AX / Axos Financial, Inc. - Institutionelt ejerskab - Købere

Axos Financial, Inc.
US ˙ NYSE ˙ US05465C1009

Institutionelt og fondsejerskab - Købere

Større indehavere, der har åbnet nye stillinger i Axos Financial, Inc., omfatter Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, Vanguard Fiduciary Trust Co, Militia Capital Management LLC, VANGUARD ASSET MANAGEMENT, Ltd, Global Frontier Investments LLC, Weiss Asset Management LP, Vanguard Global Advisers, LLC, Integrated Quantitative Investments LLC, Vanguard Investments Australia, Ltd., Mangrove Partners, DnB Asset Management AS, Summit Wealth Group Llc / Co, Baer Investment Advisory LLC, Beacon Pointe Advisors, LLC, Reyes Financial Architecture, Inc., Elequin Capital Lp, Cassaday & Co Wealth Management LLC, Dv Equities, Llc, og SageView Advisory Group, LLC .

Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-05-14 13F Allworth Financial LP 87 29,85 7 40,00
2026-02-17 13F Weiss Asset Management LP 33.660 2.900
2026-05-15 13F Jones Financial Companies Lllp 13.189 73,84 1.094 67,53
2026-05-07 13F Cassaday & Co Wealth Management LLC 190 16
2026-05-14 13F Captrust Financial Advisors 2.792 3,68 238 2,16
2026-05-13 13F Ubs Asset Management Americas Inc 94.671 9,16 8.056 7,80
2026-05-13 13F Integrated Quantitative Investments LLC 24.265 2.065
2026-05-15 13F Empowered Funds, LLC 216.366 74,66 18.411 72,49
2026-05-14 13F Oak Associates Ltd /oh/ 7.059 3,93 601 2,56
2026-05-12 13F Rhumbline Advisers 156.373 2,55 13.306 1,27
2026-05-15 13F California State Teachers Retirement System 62.401 22,22 5.310 20,71
2026-05-14 13F Us Bancorp \de\ 16.189 11,80 1.378 10,43
2026-05-22 13F/A Summitry Llc 3.018 0,10 257 -1,16
2026-04-23 13F CWM Advisors, LLC 22 4,76 2 0,00
2026-05-14 13F Legato Capital Management LLC 9.474 806
2026-05-15 13F Cresset Asset Management, LLC 2.377 202
2026-05-12 13F Creative Planning 5.065 5,59 431 4,12
2026-04-23 13F SJS Investment Consulting Inc. 15 87,50 1
2026-05-05 13F UBS Group AG Put 75.000 6.382
2026-05-05 13F UBS Group AG 301.816 17,79 25.682 16,33
2026-04-06 13F Versant Capital Management, Inc 398 920,51 34 1.000,00
2026-04-23 13F Farmers & Merchants Investments Inc 841 2.373,53 72 3.450,00
2026-05-06 13F LPL Financial LLC 33.886 5,70 2.883 4,38
2026-05-06 13F Bessemer Group Inc 84.354 30,34 7 40,00
2026-05-12 13F Reyes Financial Architecture, Inc. 592 50
2026-04-30 13F Nisa Investment Advisors, Llc 11.448 0,29 974 -0,92
2026-05-14 13F Swiss Life Asset Management Ltd 5.814 104,21 495 101,63
2026-05-12 13F Clark Wealth Partners 264 21,66 22 22,22
2026-05-15 13F Mangrove Partners 4.213 358
2026-05-14 13F/A First Eagle Investment Management, LLC 164.612 15,69 14.007 14,25
2026-04-17 13F CENTRAL TRUST Co 12 1
2026-05-14 13F Keebeck Wealth Management, LLC 6.509 10,60 554 9,07
2026-04-29 13F CVA Family Office, LLC 42 4
2026-05-04 13F Envestnet Asset Management Inc 77.537 28,41 6.598 26,82
2026-05-13 13F State of Wyoming 350 30
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 39.879 0,55 3.404 -5,23
2026-05-01 13F Avion Wealth 20 42,86 0
2026-05-12 13F Bnp Paribas Arbitrage, Sa 27.908 4,31 2.375 2,99
2026-05-15 13F Qube Research & Technologies Ltd 16.470 1.401
2026-05-08 13F Vanguard Investments Australia, Ltd. 14.072 1.197
2026-05-15 13F Davis Asset Management, L.P. 1.535.219 5,35 123.995 -1,24
2026-05-15 13F MAI Capital Management 1.562 4,13 133 2,33
2026-05-15 13F Victory Capital Management Inc 94.637 24,98 8.053 23,42
2026-05-13 13F Xponance, Inc. 6.275 5,98 534 4,51
2026-05-12 13F Persistent Asset Partners Ltd 23.326 897,69 1.985 887,06
2026-05-15 13F CI Private Wealth, LLC 2.849 5,68 242 4,31
2026-05-13 13F Parkside Financial Bank & Trust 1.039 24,43 88 23,94
2026-05-14 13F Neuberger Berman Group LLC 2.814 12,34 239 11,16
2026-02-13 13F Sei Investments Co 27.175 22,93 2.341 25,12
2026-04-29 13F Klp Kapitalforvaltning As 16.300 2,52 1.387 1,24
2026-05-07 13F Mutual Of America Capital Management Llc 6.486 0,19 552 -1,08
2026-05-15 13F Transamerica Financial Advisors, Inc. 1.053 137,70 90 134,21
2026-05-15 13F Wellington Management Group Llp 837.853 58,59 71.293 56,62
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4.238 12,71 361 11,46
2026-05-05 13F HighTower Advisors, LLC 5.889 31,10 501 29,46
2026-05-15 13F Alliancebernstein L.p. 66.030 0,71 5.689 0,73
2026-04-22 13F Retirement Guys Formula Llc 2.543 3,84 216 2,37
2026-04-23 13F MQS Management LLC 3.040 259
2026-04-27 13F Truist Financial Corp 13.496 12,49 1.148 11,13
2026-05-12 13F Wakefield Asset Management LLLP 17.149 0,64 1.459 -0,61
2026-05-15 13F Price T Rowe Associates Inc /md/ 62.145 20,71 5 25,00
2026-05-15 13F PMC FIG Opportunities LLC 59.280 805,31 5.044 794,33
2026-02-17 13F Dv Equities, Llc 138 12
2026-05-12 13F Waterloo Capital, L.P. 6.354 0,25 541 -1,10
2026-05-15 13F Kemnay Advisory Services Inc. 297 95,39 25 92,31
2026-05-05 13F Livforsakringsbolaget Skandia, Omsesidigt 44.700 9,83 3.804 8,53
2026-04-30 13F Equitable Trust Co 6.528 42,19 555 40,51
2026-05-07 13F Swiss National Bank 106.400 0,38 9.054 -0,87
2026-05-13 13F Prudential Financial Inc 121.998 10,53 10.381 9,15
2026-05-15 13F Keating Financial Advisory Services, Inc. 71 102,86 6 100,00
2026-05-15 13F Freestone Grove Partners LP 34 3
2026-05-15 13F American Century Companies Inc 2.510.407 1,44 213.611 0,18
2026-05-13 13F Prestige Wealth Management Group LLC 4 0
2026-05-01 13F Anchor Investment Management, LLC 65 6
2026-05-08 13F Alps Advisors Inc 5.853 16,27 498 15,01
2026-04-20 13F Jfs Wealth Advisors, Llc 91 4,60 8 0,00
2026-05-07 13F Dimensional Fund Advisors Lp 2.177.003 0,35 185.234 -0,90
2026-05-15 13F Susquehanna International Group, Llp 39.364 141,94 3.349 139,04
2026-04-06 13F GAMMA Investing LLC 2.277 5,32 194 3,76
2026-05-15 13F Charles Schwab Investment Management Inc 732.081 1,46 62.293 0,20
2026-04-28 13F Harbor Capital Advisors, Inc. 456 0
2026-05-15 13F Larson Financial Group LLC 33 6,45 3 0,00
2026-05-15 13F State Street Corp 2.816.697 4,46 239.673 3,17
2026-05-13 13F Renaissance Group Llc 113.384 23,78 9.648 22,24
2026-05-15 13F Horizon Investment Services, LLC 12.592 19,97 1.071 18,47
2026-05-13 13F Gator Capital Management, LLC 186.840 5,95 15.898 4,64
2026-05-11 13F Umb Bank N A/mo 348 1,16 30 0,00
2026-05-14 13F Gts Securities Llc 5.903 502
2026-05-11 13F/A Foyston, Gordon, & Payne Inc 5.282 1,79 449 0,45
2026-05-07 13F Wcm Investment Management, Llc 95.366 36,29 7.904 30,20
2026-05-14 13F 1832 Asset Management L.P. 379.784 1,17 32.316 -0,09
2026-05-15 13F Citadel Advisors Llc 68.790 398,48 5.853 392,26
2026-05-01 13F Hohimer Wealth Management, Llc 2.543 216
2026-05-12 13F Stifel Financial Corp 7.144 0,44 608 -0,82
2026-04-08 13F Ccg Wealth Management, Llc 162.896 971,68 13.861 958,82
2026-05-08 13F Los Angeles Capital Management Llc 6.090 138,82 518 156,44
2026-05-21 13F Argent Capital Management Llc 93.929 105,28 7.992 102,74
2026-05-15 13F Tower Research Capital LLC (TRC) 3.550 63,07 302 61,50
2026-05-15 13F Osterweis Capital Management Inc 163.740 14,76 13.933 13,33
2026-05-14 13F Northern Trust Corp 684.712 2,96 58.262 1,68
2026-02-12 13F CIBC Private Wealth Group, LLC 19 1.800,00 2
2026-05-15 13F Beacon Pointe Advisors, LLC 2.594 221
2026-05-15 13F/A EverSource Wealth Advisors, LLC 767 42,83 65 41,30
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 2.701 1,54 230 0,00
2026-05-11 13F Ashton Thomas Private Wealth, LLC 4.816 37,80 410 35,88
2026-05-13 13F Public Sector Pension Investment Board 289.060 6,50 24.596 5,18
2026-05-13 13F Militia Capital Management LLC 100.000 8.509
2026-04-07 13F Farther Finance Advisors, LLC 633 520,59 54 575,00
2026-05-12 13F Invesco Ltd. 546.306 171,86 46.485 168,50
2026-05-07 13F KBC Group NV 1.983 24,56 0
2026-05-15 13F Boothbay Fund Management, Llc 67.780 311,66 5.767 306,70
2026-05-01 13F Hantz Financial Services, Inc. 926 83,37 0
2026-05-08 13F Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 368.241 31.334
2026-04-14 13F Bay Harbor Wealth Management, LLC 9 50,00 1
2026-05-08 13F VANGUARD ASSET MANAGEMENT, Ltd 51.578 4.389
2026-04-13 13F Massmutual Trust Co Fsb/adv 112 2,75 10 0,00
2026-04-28 13F Bogart Wealth, LLC 5 0
2026-05-13 13F First Trust Advisors Lp 63.111 8,09 5.370 6,76
2026-04-15 13F Merit Financial Group, LLC 3.192 1,27 272 0,00
2026-05-15 13F Advisory Services Network, LLC 1.255 107
2026-05-08 13F Twin Peaks Wealth Advisors, LLC 188 16
2026-04-13 13F Mather Group, Llc. 168 14
2026-05-11 13F OpenArc Corporate Advisory, LLC 2.674 0,30 228 -0,87
2026-04-21 13F Gilpin Wealth Management, Llc 4 33,33 0
2026-05-08 13F Vanguard Portfolio Management Llc 3.090.775 262.994
2026-05-04 13F Principal Financial Group Inc 353.951 4,93 30.118 3,63
2026-02-17 13F SageView Advisory Group, LLC 114 10
2026-05-14 13F Virtu Financial LLC 3.009 0
2026-05-15 13F Brevan Howard Capital Management LP 135.129 440,52 11.498 436,04
2026-05-12 13F TD Waterhouse Canada Inc. 10.868 2.493,79 932 2.488,89
2026-05-15 13F/A Global Frontier Investments LLC 37.000 3
2026-05-06 13F Assetmark, Inc 44 37,50 4 50,00
2026-02-13 13F Colony Group, LLC 45.066 2,62 3.819 2,74
2026-05-13 13F Franklin Resources Inc 754.994 65,87 64.242 63,82
2026-04-23 13F Summit Wealth Group Llc / Co 2.750 234
2026-05-15 13F State of Tennessee, Treasury Department 34.195 9,61 2.910 -5,80
2026-05-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 24.048 578,75 2.046 570,82
2026-05-15 13F Mercer Global Advisors Inc /adv 12.729 8,82 1.083 7,55
2026-05-14 13F Rialto Wealth Management, LLC 8 33,33 1
2026-05-15 13F Harbour Investments, Inc. 102 5.000,00 9
2026-05-11 13F Elequin Capital Lp 340 29
2026-05-15 13F Bank Of America Corp /de/ 221.656 68,47 18.861 66,37
2026-05-14 13F JustInvest LLC 4.918 18,82 418 17,42
2026-05-13 13F/A Walleye Capital LLC 337 29
2026-05-15 13F/A Vanguard Capital Management Llc 2.454.074 208.817
2026-05-15 13F Squarepoint Ops LLC 180.407 33,86 15.351 32,19
2026-05-13 13F/A Walleye Capital LLC Call 3.100 264
2026-05-13 13F O'shaughnessy Asset Management, Llc 4.345 6,29 370 4,83
2026-05-13 13F/A Walleye Capital LLC Put 2.400 204
2026-05-13 13F Syon Capital Llc 2.661 0,68 226 -0,44
2026-04-07 13F Signaturefd, Llc 166 3,75 14 7,69
2026-05-15 13F National Bank Of Canada /fi/ 1.601 39,10 136 37,37
2026-05-08 13F/A JPL Wealth Management, LLC 25 2
2026-05-13 13F Natixis Advisors, L.p. 27.035 31,40 2 100,00
2026-05-11 13F Boston Partners 413.152 18,29 35.172 15,72
2026-05-12 13F Vestcor Inc 17.784 78,23 2
2026-05-13 13F Cetera Investment Advisers 16.644 0,59 1.416 -0,63
2026-04-27 13F Baer Investment Advisory LLC 2.670 227
2026-05-12 13F Curio Wealth, Llc 2 0
2026-05-14 13F Cwm, Llc 10.140 1,85 863
2026-02-12 13F Commonwealth Equity Services, Llc 25.723 0,63 2.216 110.700,00
2026-04-24 13F Root Financial Partners, LLC 506 2,43 43 2,38
2026-04-17 13F HHM Wealth Advisors, LLC 55 5
2026-05-08 13F Walleye Trading LLC Put 15.200 4,11 1.293 2,86
2026-05-19 13F Cim Investment Mangement Inc 4.235 1,61 360 0,28
2026-02-14 13F Militia Capital Partners, LP 100.000 13,64 8.616 15,67
2026-05-15 13F Geode Capital Management, Llc 1.958.430 10,30 168.529 8,95
2026-05-08 13F Walleye Trading LLC Call 11.900 7,21 1.013 5,86
2026-05-12 13F Royce & Associates Lp 134.616 22,93 11.454 21,40
2026-05-07 13F Jefferies Financial Group Inc. 5.739 488
2026-05-15 13F Bragg Financial Advisors, Inc 355.868 0,12 30.281 -1,13
2026-05-14 13F Polen Capital Management Llc 16.849 53,37 1.434 51,48
2026-05-19 13F Western Wealth Management, LLC 4.854 413
2026-05-05 13F Allspring Global Investments Holdings, LLC 432.739 38,16 37.203 35,93
2026-05-14 13F Raymond James Financial Inc 143.565 6,27 12.216 4,95
2026-04-24 13F James Investment Research Inc 7.548 0,13 642 -1,08
2026-05-08 13F Bruce G. Allen Investments, LLC 10 25,00 1
2026-05-12 13F Jane Street Group, Llc Call 87.900 238,08 7.479 233,88
2026-05-15 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 25.506 0,87 2.170 -0,37
2026-04-17 13F Vermillion Wealth Management, Inc. 3 0
2026-05-08 13F Vanguard Global Advisers, LLC 25.459 2.166
2026-05-14 13F Arrowstreet Capital, Limited Partnership 122.888 8,53 10.457 7,19
2026-05-07 13F Rothschild Investment Llc 100 4,17 9 0,00
2026-05-15 13F Fmr Llc 2.437.674 30,30 207.422 28,68
2026-04-20 13F Yorktown Management & Research Co Inc 6.000 511
2026-05-14 13F/A Empirical Finance, LLC 178.281 86,55 15.170 84,25
2026-04-16 13F Evolve Private Wealth, Llc 13.670 5,92 1.163 4,68
2026-05-15 13F Zurcher Kantonalbank (Zurich Cantonalbank) 14.273 24,41 1.214 22,87
2026-05-13 13F Mach-1 Financial Group, Inc. 3.211 273
2026-05-13 13F Owl Creek Wealth Partners LLC 84 7
2026-05-12 13F Rsm Us Wealth Management Llc 2.604 4,08 222 1,84
2026-05-15 13F Schonfeld Strategic Advisors LLC 3.163 269
2026-05-15 13F XTX Topco Ltd 3.762 5,41 320 4,23
2026-05-15 13F FIL Ltd 85.000 7.233
2026-04-15 13F Fortitude Family Office, LLC 58 75,76 5 100,00
2026-04-27 13F New York State Teachers Retirement System 40.953 9,78 3 0,00
2026-05-14 13F DnB Asset Management AS 3.300 281
2026-05-14 13F Philadelphia Financial Management of San Francisco, LLC 88.200 7.505
2026-02-13 13F Barclays Plc 103.107 13,13 8.884 15,14
2026-05-01 13F Fifth Third Bancorp 13.826 3.056,62 1.176 3.078,38
2026-05-15 13F Cerity Partners LLC 125.212 11,78 10.654 10,39
2026-05-15 13F Aqr Capital Management Llc 234.747 0,91 19.975 -0,34
2026-02-11 13F Group One Trading, L.p. 7.046 607
2026-05-15 13F Quantinno Capital Management LP 56.525 236,54 4.810 232,34
2026-05-15 13F Amundi 3.047 259
2026-02-06 13F Global Retirement Partners, LLC 1.529 524,08 132 555,00
2026-05-13 13F Lido Advisors, LLC 7.060 14,80 601 14,94
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