Vault-13

AXOS FINANCIAL INC AX

COM · Common Stock · CUSIP 05465C100

Bank holding company

319 institutional holders +8 vs Q1 2024
49,143,97649.1m shares reported held*
86.4% of all shares outstanding*
$2.8bnreported value*
44 new 96 added 128 reduced 35 sold out net sold ≈ $88.5m (-1.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($898.9k this quarter). Holder counts are more reliable. Shares outstanding: 56.9m as of 2024-08-09, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $57.15. Options: 16 managers hold calls ($48.6m notional), 17 hold puts ($71.4m).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 252Q4 22: 244Q1 23: 257Q2 23: 261Q3 23: 262Q4 23: 303Q1 24: 311Q2 24: 319319Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022252
Q4 2022244
Q1 2023257
Q2 2023261
Q3 2023262
Q4 2023303
Q1 2024311
Q2 2024319

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 115 bought or addedQ4 22: 109 cut or sold outQ4 22Q1 23: 133 bought or addedQ1 23: 110 cut or sold outQ2 23: 114 bought or addedQ2 23: 137 cut or sold outQ2 23Q3 23: 126 bought or addedQ3 23: 120 cut or sold outQ4 23: 130 bought or addedQ4 23: 141 cut or sold outQ4 23Q1 24: 131 bought or addedQ1 24: 159 cut or sold outQ2 24: 140 bought or addedQ2 24: 163 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022115109
Q1 2023133110
Q2 2023114137
Q3 2023126120
Q4 2023130141
Q1 2024131159
Q2 2024140163

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50m$100m$150m$200mQ3 23 calls: $18.3mQ3 23 puts: $81.6mQ3 23P/C 4.46Q4 23 calls: $71.7mQ4 23 puts: $150.8mQ4 23P/C 2.10Q1 24 calls: $43.5mQ1 24 puts: $64.3mQ1 24P/C 1.48Q2 24 calls: $48.6mQ2 24 puts: $71.4mQ2 24P/C 1.47
Numbers
QuarterCallsPutsP/C
Q3 2023$18.3m$81.6m4.46
Q4 2023$71.7m$150.8m2.10
Q1 2024$43.5m$64.3m1.48
Q2 2024$48.6m$71.4m1.47

Biggest buyers

AMERICAN CENTURY COMPANIES INC Added +321,494+321.5k
GOLDMAN SACHS GROUP INC Added +298,592+298.6k
TWO SIGMA INVESTMENTS, LP Added +216,575+216.6k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +214,807+214.8k
MILLENNIUM MANAGEMENT LLC Added +190,584+190.6k
Gator Capital Management, LLC New +157,180+157.2k
SEGALL BRYANT & HAMILL, LLC New +104,669+104.7k
RENAISSANCE TECHNOLOGIES LLC New +88,837+88.8k
WELLINGTON MANAGEMENT GROUP LLP Added +83,158+83.2k
GEODE CAPITAL MANAGEMENT, LLC Added +79,231+79.2k

