292
46	Hughes Financial Services, LLC new	Shares	+3	+$292	$292
47	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-2.3K	+$281	$3.8K
48	Torren Management, LLC unchanged	Shares	0	+$197	$1.6K
49	Handelsbanken Fonder AB unchanged	Shares	0	+$194	$1.5K
50	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	+$160	$1.3K

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