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Institutional Ownership · SEC Form 13F

Who owns AXIA


Which tracked institutional funds hold AXIA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AXIA company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

173
Institutional holders
43M
Shares held (tracked funds)

How tracked funds are positioned

111 tracked funds added shares of AXIA or opened a position while 69 sold shares or exited between 2026-Q1 and 2026-Q2 — the funds were divided. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 17 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

AXIA’s largest tracked holder by dollar value, STATE STREET CORP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes AXIA more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in AXIA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 173 tracked filers holding AXIA, 111 increased or opened the position and 69 reduced or closed it, by share count adjusted for splits; over the same quarter, open-market insider Form 4s were net sales.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in AXIA between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence.

Adds and trims are measured by share count, adjusted for stock splits; the dollar figure beside a change is the value of the shares added or sold at the newer filing's price, shown for context only. 17 funds had no complete filing on file for 2026-Q1 or 2026-Q2: no 13F stored, a filing under a fifth the size of the quarter beside it (usually an amendment stored on its own, sometimes a fund that sold most of its holdings), or a first 13F, as when a book moves to a new CIK. They are left out of the new buyers, exits and changes.

New buyers 29

  • WEXFORD CAPITAL LP$4M
  • Lansforsakringar Fondforvaltning AB (publ)$4M
  • Fundamenta Capital S.A.$4M
  • Itau Unibanco Holding S.A.$3M
  • Tidal Investments LLC$1M
  • Sigma Planning Corp$1M

Full exits 28

  • NATIONAL BANK OF CANADA /FI/$3M
  • Point72 Asset Management, L.P.$3M
  • Trexquant Investment LP$2M
  • BANK OF MONTREAL /CAN/$2M
  • Crossmark Global Holdings, Inc.$1M
  • BALYASNY ASSET MANAGEMENT L.P.$790K

Largest adds

  • Kapitalo Investimentos Ltda$11M
  • BANK OF AMERICA CORP /DE/$10M
  • Invesco Ltd.$10M
  • MORGAN STANLEY$9M
  • Ramirez Asset Management, Inc.$8M
  • FIRST TRUST ADVISORS LP$5M