Biggest sellers

MORGAN STANLEY Reduced -1,379,347-1.4m
STATE STREET CORP Reduced -312,906-312.9k
NORGES BANK Sold out -308,611-308.6k
VANGUARD GROUP INC Reduced -304,609-304.6k
FMR LLC Reduced -246,237-246.2k
WASATCH ADVISORS LP Reduced -178,237-178.2k
BANK OF AMERICA CORP /DE/ Reduced -146,648-146.6k
Cubist Systematic Strategies, LLC Reduced -140,254-140.3k
EAGLE ASSET MANAGEMENT INC Sold out -134,895-134.9k
Epoch Investment Partners, Inc. Reduced -101,973-102.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $9.9m172.8k shares
GROUP ONE TRADING LLC Added $8.9m156.6k shares
CITADEL ADVISORS LLC Added $4.5m78.1k shares
Parallax Volatility Advisers, L.P. New $4.3m74.6k shares
Walleye Capital LLC Reduced $3.8m66.0k shares
SIMPLEX TRADING, LLC Added $2.9m50.9k shares
D. E. Shaw & Co., Inc. Unchanged $2.9m50.2k shares
PEAK6 Investments LLC New $2.6m44.7k shares
Caption Management, LLC Reduced $2.0m34.9k shares
JANE STREET GROUP, LLC Reduced $2.0m34.5k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $36.2m633.3k shares
GROUP ONE TRADING LLC Reduced $10.2m178.0k shares
SIMPLEX TRADING, LLC Reduced $5.3m93.0k shares
CITADEL ADVISORS LLC Reduced $4.9m86.2k shares
IMC-Chicago, LLC Added $3.2m56.5k shares
PEAK6 Investments LLC Added $2.8m49.0k shares
JANE STREET GROUP, LLC Added $2.8m48.3k shares
WOLVERINE TRADING, LLC Reduced $1.3m23.0k shares
Walleye Capital LLC Reduced $1.3m21.9k shares
Squarepoint Ops LLC Reduced $834.4k14.6k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 5.5% new 3.1m≈ $303.7m 2026-04-28
STATE STREET CORP 13G · institution +0.6 pts · filed 2026-08-07 5.3% +0.6 pts 3.0m≈ $294.5m 2026-08-07
FMR LLC 13G · institution new · filed 2026-08-06 5.2% new 3.0m≈ $289.2m 2026-08-06
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.1% new 2.9m≈ $281.1m 2026-04-29

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)

Insider purchases and sales in Q2 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
10010Q3 22: 0 buyingQ3 22: 8 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22Q1 23: 2 buyingQ1 23: 1 sellingQ2 23: 0 buyingQ2 23: 1 sellingQ2 23Q3 23: 0 buyingQ3 23: 2 sellingQ4 23: 0 buyingQ4 23: 2 sellingQ4 23Q1 24: 1 buyingQ1 24: 2 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20220—8$2.1m—
Q4 20220—0——
Q1 20232$147.2k1$1.2m—
Q2 20230—1$450.7k—
Q3 20230—2$10.9m—
Q4 20230—2$416.4k—
Q1 20241$248.8k2$2.5m—
Q2 20240—0——

None reported in Q2 2024.

