AXOS FINANCIAL INC COM

AXOS FINANCIAL INC COM is a security (CUSIP 05465C100) tracked across SEC portfolio filings. 407 institutional managers reported $4.0B on Form 13F as of 2026-06-30; 28 registered fund positions totaling $165.4M via N-PORT as of 2026-05-31.

Summary

Top institutional holders (Form 13F)

Showing 15 of 407 managers by value.

ManagerLocationValueShares
BlackRock, Inc.New York, NY$708.1M8,321,298
VANGUARD GROUP INCValley Forge, PA$508.1M5,897,415
STATE STREET CORPBOSTON, MA$239.7M2,816,697
AMERICAN CENTURY COMPANIES INCKANSAS CITY, MO$213.6M2,510,407
FMR LLCBOSTON, MA$207.4M2,437,674
DIMENSIONAL FUND ADVISORS LPAUSTIN, TX$185.2M2,177,003
GEODE CAPITAL MANAGEMENT, LLCBOSTON, MA$168.5M1,958,430
Davis Asset Management, L.P.Sausalito, CA$124.0M1,535,219
WELLINGTON MANAGEMENT GROUP LLPBOSTON, MA$71.3M837,853
FRANKLIN RESOURCES INCSan Mateo, CA$64.2M754,994
CHARLES SCHWAB INVESTMENT MANAGEMENT INCSAN FRANCISCO, CA$62.3M732,081
NORTHERN TRUST CORPCHICAGO, IL$58.3M684,712
EMERALD ADVISERS, LLCLEOLA, PA$52.2M536,162
GENEVA CAPITAL MANAGEMENT LLCMILWAUKEE, WI$51.7M608,081
WASATCH ADVISORS LPSALT LAKE CITY, UT$50.2M515,576

Top fund holders (N-PORT)

Showing 15 of 28 fund positions by value.

FundRegistrantValue% of fund
VANGUARD EXTENDED MARKET INDEX FUNDVANGUARD INDEX FUNDS$53.8M6.60%
VANGUARD RUSSELL 2000 INDEX FUNDVANGUARD SCOTTSDALE FUNDS$24.3M13.86%
Emerald Growth FundFINANCIAL INVESTORS TRUST$20.2M143.60%
Nationwide Geneva Small Cap Growth FundNationwide Mutual Funds$16.8M152.89%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC$16.8M22.50%
FPA Queens Road Small Cap Value FundBragg Capital Trust$7.6M157.53%
Master Small Cap Index SeriesQuantitative Master Series LLC$7.5M15.60%
BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.$2.7M32.15%
GATOR CAPITAL LONG/SHORT FUNDCaldwell & Orkin Funds, Inc.$2.6M320.67%
VANGUARD BALANCED INDEX FUNDVANGUARD VALLEY FORGE FUNDS$2.6M0.44%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUNDVANGUARD INSTITUTIONAL INDEX FUNDS$2.2M0.72%
Columbia Variable Portfolio - Small Company Growth FundCOLUMBIA FUNDS VARIABLE INSURANCE TRUST$2.1M99.41%
FPA Capital Fund, Inc.FPA CAPITAL FUND INC$1.9M89.16%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETFGoldman Sachs ETF Trust$1.9M18.82%
JAMES SMALL CAP FUNDJAMES ADVANTAGE FUNDS$1.3M163.01%

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