AX NYSE
Axos Financial, Inc.
1W: +3.0%
1M: -11.0%
3M: -11.7%
YTD: -1.6%
1Y: +19.5%
3Y: +136.1%
5Y: +85.0%
$86.07
+0.14 (+0.16%)
Weekly Expected Move ±5.8%
$74
$78
$83
$88
$93
Overview
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Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — AX
425
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
$4B
Total Invested
47
New Positions
131
Increased
193
Reduced
73
Closed
1.14
Put/Call Ratio
Ownership Trends
Top Institutional Holders (488 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8,321,298 | $$716M | -9,004 | -0.1% | 7Q | SEC ↗ |
| 2 | VANGUARD GROUP INC | 5,897,415 | $$508M | -31,265 | -0.5% | 12Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 4,908,148 | $$422M | — | +0.0% | 1Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 3,090,775 | $$266M | — | +0.0% | 1Q | SEC ↗ |
| 5 | STATE STREET CORP | 2,816,697 | $$242M | +120,374 | +4.5% | 13Q | SEC ↗ |
| 6 | AMERICAN CENTURY COMPANIES INC | 2,510,407 | $$216M | +35,652 | +1.4% | 13Q | SEC ↗ |
| 7 | FMR LLC | 2,437,674 | $$210M | +566,893 | +30.3% | 13Q | SEC ↗ |
| 8 | DIMENSIONAL FUND ADVISORS LP | 2,177,003 | $$187M | +7,509 | +0.3% | 13Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1,958,430 | $$169M | +182,891 | +10.3% | 13Q | SEC ↗ |
| 10 | Davis Asset Management, L.P. | 1,535,219 | $$132M | +78,000 | +5.4% | 13Q | SEC ↗ |
| 11 | WELLINGTON MANAGEMENT GROUP LLP | 837,853 | $$72M | +309,553 | +58.6% | 13Q | SEC ↗ |
| 12 | FRANKLIN RESOURCES INC | 754,994 | $$65M | +299,833 | +65.9% | 12Q | SEC ↗ |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 732,081 | $$63M | +10,509 | +1.5% | 13Q | SEC ↗ |
| 14 | AMERIPRISE FINANCIAL INC | 708,489 | $$61M | -45,109 | -6.0% | 13Q | SEC ↗ |
| 15 | NORTHERN TRUST CORP | 684,712 | $$59M | +19,679 | +3.0% | 13Q | SEC ↗ |
| 16 | WASATCH ADVISORS LP | 616,381 | $$53M | -1,330 | -0.2% | 13Q | SEC ↗ |
| 17 | GENEVA CAPITAL MANAGEMENT LLC | 608,081 | $$52M | -51,778 | -7.8% | 8Q | SEC ↗ |
| 18 | MORGAN STANLEY | 563,890 | $$49M | +89,120 | +18.8% | 12Q | SEC ↗ |
| 19 | Invesco Ltd. | 546,306 | $$47M | +345,357 | +171.9% | 13Q | SEC ↗ |
| 20 | EMERALD ADVISERS, LLC | 496,232 | $$43M | -25,147 | -4.8% | 13Q | SEC ↗ |
| 21 | Allspring Global Investments Holdings, | 432,739 | $$37M | +119,523 | +38.2% | 13Q | SEC ↗ |
| 22 | JARISLOWSKY, FRASER Ltd | 382,183 | $$33M | -4,477 | -1.2% | 11Q | SEC ↗ |
| 23 | 1832 Asset Management L.P. | 379,784 | $$33M | +4,392 | +1.2% | 2Q | SEC ↗ |
| 24 | SHAKER INVESTMENTS LLC/OH | 368,712 | $$32M | -9,958 | -2.6% | 13Q | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 368,667 | $$32M | -9,138 | -2.4% | 13Q | SEC ↗ |
| 26 | VANGUARD FIDUCIARY TRUST CO NEW | 368,241 | $$32M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Empirical Finance, LLC | 356,562 | $$31M | +260,996 | +273.1% | 5Q | SEC ↗ |
| 28 | Bragg Financial Advisors, Inc | 355,868 | $$31M | +409 | +0.1% | 13Q | SEC ↗ |
| 29 | PRINCIPAL FINANCIAL GROUP INC | 353,951 | $$30M | +16,627 | +4.9% | 13Q | SEC ↗ |
| 30 | GOLDMAN SACHS GROUP INC | 353,689 | $$30M | -388,483 | -52.3% | 13Q | SEC ↗ |