Largest trims

  • MILLENNIUM MANAGEMENT LLC$6M
  • CITADEL ADVISORS LLC$4M
  • TWO SIGMA INVESTMENTS, LP$4M
  • UBS Group AG$3M
  • JANE STREET GROUP, LLC$3M
  • HSBC HOLDINGS PLC$1M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
STATE STREET CORP added4,176,916$44M9.7%2026-Q2
BlackRock, Inc. added4,148,360$44M9.7%2026-Q2
BANK OF AMERICA CORP /DE/ added4,084,811$43M9.5%2026-Q2
MORGAN STANLEY added2,156,718$23M5.0%2026-Q2
AMERICAN CENTURY COMPANIES INC added1,547,353$16M3.6%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. trimmed1,481,790$16M3.4%2026-Q2
UBS Group AG trimmed1,444,710$15M3.4%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added1,289,029$14M3.0%2026-Q2
Kapitalo Investimentos Ltda added1,271,245$13M3.0%2026-Q2
Ramirez Asset Management, Inc. added1,215,086$13M2.8%2026-Q2
NORTHERN TRUST CORP added1,133,240$12M2.6%2026-Q2
Cullen Capital Management, LLC added1,038,647$11M2.4%2026-Q2
Invesco Ltd. added1,014,808$11M2.4%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.989,541$10M2.3%2026-Q2
Qube Research & Technologies Ltd added880,680$9M2.0%2026-Q2
BARINGS LLC added782,040$8M1.8%2026-Q2
GOLDMAN SACHS GROUP INC added781,619$8M1.8%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed736,552$8M1.7%2026-Q2
HSBC HOLDINGS PLC trimmed624,653$7M1.5%2026-Q2
CITIGROUP INC added592,253$6M1.4%2026-Q2
BARCLAYS PLC added549,036$6M1.3%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed546,935$6M1.3%2026-Q2
JANE STREET GROUP, LLC trimmed541,880$6M1.3%2026-Q2
MARSHALL WACE, LLP trimmed527,689$6M1.2%2026-Q2
FIRST TRUST ADVISORS LP added521,686$6M1.2%2026-Q2
DIMENSIONAL FUND ADVISORS LP added471,062$5M1.1%2026-Q2
VAN ECK ASSOCIATES CORP trimmed421,680$4M1.0%2026-Q2
WEXFORD CAPITAL LP new406,130$4M0.9%2026-Q2
Lansforsakringar Fondforvaltning AB (publ) new357,722$4M0.8%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added341,489$4M0.8%2026-Q2
Fundamenta Capital S.A. new333,367$4M0.8%2026-Q2
MACKENZIE FINANCIAL CORP trimmed309,631$3M0.7%2026-Q2
Navi International - Administradora e Gestora de Recursos Financeiros Ltda. added289,639$3M0.7%2026-Q2
TT International Asset Management LTD added275,447$3M0.6%2026-Q2
Itau Unibanco Holding S.A. new260,220$3M0.6%2026-Q2
VANGUARD FIDUCIARY TRUST CO added251,401$3M0.6%2026-Q2
Quantinno Capital Management LP added245,741$3M0.6%2026-Q2
PINEBRIDGE INVESTMENTS LLC added244,929$3M0.6%2026-Q2
Schonfeld Strategic Advisors LLC added197,125$2M0.5%2026-Q2
North of South Capital LLP added177,337$2M0.4%2026-Q2
LPL Financial LLC trimmed160,954$2M0.4%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added148,276$2M0.3%2026-Q2
Vident Advisory, LLC added146,630$2M0.3%2026-Q2
Tidal Investments LLC new136,881$1M0.3%2026-Q2
NEUBERGER BERMAN GROUP LLC added134,378$1M0.3%2026-Q2
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added131,459$1M0.3%2026-Q2
CITADEL ADVISORS LLC trimmed130,027$1M0.3%2026-Q2
DELTEC ASSET MANAGEMENT LLC trimmed125,500$1M0.3%2026-Q2
GUGGENHEIM CAPITAL LLC added115,610$1M0.3%2026-Q2
Russell Investments Group, Ltd. trimmed115,116$1M0.3%2026-Q2
InTrack Investment Management Inc trimmed112,515$1M0.3%2026-Q2
DEUTSCHE BANK AG\ added105,107$1M0.2%2026-Q2
Corient Private Wealth LP added102,033$1M0.2%2026-Q2
Sigma Planning Corp new100,472$1M0.2%2026-Q2
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added100,128$1M0.2%2026-Q2
VPR Management LLC100,104$1M0.2%2026-Q2
FMR LLC added98,820$1M0.2%2026-Q2
SPX Gestao de Recursos Ltda added98,495$1M0.2%2026-Q2
RAYMOND JAMES FINANCIAL INC added97,266$1M0.2%2026-Q2
Nuveen, LLC new96,642$1M0.2%2026-Q2
Creative Planning added86,657$915K0.2%2026-Q2
Optiver Holding B.V. added85,397$902K0.2%2026-Q2
Walleye Capital LLC added80,338$848K0.2%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed79,106$835K0.2%2026-Q2
Metis Global Partners, LLC added77,653$820K0.2%2026-Q2
Mariner, LLC trimmed75,488$797K0.2%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added66,343$701K0.2%2026-Q2
Compound Planning, Inc. added64,810$684K0.2%2026-Q2
SCHRODER INVESTMENT MANAGEMENT GROUP added63,156$678K0.1%2026-Q2
PROFUND ADVISORS LLC added62,488$660K0.1%2026-Q2
XTX Topco Ltd trimmed62,059$655K0.1%2026-Q2
Orion Porfolio Solutions, LLC added59,224$625K0.1%2026-Q2
Sumitomo Mitsui Trust Group, Inc. trimmed57,100$603K0.1%2026-Q2
Mirae Asset Global Investments Co., Ltd. new50,799$536K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added45,333$479K0.1%2026-Q2
SEI INVESTMENTS CO added43,700$461K0.1%2026-Q2
AQR CAPITAL MANAGEMENT LLC added42,429$448K0.1%2026-Q2
Cetera Investment Advisers added42,409$448K0.1%2026-Q2
Laird Norton Wetherby Trust Company, LLC added42,167$445K0.1%2026-Q2
Advisors Asset Management, Inc. trimmed41,701$440K0.1%2026-Q2
AMERIPRISE FINANCIAL INC trimmed40,983$433K0.1%2026-Q2
STIFEL FINANCIAL CORP added40,435$427K0.1%2026-Q2
Pathstone Holdings, LLC added39,162$414K0.1%2026-Q2
IEQ CAPITAL, LLC added38,307$405K0.1%2026-Q2
D.A. DAVIDSON & CO. added36,442$385K0.1%2026-Q2
Blue Trust, Inc. added35,763$378K0.1%2026-Q2
NLB Skladi, upravljanje premozenja, d.o.o. trimmed35,000$370K0.1%2026-Q2
Saranac Partners Ltd new34,794$367K0.1%2026-Q2
FOCUSED ALPHA, LLC added33,783$357K0.1%2026-Q2
Eurizon Capital SGR S.p.A. added31,178$334K0.1%2026-Q2
GQG Partners LLC added30,403$321K0.1%2026-Q2
Marex Group Ltd new30,000$317K0.1%2026-Q2
SHELTON CAPITAL MANAGEMENT added28,988$306K0.1%2026-Q2
Squarepoint Ops LLC new27,402$289K0.1%2026-Q2
Measured Wealth Private Client Group, LLC trimmed26,646$281K0.1%2026-Q2
BLI - Banque de Luxembourg Investments new26,000$280K0.1%2026-Q2
Sanctuary Advisors, LLC added25,412$268K0.1%2026-Q2
PNC Financial Services Group, Inc. trimmed24,214$256K0.1%2026-Q2
Sequoia Financial Advisors, LLC added21,887$231K0.1%2026-Q2
Illumine Investment Management, LLC0$1M0.3%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership