AX institutional holders

Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.

371 institutional managers reported holding AX for the quarter ended Mar 31, 2026. Together they hold about 84% of shares outstanding; the top 10 hold 52%. 42 opened new positions; 43 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
BlackRock8.32M14.67%$709.2Munchanged2018 Q3
Vanguard Group6.01M10.59%$512.2Madded +1.8%2018 Q3
State Street2.82M4.97%$240.1Madded +4.5%2018 Q3
American Century Companies INC2.51M4.43%$214.0Madded +1.4%2019 Q4
FMR (Fidelity)2.44M4.30%$207.8Madded +30.3%2018 Q3
Dimensional Fund Advisors2.18M3.84%$185.5Munchanged2018 Q3
Geode Capital1.96M3.45%$166.9Madded +10.3%2018 Q3
Davis Asset Management, L.p.1.54M2.71%$130.8Madded +5.4%2022 Q3
Wellington Management837.9k1.48%$71.4Madded +58.6%2018 Q3
Franklin Resources755.0k1.33%$64.3Madded +65.9%2023 Q2
Charles Schwab Investment Management732.1k1.29%$62.4Madded +1.5%2018 Q3
Ameriprise Financial INC708.5k1.25%$60.4Mtrimmed -6%2018 Q3
Northern Trust684.7k1.21%$58.4Madded +3%2018 Q3
Wasatch Advisors LP616.4k1.09%$52.5Munchanged2018 Q3
Geneva Capital Management LLC608.1k1.07%$51.8Mtrimmed -7.8%2020 Q1
Invesco546.3k0.96%$46.6Madded +171.9%2018 Q3
Morgan Stanley543.6k0.96%$46.3Mtrimmed -3.6%2018 Q3
Emerald Advisers, LLC496.2k0.88%$42.3Mtrimmed -4.8%2023 Q1
Allspring Global Investments Holdings, LLC432.7k0.76%$36.9Madded +38.2%2021 Q4
Boston Partners413.2k0.73%$35.2Madded +18.3%2024 Q4
UBS396.5k0.70%$33.8Madded +15.6%2018 Q3
1832 Asset Management L.p.379.8k0.67%$32.4Madded +1.2%2025 Q4
Shaker Investments LLC/OH368.7k0.65%$31.4Mtrimmed -2.6%2018 Q3
BNY Mellon368.7k0.65%$31.4Mtrimmed -2.4%2018 Q3
Bragg Financial Advisors, INC355.9k0.63%$30.3Munchanged2019 Q1
Principal Financial Group INC354.0k0.62%$30.2Madded +4.9%2018 Q3
Goldman Sachs353.7k0.62%$30.1Mtrimmed -4.7%2018 Q3
Emerald Mutual Fund Advisers Trust336.7k0.59%$28.7Mtrimmed -1.3%2021 Q2
Loomis Sayles & CO L P298.5k0.53%$25.4Mtrimmed -2.5%2021 Q1
Public Sector Pension Investment Board289.1k0.51%$24.6Madded +6.5%2018 Q3
Nuveen250.4k0.44%$21.3Mtrimmed -38.7%2019 Q2
Stieven Capital Advisors, L.p. (focused)240.7k0.42%$20.5Mtrimmed -5.9%2018 Q3
AQR Capital234.7k0.41%$20.0Madded +0.9%2023 Q2
Kennedy Capital Management LLC231.4k0.41%$19.7Mtrimmed -25.1%2018 Q3
Bank OF America CORP /DE/221.7k0.39%$18.9Madded +68.5%2018 Q3
Empowered Funds, LLC216.4k0.38%$18.4Madded +74.7%2024 Q3
Algert Global LLC191.8k0.34%$16.4Mtrimmed -44.7%2021 Q3
Gator Capital Management, LLC186.8k0.33%$15.9Madded +6%2021 Q4
Squarepoint Ops LLC180.4k0.32%$15.4Madded +33.9%2023 Q3
Empirical Finance, LLC178.3k0.31%$15.2Madded +86.6%2025 Q1
First Eagle Investment Management164.6k0.29%$14.0Madded +15.7%2021 Q2
Osterweis Capital Management INC163.7k0.29%$14.0Madded +14.8%2025 Q2
CCG Wealth Management, LLC162.9k0.29%$13.9Madded +971.7%2022 Q3
Rhumbline Advisers156.4k0.28%$13.3Madded +2.5%2018 Q4
Pembroke Management, LTD148.6k0.26%$12.7Mtrimmed -48.5%2019 Q1
State OF Wisconsin Investment Board143.8k0.25%$12.3Mtrimmed -5.5%2018 Q3
Raymond James Financial INC143.6k0.25%$12.2Madded +6.3%2018 Q3
Brevan Howard Capital Management LP135.1k0.24%$11.5Madded +440.5%2024 Q1
Royce & Associates134.6k0.24%$11.5Madded +22.9%2018 Q3
Legal & General Group PLC126.6k0.22%$10.8Mtrimmed -9.1%2018 Q3

Largest 50 of 371 shown; the full ranked, searchable register is at boothcheck.com/holders/AX. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.

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