| 31 | Boston Partners | 349,273 | $$30M | -30,819 | -8.1% | 5Q | SEC ↗ |
| 32 | EMERALD MUTUAL FUND ADVISERS TRUST | 336,740 | $$29M | -4,522 | -1.3% | 13Q | SEC ↗ |
| 33 | First Eagle Investment Management, LLC | 329,224 | $$28M | +186,937 | +131.4% | 13Q | SEC ↗ |
| 34 | UBS Group AG | 301,816 | $$26M | +45,592 | +17.8% | 13Q | SEC ↗ |
| 35 | LOOMIS SAYLES & CO L P | 298,514 | $$26M | -7,692 | -2.5% | 13Q | SEC ↗ |
| 36 | Public Sector Pension Investment Board | 289,060 | $$25M | +17,645 | +6.5% | 13Q | SEC ↗ |
| 37 | JPMORGAN CHASE & CO | 262,853 | $$23M | -57,632 | -18.0% | 13Q | SEC ↗ |
| 38 | Stieven Capital Advisors, L.P. | 255,859 | $$22M | +18,900 | +8.0% | 12Q | SEC ↗ |
| 39 | Nuveen, LLC | 250,394 | $$22M | -158,353 | -38.7% | 5Q | SEC ↗ |
| 40 | AQR CAPITAL MANAGEMENT LLC | 234,747 | $$20M | +2,111 | +0.9% | 12Q | SEC ↗ |
| 41 | KENNEDY CAPITAL MANAGEMENT LLC | 231,387 | $$20M | -77,548 | -25.1% | 13Q | SEC ↗ |
| 42 | BANK OF AMERICA CORP /DE | 221,656 | $$19M | +90,086 | +68.5% | 13Q | SEC ↗ |
| 43 | Empowered Funds, LLC | 216,366 | $$19M | -31,392 | -12.7% | 7Q | SEC ↗ |
| 44 | Militia Capital Partners, LP | 200,000 | $$17M | +24,000 | +13.6% | 5Q | SEC ↗ |
| 45 | ALGERT GLOBAL LLC | 191,844 | $$17M | -154,956 | -44.7% | 13Q | SEC ↗ |
| 46 | Gator Capital Management, LLC | 186,840 | $$16M | +10,500 | +6.0% | 8Q | SEC ↗ |
| 47 | Squarepoint Ops LLC | 180,407 | $$16M | +45,634 | +33.9% | 8Q | SEC ↗ |
| 48 | OSTERWEIS CAPITAL MANAGEMENT INC | 163,740 | $$14M | +21,055 | +14.8% | 4Q | SEC ↗ |
| 49 | CCG WEALTH MANAGEMENT, LLC | 162,896 | $$14M | +147,696 | +971.7% | 12Q | SEC ↗ |
| 50 | RHUMBLINE ADVISERS | 156,373 | $$13M | +3,882 | +2.5% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 4,908,148 | $$422M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,090,775 | $$266M |
| VANGUARD FIDUCIARY TRUST CO | 368,241 | $$32M |
| Militia Capital Management LLC | 100,000 | $$9M |
| Philadelphia Financial Management o | 88,200 | $$8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 51,578 | $$4M |
| Global Frontier Investments LLC | 37,000 | $$3M |
| AXA Investment Managers S.A. | 28,332 | $$2M |
| Vanguard Global Advisers, LLC | 25,459 | $$2M |
| Brevan Howard Capital Management LP | 25,000 | $$2M |
| Integrated Quantitative Investments | 24,265 | $$2M |
| Ridgewood Investments LLC | 18,051 | $$2M |
| Qube Research & Technologies Ltd | 16,470 | $$1M |
| Vanguard Investments Australia, Ltd | 14,072 | $$1M |
| CANADA PENSION PLAN INVESTMENT BOAR | 9,000 | $$775K |
| Yorktown Management & Research Co I | 6,000 | $$516K |
| GTS SECURITIES LLC | 5,903 | $$508K |
| Jefferies Financial Group Inc. | 5,739 | $$494K |
| Western Wealth Management, LLC | 4,854 | $$418K |
| MANGROVE PARTNERS IM, LLC | 4,213 | $$363K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| AXA S.A. | 84,600 | $$7M |
| Quantedge Capital Pte Ltd | 45,000 | $$4M |
| B. Riley Wealth Advisors, Inc. | 43,428 | $$4M |
| TEXAS PERMANENT SCHOOL FUND CORP | 42,061 | $$4M |
| Epoch Investment Partners, Inc. | 38,051 | $$3M |