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.01% of their portfolio New York, NY 8,193,5998.2m $468.3m $468.3m 0.01% Reduced -71.8k -71,814
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 5,565,9625.6m $318.1m $318.1m 0.01% Reduced -304.6k -304,609
3 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 3,013,7113.0m $172.2m $172.2m 0.01% Reduced -312.9k -312,906
4 DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio AUSTIN, TX 2,653,3672.7m $151.6m $151.6m 0.04% Reduced -31.9k -31,867
5 AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio KANSAS CITY, MO 1,549,7481.5m $88.6m $88.6m 0.05% Added +321.5k +321,494
6 Davis Asset Management, L.P. 3.85% of their portfolio SAUSALITO, CA 1,500,0001.5m $85.7m $85.7m 3.85% Unchanged
7 CITADEL ADVISORS LLC 0.08% of their portfolio MIAMI, FL 1,381,9021.4m $79.0m $79.0m 0.08% Added +19.9k +19,940
8 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,352,9591.4m $77.3m $77.3m 0.01% Added +79.2k +79,231
9 WASATCH ADVISORS LP 0.26% of their portfolio SALT LAKE CITY, UT 861,785861.8k $49.3m $49.3m 0.26% Reduced -178.2k -178,237
10 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 853,042853.0k $48.8m $48.8m 0.01% Reduced -5.9k -5,892
11 FMR LLC 0.00% of their portfolio BOSTON, MA 827,058827.1k $47.3m $47.3m 0.00% Reduced -246.2k -246,237
12 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 805,804805.8k $46.1m $46.1m 0.01% Added +83.2k +83,158
13 GENEVA CAPITAL MANAGEMENT LLC 0.74% of their portfolio MILWAUKEE, WI 706,544706.5k $40.4m $40.4m 0.74% Reduced -17.4k -17,416
14 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 702,793702.8k $40.2m $40.2m 0.01% Reduced -11.4k -11,422
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 681,387681.4k $38.9m $38.9m 0.01% Reduced -1.9k -1,879
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 674,294674.3k $38.5m $38.5m 0.00% Reduced -1.4m -1,379,347
17 JARISLOWSKY, FRASER Ltd 0.22% of their portfolio MONTREAL, A8 634,041634.0k $36.2m $36.2m 0.22% Reduced -17.8k -17,794
18 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 626,391626.4k $35.8m $35.8m 0.01% Added +298.6k +298,592
19 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 543,708543.7k $31.1m $31.1m 0.01% Reduced -44.7k -44,661
20 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 500,483500.5k $28.6m $28.6m 0.01% Reduced -10.5k -10,509
21 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 499,126499.1k $28.5m $28.5m 0.00% Reduced -73.2k -73,152
22 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio JUPITER, FL 466,417466.4k $26.7m $26.7m 0.10% Added +24.6k +24,639
23 SHAKER INVESTMENTS LLC/OH 11.43% of their portfolio CLEVELAND, OH 460,000460.0k $26.3m $26.3m 11.43% Reduced -6.3k -6,277
24 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio BOSTON, MA 442,347442.3k $25.3m $25.3m 0.02% Added +214.8k +214,807
25 EMERALD ADVISERS, LLC 1.06% of their portfolio LEOLA, PA 442,086442.1k $25.3m $25.3m 1.06% Reduced -15.3k -15,338
26 LOOMIS SAYLES & CO L P 0.03% of their portfolio BOSTON, MA 414,334414.3k $23.7m $23.7m 0.03% Reduced -49.6k -49,581
27 Bragg Financial Advisors, Inc 1.01% of their portfolio CHARLOTTE, NC 394,650394.6k $22.6m $22.6m 1.01% Added +36.1k +36,122
28 EMERALD MUTUAL FUND ADVISERS TRUST 1.14% of their portfolio LEOLA, PA 382,276382.3k $21.8m $21.8m 1.14% Added +33.4k +33,366
29 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 367,251367.3k $21.0m $21.0m 0.02% Added +190.6k +190,584
30 TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio NEW YORK, NY 344,795344.8k $19.7m $19.7m 0.05% Added +216.6k +216,575
31 D. E. Shaw & Co., Inc. 0.03% of their portfolio New York, NY 339,048339.0k $19.4m $19.4m 0.03% Added +25.6k +25,634
32 RICE HALL JAMES & ASSOCIATES, LLC 1.14% of their portfolio San Diego, CA 333,887333.9k $19.1m $19.1m 1.14% Reduced -54.4k -54,369
33 Stieven Capital Advisors, L.P. 4.16% of their portfolio ST. LOUIS, MO 328,433328.4k $18.8m $18.8m 4.16% Added +4.4k +4,400
34 LORD, ABBETT & CO. LLC 0.03% of their portfolio JERSEY CITY, NJ 315,080315.1k $18.0m $18.0m 0.03% Reduced -12.1k -12,092
35 Pembroke Management, LTD 2.37% of their portfolio Montreal, A8 308,899308.9k $17.7m $17.7m 2.37% Reduced -26.9k -26,901
36 LAZARD ASSET MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 297,620297.6k $17.0m $17.0m 0.02% Added +37.5k +37,520
37 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 290,433290.4k $16.6m $16.6m 0.00% Reduced -6.3k -6,317
38 BASSWOOD CAPITAL MANAGEMENT, L.L.C. 0.96% of their portfolio NEW YORK, NY 258,937258.9k $14.8m $14.8m 0.96% Reduced -11.1k -11,135
39 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 250,700250.7k $14.3m $14.3m 0.01% Reduced -12.8k -12,799
40 Ategra Capital Management, LLC 12.06% of their portfolio VIENNA, VA 246,237246.2k $14.1m $14.1m 12.06% Reduced -39.0k -39,046
41 Allspring Global Investments Holdings, LLC 0.02% of their portfolio CHARLOTTE, NC 239,781239.8k $13.7m $13.7m 0.02% Added +31.9k +31,890
42 TCW GROUP INC 0.11% of their portfolio LOS ANGELES, CA 216,100216.1k $12.4m $12.4m 0.11% Reduced -74.4k -74,400
43 First Eagle Investment Management, LLC 0.03% of their portfolio NEW YORK, NY 213,572213.6k $12.2m $12.2m 0.03% Added +26.0k +26,000
44 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 188,342188.3k $10.8m $10.8m 0.00% Reduced -146.6k -146,648
45 ALGERT GLOBAL LLC 0.35% of their portfolio SAN FRANCISCO, CA 183,352183.4k $10.5m $10.5m 0.35% Added +16.4k +16,448
46 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 174,227174.2k $10.0m $10.0m 0.00% Added +152 +152
47 M&G PLC 0.06% of their portfolio London, X0 171,740171.7k $9.8m $9.8m 0.06% Added +19.0k +18,978
48 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 167,534167.5k $9.6m $9.6m 0.01% Added +895 +895
49 Gator Capital Management, LLC 4.56% of their portfolio TAMPA, FL 157,180157.2k $9.0m $9.0m 4.56% New
50 Rafferty Asset Management, LLC 0.03% of their portfolio New York, NY 156,663156.7k $9.0m $9.0m 0.03% Reduced -215 -215
51 Brandywine Global Investment Management, LLC 0.07% of their portfolio PHILADELPHIA, PA 156,341156.3k $8.9m $8.9m 0.07% Reduced -7.5k -7,535
52 Orchard Capital Management, LLC 2.68% of their portfolio CHICAGO, IL 155,519155.5k $8.9m $8.9m 2.68% Reduced -2.0k -2,021
53 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 154,835154.8k $8.8m $8.8m 0.01% Reduced -18.6k -18,578
54 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 146,479146.5k $8.4m $8.4m 0.01% Reduced -19.2k -19,215
55 Legal & General Group Plc 0.00% of their portfolio London, X0 143,005143.0k $8.2m $8.2m 0.00% Reduced -1.9k -1,865
56 STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio MADISON, WI 141,858141.9k $8.1m $8.1m 0.02% Reduced -9.2k -9,183
57 ROYCE & ASSOCIATES LP 0.07% of their portfolio New York, NY 128,210128.2k $7.3m $7.3m 0.07% Reduced -11.1k -11,105
58 UBS Group AG 0.00% of their portfolio ZURICH, V8 127,288127.3k $7.3m $7.3m 0.00% Added +68.6k +68,583
59 SCOUT INVESTMENTS, INC. 0.19% of their portfolio KANSAS CITY, MO 126,023126.0k $7.2m $7.2m 0.19% Reduced -12.0k -12,036
60 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 121,804121.8k $7.0m $7.0m 0.01% Reduced -55.6k -55,632
61 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 119,510119.5k $6.8m $6.8m 0.00% Added +814 +814
62 Public Sector Pension Investment Board 0.04% of their portfolio MONTREAL, A8 111,569111.6k $6.4m $6.4m 0.04% Added +7.8k +7,766
63 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.15% of their portfolio HOUSTON, TX 110,600110.6k $6.3m $6.3m 0.15% Added +200 +200
64 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 107,628107.6k $6.2m $6.2m 0.00% Reduced -46.4k -46,384
65 Swiss National Bank 0.00% of their portfolio ZURICH, V8 106,300106.3k $6.1m $6.1m 0.00% Reduced -1.9k -1,900
