AX Institutional Ownership
Axos Financial, Inc.
1W: +0.5%
1M: -7.3%
3M: -11.7%
YTD: +1.8%
1Y: +6.5%
3Y: +146.9%
5Y: +90.6%
$88.93
+1.32 (+1.51%)
Weekly Expected Move ±2.7%
$84
$86
$89
$91
$94
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Institutional Ownership — AX
435
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
$5B
Total Invested
53
New Positions
139
Increased
173
Reduced
48
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (469 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8,389,477 | $$746M | +68,179 | +0.8% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,136,801 | $$279M | +46,026 | +1.5% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 3,023,908 | $$269M | +207,211 | +7.4% | 32Q | SEC ↗ |
| 4 | FMR LLC | 2,969,246 | $$264M | +531,572 | +21.8% | 32Q | SEC ↗ |
| 5 | AMERICAN CENTURY COMPANIES INC | 2,705,653 | $$241M | +195,246 | +7.8% | 15Q | SEC ↗ |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2,466,744 | $$219M | +12,670 | +0.5% | 2Q | SEC ↗ |
| 7 | DIMENSIONAL FUND ADVISORS LP | 2,197,135 | $$195M | +20,132 | +0.9% | 32Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1,967,141 | $$175M | +8,711 | +0.4% | 32Q | SEC ↗ |
| 9 | Davis Asset Management, L.P. | 1,535,219 | $$137M | — | +0.0% | 16Q | SEC ↗ |
| 10 | Sixth Street Partners Management Compa NEW | 751,934 | $$67M | — | +0.0% | 1Q | SEC ↗ |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 751,934 | $$67M | +19,853 | +2.7% | 15Q | SEC ↗ |
| 12 | FRANKLIN RESOURCES INC | 714,462 | $$64M | -40,532 | -5.4% | 13Q | SEC ↗ |
| 13 | NORTHERN TRUST CORP | 710,371 | $$63M | +25,659 | +3.7% | 32Q | SEC ↗ |
| 14 | AMERIPRISE FINANCIAL INC | 654,362 | $$58M | -54,127 | -7.6% | 16Q | SEC ↗ |
| 15 | Invesco Ltd. | 617,610 | $$55M | +71,304 | +13.1% | 32Q | SEC ↗ |
| 16 | MORGAN STANLEY | 591,123 | $$53M | +47,496 | +8.7% | 32Q | SEC ↗ |
| 17 | EMERALD ADVISERS, LLC | 536,162 | $$48M | +39,930 | +8.0% | 14Q | SEC ↗ |
| 18 | WASATCH ADVISORS LP | 515,576 | $$46M | -100,805 | -16.4% | 32Q | SEC ↗ |
| 19 | GENEVA CAPITAL MANAGEMENT LLC | 477,009 | $$42M | -131,072 | -21.6% | 9Q | SEC ↗ |
| 20 | WELLINGTON MANAGEMENT GROUP LLP | 470,586 | $$42M | -367,267 | -43.8% | 32Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 453,375 | $$40M | +99,686 | +28.2% | 15Q | SEC ↗ |
| 22 | Boston Partners | 433,647 | $$39M | +20,495 | +5.0% | 7Q | SEC ↗ |
| 23 | KENNEDY CAPITAL MANAGEMENT LLC | 426,294 | $$38M | +194,907 | +84.2% | 32Q | SEC ↗ |
| 24 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 409,682 | $$36M | +286,794 | +233.4% | 5Q | SEC ↗ |
| 25 | VANGUARD FIDUCIARY TRUST CO | 379,189 | $$34M | +10,948 | +3.0% | 2Q | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 378,027 | $$34M | +9,360 | +2.5% | 32Q | SEC ↗ |
| 27 | Bragg Financial Advisors, Inc | 377,229 | $$34M | +21,361 | +6.0% | 30Q | SEC ↗ |
| 28 | CITADEL ADVISORS LLC | 375,753 | $$33M | +306,963 | +446.2% | 18Q | SEC ↗ |
| 29 | EMERALD MUTUAL FUND ADVISERS TRUST | 366,712 | $$33M | +29,972 | +8.9% | 21Q | SEC ↗ |
| 30 | PRINCIPAL FINANCIAL GROUP INC | 362,676 | $$32M | +8,725 | +2.5% | 32Q | SEC ↗ |
| 31 | SHAKER INVESTMENTS LLC/OH | 356,376 | $$32M | -12,336 | -3.3% | 32Q | SEC ↗ |
| 32 | 1832 Asset Management L.P. | 347,070 | $$31M | -32,714 | -8.6% | 3Q | SEC ↗ |
| 33 | Allspring Global Investments Holdings, | 317,854 | $$28M | -114,885 | -26.5% | 19Q | SEC ↗ |
| 34 | UBS Group AG | 316,780 | $$28M | +14,964 | +5.0% | 32Q | SEC ↗ |
| 35 | LOOMIS SAYLES & CO L P | 290,688 | $$26M | -7,826 | -2.6% | 22Q | SEC ↗ |
| 36 | Stieven Capital Advisors, L.P. | 256,345 | $$23M | +15,600 | +6.5% | 32Q | SEC ↗ |
| 37 | Nuveen, LLC | 256,326 | $$23M | +5,932 | +2.4% | 6Q | SEC ↗ |
| 38 | Empowered Funds, LLC | 251,087 | $$22M | +34,721 | +16.0% | 8Q | SEC ↗ |
| 39 | Public Sector Pension Investment Board | 249,863 | $$22M | -39,197 | -13.6% | 32Q | SEC ↗ |
| 40 | JPMORGAN CHASE & CO | 237,791 | $$21M | -25,062 | -9.5% | 32Q | SEC ↗ |
| 41 | First Eagle Investment Management, LLC | 213,312 | $$19M | +48,700 | +29.6% | 21Q | SEC ↗ |
| 42 | AQR CAPITAL MANAGEMENT LLC | 201,867 | $$18M | -32,880 | -14.0% | 13Q | SEC ↗ |
| 43 | ROYCE & ASSOCIATES LP | 201,214 | $$18M | +66,598 | +49.5% | 32Q | SEC ↗ |
| 44 | RAYMOND JAMES FINANCIAL INC | 174,909 | $$16M | +31,344 | +21.8% | 7Q | SEC ↗ |
| 45 | BANK OF AMERICA CORP /DE | 168,773 | $$15M | -52,883 | -23.9% | 15Q | SEC ↗ |
| 46 | Gator Capital Management, LLC | 166,475 | $$15M | -20,365 | -10.9% | 9Q | SEC ↗ |
| 47 | OSTERWEIS CAPITAL MANAGEMENT INC | 165,685 | $$15M | +1,945 | +1.2% | 5Q | SEC ↗ |
| 48 | ALGERT GLOBAL LLC | 157,663 | $$14M | -34,181 | -17.8% | 18Q | SEC ↗ |
| 49 | Empirical Finance, LLC | 152,847 | $$14M | -25,434 | -14.3% | 6Q | SEC ↗ |
| 50 | Pembroke Management, LTD | 143,152 | $$13M | -5,439 | -3.7% | 30Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 751,934 | $$67M |
| NOMURA ASSET MANAGEMENT INTERNATION | 138,730 | $$12M |
| KORNITZER CAPITAL MANAGEMENT INC /K | 53,867 | $$5M |
| BW Gestao de Investimentos Ltda. | 35,000 | $$3M |
| DENALI ADVISORS LLC | 24,134 | $$2M |
| Jupiter Topco LLC | 23,907 | $$2M |
| ALLSTATE CORP | 16,831 | $$1M |
| BAYVIEW ASSET MANAGEMENT, LLC | 7,420 | $$660K |
| GUGGENHEIM CAPITAL LLC | 5,876 | $$523K |
| MARSHALL WACE, LLP | 5,751 | $$511K |
| MIRABELLA FINANCIAL SERVICES LLP | 5,572 | $$496K |