| Fieldview Capital Management, LLC | 35,960 | $$3M |
| Weiss Asset Management LP | 33,660 | $$3M |
| Assenagon Asset Management S.A. | 22,898 | $$2M |
| DekaBank Deutsche Girozentrale | 22,226 | $$2M |
| HRT FINANCIAL LP | 22,084 | $$2M |
| Savant Capital, LLC | 19,481 | $$2M |
| TWO SIGMA ADVISERS, LP | 19,316 | $$2M |
| LAZARD ASSET MANAGEMENT LLC | 16,282 | $$1M |
| NFJ INVESTMENT GROUP, LLC | 15,262 | $$1M |
| DARK FOREST CAPITAL MANAGEMENT LP | 14,554 | $$1M |
| SummerHaven Investment Management, | 13,620 | $$1M |
| MARSHALL WACE, LLP | 10,580 | $$911K |
| HUSSMAN STRATEGIC ADVISORS, INC. | 10,500 | $$904K |
| MALTESE CAPITAL MANAGEMENT LLC | 10,000 | $$861K |
| SIMPLEX TRADING, LLC | 9,980 | $$859K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +566,893 | +30.3% | 2,437,674 |
| Invesco Ltd. | +345,357 | +171.9% | 546,306 |
| WELLINGTON MANAGEMENT GROUP LLP | +309,553 | +58.6% | 837,853 |
| FRANKLIN RESOURCES INC | +299,833 | +65.9% | 754,994 |
| Empirical Finance, LLC | +260,996 | +273.1% | 356,562 |
| First Eagle Investment Management, | +186,937 | +131.4% | 329,224 |
| GEODE CAPITAL MANAGEMENT, LLC | +182,891 | +10.3% | 1,958,430 |
| CCG WEALTH MANAGEMENT, LLC | +147,696 | +971.7% | 162,896 |
| STATE STREET CORP | +120,374 | +4.5% | 2,816,697 |
| Allspring Global Investments Holdin | +119,523 | +38.2% | 432,739 |
| BANK OF AMERICA CORP /DE | +90,086 | +68.5% | 221,656 |
| MORGAN STANLEY | +89,120 | +18.8% | 563,890 |
| Davis Asset Management, L.P. | +78,000 | +5.4% | 1,535,219 |
| BOOTHBAY FUND MANAGEMENT, LLC | +51,315 | +311.7% | 67,780 |
| ARGENT CAPITAL MANAGEMENT LLC | +48,172 | +105.3% | 93,929 |
| Squarepoint Ops LLC | +45,634 | +33.9% | 180,407 |
| UBS Group AG | +45,592 | +17.8% | 301,816 |
| Quantinno Capital Management LP | +39,729 | +236.5% | 56,525 |
| AMERICAN CENTURY COMPANIES INC | +35,652 | +1.4% | 2,510,407 |
| WCM INVESTMENT MANAGEMENT, LLC | +25,395 | +36.3% | 95,366 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -388,483 | -52.3% | 353,689 |
| Nuveen, LLC | -158,353 | -38.7% | 250,394 |
| ALGERT GLOBAL LLC | -154,956 | -44.7% | 191,844 |
| Pembroke Management, LTD | -139,964 | -48.5% | 148,591 |
| Edgestream Partners, L.P. | -138,295 | -91.5% | 12,835 |
| TWO SIGMA INVESTMENTS, LP | -110,987 | -61.8% | 68,678 |
| KENNEDY CAPITAL MANAGEMENT LLC | -77,548 | -25.1% | 231,387 |
| BARCLAYS PLC | -71,623 | -69.5% | 31,484 |
| JPMORGAN CHASE & CO | -57,632 | -18.0% | 262,853 |
| GENEVA CAPITAL MANAGEMENT LLC | -51,778 | -7.8% | 608,081 |
| AMERIPRISE FINANCIAL INC | -45,109 | -6.0% | 708,489 |
| Ategra Capital Management, LLC | -39,577 | -25.8% | 113,765 |
| PMC FIG Opportunities LLC | -33,048 | -83.5% | 6,548 |
| Russell Investments Group, Ltd. | -32,334 | -40.5% | 47,450 |
| Empowered Funds, LLC | -31,392 | -12.7% | 216,366 |
| VANGUARD GROUP INC | -31,265 | -0.5% | 5,897,415 |
| Boston Partners | -30,819 | -8.1% | 349,273 |
| D. E. Shaw & Co., Inc. | -26,494 | -55.0% | 21,655 |
| EMERALD ADVISERS, LLC | -25,147 | -4.8% | 496,232 |
| COMMONWEALTH EQUITY SERVICES, LLC | -23,106 | -89.8% | 2,617 |