AX US Equity

Axos Financial, Inc.

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Financials · Savings Institution, Federally Chartered · CIK 1299709 · FYE 0630

$98.18

-1.00 (-1.01%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding AX · 2026-Q1 methodology → sources →

381 holders

% of shares outstanding held

83.8%

Shares held (13F)

47,645,630

Reporting holders

381

Top holders

largest 100 of 381 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	8,321,2988.3M	$708M	14.63%	—
2	VANGUARD PORTFOLIO MANAGEMENT LLC	3,090,7753.1M	$263M	5.43%	NEW†
3	STATE STREET CORP	2,816,6972.8M	$240M	4.95%	ADD 4%
4	AMERICAN CENTURY COMPANIES INC	2,510,4072.5M	$214M	4.41%	—
5	VANGUARD CAPITAL MANAGEMENT LLC	2,454,0742.5M	$209M	4.31%	NEW†
6	FMR LLC	2,437,6742.4M	$207M	4.29%	ADD 30%
7	DIMENSIONAL FUND ADVISORS LP	2,177,0032.2M	$185M	3.83%	—
8	GEODE CAPITAL MANAGEMENT, LLC	1,958,4302.0M	$169M	3.44%	ADD 10%
9	Davis Asset Management, L.P.	1,535,2191.5M	$124M	2.70%	ADD 5%
10	WELLINGTON MANAGEMENT GROUP LLP	837,853837,853	$71M	1.47%	ADD 59%
11	FRANKLIN RESOURCES INC	754,994754,994	$64M	1.33%	ADD 66%
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	732,081732,081	$62M	1.29%	—
13	AMERIPRISE FINANCIAL INC	708,489708,489	$60M	1.25%	TRIM -6%
14	NORTHERN TRUST CORP	684,712684,712	$58M	1.20%	ADD 3%
15	WASATCH ADVISORS LP	616,381616,381	$52M	1.08%	—
16	GENEVA CAPITAL MANAGEMENT LLC	608,081608,081	$52M	1.07%	TRIM -8%
17	Invesco Ltd.	546,306546,306	$46M	0.96%	ADD 172%
18	MORGAN STANLEY	543,627543,627	$46M	0.96%	TRIM -4%
19	EMERALD ADVISERS, LLC	496,232496,232	$42M	0.87%	TRIM -5%
20	Allspring Global Investments Holdings, LLC	432,739432,739	$37M	0.76%	ADD 38%
21	Boston Partners	413,152413,152	$35M	0.73%	ADD 18%
22	1832 Asset Management L.P.	379,784379,784	$32M	0.67%	—
23	SHAKER INVESTMENTS LLC/OH	368,712368,712	$31M	0.65%	TRIM -3%
24	Bank of New York Mellon Corp	368,667368,667	$31M	0.65%	TRIM -2%
25	VANGUARD FIDUCIARY TRUST CO	368,241368,241	$31M	0.65%	NEW
26	Bragg Financial Advisors, Inc	355,868355,868	$30M	0.63%	—
27	PRINCIPAL FINANCIAL GROUP INC	353,951353,951	$30M	0.62%	ADD 5%
28	GOLDMAN SACHS GROUP INC	353,689353,689	$30M	0.62%	TRIM -5%
29	EMERALD MUTUAL FUND ADVISERS TRUST	336,740336,740	$29M	0.59%	—
30	UBS Group AG	301,816301,816	$26M	0.53%	ADD 18%
31	LOOMIS SAYLES & CO L P	298,514298,514	$25M	0.52%	TRIM -3%
32	Public Sector Pension Investment Board	289,060289,060	$25M	0.51%	ADD 7%
33	JPMORGAN CHASE & CO	262,853262,853	$22M	0.46%	TRIM -18%
34	Nuveen, LLC	250,394250,394	$21M	0.44%	TRIM -39%
35	Stieven Capital Advisors, L.P.	240,745240,745	$20M	0.42%	TRIM -6%
36	AQR CAPITAL MANAGEMENT LLC	234,747234,747	$20M	0.41%	—
37	KENNEDY CAPITAL MANAGEMENT LLC	231,387231,387	$20M	0.41%	TRIM -25%
38	BANK OF AMERICA CORP /DE/	221,656221,656	$19M	0.39%	ADD 68%
39	Empowered Funds, LLC	216,366216,366	$18M	0.38%	ADD 75%
40	ALGERT GLOBAL LLC	191,844191,844	$16M	0.34%	TRIM -45%
41	Gator Capital Management, LLC	186,840186,840	$16M	0.33%	ADD 6%
42	Squarepoint Ops LLC	180,407180,407	$15M	0.32%	ADD 34%
43	Empirical Finance, LLC	178,281178,281	$15M	0.31%	ADD 87%
44	First Eagle Investment Management, LLC	164,612164,612	$14M	0.29%	ADD 16%
45	OSTERWEIS CAPITAL MANAGEMENT INC	163,740163,740	$14M	0.29%	ADD 15%
46	CCG WEALTH MANAGEMENT, LLC	162,896162,896	$14M	0.29%	ADD 972%
47	RHUMBLINE ADVISERS	156,373156,373	$13M	0.27%	ADD 3%
48	Pembroke Management, LTD	148,591148,591	$13M	0.26%	TRIM -49%
49	STATE OF WISCONSIN INVESTMENT BOARD	143,781143,781	$12M	0.25%	TRIM -6%
50	RAYMOND JAMES FINANCIAL INC	143,565143,565	$12M	0.25%	ADD 6%
51	Brevan Howard Capital Management LP	135,129135,129	$11M	0.24%	ADD 441%
52	ROYCE & ASSOCIATES LP	134,616134,616	$11M	0.24%	ADD 23%
53	Legal & General Group Plc	126,615126,615	$11M	0.22%	TRIM -9%
54	Cerity Partners LLC	125,212125,212	$11M	0.22%	ADD 12%
55	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	122,888122,888	$10M	0.22%	ADD 9%
56	PRUDENTIAL FINANCIAL INC	121,998121,998	$10M	0.21%	ADD 11%
57	Ategra Capital Management, LLC	113,765113,765	$10M	0.20%	TRIM -26%
58	RENAISSANCE GROUP LLC	113,384113,384	$10M	0.20%	ADD 24%
59	Swiss National Bank	106,400106,400	$9M	0.19%	—
60	Militia Capital Management LLC	100,000100,000	$9M	0.18%	NEW
61	ROYAL BANK OF CANADA	98,21798,217	$8M	0.17%	—
62	KESTREL INVESTMENT MANAGEMENT CORP	95,15095,150	$8M	0.17%	—
63	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	94,67194,671	$8M	0.17%	ADD 9%
64	VICTORY CAPITAL MANAGEMENT INC	94,63794,637	$8M	0.17%	ADD 25%
65	ARGENT CAPITAL MANAGEMENT LLC	93,92993,929	$8M	0.17%	ADD 105%
66	WCM INVESTMENT MANAGEMENT, LLC	95,36695,366	$8M	0.17%	ADD 36%
67	Philadelphia Financial Management of San Francisco, LLC	88,20088,200	$8M	0.16%	NEW
68	CI INVESTMENTS INC.	85,01785,017	$7M	0.15%	TRIM -7%
69	FIL Ltd	85,00085,000	$7M	0.15%	NEW
70	BESSEMER GROUP INC	84,35484,354	$7M	0.15%	ADD 30%
71	LORD, ABBETT & CO. LLC	79,99779,997	$7M	0.14%	—
72	ENVESTNET ASSET MANAGEMENT INC	77,53777,537	$7M	0.14%	ADD 28%
73	CITADEL ADVISORS LLC	68,79068,790	$6M	0.12%	ADD 398%
74	BOOTHBAY FUND MANAGEMENT, LLC	67,78067,780	$6M	0.12%	ADD 312%
75	ALLIANCEBERNSTEIN L.P.	66,03066,030	$6M	0.12%	—
76	VOLORIDGE INVESTMENT MANAGEMENT, LLC	63,45563,455	$5M	0.11%	TRIM -42%
77	FIRST TRUST ADVISORS LP	63,11163,111	$5M	0.11%	ADD 8%
78	LGT Fund Management Co Ltd.	62,45062,450	$5M	0.11%	—
79	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	62,40162,401	$5M	0.11%	ADD 22%
80	PRICE T ROWE ASSOCIATES INC /MD/	62,14562,145	$5M	0.11%	ADD 21%
81	PMC FIG Opportunities LLC	59,28059,280	$5M	0.10%	ADD 805%
82	Quantinno Capital Management LP	56,52556,525	$5M	0.10%	ADD 237%
83	CITIGROUP INC	55,70255,702	$5M	0.10%	TRIM -14%
84	TCW GROUP INC	53,52053,520	$5M	0.09%	TRIM -3%
85	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	51,75651,756	$4M	0.09%	TRIM -8%
86	VANGUARD ASSET MANAGEMENT, Ltd	51,57851,578	$4M	0.09%	NEW
87	DEUTSCHE BANK AG\	48,09448,094	$4M	0.08%	TRIM -28%
88	Russell Investments Group, Ltd.	47,45047,450	$4M	0.08%	TRIM -41%
89	CANADA LIFE ASSURANCE Co	46,52046,520	$4M	0.08%	TRIM -5%
90	Thrivent Financial for Lutherans	45,92645,926	$4M	0.08%	—
91	Livforsakringsbolaget Skandia, Omsesidigt	44,70044,700	$4M	0.08%	ADD 10%
92	S&T Bank/PA	42,51442,514	$4M	0.07%	TRIM -23%
93	Focus Partners Wealth	42,29442,294	$4M	0.07%	TRIM -6%
94	Rafferty Asset Management, LLC	42,25242,252	$4M	0.07%	TRIM -12%
95	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	40,95340,953	$3M	0.07%	ADD 10%
96	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	39,87939,879	$3M	0.07%	—
97	SUSQUEHANNA INTERNATIONAL GROUP, LLP	39,36439,364	$3M	0.07%	ADD 142%
98	Global Frontier Investments LLC	37,00037,000	$3M	0.07%	NEW
99	State of Alaska, Department of Revenue	36,76336,763	$3M	0.06%	TRIM -2%
100	FRED ALGER MANAGEMENT, LLC	35,88835,888	$3M	0.06%	TRIM -34%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

8.3M

8.0M

8.2M

8.3M

$708M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

3.1M

$263M

STATE STREET CORP

3.3M

2.9M

2.7M

2.8M

$240M

AMERICAN CENTURY COMPANIES INC

1.9M

2.2M

2.4M

2.5M

$214M

VANGUARD CAPITAL MANAGEMENT LLC

—

2.5M

$209M

FMR LLC

496K

172K

185K

1.4M

1.9M

2.4M

$207M

DIMENSIONAL FUND ADVISORS LP

2.6M

2.4M

2.3M

2.2M

$185M

GEODE CAPITAL MANAGEMENT, LLC

1.5M

1.7M

1.8M

2.0M

$169M

Davis Asset Management, L.P.

1.5M

$124M

WELLINGTON MANAGEMENT GROUP LLP

641K

377K

445K

528K

838K

$71M

FRANKLIN RESOURCES INC

133K

152K

139K

414K

455K

755K

$64M

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

671K

658K

645K

669K

722K

732K

$62M

AMERIPRISE FINANCIAL INC

678K

682K

741K

710K

754K

708K

$60M

NORTHERN TRUST CORP

743K

730K

680K

690K

665K

685K

$58M

WASATCH ADVISORS LP

1.1M

1.0M

909K

905K

618K

616K

$52M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	381	47,645,630	83.8%	$4.0B
2025-Q4	377	45,948,338	80.8%	$4.0B
2025-Q3	382	45,500,695	80.0%	$3.9B
2025-Q2	365	44,919,117	79.0%	$3.4B
2025-Q1	351	45,834,589

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · AX

Large holders — 13G, passive (top 4 by % of class)

Holder	% of class	Type	As of
VANGUARD PORTFOLIO MANAGEMENT LLC	5.5%	QII	2026-03-31	SEC →
VANGUARD CAPITAL MANAGEMENT LLC	5.09%	QII	2026-03-31	SEC →
STATE STREET CORP	4.7%	QII	2025-06-30	SEC →
VANGUARD GROUP INC	0%	QII	2026-03-13	SEC →

Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).

Institutional ownership· 13F filers holding AX · 2026-Q1 methodology → sources →

381 holders

% of shares outstanding held

83.8%

Shares held (13F)

47,645,630

Reporting holders

381

Top holders

largest 100 of 381 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	8,321,2988.3M	$708M	14.63%	—
2	VANGUARD PORTFOLIO MANAGEMENT LLC	3,090,7753.1M	$263M	5.43%	NEW†
3	STATE STREET CORP	2,816,6972.8M	$240M	4.95%	ADD 4%
4	AMERICAN CENTURY COMPANIES INC	2,510,4072.5M	$214M	4.41%	—
5	VANGUARD CAPITAL MANAGEMENT LLC	2,454,0742.5M	$209M	4.31%	NEW†
6	FMR LLC	2,437,6742.4M	$207M	4.29%	ADD 30%
7	DIMENSIONAL FUND ADVISORS LP	2,177,0032.2M	$185M	3.83%	—
8	GEODE CAPITAL MANAGEMENT, LLC	1,958,4302.0M	$169M	3.44%	ADD 10%
9	Davis Asset Management, L.P.	1,535,2191.5M	$124M	2.70%	ADD 5%
10	WELLINGTON MANAGEMENT GROUP LLP	837,853837,853	$71M	1.47%	ADD 59%
11	FRANKLIN RESOURCES INC	754,994754,994	$64M	1.33%	ADD 66%
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	732,081732,081	$62M	1.29%	—
13	AMERIPRISE FINANCIAL INC	708,489708,489	$60M	1.25%	TRIM -6%
14	NORTHERN TRUST CORP	684,712684,712	$58M	1.20%	ADD 3%
15	WASATCH ADVISORS LP	616,381616,381	$52M	1.08%	—
16	GENEVA CAPITAL MANAGEMENT LLC	608,081608,081	$52M	1.07%	TRIM -8%
17	Invesco Ltd.	546,306546,306	$46M	0.96%	ADD 172%
18	MORGAN STANLEY	543,627543,627	$46M	0.96%	TRIM -4%
19	EMERALD ADVISERS, LLC	496,232496,232	$42M	0.87%	TRIM -5%
20	Allspring Global Investments Holdings, LLC	432,739432,739	$37M	0.76%	ADD 38%
21	Boston Partners	413,152413,152	$35M	0.73%	ADD 18%
22	1832 Asset Management L.P.	379,784379,784	$32M	0.67%	—
23	SHAKER INVESTMENTS LLC/OH	368,712368,712	$31M	0.65%	TRIM -3%
24	Bank of New York Mellon Corp	368,667368,667	$31M	0.65%	TRIM -2%
25	VANGUARD FIDUCIARY TRUST CO	368,241368,241	$31M	0.65%	NEW
26	Bragg Financial Advisors, Inc	355,868355,868	$30M	0.63%	—
27	PRINCIPAL FINANCIAL GROUP INC	353,951353,951	$30M	0.62%	ADD 5%
28	GOLDMAN SACHS GROUP INC	353,689353,689	$30M	0.62%	TRIM -5%
29	EMERALD MUTUAL FUND ADVISERS TRUST	336,740336,740	$29M	0.59%	—
30	UBS Group AG	301,816301,816	$26M	0.53%	ADD 18%
31	LOOMIS SAYLES & CO L P	298,514298,514	$25M	0.52%	TRIM -3%
32	Public Sector Pension Investment Board	289,060289,060	$25M	0.51%	ADD 7%
33	JPMORGAN CHASE & CO	262,853262,853	$22M	0.46%	TRIM -18%
34	Nuveen, LLC	250,394250,394	$21M	0.44%	TRIM -39%
35	Stieven Capital Advisors, L.P.	240,745240,745	$20M	0.42%	TRIM -6%
36	AQR CAPITAL MANAGEMENT LLC	234,747234,747	$20M	0.41%	—
37	KENNEDY CAPITAL MANAGEMENT LLC	231,387231,387	$20M	0.41%	TRIM -25%
38	BANK OF AMERICA CORP /DE/	221,656221,656	$19M	0.39%	ADD 68%
39	Empowered Funds, LLC	216,366216,366	$18M	0.38%	ADD 75%
40	ALGERT GLOBAL LLC	191,844191,844	$16M	0.34%	TRIM -45%
41	Gator Capital Management, LLC	186,840186,840	$16M	0.33%	ADD 6%
42	Squarepoint Ops LLC	180,407180,407	$15M	0.32%	ADD 34%
43	Empirical Finance, LLC	178,281178,281	$15M	0.31%	ADD 87%
44	First Eagle Investment Management, LLC	164,612164,612	$14M	0.29%	ADD 16%
45	OSTERWEIS CAPITAL MANAGEMENT INC	163,740163,740	$14M	0.29%	ADD 15%
46	CCG WEALTH MANAGEMENT, LLC	162,896162,896	$14M	0.29%	ADD 972%
47	RHUMBLINE ADVISERS	156,373156,373	$13M	0.27%	ADD 3%
48	Pembroke Management, LTD	148,591148,591	$13M	0.26%	TRIM -49%
49	STATE OF WISCONSIN INVESTMENT BOARD	143,781143,781	$12M	0.25%	TRIM -6%
50	RAYMOND JAMES FINANCIAL INC	143,565143,565	$12M	0.25%	ADD 6%
51	Brevan Howard Capital Management LP	135,129135,129	$11M	0.24%	ADD 441%
52	ROYCE & ASSOCIATES LP	134,616134,616	$11M	0.24%	ADD 23%
53	Legal & General Group Plc	126,615126,615	$11M	0.22%	TRIM -9%
54	Cerity Partners LLC	125,212125,212	$11M	0.22%	ADD 12%
55	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	122,888122,888	$10M	0.22%	ADD 9%
56	PRUDENTIAL FINANCIAL INC	121,998121,998	$10M	0.21%	ADD 11%
57	Ategra Capital Management, LLC	113,765113,765	$10M	0.20%	TRIM -26%
58	RENAISSANCE GROUP LLC	113,384113,384	$10M	0.20%	ADD 24%
59	Swiss National Bank	106,400106,400	$9M	0.19%	—
60	Militia Capital Management LLC	100,000100,000	$9M	0.18%	NEW
61	ROYAL BANK OF CANADA	98,21798,217	$8M	0.17%	—
62	KESTREL INVESTMENT MANAGEMENT CORP	95,15095,150	$8M	0.17%	—
63	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	94,67194,671	$8M	0.17%	ADD 9%
64	VICTORY CAPITAL MANAGEMENT INC	94,63794,637	$8M	0.17%	ADD 25%
65	ARGENT CAPITAL MANAGEMENT LLC	93,92993,929	$8M	0.17%	ADD 105%
66	WCM INVESTMENT MANAGEMENT, LLC	95,36695,366	$8M	0.17%	ADD 36%
67	Philadelphia Financial Management of San Francisco, LLC	88,20088,200	$8M	0.16%	NEW
68	CI INVESTMENTS INC.	85,01785,017	$7M	0.15%	TRIM -7%
69	FIL Ltd	85,00085,000	$7M	0.15%	NEW
70	BESSEMER GROUP INC	84,35484,354	$7M	0.15%	ADD 30%
71	LORD, ABBETT & CO. LLC	79,99779,997	$7M	0.14%	—
72	ENVESTNET ASSET MANAGEMENT INC	77,53777,537	$7M	0.14%	ADD 28%
73	CITADEL ADVISORS LLC	68,79068,790	$6M	0.12%	ADD 398%
74	BOOTHBAY FUND MANAGEMENT, LLC	67,78067,780	$6M	0.12%	ADD 312%
75	ALLIANCEBERNSTEIN L.P.	66,03066,030	$6M	0.12%	—
76	VOLORIDGE INVESTMENT MANAGEMENT, LLC	63,45563,455	$5M	0.11%	TRIM -42%
77	FIRST TRUST ADVISORS LP	63,11163,111	$5M	0.11%	ADD 8%
78	LGT Fund Management Co Ltd.	62,45062,450	$5M	0.11%	—
79	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	62,40162,401	$5M	0.11%	ADD 22%
80	PRICE T ROWE ASSOCIATES INC /MD/	62,14562,145	$5M	0.11%	ADD 21%
81	PMC FIG Opportunities LLC	59,28059,280	$5M	0.10%	ADD 805%
82	Quantinno Capital Management LP	56,52556,525	$5M	0.10%	ADD 237%
83	CITIGROUP INC	55,70255,702	$5M	0.10%	TRIM -14%
84	TCW GROUP INC	53,52053,520	$5M	0.09%	TRIM -3%
85	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	51,75651,756	$4M	0.09%	TRIM -8%
86	VANGUARD ASSET MANAGEMENT, Ltd	51,57851,578	$4M	0.09%	NEW
87	DEUTSCHE BANK AG\	48,09448,094	$4M	0.08%	TRIM -28%
88	Russell Investments Group, Ltd.	47,45047,450	$4M	0.08%	TRIM -41%
89	CANADA LIFE ASSURANCE Co	46,52046,520	$4M	0.08%	TRIM -5%
90	Thrivent Financial for Lutherans	45,92645,926	$4M	0.08%	—
91	Livforsakringsbolaget Skandia, Omsesidigt	44,70044,700	$4M	0.08%	ADD 10%
92	S&T Bank/PA	42,51442,514	$4M	0.07%	TRIM -23%
93	Focus Partners Wealth	42,29442,294	$4M	0.07%	TRIM -6%
94	Rafferty Asset Management, LLC	42,25242,252	$4M	0.07%	TRIM -12%
95	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	40,95340,953	$3M	0.07%	ADD 10%
96	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	39,87939,879	$3M	0.07%	—
97	SUSQUEHANNA INTERNATIONAL GROUP, LLP	39,36439,364	$3M	0.07%	ADD 142%
98	Global Frontier Investments LLC	37,00037,000	$3M	0.07%	NEW
99	State of Alaska, Department of Revenue	36,76336,763	$3M	0.06%	TRIM -2%
100	FRED ALGER MANAGEMENT, LLC	35,88835,888	$3M	0.06%	TRIM -34%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

8.3M

8.0M

8.2M

8.3M

$708M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

3.1M

$263M

STATE STREET CORP

3.3M

2.9M

2.7M

2.8M

$240M

AMERICAN CENTURY COMPANIES INC

1.9M

2.2M

2.4M

2.5M

$214M

VANGUARD CAPITAL MANAGEMENT LLC

—

2.5M

$209M

FMR LLC

496K

172K

185K

1.4M

1.9M

2.4M

$207M

DIMENSIONAL FUND ADVISORS LP

2.6M

2.4M

2.3M

2.2M

$185M

GEODE CAPITAL MANAGEMENT, LLC

1.5M

1.7M

1.8M

2.0M

$169M

Davis Asset Management, L.P.

1.5M

$124M

WELLINGTON MANAGEMENT GROUP LLP

641K

377K

445K

528K

838K

$71M

FRANKLIN RESOURCES INC

133K

152K

139K

414K

455K

755K

$64M

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

671K

658K

645K

669K

722K

732K

$62M

AMERIPRISE FINANCIAL INC

678K

682K

741K

710K

754K

708K

$60M

NORTHERN TRUST CORP

743K

730K

680K

690K

665K

685K

$58M

WASATCH ADVISORS LP

1.1M

1.0M

909K

905K

618K

616K

$52M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	381	47,645,630	83.8%	$4.0B
2025-Q4	377	45,948,338	80.8%	$4.0B
2025-Q3	382	45,500,695	80.0%	$3.9B
2025-Q2	365	44,919,117	79.0%	$3.4B
2025-Q1	351	45,834,589

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · AX

Large holders — 13G, passive (top 4 by % of class)

Holder	% of class	Type	As of
VANGUARD PORTFOLIO MANAGEMENT LLC	5.5%	QII	2026-03-31	SEC →
VANGUARD CAPITAL MANAGEMENT LLC	5.09%	QII	2026-03-31	SEC →
STATE STREET CORP	4.7%	QII	2025-06-30	SEC →
VANGUARD GROUP INC	0%	QII	2026-03-13	SEC →

AX US Equity☆

Institutional ownership· 13F filers holding AX · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · AX

Institutional ownership· 13F filers holding AX · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · AX

AX US Equity