66 SEGALL BRYANT & HAMILL, LLC 0.11% of their portfolio CHICAGO, IL 104,669104.7k $6.0m $6.0m 0.11% New
67 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 101,102101.1k $5.8m $5.8m 0.00% Added +53.8k +53,809
68 VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio San Antonio, TX 100,219100.2k $5.7m $5.7m 0.01% Reduced -63.6k -63,561
69 KESTREL INVESTMENT MANAGEMENT CORP 3.73% of their portfolio SAN MATEO, CA 98,45098.5k $5.6m $5.6m 3.73% Unchanged
70 S&T Bank/PA 1.37% of their portfolio Indiana, PA 94,24894.2k $5.4m $5.4m 1.37% Reduced -43.8k -43,810
71 CI INVESTMENTS INC. 0.02% of their portfolio TORONTO, Z4 89,78089.8k $5.1m $5.1m 0.02% Added +1.3k +1,300
72 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 88,83788.8k $5.1m $5.1m 0.01% New
73 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 87,13287.1k $5.0m $5.0m 0.01% Added +50.4k +50,421
74 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 84,80684.8k $4.8m $4.8m 0.00% Reduced -3.5k -3,495
75 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 80,96581.0k $4.6m $4.6m 0.01% Added +32.7k +32,654
76 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 79,99880.0k $4.6m $4.6m 0.00% Added +69.0k +68,974
77 CAPITAL FUND MANAGEMENT S.A. 0.05% of their portfolio PARIS, I0 76,66476.7k $4.4m $4.4m 0.05% Added +43.8k +43,820
78 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 70,38470.4k $4.0m $4.0m 0.00% Reduced -2.0k -1,970
79 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 70,30270.3k $4.0m $4.0m 0.00% Added +13.7k +13,746
80 Trexquant Investment LP 0.06% of their portfolio STAMFORD, CT 69,81569.8k $4.0m $4.0m 0.06% New
81 KENNEDY CAPITAL MANAGEMENT LLC 0.08% of their portfolio ST LOUIS, MO 69,57469.6k $4.0m $4.0m 0.08% Reduced -5.1k -5,055
82 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 65,52065.5k $3.7m $3.7m 0.01% Added +16.3k +16,287
83 TWO SIGMA ADVISERS, LP 0.01% of their portfolio NEW YORK, NY 65,11665.1k $3.7m $3.7m 0.01% Added +61.2k +61,200
84 GUGGENHEIM CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 64,65064.7k $3.7m $3.7m 0.03% Reduced -636 -636
85 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 61,18861.2k $3.5m $3.5m 0.01% Added +10.7k +10,728
86 HRT FINANCIAL LP 0.02% of their portfolio NEW YORK, NY 57,35357.4k $3.3m $3.3m 0.02% New
87 CCG WEALTH MANAGEMENT, LLC 1.75% of their portfolio SAN DIEGO, CA 54,20054.2k $3.1m $3.1m 1.75% Reduced -11 -11
88 Edgestream Partners, L.P. 0.15% of their portfolio Princeton, NJ 53,70253.7k $3.1m $3.1m 0.15% Reduced -17.2k -17,213
89 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 52,87952.9k $3.0m $3.0m 0.00% Reduced -2.8k -2,761
90 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 52,78552.8k $3.0m $3.0m 0.00% Reduced -2.0k -2,046
91 Gratus Capital, LLC 0.11% of their portfolio ATLANTA, GA 48,39348.4k $2.8m $2.8m 0.11% Unchanged
92 Quantbot Technologies LP 0.13% of their portfolio NEW YORK, NY 46,78946.8k $2.7m $2.7m 0.13% Added +14.4k +14,365
93 B. Riley Wealth Advisors, Inc. 0.06% of their portfolio MEMPHIS, TN 44,39244.4k $2.5m $2.5m 0.06% Reduced -404 -404
94 Epoch Investment Partners, Inc. 0.01% of their portfolio New York, NY 42,90442.9k $2.5m $2.5m 0.01% Reduced -102.0k -101,973
95 Axiom Advisory, LLC 0.03% of their portfolio SAN DIEGO, CA 42,58842.6k $2.3m $2.3m 0.03% New
96 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 42,49942.5k $2.4m $2.4m 0.01% Added +4.5k +4,453
97 GLOBEFLEX CAPITAL L P 0.25% of their portfolio SAN DIEGO, CA 42,19142.2k $2.4m $2.4m 0.25% Unchanged
98 CONNORS INVESTOR SERVICES INC 0.25% of their portfolio WYOMISSING, PA 41,70241.7k $2.4m $2.4m 0.25% Reduced -1.7k -1,681
99 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 40,66040.7k $2.3m $2.3m 0.00% Added +5.8k +5,791
100 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 40,60440.6k $2.3m $2.3m 0.00% Reduced -4.5k -4,464