Axos Financial Ownership 2024 | Who Owns Axos Financial Now?
Institutional Ownership
85.09%
Insider Ownership
9.50%
Retail Ownership
5.41%
Institutional Holders
328.00
Axos Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BLACKROCK INC. | 14.39% | 0.01% | 8,193,599 | -71,814 | -0.87% | 468,264,183 | Jun 30, 2024 |
VANGUARD GROUP INC | 9.78% | 0.01% | 5,565,962 | -304,609 | -5.19% | 318,094,728 | Jun 30, 2024 |
STATE STREET CORP | 5.29% | 0.01% | 3,013,711 | -312,906 | -9.41% | 172,233,584,000 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 4.66% | 0.04% | 2,653,367 | -31,867 | -1.19% | 151,634,029 | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | 2.72% | 0.05% | 1,549,748 | 321,494 | 26.17% | 88,568,098 | Jun 30, 2024 |
DAVIS ASSET MANAGEMENT, L.P. | 2.63% | 3.85% | 1,500,000 | - | - | 85,725,000 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.38% | 0.01% | 1,352,959 | 79,231 | 6.22% | 77,334,437 | Jun 30, 2024 |
WASATCH ADVISORS LP | 1.51% | 0.26% | 861,785 | -178,237 | -17.14% | 49,251,013 | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 1.50% | 0.01% | 853,042 | -5,892 | -0.69% | 48,751,350 | Jun 30, 2024 |
FMR LLC | 1.45% | 0.00% | 827,058 | -246,237 | -22.94% | 47,266,345 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 1.42% | 0.01% | 805,804 | 83,158 | 11.51% | 46,051,699 | Jun 30, 2024 |
GENEVA CAPITAL MANAGEMENT LLC | 1.24% | 0.74% | 706,544 | -17,416 | -2.41% | 40,378,987 | Jun 30, 2024 |
NORTHERN TRUST CORP | 1.23% | 0.01% | 702,793 | -11,422 | -1.60% | 40,164,621,000 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.20% | 0.01% | 681,387 | -1,879 | -0.28% | 38,941,267 | Jun 30, 2024 |
MORGAN STANLEY | 1.18% | 0.00% | 674,294 | -10,253 | -1.50% | 38,535,926 | Jun 30, 2024 |
JARISLOWSKY, FRASER LTD | 1.11% | 0.22% | 634,041 | -17,794 | -2.73% | 36,235,443 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 1.10% | 0.01% | 626,391 | 298,592 | 91.09% | 35,798,245 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 0.95% | 0.01% | 543,708 | -44,661 | -7.59% | 31,072,913 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 0.88% | 0.01% | 500,483 | -10,509 | -2.06% | 28,602,604 | Jun 30, 2024 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.82% | 0.10% | 466,417 | 24,639 | 5.58% | 26,655,732 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
SHAKER INVESTMENTS LLC/OH | 0.81% | 11.43% | 460,000 | -6,277 | -1.35% | 26,289,000 | Jun 30, 2024 |
GATOR CAPITAL MANAGEMENT, LLC | 0.28% | 4.56% | 157,180 | 157,180 | 100.00% | 8,982,837 | Jun 30, 2024 |
STIEVEN CAPITAL ADVISORS, L.P. | 0.58% | 4.16% | 328,433 | 4,400 | 1.36% | 18,769,946 | Jun 30, 2024 |
DAVIS ASSET MANAGEMENT, L.P. | 2.63% | 3.85% | 1,500,000 | - | - | 85,725,000 | Jun 30, 2024 |
KESTREL INVESTMENT MANAGEMENT CORP | 0.17% | 3.73% | 98,450 | - | - | 5,626,000 | Jun 30, 2024 |
ORCHARD CAPITAL MANAGEMENT, LLC | 0.27% | 2.68% | 155,519 | -2,021 | -1.28% | 8,887,911 | Jun 30, 2024 |
PEMBROKE MANAGEMENT, LTD | 0.54% | 2.37% | 308,899 | -26,901 | -8.01% | 17,653,578 | Jun 30, 2024 |
CCG WEALTH MANAGEMENT, LLC | 0.10% | 1.75% | 54,200 | -11 | -0.02% | 3,097,530 | Jun 30, 2024 |
S&T BANK/PA | 0.17% | 1.37% | 94,248 | -43,810 | -31.73% | 5,386,000 | Jun 30, 2024 |
EJF CAPITAL LLC | 0.05% | 1.31% | 30,943 | -21,450 | -40.94% | 1,768,392 | Jun 30, 2024 |
EMERALD MUTUAL FUND ADVISERS TRUST | 0.67% | 1.14% | 382,276 | 33,366 | 9.56% | 21,847,073 | Jun 30, 2024 |
RICE HALL JAMES & ASSOCIATES, LLC | 0.59% | 1.14% | 333,887 | -54,369 | -14.00% | 19,081,642 | Jun 30, 2024 |
EMERALD ADVISERS, LLC | 0.78% | 1.06% | 442,086 | -15,338 | -3.35% | 25,265,215 | Jun 30, 2024 |
BRAGG FINANCIAL ADVISORS, INC | 0.69% | 1.01% | 394,650 | 36,122 | 10.08% | 22,554,248 | Jun 30, 2024 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 0.45% | 0.96% | 258,937 | -11,135 | -4.12% | 14,798,250 | Jun 30, 2024 |
QUANTEDGE CAPITAL PTE LTD | 0.07% | 0.78% | 37,600 | -3,200 | -7.84% | 2,148,840 | Jun 30, 2024 |
REDWOOD INVESTMENTS, LLC | 0.07% | 0.74% | 38,314 | -11,331 | -22.82% | 2,175,872 | Jun 30, 2024 |
GENEVA CAPITAL MANAGEMENT LLC | 1.24% | 0.74% | 706,544 | -17,416 | -2.41% | 40,378,987 | Jun 30, 2024 |
FORMULA GROWTH LTD | 0.06% | 0.70% | 33,624 | -2,000 | -5.61% | 1,921,612 | Jun 30, 2024 |
SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 0.03% | 0.66% | 17,645 | 281 | 1.62% | 1,008,412 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
AMERICAN CENTURY COMPANIES INC | 2.72% | 0.05% | 1,549,748 | 321,494 | 26.17% | 88,568,098 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 1.10% | 0.01% | 626,391 | 298,592 | 91.09% | 35,798,245 | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 0.61% | 0.04% | 344,795 | 216,575 | 168.91% | 19,705,034 | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.78% | 0.02% | 442,347 | 214,807 | 94.40% | 25,280,000 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.65% | 0.01% | 367,251 | 190,584 | 107.88% | 20,988,395 | Jun 30, 2024 |
GATOR CAPITAL MANAGEMENT, LLC | 0.28% | 4.56% | 157,180 | 157,180 | 100.00% | 8,982,837 | Jun 30, 2024 |
SEGALL BRYANT & HAMILL, LLC | 0.18% | 0.11% | 104,669 | 104,669 | 100.00% | 5,981,833 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.16% | 0.01% | 88,837 | 88,837 | 100.00% | 5,077,035 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 1.42% | 0.01% | 805,804 | 83,158 | 11.51% | 46,051,699 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.38% | 0.01% | 1,352,959 | 79,231 | 6.22% | 77,334,437 | Jun 30, 2024 |
TREXQUANT INVESTMENT LP | 0.12% | 0.06% | 69,815 | 69,815 | 100.00% | 3,989,927 | Jun 30, 2024 |
UBS GROUP AG | 0.22% | 0.00% | 127,288 | 68,583 | 116.83% | 7,274,509 | Jun 30, 2024 |
HRT FINANCIAL LP | 0.10% | 0.02% | 57,353 | 57,353 | 100.00% | 3,277,000 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.18% | 0.00% | 101,102 | 53,809 | 113.78% | 5,777,980 | Jun 30, 2024 |
PEAK6 INVESTMENTS LLC | 0.08% | 0.01% | 44,700 | 44,700 | 100.00% | 2,554,605 | Jun 30, 2024 |
CAPITAL FUND MANAGEMENT S.A. | 0.13% | 0.01% | 76,664 | 43,820 | 133.42% | 4,381,347 | Jun 30, 2024 |
AXIOM ADVISORY, LLC | 0.07% | 0.03% | 42,588 | 42,588 | 100.00% | 2,316,415 | Jun 30, 2024 |
LAZARD ASSET MANAGEMENT LLC | 0.52% | 0.02% | 297,620 | 37,520 | 14.43% | 17,008,000 | Jun 30, 2024 |
BRAGG FINANCIAL ADVISORS, INC | 0.69% | 1.01% | 394,650 | 36,122 | 10.08% | 22,554,248 | Jun 30, 2024 |
STATE OF NEW JERSEY COMMON PENSION FUND D | 0.06% | 0.01% | 34,829 | 34,829 | 100.00% | 1,990,477 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
STATE STREET CORP | 5.29% | 0.01% | 3,013,711 | -312,906 | -9.41% | 172,233,584,000 | Jun 30, 2024 |
VANGUARD GROUP INC | 9.78% | 0.01% | 5,565,962 | -304,609 | -5.19% | 318,094,728 | Jun 30, 2024 |
FMR LLC | 1.45% | 0.00% | 827,058 | -246,237 | -22.94% | 47,266,345 | Jun 30, 2024 |
WASATCH ADVISORS LP | 1.51% | 0.26% | 861,785 | -178,237 | -17.14% | 49,251,013 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.33% | 0.00% | 188,342 | -146,648 | -43.78% | 10,763,747 | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | 0.01% | 0.00% | 3,898 | -140,254 | -97.30% | 222,790 | Jun 30, 2024 |
EAGLE ASSET MANAGEMENT INC | - | - | - | -134,895 | -100.00% | - | Jun 30, 2024 |
EPOCH INVESTMENT PARTNERS, INC. | 0.08% | 0.01% | 42,904 | -101,973 | -70.39% | 2,451,964 | Jun 30, 2024 |
TCW GROUP INC | 0.38% | 0.11% | 216,100 | -74,400 | -25.61% | 12,350,115 | Jun 30, 2024 |
BLACKROCK INC. | 14.39% | 0.01% | 8,193,599 | -71,814 | -0.87% | 468,264,183 | Jun 30, 2024 |
VICTORY CAPITAL MANAGEMENT INC | 0.18% | 0.01% | 100,219 | -63,561 | -38.81% | 5,727,516 | Jun 30, 2024 |
AQR CAPITAL MANAGEMENT LLC | 0.21% | 0.01% | 121,804 | -55,632 | -31.35% | 6,961,099 | Jun 30, 2024 |
RICE HALL JAMES & ASSOCIATES, LLC | 0.59% | 1.14% | 333,887 | -54,369 | -14.00% | 19,081,642 | Jun 30, 2024 |
WALLEYE CAPITAL LLC | 0.12% | 0.01% | 66,000 | -50,400 | -43.30% | 3,771,900 | Jun 30, 2024 |
LOOMIS SAYLES & CO L P | 0.73% | 0.03% | 414,334 | -49,581 | -10.69% | 23,679,000 | Jun 30, 2024 |
BARCLAYS PLC | 0.19% | 0.00% | 107,628 | -46,384 | -30.12% | 6,151,000 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 0.95% | 0.01% | 543,708 | -44,661 | -7.59% | 31,072,913 | Jun 30, 2024 |
S&T BANK/PA | 0.17% | 1.37% | 94,248 | -43,810 | -31.73% | 5,386,000 | Jun 30, 2024 |
