13FBOX
AXOS FINANCIAL INC · 13F Institutional Holdings
Options Calculator Rankings

AXOS FINANCIAL INC

AX
Institutions
384
Combined AUM (Q2 2026)
$4.73B
Combined Shares (Q2 2026)
48.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+3.4M
195 · 58 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2.8M
179 · 57 Exit · ≈
⚖️ Net
+532,800
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$4.73B
Institutions
384
New Buys
58
Adds
137
Reduces
122
Exits
57
Unchanged
67
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.01%0.01%#121$817.1M8.4M$708.1M8.3M+68,179+0.82%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.01%0.01%#113$305.5M3.1M$263.0M3.1M+46,026+1.49%Add
STATE STREET CORP
0.01%0.01%#145$294.5M3.0M$239.7M2.8M+207,211+7.36%Add
FMR LLC
0.01%0.01%#118$289.2M3.0M$207.4M2.4M+531,572+21.81%Add
AMERICAN CENTURY COMPANIES INC
0.12%0.11%#41$263.5M2.7M$213.6M2.5M+195,246+7.78%Add
VANGUARD CAPITAL MANAGEMENT LLC
0.01%0.01%#185$240.2M2.5M$208.8M2.5M+12,670+0.52%Add
DIMENSIONAL FUND ADVISORS LP
0.04%0.04%#69$214.0M2.2M$185.2M2.2M+20,132+0.92%Add
GEODE CAPITAL MANAGEMENT, LLC
0.01%0.01%#131$194.1M2.0M$168.5M2.0M+8,711+0.44%Add
Davis Asset Management, L.P.
3.79%3.59%#6$149.5M1.5M$124.0M1.5M00.00%Unchanged
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.01%#139$73.2M751,934$62.3M732,081+19,853+2.71%Add
FRANKLIN RESOURCES INC
0.01%0.01%#111$69.6M714,462$64.2M754,994-40,532-5.37%Reduce
NORTHERN TRUST CORP
0.01%0.01%#151$69.2M710,371$58.3M684,712+25,659+3.75%Add
AMERIPRISE FINANCIAL INC
0.01%0.01%#116$63.7M654,362$60.3M708,489-54,127-7.64%Reduce
Invesco Ltd.
<0.01%0.01%#189$60.1M617,610$46.5M546,306+71,304+13.05%Add
MORGAN STANLEY
<0.01%<0.01%#223$57.6M591,123$40.2M474,770+116,353+24.51%Add
EMERALD ADVISERS, LLC
1.23%1.34%#10$52.2M536,162$42.2M496,232+39,930+8.05%Add
WASATCH ADVISORS LP
0.33%0.35%#22$50.2M515,576$52.4M616,381-100,805-16.35%Reduce
GENEVA CAPITAL MANAGEMENT LLC
1.07%1.1%#12$46.5M477,009$51.7M608,081-131,072-21.56%Reduce
WELLINGTON MANAGEMENT GROUP LLP
0.01%0.01%#152$45.8M470,586$71.3M837,853-367,267-43.83%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#208$44.2M453,375$30.1M353,689+99,686+28.18%Add
Boston Partners
0.04%0.04%#72$42.3M433,647$35.2M413,152+20,495+4.96%Add
KENNEDY CAPITAL MANAGEMENT LLC
0.74%0.42%#16$41.5M426,294$19.7M231,387+194,907+84.23%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#190$41.3M423,753$8.5M100,090+323,663+323.37%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
0.02%0.01%#102$39.9M409,682$10.5M122,888+286,794+233.38%Add
UBS Group AG
<0.01%<0.01%#188$38.2M391,780$32.1M376,816+14,964+3.97%Add
VANGUARD FIDUCIARY TRUST CO
0.01%0.01%#150$36.9M379,189$31.3M368,241+10,948+2.97%Add
Bank of New York Mellon Corp
0.01%0.01%#175$36.8M378,027$31.4M368,667+9,360+2.54%Add
Bragg Financial Advisors, Inc
0.98%0.96%#14$36.7M377,229$30.3M355,868+21,361+6.00%Add
EMERALD MUTUAL FUND ADVISERS TRUST
1.26%1.39%#9$35.7M366,712$28.7M336,740+29,972+8.90%Add
PRINCIPAL FINANCIAL GROUP INC
0.02%0.02%#103$35.3M362,676$30.1M353,951+8,725+2.47%Add
SHAKER INVESTMENTS LLC/OH
12.47%14.49%#1$34.7M356,376$31.4M368,712-12,336-3.35%Reduce
1832 Asset Management L.P.
0.02%0.03%#104$33.8M347,070$32.3M379,784-32,714-8.61%Reduce
Allspring Global Investments Holdings, LLC
0.05%0.06%#64$31.4M317,854$37.2M432,739-114,885-26.55%Reduce
LOOMIS SAYLES & CO L P
0.04%0.03%#73$28.3M290,688$25.4M298,514-7,826-2.62%Reduce
Stieven Capital Advisors, L.P.
4.77%4.38%#4$25.0M256,345$20.5M240,745+15,600+6.48%Add
Nuveen, LLC
0.01%0.01%#176$25.0M256,326$21.3M250,394+5,932+2.37%Add
Empowered Funds, LLC
0.13%0.12%#39$24.5M251,087$18.4M216,366+34,721+16.05%Add
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.06%0.08%#58$24.3M249,863$24.6M289,060-39,197-13.56%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#270$23.2M237,791$21.8M262,853-25,062-9.53%Reduce
First Eagle Investment Management, LLC
0.03%0.02%#77$20.8M213,312$14.0M164,612+48,700+29.58%Add
AQR CAPITAL MANAGEMENT LLC
0.01%0.01%#165$19.7M201,867$20.0M234,747-32,880-14.01%Reduce
ROYCE & ASSOCIATES LP
0.16%0.11%#34$19.6M201,214$11.5M134,616+66,598+49.47%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#192$17.0M174,909$12.2M143,565+31,344+21.83%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#281$16.4M168,773$18.9M221,656-52,883-23.86%Reduce
Gator Capital Management, LLC
3.4%3.25%#7$16.2M166,475$15.9M186,840-20,365-10.90%Reduce
OSTERWEIS CAPITAL MANAGEMENT INC
0.76%0.72%#15$16.1M165,685$13.9M163,740+1,945+1.19%Add
ALGERT GLOBAL LLC
0.18%0.25%#31$15.4M157,663$16.3M191,844-34,181-17.82%Reduce
Empirical Finance, LLC
0.62%0.71%#19$14.9M152,847$15.2M178,281-25,434-14.27%Reduce
RHUMBLINE ADVISERS
0.01%0.01%#133$13.6M139,543$13.3M156,373-16,830-10.76%Reduce
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
0.02%#98$13.5M138,730$00+138,730New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow