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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 2026-08-19). 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 the tape is positioned

37 tracked funds added or opened AXIA while 33 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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, 113 increased or opened the position and 85 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

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 (split-invariant); adds and trims are measured on reported value.

New buyers 9

  • WEXFORD CAPITAL LP$4M
  • Lansforsakringar Fondforvaltning AB (publ)$4M
  • Fundamenta Capital S.A.$4M
  • Itau Unibanco Holding S.A.$3M
  • Tidal Investments LLC$1M
  • Illumine Investment Management, LLC$1M

Full exits 17

  • Amundi$6M
  • NATIONAL BANK OF CANADA /FI/$3M
  • Point72 Asset Management, L.P.$3M
  • HighTower Advisors, LLC$2M
  • Trexquant Investment LP$2M
  • BANK OF MONTREAL /CAN/$2M

Largest adds

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

Largest trims

  • MILLENNIUM MANAGEMENT LLC$7M
  • UBS Group AG$5M
  • TWO SIGMA INVESTMENTS, LP$4M
  • CITADEL ADVISORS LLC$4M
  • JANE STREET GROUP, LLC$3M
  • STATE STREET CORP$2M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
STATE STREET CORP added4,176,916$44M8.8%2026-Q2
BlackRock, Inc. added4,148,360$44M8.7%2026-Q2
BANK OF AMERICA CORP /DE/ added4,084,811$43M8.6%2026-Q2
MORGAN STANLEY added2,156,718$23M4.5%2026-Q2
AMERICAN CENTURY COMPANIES INC added1,547,353$16M3.2%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. trimmed1,481,790$16M3.1%2026-Q2
UBS Group AG trimmed1,444,710$15M3.0%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added1,289,029$14M2.7%2026-Q2
Kapitalo Investimentos Ltda added1,271,245$13M2.7%2026-Q2
Ramirez Asset Management, Inc. added1,215,086$13M2.5%2026-Q2
NORTHERN TRUST CORP added1,133,240$12M2.4%2026-Q2
Cullen Capital Management, LLC added1,038,647$11M2.2%2026-Q2
Invesco Ltd. added1,014,808$11M2.1%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.989,541$10M2.1%2026-Q2
Qube Research & Technologies Ltd added880,680$9M1.8%2026-Q2
BARINGS LLC added782,040$8M1.6%2026-Q2
GOLDMAN SACHS GROUP INC added781,619$8M1.6%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed736,552$8M1.5%2026-Q2
HSBC HOLDINGS PLC trimmed624,653$7M1.3%2026-Q2
CITIGROUP INC added592,253$6M1.2%2026-Q2
BARCLAYS PLC added549,036$6M1.2%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed546,935$6M1.1%2026-Q2
JANE STREET GROUP, LLC trimmed541,880$6M1.1%2026-Q2
MARSHALL WACE, LLP trimmed527,689$6M1.1%2026-Q2
FIRST TRUST ADVISORS LP added521,686$6M1.1%2026-Q2
DIMENSIONAL FUND ADVISORS LP added471,062$5M1.0%2026-Q2
VAN ECK ASSOCIATES CORP trimmed421,680$4M0.9%2026-Q2
WEXFORD CAPITAL LP new406,130$4M0.9%2026-Q2
Lansforsakringar Fondforvaltning AB (publ) new357,722$4M0.7%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added341,489$4M0.7%2026-Q2
Fundamenta Capital S.A. new333,367$4M0.7%2026-Q2
MACKENZIE FINANCIAL CORP trimmed309,631$3M0.6%2026-Q2
Navi International - Administradora e Gestora de Recursos Financeiros Ltda. added289,639$3M0.6%2026-Q2
TT International Asset Management LTD added275,447$3M0.6%2026-Q2
Itau Unibanco Holding S.A. added260,220$3M0.5%2026-Q2
VANGUARD FIDUCIARY TRUST CO added251,401$3M0.5%2026-Q2
Quantinno Capital Management LP added245,741$3M0.5%2026-Q2
PINEBRIDGE INVESTMENTS LLC added244,929$3M0.5%2026-Q2
Schonfeld Strategic Advisors LLC added197,125$2M0.4%2026-Q2
North of South Capital LLP added177,337$2M0.4%2026-Q2
LPL Financial LLC trimmed160,954$2M0.3%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
Illumine Investment Management, LLC new0$1M0.2%2026-Q2
GUGGENHEIM CAPITAL LLC added115,610$1M0.2%2026-Q2
Russell Investments Group, Ltd. trimmed115,116$1M0.2%2026-Q2
InTrack Investment Management Inc trimmed112,515$1M0.2%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$701K0.1%2026-Q2
Compound Planning, Inc. added64,810$684K0.1%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. added50,799$536K0.1%2026-Q2
VANGUARD GROUP INC added1,321,891$12M2.4%2025-Q4 stale
MACQUARIE GROUP LTD989,541$10M1.9%2025-Q3 stale
Amundi added497,064$6M1.1%2026-Q1 stale
Cubist Systematic Strategies, LLC added472,079$5M0.9%2025-Q3 stale
NATIONAL BANK OF CANADA /FI/ trimmed255,453$3M0.6%2026-Q1 stale
Point72 Asset Management, L.P. trimmed248,689$3M0.6%2026-Q1 stale
PINEBRIDGE INVESTMENTS, L.P. trimmed273,117$3M0.5%2025-Q3 stale
HighTower Advisors, LLC added213,717$2M0.5%2026-Q1 stale
Trexquant Investment LP added158,920$2M0.4%2026-Q1 stale
BANK OF MONTREAL /CAN/ added152,333$2M0.3%2026-Q1 stale
Brooklyn Investment Group added111,872$1M0.3%2026-Q1 stale
Crossmark Global Holdings, Inc. trimmed108,528$1M0.2%2026-Q1 stale
RENAISSANCE TECHNOLOGIES LLC trimmed127,440$1M0.2%2025-Q4 stale
Thrivent Financial for Lutherans added88,984$1M0.2%2026-Q1 stale
BAROMETER CAPITAL MANAGEMENT INC. added20,000$999K0.2%2025-Q4 stale
Brevan Howard Capital Management LP new130,000$956K0.2%2025-Q2 stale
Lester Murray Antman dba SimplyRich70,179$791K0.2%2026-Q1 stale
BALYASNY ASSET MANAGEMENT L.P. trimmed70,024$790K0.2%2026-Q1 stale
Aquatic Capital Management LLC added66,253$747K0.1%2026-Q1 stale
Cambridge Investment Research Advisors, Inc. new63,612$718K0.1%2026-Q1 stale
HHLR ADVISORS, LTD. trimmed63,100$712K0.1%2026-Q1 stale
HANTZ FINANCIAL SERVICES, INC. added52,290$590K0.1%2026-Q1 stale
NATIXIS ADVISORS, LLC added49,133$554K0.1%2026-Q1 stale
First Affirmative Financial Network50,859$505K0.1%2026-Q1 stale
Wealthquest Corp new4,669$488K0.1%2025-Q1 stale

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.

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