GTS SECURITIES LLC | 0.02% | 0.00% | 10,400 | -41,000 | -79.77% | 594,360 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.44% | 0.00% | 249,563 | -36,576 | -12.78% | 14,262,526 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
SEGALL BRYANT & HAMILL, LLC | 0.18% | 0.11% | 104,669 | 104,669 | 100.00% | 5,981,833 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.16% | 0.01% | 88,837 | 88,837 | 100.00% | 5,077,035 | Jun 30, 2024 |
AXIOM ADVISORY, LLC | 0.07% | 0.03% | 42,588 | 42,588 | 100.00% | 2,316,415 | Jun 30, 2024 |
STATE OF NEW JERSEY COMMON PENSION FUND D | 0.06% | 0.01% | 34,829 | 34,829 | 100.00% | 1,990,477 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.06% | 0.01% | 31,533 | 31,533 | 100.00% | 1,802,111 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 27,659 | 27,659 | 100.00% | 1,580,712 | Jun 30, 2024 |
HEARTLAND ADVISORS INC | 0.04% | 0.08% | 25,539 | 25,539 | 100.00% | 1,459,554 | Jun 30, 2024 |
GRAHAM CAPITAL MANAGEMENT, L.P. | 0.04% | 0.03% | 22,845 | 22,845 | 100.00% | 1,305,592 | Jun 30, 2024 |
TWO SIGMA SECURITIES, LLC | 0.04% | 0.02% | 22,582 | 22,582 | 100.00% | 1,290,561 | Jun 30, 2024 |
AXS INVESTMENTS LLC | 0.03% | 0.30% | 19,053 | 19,053 | 100.00% | 1,088,879 | Jun 30, 2024 |
0.03% | 0.05% | 16,163 | 16,163 | 100.00% | 924,362 | Jun 30, 2024 | |
INTECH INVESTMENT MANAGEMENT LLC | 0.03% | 0.01% | 15,767 | 15,767 | 100.00% | 901,084 | Jun 30, 2024 |
KEEL POINT, LLC | 0.02% | 0.08% | 13,298 | 13,298 | 100.00% | 833,918 | Jun 30, 2024 |
ENGINEERS GATE MANAGER LP | 0.02% | 0.01% | 10,995 | 10,995 | 100.00% | 628,364 | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | 0.02% | 0.00% | 9,200 | 9,200 | 100.00% | 525,780 | Jun 30, 2024 |
PREMIER FUND MANAGERS LTD | 0.02% | 0.02% | 8,721 | 8,721 | 100.00% | 481,000 | Jun 30, 2024 |
AVANTAX ADVISORY SERVICES, INC. | 0.01% | 0.00% | 7,112 | 7,112 | 100.00% | 406,451 | Jun 30, 2024 |
MARINER, LLC | 0.01% | 0.00% | 4,744 | 4,744 | 100.00% | 271,100 | Jun 30, 2024 |
ATRIA WEALTH SOLUTIONS, INC. | 0.01% | 0.00% | 4,653 | 4,653 | 100.00% | 265,891 | Jun 30, 2024 |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.01% | 0.00% | 4,562 | 4,562 | 100.00% | 260,718 | Jun 30, 2024 |
PATHSTONE HOLDINGS, LLC | 0.01% | 0.00% | 3,743 | 3,743 | 100.00% | 213,912 | Jun 30, 2024 |
EARNEST PARTNERS LLC | 0.01% | 0.00% | 3,600 | 3,600 | 100.00% | 205,740 | Jun 30, 2024 |
MACKENZIE FINANCIAL CORP | 0.01% | 0.00% | 3,525 | 3,525 | 100.00% | 201,454 | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | 0.01% | 0.01% | 3,144 | 3,144 | 100.00% | 179,680 | Jun 30, 2024 |
PICTON MAHONEY ASSET MANAGEMENT | 0.01% | 0.01% | 2,894 | 2,894 | 100.00% | 166,000 | Jun 30, 2024 |
C M BIDWELL & ASSOCIATES LTD | 0.00% | 0.04% | 1,030 | 1,030 | 100.00% | 58,864 | Jun 30, 2024 |
1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.04% | 855 | 855 | 100.00% | 48,863 | Jun 30, 2024 |
HOLLENCREST CAPITAL MANAGEMENT | 0.00% | 0.00% | 431 | 431 | 100.00% | 24,632 | Jun 30, 2024 |
REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.01% | 189 | 189 | 100.00% | 10,801 | Jun 30, 2024 |
SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 162 | 162 | 100.00% | 8,942 | Jun 30, 2024 |
TUCKER ASSET MANAGEMENT LLC | 0.00% | 0.00% | 81 | 81 | 100.00% | 4,629 | Jun 30, 2024 |
FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.00% | 80 | 80 | 100.00% | 4,572 | Jun 30, 2024 |
CORECAP ADVISORS, LLC | 0.00% | 0.00% | 51 | 51 | 100.00% | 2,915 | Jun 30, 2024 |
FNY INVESTMENT ADVISERS, LLC | 0.00% | 0.00% | 45 | 45 | 100.00% | 2,000 | Jun 30, 2024 |
EVERSOURCE WEALTH ADVISORS, LLC | 0.00% | 0.00% | 42 | 42 | 100.00% | 3,066 | Jun 30, 2024 |
SACHETTA, LLC | - | 0.00% | 28 | 28 | 100.00% | 2,208 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | - | - | 7 | 7 | 100.00% | 400 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | - | - | 2 | 2 | 100.00% | 114 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
EAGLE ASSET MANAGEMENT INC | - | - | - | -134,895 | -100.00% | - | Jun 30, 2024 |
GSA CAPITAL PARTNERS LLP | - | - | - | -31,440 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -29,340 | -100.00% | - | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -24,948 | -100.00% | - | Jun 30, 2024 |