| DRW Securities, LLC | 5,254 | $$467K |
| Sumitomo Mitsui Trust Group, Inc. | 5,000 | $$445K |
| Pathstone Holdings, LLC | 4,214 | $$375K |
| Sanctuary Advisors, LLC | 4,109 | $$365K |
| Y-Intercept (Hong Kong) Ltd | 3,594 | $$320K |
| JANE STREET GROUP, LLC | 3,232 | $$287K |
| Americana Partners, LLC | 3,068 | $$273K |
| BANQUE PICTET & CIE SA | 3,039 | $$270K |
| TWO SIGMA SECURITIES, LLC | 2,874 | $$256K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 144,837 | $$13M |
| Philadelphia Financial Management o | 88,200 | $$8M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 63,455 | $$6M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 51,756 | $$5M |
| B. Riley Wealth Advisors, Inc. | 43,428 | $$4M |
| Epoch Investment Partners, Inc. | 38,051 | $$3M |
| Fieldview Capital Management, LLC | 35,960 | $$3M |
| FRED ALGER MANAGEMENT, LLC | 35,888 | $$3M |
| Weiss Asset Management LP | 33,660 | $$3M |
| TWO SIGMA INVESTMENTS, LP | 31,577 | $$3M |
| Integrated Quantitative Investments | 24,265 | $$2M |
| Persistent Asset Partners Ltd | 23,326 | $$2M |
| DekaBank Deutsche Girozentrale | 22,226 | $$2M |
| HRT FINANCIAL LP | 22,084 | $$2M |
| Jackson Creek Investment Advisors L | 20,214 | $$2M |
| Vestcor Inc | 17,784 | $$2M |
| Wakefield Asset Management LLLP | 17,149 | $$2M |
| POLEN CAPITAL MANAGEMENT LLC | 16,849 | $$1M |
| NFJ INVESTMENT GROUP, LLC | 15,262 | $$1M |
| CREDIT AGRICOLE S A | 13,610 | $$1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +531,572 | +21.8% | 2,969,246 |
| CITADEL ADVISORS LLC | +306,963 | +446.2% | 375,753 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +286,794 | +233.4% | 409,682 |
| STATE STREET CORP | +207,211 | +7.4% | 3,023,908 |
| AMERICAN CENTURY COMPANIES INC | +195,246 | +7.8% | 2,705,653 |
| KENNEDY CAPITAL MANAGEMENT LLC | +194,907 | +84.2% | 426,294 |
| GOLDMAN SACHS GROUP INC | +99,686 | +28.2% | 453,375 |
| Invesco Ltd. | +71,304 | +13.1% | 617,610 |
| BlackRock, Inc. | +68,179 | +0.8% | 8,389,477 |
| ROYCE & ASSOCIATES LP | +66,598 | +49.5% | 201,214 |
| First Eagle Investment Management, | +48,700 | +29.6% | 213,312 |
| MORGAN STANLEY | +47,496 | +8.7% | 591,123 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +46,026 | +1.5% | 3,136,801 |
| EMERALD ADVISERS, LLC | +39,930 | +8.0% | 536,162 |
| Empowered Funds, LLC | +34,721 | +16.0% | 251,087 |
| Edgestream Partners, L.P. | +34,118 | +265.8% | 46,953 |
| RAYMOND JAMES FINANCIAL INC | +31,344 | +21.8% | 174,909 |
| FIRST TRUST ADVISORS LP | +30,842 | +48.9% | 93,953 |
| Russell Investments Group, Ltd. | +30,075 | +63.4% | 77,525 |
| EMERALD MUTUAL FUND ADVISERS TRUST | +29,972 | +8.9% | 366,712 |