Titelia

Fund shareholders of Axos Financial Inc

ISIN US05465C1009 · United States · LEI 529900D8M56422GK9O25

Fund shareholders
342
Of which ETFs
92 250 other funds
Value held
≈ 2.7B $ 2.7B $ · 30.8M SEK
Share of capital
50.0 % of 56.7M shares on Aug 7, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,563570.4K $0.03 %0.01 %as of May 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 6,515634.5K $0.30 %0.01 %as of Jun 30, 2026 ↗
MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND 6,410624.3K $1.07 %0.01 %as of Jun 30, 2026 ↗
RIVER OAK DISCOVERY FUND Oak Associates Funds 6,342643.1K $3.37 %0.01 %as of Jul 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 6,293638.2K $0.08 %0.01 %as of Jul 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 6,104530.5K $0.19 %0.01 %as of May 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 6,028587.1K $0.02 %0.01 %as of Jun 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 6,004608.9K $0.17 %0.01 %as of Jul 31, 2026 ↗
YORKTOWN SMALL CAP FUND American Pension Investors Trust 6,000608.5K $1.69 %0.01 %as of Jul 31, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 5,837507.3K $0.24 %0.01 %as of May 31, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 5,590544.4K $0.17 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 5,465554.2K $0.05 %0.01 %as of Jul 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 5,447473.4K $0.17 %0.01 %as of May 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 5,436472.4K $0.09 %0.01 %as of May 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 5,259533.3K $0.02 %0.01 %as of Jul 31, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 5,244510.7K $0.09 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,233509.6K $0.03 %0.01 %as of Jun 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 5,222453.8K $0.07 %0.01 %as of May 31, 2026 ↗
Nationwide Renaissance Small Cap Growth Fund Nationwide Mutual Funds 5,212528.5K $2.32 %0.01 %as of Jul 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,198506.2K $0.21 %0.01 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 5,177504.2K $0.31 %0.01 %as of Jun 30, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 5,130499.6K $0.25 %0.01 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 5,037490.6K $0.16 %0.01 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 4,695457.2K $0.05 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,611400.7K $0.01 %0.01 %as of May 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 4,591447.1K $0.07 %0.01 %as of Jun 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 4,494455.7K $0.17 %0.01 %as of Jul 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 4,438432.2K $0.17 %0.01 %as of Jun 30, 2026 ↗
S&P SmallCap 600 Pure Growth Fund Rydex Series Funds 4,436432K $0.71 %0.01 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 4,375426.1K $0.01 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 4,357441.8K $0.06 %0.01 %as of Jul 31, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 4,234368K $0.05 %0.01 %as of May 31, 2026 ↗
Putnam VT Small Cap Growth Fund Putnam Variable Trust 4,205409.5K $0.79 %0.01 %as of Jun 30, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 4,082397.5K $0.28 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 4,035393K $0.01 %0.01 %as of Jun 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 3,826372.6K $0.10 %0.01 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 3,800370.1K $0.00 %0.01 %as of Jun 30, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 3,755365.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 3,679358.3K $0.16 %0.01 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 3,476338.5K $0.02 %0.01 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,469351.8K $0.01 %0.01 %as of Jul 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 3,461300.8K $0.04 %0.01 %as of May 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 3,442335.2K $0.14 %0.01 %as of Jun 30, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 3,421333.2K $0.11 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 3,409296.3K $1.21 %0.01 %as of May 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 3,342325.5K $0.18 %0.01 %as of Jun 30, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 3,332324.5K $0.09 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 3,230280.7K $0.04 %0.01 %as of May 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 3,210325.5K $0.03 %0.01 %as of Jul 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,144306.2K $0.03 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 3,134317.8K $0.02 %0.01 %as of Jul 31, 2026 ↗
Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust 3,124304.2K $0.39 %0.01 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 2,986290.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 2,970258.1K $0.03 %0.01 %as of May 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 2,648257.9K $0.06 %0.00 %as of Jun 30, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 2,599253.1K $0.29 %0.00 %as of Jun 30, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 2,598263.5K $0.14 %0.00 %as of Jul 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 2,590252.2K $0.10 %0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 2,584251.7K $0.17 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 2,561222.6K $0.12 %0.00 %as of May 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,526256.2K $0.01 %0.00 %as of Jul 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 2,524245.8K $0.05 %0.00 %as of Jun 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,367230.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 2,333202.8K $0.04 %0.00 %as of May 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 2,318225.8K $0.07 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 2,286198.7K $0.14 %0.00 %as of May 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 2,167219.8K $0.08 %0.00 %as of Jul 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 2,167188.3K $0.03 %0.00 %as of May 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2,119184.2K $0.02 %0.00 %as of May 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 2,022205.1K $0.04 %0.00 %as of Jul 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 2,022175.7K $0.05 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 2,003174.1K $0.07 %0.00 %as of May 31, 2026 ↗
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 1,980200.8K $0.23 %0.00 %as of Jul 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,862181.3K $0.07 %0.00 %as of Jun 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 1,851180.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 1,772179.7K $0.20 %0.00 %as of Jul 31, 2026 ↗
Applied Finance IVS US SMID ETF ETF Opportunities Trust 1,639159.6K $0.59 %0.00 %as of Jun 30, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 1,576137K $0.28 %0.00 %as of May 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,544150.4K $0.16 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,399136.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,364132.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP SMALLCAP GROWTH ProFunds 1,333129.8K $0.61 %0.00 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,306113.5K $0.02 %0.00 %as of May 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,271123.8K $0.12 %0.00 %as of Jun 30, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,198121.5K $0.01 %0.00 %as of Jul 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 1,068104K $0.06 %0.00 %as of Jun 30, 2026 ↗
American Century Small Cap Value Insights ETF American Century ETF Trust 1,06392.4K $0.66 %0.00 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 1,02399.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 99296.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 96984.2K $0.08 %0.00 %as of May 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 95993.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
Motley Fool Next Index ETF RBB Fund, Inc. 91379.3K $0.25 %0.00 %as of May 31, 2026 ↗
S&P SmallCap 600 Pure Growth Fund Rydex Variable Trust 90688.2K $0.68 %0.00 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 88576.9K $0.01 %0.00 %as of May 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 86584.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
BANKS ULTRASECTOR PROFUND ProFunds 78879.9K $0.79 %0.00 %as of Jul 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 74572.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 71472.4K $0.12 %0.00 %as of Jul 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 70068.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 67959K $0.22 %0.00 %as of May 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 4.63 %as of Jul 31, 2026 ↗
Cliens Global Småbolag Cliens Kapitalförvaltning AB 3.51 %as of Mar 31, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 3.45 %as of Jul 31, 2026 ↗
RIVER OAK DISCOVERY FUND Oak Associates Funds 3.37 %as of Jul 31, 2026 ↗
Columbia Variable Portfolio - Select Small Cap Value Fund Columbia Funds Variable Series Trust II 3.06 %as of Jun 30, 2026 ↗
Osterweis Opportunity Fund Professionally Managed Portfolios 3.01 %as of Jun 30, 2026 ↗
Columbia Select Small Cap Value Fund Columbia Funds Series Trust II 2.57 %as of May 31, 2026 ↗
Nationwide Renaissance Small Cap Growth Fund Nationwide Mutual Funds 2.32 %as of Jul 31, 2026 ↗
Lord Abbett Focused Small Cap Value Fund LORD ABBETT SECURITIES TRUST 2.24 %as of Jul 31, 2026 ↗
FPA Queens Road Small Cap Value Fund Investment Managers Series Trust III 2.08 %as of May 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3340-728,341,015+2.1 %
2026Q2347+827,751,975+8.1 %
2026Q1339+325,680,552+0.8 %
2025Q4336+625,476,343+0.3 %
2025Q3330-425,397,420-2.1 %
2025Q2334+525,949,133-1.3 %
2025Q1329-1126,289,101-1.6 %
2024Q4340026,729,858+3.1 %
2024Q3340+1025,926,987-1.5 %
2024Q2330+2126,332,583+1.4 %
2024Q1309-1625,971,548-5.0 %
2023Q432527,325,301

Institutional managers

371 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.8,321,298708.1M $as of Mar 31, 2026
STATE STREET CORP2,816,697239.7M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC2,510,407213.6M $as of Mar 31, 2026
FMR LLC2,437,674207.4M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,177,003185.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,958,430168.5M $as of Mar 31, 2026
Davis Asset Management, L.P.1,535,219124M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP837,85371.3M $as of Mar 31, 2026
FRANKLIN RESOURCES INC754,99464.2M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC732,08162.3M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC708,48960.3M $as of Mar 31, 2026
NORTHERN TRUST CORP684,71258.3M $as of Mar 31, 2026
WASATCH ADVISORS LP616,38152.4M $as of Mar 31, 2026
GENEVA CAPITAL MANAGEMENT LLC608,08151.7M $as of Mar 31, 2026
Invesco Ltd.546,30646.5M $as of Mar 31, 2026
MORGAN STANLEY543,62746.3M $as of Mar 31, 2026
EMERALD ADVISERS, LLC496,23242.2M $as of Mar 31, 2026
Allspring Global Investments Holdings, LLC432,73937.2M $as of Mar 31, 2026
Boston Partners413,15235.2M $as of Mar 31, 2026
1832 Asset Management L.P.379,78432.3M $as of Mar 31, 2026
SHAKER INVESTMENTS LLC/OH368,71231.4M $as of Mar 31, 2026
Bank of New York Mellon Corp368,66731.4M $as of Mar 31, 2026
Bragg Financial Advisors, Inc355,86830.3M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC353,95130.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC353,68930.1M $as of Mar 31, 2026

Declared shareholders of Axos Financial Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
STATE STREET CORPORATION 5.30 %3,023,908as of Jun 30, 2026 · SCHEDULE 13G
FMR LLC and 1 other5.20 %2,969,246as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of Axos Financial Inc

4 funds declare 4 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
BBH Income Fund14M $as of Jul 31, 2026
PACE Strategic Fixed Income Investments1552.2K $as of Jul 31, 2026
PACE Intermediate Fixed Income Investments1439.7K $as of Jul 31, 2026
Man Active Income ETF1304.7K $as of May 31, 2026
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Titelia. "Fund shareholders of Axos Financial Inc". https://titelia.com/en/stocks/axos-financial-inc-US05465C1009