SEMANTEON CAPITAL MANAGEMENT, LP | - | - | - | -24,336 | -100.00% | - | Jun 30, 2024 |
SIMPLEX TRADING, LLC | - | - | - | -22,891 | -100.00% | - | Jun 30, 2024 |
TD ASSET MANAGEMENT INC | - | - | - | -22,533 | -100.00% | - | Jun 30, 2024 |
SQUAREPOINT OPS LLC | - | - | - | -17,700 | -100.00% | - | Jun 30, 2024 |
GROUP ONE TRADING, L.P. | - | - | - | -16,762 | -100.00% | - | Jun 30, 2024 |
MOORE CAPITAL MANAGEMENT, LP | - | - | - | -16,758 | -100.00% | - | Jun 30, 2024 |
CAPULA MANAGEMENT LTD | - | - | - | -14,977 | -100.00% | - | Jun 30, 2024 |
MARTINGALE ASSET MANAGEMENT L P | - | - | - | -11,900 | -100.00% | - | Jun 30, 2024 |
TOTH FINANCIAL ADVISORY CORP | - | - | - | -11,430 | -100.00% | - | Jun 30, 2024 |
ARGA INVESTMENT MANAGEMENT, LP | - | - | - | -10,140 | -100.00% | - | Jun 30, 2024 |
ALPHA DNA INVESTMENT MANAGEMENT LLC | - | - | - | -9,818 | -100.00% | - | Jun 30, 2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -9,760 | -100.00% | - | Jun 30, 2024 |
PDT PARTNERS, LLC | - | - | - | -9,450 | -100.00% | - | Jun 30, 2024 |
AMUNDI | - | - | - | -8,740 | -100.00% | - | Jun 30, 2024 |
CORTON CAPITAL INC. | - | - | - | -6,992 | -100.00% | - | Jun 30, 2024 |
Y-INTERCEPT (HONG KONG) LTD | - | - | - | -5,849 | -100.00% | - | Jun 30, 2024 |
DIAMETRIC CAPITAL, LP | - | - | - | -5,308 | -100.00% | - | Jun 30, 2024 |
BRIDGEFRONT CAPITAL, LLC | - | - | - | -4,768 | -100.00% | - | Jun 30, 2024 |
AIGEN INVESTMENT MANAGEMENT, LP | - | - | - | -4,675 | -100.00% | - | Jun 30, 2024 |
FIRST HAWAIIAN BANK | - | - | - | -4,555 | -100.00% | - | Jun 30, 2024 |
MARSHALL WACE, LLP | - | - | - | -4,500 | -100.00% | - | Jun 30, 2024 |
WALLEYE TRADING LLC | - | - | - | -4,150 | -100.00% | - | Jun 30, 2024 |
RAYMOND JAMES TRUST N.A. | - | - | - | -3,958 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -2,879 | -100.00% | - | Jun 30, 2024 |
ENTRYPOINT CAPITAL, LLC | - | - | - | -495 | -100.00% | - | Jun 30, 2024 |
YHB INVESTMENT ADVISORS, INC. | - | - | - | -437 | -100.00% | - | Jun 30, 2024 |
MACROVIEW INVESTMENT MANAGEMENT LLC | - | - | - | -145 | -100.00% | - | Jun 30, 2024 |
HARBOR INVESTMENT ADVISORY, LLC | - | - | - | -39 | -100.00% | - | Jun 30, 2024 |
SYSTM WEALTH SOLUTIONS LLC | - | - | - | -19 | -100.00% | - | Jun 30, 2024 |
NEWEDGE ADVISORS, LLC | - | - | - | -9 | -100.00% | - | Jun 30, 2024 |
TFO-TDC, LLC | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Axos Financial Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
CALDWELL & ORKIN FUNDS INC | 1.28% | 17,500 | - | - | Jan 31, 2024 |
THOMPSON IM FUNDS INC | 0.51% | 8,000,000 | - | - | Feb 29, 2024 |
BRAGG CAPITAL TRUST | 0.34% | 201,631 | 101,137 | 100.64% | May 31, 2023 |
LORD ABBETT RESEARCH FUND INC | 0.14% | 136,877 | -438 | -0.32% | Feb 29, 2024 |
Capitol Series Trust | 0.11% | 1,083,766 | - | - | Jan 31, 2024 |
CORNERCAP GROUP OF FUNDS /VA/ | 0.10% | 6,957 | - | - | Sep 30, 2022 |
VALUED ADVISERS TRUST | 0.08% | 75,347 | - | - | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.07% | 37,634 | - | - | Mar 31, 2024 |
VANGUARD ADMIRAL FUNDS | 0.07% | 300,650 | -3,859 | -1.27% | Feb 29, 2024 |
FPA CAPITAL FUND INC | 0.07% | 51,394 | 51,394 | - | Dec 31, 2020 |
Vericimetry Funds | 0.06% | 5,295 | - | - | Mar 31, 2024 |
WASATCH FUNDS TRUST | 0.06% | 533,916 | -15,453 | -2.81% | Mar 31, 2024 |
LIBERTY ALL STAR GROWTH FUND INC. | 0.05% | 6,656 | - | - | Dec 31, 2023 |
PRUDENTIAL JENNISON BLEND FUND, INC. | 0.05% | 30,920 | - | - | Feb 29, 2024 |
BNY MELLON INDEX FUNDS, INC. | 0.05% | 52,042 | -8,181 | -13.58% | Jan 31, 2024 |
FIDELITY CAPITAL TRUST | 0.05% | 510,969 | -241,300 | -32.08% | Jan 31, 2024 |
ALGER FUNDS | 0.04% | 41,967 | - | - | Jan 31, 2024 |
BRIDGEWAY FUNDS INC | 0.04% | 101,500 | - | - | Mar 28, 2024 |
BNY MELLON INVESTMENT PORTFOLIOS | 0.04% | 24,954 | -642 | -2.51% | Mar 31, 2024 |
ICON FUNDS | 0.04% | 64,200 | - | - | Jun 30, 2020 |
STATE STREET INSTITUTIONAL FUNDS | 0.04% | 32,288 | - | - | Mar 31, 2024 |
ROYCE VALUE TRUST, INC. | 0.03% | 27,164 | - | - | Mar 31, 2024 |
BMO FUNDS, INC. | 0.02% | 1,000,000 | - | - | Nov 30, 2021 |
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) | 0.02% | 436,896 | - | - | Jan 31, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.02% | 95,991 | -4,863 | -4.82% | Mar 31, 2024 |
