5 institutions reported holding $526,393 of Axos Financial Inc (AX) in SEC 13F filings for 2026-06-30. Largest institutional holders: GAMMA Investing LLC ($236,366), Palouse Capital Management, Inc. ($210,167), Versant Capital Management, Inc ($68,952), MassMutual Private Wealth & Trust, FSB ($10,908), CoreCap Advisors, LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | GAMMA Investing LLC | $236,366 | 2,427 | Added |
| 2 | Palouse Capital Management, Inc. | $210,167 | 2,158 | Hold |
| 3 | Versant Capital Management, Inc | $68,952 | 708 | Added |
| 4 | MassMutual Private Wealth & Trust, FSB | $10,908 | 112 | Hold |
| 5 | CoreCap Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30