abrdn Funds | 0.01% | 207,447 | - | - | Jan 31, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 8,068 | -373 | -4.42% | Mar 31, 2024 |
PUTNAM INVESTMENT FUNDS | 0.01% | 65,350 | - | - | Feb 29, 2024 |
AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.01% | 275,000 | 60,000 | 27.91% | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 46,924 | -23,788 | -33.64% | Jan 31, 2024 |
BNY Mellon Strategic Funds, Inc. | 0.01% | 26,833 | -20,320 | -43.09% | Feb 29, 2024 |
SYNTAX ETF TRUST | 0.01% | 343 | 50 | 17.06% | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.01% | 4,590,528 | -832,837 | -15.36% | Mar 31, 2024 |
LORD ABBETT SECURITIES TRUST | 0.01% | 51,476 | -1,186 | -2.25% | Jan 31, 2024 |
Bernstein Fund Inc | 0.01% | 93,094 | - | - | Mar 31, 2024 |
ROYCE FUND | 0.01% | 67,985 | 442 | 0.65% | Mar 31, 2024 |
BlackRock Advantage SMID Cap Fund, Inc. | 0.01% | 1,947 | -1,719 | -46.89% | Mar 28, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,090 | - | - | Mar 31, 2024 |
ALGER FUNDS II | 0.01% | 2,061 | - | - | Jan 31, 2024 |
FIDELITY PURITAN TRUST | 0.01% | 471,001 | - | - | Jan 31, 2024 |
PPM Funds | 0.01% | 6,025 | - | - | Mar 31, 2024 |
AMERICAN CENTURY ETF TRUST | 0.01% | 823,566 | 155,204 | 23.22% | Feb 29, 2024 |
Guggenheim Variable Funds Trust | 0.01% | 27,688 | 25,719 | 1306.20% | Dec 31, 2023 |
Fidelity Commonwealth Trust II | 0.01% | 44,928 | 9,763 | 27.76% | Aug 31, 2023 |
World Funds Trust | 0.01% | 76,638 | 17,353 | 29.27% | Jan 31, 2024 |
RANGER FUNDS INVESTMENT TRUST | 0.01% | 235 | 235 | - | Apr 30, 2020 |
SCHWAB CAPITAL TRUST | 0.00% | 203,806 | 5,855 | 2.96% | Jan 31, 2024 |
PFM Multi-Manager Series Trust | 0.00% | 3,911 | - | - | Dec 31, 2023 |
VICTORY PORTFOLIOS | 0.00% | 134,840 | -3,790 | -2.73% | Mar 31, 2024 |
North Square Investments Trust | 0.00% | 39,400 | 27,890 | 242.31% | Feb 29, 2024 |
Columbia Funds Variable Series Trust II | 0.00% | 130,716 | -4,088 | -3.03% | Mar 31, 2024 |
IndexIQ ETF Trust | 0.00% | 8,873 | -556 | -5.90% | Jan 31, 2024 |
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 8,602 | - | - | Mar 31, 2024 |
JNL VARIABLE FUND LLC | 0.00% | 17,163 | - | - | Mar 31, 2020 |
JAMES ADVANTAGE FUNDS | 0.00% | 6,132 | - | - | Dec 31, 2023 |
EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 14,363 | - | - | Feb 29, 2024 |
FPA FUNDS TRUST | 0.00% | 338,282 | - | - | Feb 29, 2024 |
Federated Hermes Equity Funds | 0.00% | 42,615 | - | - | Jan 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 454,984 | 7,850 | 1.76% | Feb 29, 2024 |
VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 26,031 | 165 | 0.64% | Mar 31, 2024 |
Calvert Variable Products, Inc. | 0.00% | 5,653 | - | - | Mar 31, 2024 |
TIAA-CREF LIFE FUNDS | 0.00% | 5,679 | -167 | -2.86% | Mar 31, 2024 |
NATIONWIDE MUTUAL FUNDS | 0.00% | 270,626 | -7,305 | -2.63% | Jan 31, 2024 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 166,813 | 25,251 | 17.84% | Jan 31, 2024 |
FINANCIAL INVESTORS TRUST | 0.00% | 158,181 | 35,380 | 28.81% | Jan 31, 2024 |
VANGUARD TAX-MANAGED FUNDS | 0.00% | 391,161 | -10,185 | -2.54% | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 10,300 | 10,300 | - | Mar 31, 2024 |
Dimensional ETF Trust | 0.00% | 787,784 | 38,277 | 5.11% | Jan 31, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,799,488 | 160,126 | 9.77% | Jan 31, 2024 |
BlackRock ETF Trust | 0.00% | 1,537 | 1,537 | - | Jan 31, 2024 |
CLEARWATER INVESTMENT TRUST | 0.00% | 16,324 | -4,215 | -20.52% | Mar 28, 2024 |
ETF Series Solutions | 0.00% | 25,507 | 19,128 | 299.86% | Jan 31, 2024 |
Legg Mason ETF Investment Trust | 0.00% | 2,821 | 1,485 | 111.15% | Mar 31, 2024 |
SHELTON FUNDS | 0.00% | 2,314 | -185 | -7.40% | Feb 29, 2024 |
ALLSPRING MASTER TRUST | 0.00% | 76,622 | 29,437 | 62.39% | Feb 29, 2024 |
FIDELITY COVINGTON TRUST | 0.00% | 21,241 | -11,184 | -34.49% | Mar 31, 2024 |
CARILLON SERIES TRUST | 0.00% | 63,568 | -4,371 | -6.43% | Mar 31, 2024 |
AdvisorShares Trust | 0.00% | 4,429 | - | - | Mar 28, 2024 |
CALAMOS INVESTMENT TRUST/IL | 0.00% | 114,190 | - | - | Jan 31, 2024 |
NORTHERN FUNDS | 0.00% | 156,159 | -41,376 | -20.95% | Mar 28, 2024 |
Advisors' Inner Circle Fund III | 0.00% | 120,000 | - | - | Jan 31, 2024 |
STEWARD FUNDS, INC. | 0.00% | 2,562 | - | - | Jan 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 31,427 | -4,485 | -12.49% | Mar 31, 2024 |
MAINSTAY FUNDS TRUST | 0.00% | 196,358 | - | - | Jan 31, 2024 |
Direxion Shares ETF Trust | 0.00% | 139,432 | 78,194 | 127.69% | Jan 31, 2024 |
SunAmerica Specialty Series | 0.00% | 477 | - | - | Apr 30, 2021 |
TIMOTHY PLAN | 0.00% | 4,060 | 549 | 15.64% | Mar 31, 2024 |
PUTNAM VARIABLE TRUST | 0.00% | 28,600 | -100 | -0.35% | Mar 31, 2024 |
Ultimus Managers Trust | 0.00% | 8,976 | - | - | Feb 29, 2024 |
PRAXIS MUTUAL FUNDS | 0.00% | 8,590 | - | - | Dec 31, 2023 |
NORTHERN LIGHTS FUND TRUST III | 0.00% | 9,000 | - | - | Jan 31, 2024 |
VALIC Co II | 0.00% | 24,000 | 3,216 | 15.47% | Feb 28, 2021 |
NORTHERN LIGHTS FUND TRUST II | 0.00% | 8,025 | - | - | Mar 31, 2024 |
SCHWAB STRATEGIC TRUST | 0.00% | 400,021 | 8,837 | 2.26% | Feb 29, 2024 |
PUTNAM ASSET ALLOCATION FUNDS | 0.00% | 22,315 | 1,182 | 5.59% | Mar 31, 2024 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 37,335 | -2,950 | -7.32% | Dec 31, 2023 |
PRUDENTIAL SERIES FUND | 0.00% | 52,130 | -2,150 | -3.96% | Mar 28, 2024 |
Horizon Funds | 0.00% | 1,216 | 985 | 426.41% | Feb 29, 2024 |
Catholic Responsible Investments Funds | 0.00% | 23,129 | -775 | -3.24% | Jan 31, 2024 |
JPMORGAN INSURANCE TRUST | 0.00% | 7,766 | 2,066 | 36.25% | Mar 31, 2023 |
Axos Financial Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 328 | 1.23% |
31 Mar, 24 | 324 | -1.22% |
31 Dec, 23 | 328 | 17.56% |
30 Sep, 23 | 279 | 1.82% |
30 Jun, 23 | 274 | 1.48% |
31 Mar, 23 | 270 | 10.20% |
31 Dec, 22 | 245 | -2.39% |
30 Sep, 22 | 251 | 2.03% |
30 Jun, 22 | 246 | -1.60% |
31 Mar, 22 | 250 | 0.40% |
31 Dec, 21 | 249 | 5.96% |
30 Sep, 21 | 235 | -0.84% |
30 Jun, 21 | 237 | -2.07% |
31 Mar, 21 | 242 | -1.22% |
31 Dec, 20 | 245 | 15.57% |
30 Sep, 20 | 212 | -4.93% |
30 Jun, 20 | 223 | 8.78% |
31 Mar, 20 | 205 | -11.64% |
31 Dec, 19 | 232 | - |
30 Sep, 19 | 232 | -3.33% |
30 Jun, 19 | 240 | -2.44% |
31 Mar, 19 | 246 | -1.60% |
31 Dec, 18 | 250 | 5.49% |
30 Sep, 18 | 237 | 23600.00% |
30 Jun, 18 | 1 | - |
31 Mar, 18 | 1 | - |
31 Dec, 17 | 1 | - |
30 Sep, 17 | 1 | - |
30 Jun, 17 | 1 | - |
31 Mar, 17 | 1 | - |
31 Dec, 16 | 1 | - |
30 Sep, 16 | 1 | - |
30 Jun, 16 | 1 | - |
31 Mar, 16 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 48,444,171 | 0.32% |
31 Mar, 24 | 48,290,562 | -1.78% |
31 Dec, 23 | 49,166,991 | 3.71% |
30 Sep, 23 | 47,409,075 | -0.95% |
30 Jun, 23 | 47,862,378 | 1.84% |
31 Mar, 23 | 46,999,167 | 0.43% |
31 Dec, 22 | 46,797,417 | 0.29% |
30 Sep, 22 | 46,659,910 | 0.11% |
30 Jun, 22 | 46,610,323 | 1.83% |
31 Mar, 22 | 45,774,019 | 0.63% |
31 Dec, 21 | 45,485,523 | -1.63% |
30 Sep, 21 | 46,240,763 | 1.50% |
30 Jun, 21 | 45,556,143 | 1.69% |
31 Mar, 21 | 44,797,077 | -1.09% |
31 Dec, 20 | 45,289,979 | 0.49% |
30 Sep, 20 | 45,069,679 | 0.30% |
30 Jun, 20 | 44,934,592 | -3.81% |
31 Mar, 20 | 46,712,255 | 1.00% |
31 Dec, 19 | 46,250,280 | 2.45% |
30 Sep, 19 | 45,144,525 | 0.28% |
30 Jun, 19 | 45,017,569 | 0.10% |
31 Mar, 19 | 44,973,062 | -3.12% |
31 Dec, 18 | 46,420,762 | 1.27% |
30 Sep, 18 | 45,836,427 | 5036870.00% |
30 Jun, 18 | 910 | - |
31 Mar, 18 | 910 | - |
31 Dec, 17 | 910 | - |
30 Sep, 17 | 910 | - |
30 Jun, 17 | 910 | - |
31 Mar, 17 | 910 | - |
31 Dec, 16 | 910 | - |
30 Sep, 16 | 910 | - |
30 Jun, 16 | 910 | 60.78% |
31 Mar, 16 | 566 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 85.09% | 1.18% |
31 Mar, 24 | 84.82% | 1.15% |
31 Dec, 23 | 85.93% | 1.33% |
30 Sep, 23 | 80.42% | 1.25% |
30 Jun, 23 | 80.18% | 1.30% |
31 Mar, 23 | 78.42% | 1.29% |
31 Dec, 22 | 78.00% | 1.28% |
30 Sep, 22 | 77.96% | 1.28% |
30 Jun, 22 | 78.12% | 1.32% |
31 Mar, 22 | 76.88% | 1.32% |
31 Dec, 21 | 76.45% | 1.26% |
30 Sep, 21 | 77.86% | 1.32% |
30 Jun, 21 | 76.91% | 1.34% |
31 Mar, 21 | 75.77% | 1.29% |
31 Dec, 20 | 76.70% | 1.34% |
30 Sep, 20 | 75.74% | 1.39% |
30 Jun, 20 | 73.91% | 1.26% |
31 Mar, 20 | 76.62% | 1.35% |
31 Dec, 19 | 75.43% | 1.39% |
30 Sep, 19 | 73.71% | 1.39% |
30 Jun, 19 | 72.73% | 1.35% |
31 Mar, 19 | 73.41% | 1.32% |
31 Dec, 18 | 74.47% | 1.40% |
30 Sep, 18 | 72.99% | 3612918807.14% |
30 Jun, 18 | 0.00% | 66200.00% |
31 Mar, 18 | 0.00% | 72507.14% |
31 Dec, 17 | 0.00% | 71607.14% |
30 Sep, 17 | 0.00% | 72800.00% |
30 Jun, 17 | 0.00% | 71471.43% |
31 Mar, 17 | 0.00% | 71292.86% |
31 Dec, 16 | 0.00% | 71128.57% |
30 Sep, 16 | 0.00% | 71278.57% |
30 Jun, 16 | 0.00% | 178722.22% |
31 Mar, 16 | 0.00% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 138 | 0.73% |
31 Mar, 24 | 137 | -6.80% |
31 Dec, 23 | 147 | 13.08% |
30 Sep, 23 | 130 | 10.17% |
30 Jun, 23 | 118 | -13.24% |
31 Mar, 23 | 136 | 16.24% |
31 Dec, 22 | 117 | - |
30 Sep, 22 | 117 | -1.68% |
30 Jun, 22 | 119 | 3.48% |
31 Mar, 22 | 115 | 1.77% |
31 Dec, 21 | 113 | 24.18% |
30 Sep, 21 | 91 | -1.09% |
30 Jun, 21 | 92 | 8.24% |
31 Mar, 21 | 85 | -22.73% |
31 Dec, 20 | 110 | 29.41% |
30 Sep, 20 | 85 | -15.00% |
30 Jun, 20 | 100 | 6.38% |
31 Mar, 20 | 94 | -4.08% |
31 Dec, 19 | 98 | 5.38% |
30 Sep, 19 | 93 | -11.43% |
30 Jun, 19 | 105 | 16.67% |
31 Mar, 19 | 90 | -19.64% |
31 Dec, 18 | 112 | -49.09% |
30 Sep, 18 | 220 | - |
30 Jun, 18 | - | - |
31 Mar, 18 | - | - |
31 Dec, 17 | - | - |
30 Sep, 17 | - | - |
30 Jun, 17 | - | - |
31 Mar, 17 | - | - |
31 Dec, 16 | - | - |
30 Sep, 16 | - | -100.00% |
30 Jun, 16 | 1 | - |
31 Mar, 16 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 130 | 5.69% |
31 Mar, 24 | 123 | 3.36% |
31 Dec, 23 | 119 | 29.35% |
30 Sep, 23 | 92 | -10.68% |
30 Jun, 23 | 103 | 21.18% |
31 Mar, 23 | 85 | 6.25% |
31 Dec, 22 | 80 | -6.98% |
30 Sep, 22 | 86 | 7.50% |
30 Jun, 22 | 80 | -12.09% |
31 Mar, 22 | 91 | 9.64% |
31 Dec, 21 | 83 | 6.41% |
30 Sep, 21 | 78 | -16.13% |
30 Jun, 21 | 93 | -5.10% |
31 Mar, 21 | 98 | 22.50% |
31 Dec, 20 | 80 | 2.56% |
30 Sep, 20 | 78 | 9.86% |
30 Jun, 20 | 71 | 9.23% |
31 Mar, 20 | 65 | -24.42% |
31 Dec, 19 | 86 | 17.81% |
30 Sep, 19 | 73 | 2.82% |
30 Jun, 19 | 71 | -25.26% |
31 Mar, 19 | 95 | 13.10% |
31 Dec, 18 | 84 | - |
30 Sep, 18 | - | - |
30 Jun, 18 | - | - |
31 Mar, 18 | - | - |
31 Dec, 17 | - | - |
30 Sep, 17 | - | - |
30 Jun, 17 | - | - |
31 Mar, 17 | - | - |
31 Dec, 16 | - | - |
30 Sep, 16 | - | - |
30 Jun, 16 | - | - |
31 Mar, 16 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 328 | 1.23% | 48,444,171 | 0.32% | 85.09% | 1.18% | 138 | 0.73% | 130 | 5.69% |
31 Mar, 24 | 324 | -1.22% | 48,290,562 | -1.78% | 84.82% | 1.15% | 137 | -6.80% | 123 | 3.36% |
31 Dec, 23 | 328 | 17.56% | 49,166,991 | 3.71% | 85.93% | 1.33% | 147 | 13.08% | 119 | 29.35% |
30 Sep, 23 | 279 | 1.82% | 47,409,075 | -0.95% | 80.42% | 1.25% | 130 | 10.17% | 92 | -10.68% |
30 Jun, 23 | 274 | 1.48% | 47,862,378 | 1.84% | 80.18% | 1.30% | 118 | -13.24% | 103 | 21.18% |
31 Mar, 23 | 270 | 10.20% | 46,999,167 | 0.43% | 78.42% | 1.29% | 136 | 16.24% | 85 | 6.25% |
31 Dec, 22 | 245 | -2.39% | 46,797,417 | 0.29% | 78.00% | 1.28% | 117 | - | 80 | -6.98% |
30 Sep, 22 | 251 | 2.03% | 46,659,910 | 0.11% | 77.96% | 1.28% | 117 | -1.68% | 86 | 7.50% |
30 Jun, 22 | 246 | -1.60% | 46,610,323 | 1.83% | 78.12% | 1.32% | 119 | 3.48% | 80 | -12.09% |
31 Mar, 22 | 250 | 0.40% | 45,774,019 | 0.63% | 76.88% | 1.32% | 115 | 1.77% | 91 | 9.64% |
31 Dec, 21 | 249 | 5.96% | 45,485,523 | -1.63% | 76.45% | 1.26% | 113 | 24.18% | 83 | 6.41% |
30 Sep, 21 | 235 | -0.84% | 46,240,763 | 1.50% | 77.86% | 1.32% | 91 | -1.09% | 78 | -16.13% |
30 Jun, 21 | 237 | -2.07% | 45,556,143 | 1.69% | 76.91% | 1.34% | 92 | 8.24% | 93 | -5.10% |
31 Mar, 21 | 242 | -1.22% | 44,797,077 | -1.09% | 75.77% | 1.29% | 85 | -22.73% | 98 | 22.50% |
31 Dec, 20 | 245 | 15.57% | 45,289,979 | 0.49% | 76.70% | 1.34% | 110 | 29.41% | 80 | 2.56% |
30 Sep, 20 | 212 | -4.93% | 45,069,679 | 0.30% | 75.74% | 1.39% | 85 | -15.00% | 78 | 9.86% |
30 Jun, 20 | 223 | 8.78% | 44,934,592 | -3.81% | 73.91% | 1.26% | 100 | 6.38% | 71 | 9.23% |
31 Mar, 20 | 205 | -11.64% | 46,712,255 | 1.00% | 76.62% | 1.35% | 94 | -4.08% | 65 | -24.42% |
31 Dec, 19 | 232 | - | 46,250,280 | 2.45% | 75.43% | 1.39% | 98 | 5.38% | 86 | 17.81% |
30 Sep, 19 | 232 | -3.33% | 45,144,525 | 0.28% | 73.71% | 1.39% | 93 | -11.43% | 73 | 2.82% |
30 Jun, 19 | 240 | -2.44% | 45,017,569 | 0.10% | 72.73% | 1.35% | 105 | 16.67% | 71 | -25.26% |
31 Mar, 19 | 246 | -1.60% | 44,973,062 | -3.12% | 73.41% | 1.32% | 90 | -19.64% | 95 | 13.10% |
31 Dec, 18 | 250 | 5.49% | 46,420,762 | 1.27% | 74.47% | 1.40% | 112 | -49.09% | 84 | - |
30 Sep, 18 | 237 | 23600.00% | 45,836,427 | 5036870.00% | 72.99% | 3612918807.14% | 220 | - | - | - |
30 Jun, 18 | 1 | - | 910 | - | 0.00% | 66200.00% | - | - | - | - |
31 Mar, 18 | 1 | - | 910 | - | 0.00% | 72507.14% | - | - | - | - |
31 Dec, 17 | 1 | - | 910 | - | 0.00% | 71607.14% | - | - | - | - |
30 Sep, 17 | 1 | - | 910 | - | 0.00% | 72800.00% | - | - | - | - |
30 Jun, 17 | 1 | - | 910 | - | 0.00% | 71471.43% | - | - | - | - |
31 Mar, 17 | 1 | - | 910 | - | 0.00% | 71292.86% | - | - | - | - |
31 Dec, 16 | 1 | - | 910 | - | 0.00% | 71128.57% | - | - | - | - |
30 Sep, 16 | 1 | - | 910 | - | 0.00% | 71278.57% | - | -100.00% | - | - |
30 Jun, 16 | 1 | - | 910 | 60.78% | 0.00% | 178722.22% | 1 | - | - | - |
31 Mar, 16 | 1 | - | 566 | - | 0.00% | - | 1 | - | - | - |
Axos Financial Insider Shareholders Trades
Open Market Insider Trades
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
Axos Financial Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q1 2024 | 24 | 37 | 64.86% |
Q4 2023 | 1 | 2 | 50.00% |
Q3 2023 | 71 | 109 | 65.14% |
Q2 2023 | 1 | 4 | 25.00% |
Q1 2023 | 34 | 51 | 66.67% |
Q4 2022 | - | 1 | - |
Q3 2022 | 52 | 78 | 66.67% |
Q2 2022 | 1 | 2 | 50.00% |
Q1 2022 | 24 | 45 | 53.33% |
Q4 2021 | - | 8 | - |
Q3 2021 | 68 | 94 | 72.34% |
Q2 2021 | 2 | 5 | 40.00% |
Q1 2021 | 22 | 36 | 61.11% |
Q4 2020 | 6 | 15 | 40.00% |
Q3 2020 | 59 | 83 | 71.08% |
Q2 2020 | 2 | 4 | 50.00% |
Q1 2020 | 22 | 23 | 95.65% |
Q4 2019 | 8 | 16 | 50.00% |
Q3 2019 | 57 | 83 | 68.67% |
Q2 2019 | 1 | 2 | 50.00% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q1 2024 | 2 | 7 | 28.57% |
Q4 2023 | - | 2 | - |
Q3 2023 | - | 5 | - |
Q2 2023 | - | 2 | - |
Q1 2023 | 2 | 2 | 100.00% |
Q4 2022 | - | 1 | - |
Q3 2022 | - | 15 | - |
Q2 2022 | - | - | - |
Q1 2022 | - | 2 | - |
Q4 2021 | - | 6 | - |
Q3 2021 | - | - | - |
Q2 2021 | - | 1 | - |
Q1 2021 | - | 7 | - |
Q4 2020 | - | 1 | - |
Q3 2020 | - | - | - |
Q2 2020 | - | - | - |
Q1 2020 | 4 | - | - |
Q4 2019 | - | - | - |
Q3 2019 | - | - | - |
Q2 2019 | - | - | - |
Axos Financial Peer Ownership
Ticker | Company |
---|---|
HBCP | Home Bancorp, Inc. |
GSBC | Great Southern Bancorp, Inc. |
BOKF | BOK Financial Corporation |
ACNB | ACNB Corporation |
FCAP | First Capital, Inc. |
AUBN | Auburn National Bancorporation, Inc. |
CWBC | Community West Bancshares |
AMNB | American National Bankshares Inc. |
BCBP | BCB Bancorp, Inc. |
AFBI | Affinity Bancshares, Inc. |
FGBI | First Guaranty Bancshares, Inc. |
BANF | BancFirst Corporation |
FFIN | First Financial Bankshares, Inc. |
NBHC | National Bank Holdings Corporation |
BRKL | Brookline Bancorp, Inc. |
BCML | BayCom Corp |
AX Ownership FAQ
Who Owns Axos Financial?
Axos Financial is owned by institutional shareholders (85.09%), insiders (9.50%), and public (5.41%). The largest institutional shareholder of Axos Financial is BLACKROCK INC. (14.39% of total shares) and the top mutual fund owner is CALDWELL & ORKIN FUNDS INC (1.28% of total shares).
Who are the major institutional shareholders of Axos Financial?
Axos Financial's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, STATE STREET CORP, DIMENSIONAL FUND ADVISORS LP, and AMERICAN CENTURY COMPANIES INC. The top five shareholders own together 36.84% of the company's share outstanding.
How many Axos Financial shareholders are there?
As of Jun 2024, there are 328 institutional shareholders of Axos Financial.
What percentage of Axos Financial is owned by BLACKROCK INC?
BLACKROCK INC owns 8.19M shares of Axos Financial, representing 14.39% of the company's total shares outstanding, valued at $468.26M (as of Jun 2024).
What percentage of Axos Financial is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 5.57M shares of Axos Financial (AX), compromising 9.78% of the company, valued at $318.09M.
What percentage of Axos Financial is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of Axos Financial. The company owns 3.01M of the company's shares outstanding (worth $172.23B).