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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| STATE STREET CORP added | 4,176,916 | $44M | 8.8% | 2026-Q2 |
| BlackRock, Inc. added | 4,148,360 | $44M | 8.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 4,084,811 | $43M | 8.6% | 2026-Q2 |
| MORGAN STANLEY added | 2,156,718 | $23M | 4.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,547,353 | $16M | 3.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 1,481,790 | $16M | 3.1% | 2026-Q2 |
| UBS Group AG trimmed | 1,444,710 | $15M | 3.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,289,029 | $14M | 2.7% | 2026-Q2 |
| Kapitalo Investimentos Ltda added | 1,271,245 | $13M | 2.7% | 2026-Q2 |
| Ramirez Asset Management, Inc. added | 1,215,086 | $13M | 2.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,133,240 | $12M | 2.4% | 2026-Q2 |
| Cullen Capital Management, LLC added | 1,038,647 | $11M | 2.2% | 2026-Q2 |
| Invesco Ltd. added | 1,014,808 | $11M | 2.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 989,541 | $10M | 2.1% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 880,680 | $9M | 1.8% | 2026-Q2 |
| BARINGS LLC added | 782,040 | $8M | 1.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 781,619 | $8M | 1.6% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 736,552 | $8M | 1.5% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 624,653 | $7M | 1.3% | 2026-Q2 |
| CITIGROUP INC added | 592,253 | $6M | 1.2% | 2026-Q2 |
| BARCLAYS PLC added | 549,036 | $6M | 1.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 546,935 | $6M | 1.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 541,880 | $6M | 1.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 527,689 | $6M | 1.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 521,686 | $6M | 1.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 471,062 | $5M | 1.0% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 421,680 | $4M | 0.9% | 2026-Q2 |
| WEXFORD CAPITAL LP new | 406,130 | $4M | 0.9% | 2026-Q2 |
| Lansforsakringar Fondforvaltning AB (publ) new | 357,722 | $4M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 341,489 | $4M | 0.7% | 2026-Q2 |
| Fundamenta Capital S.A. new | 333,367 | $4M | 0.7% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP trimmed | 309,631 | $3M | 0.6% | 2026-Q2 |
| Navi International - Administradora e Gestora de Recursos Financeiros Ltda. added | 289,639 | $3M | 0.6% | 2026-Q2 |
| TT International Asset Management LTD added | 275,447 | $3M | 0.6% | 2026-Q2 |
| Itau Unibanco Holding S.A. added | 260,220 | $3M | 0.5% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 251,401 | $3M | 0.5% | 2026-Q2 |
| Quantinno Capital Management LP added | 245,741 | $3M | 0.5% | 2026-Q2 |
| PINEBRIDGE INVESTMENTS LLC added | 244,929 | $3M | 0.5% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 197,125 | $2M | 0.4% | 2026-Q2 |
| North of South Capital LLP added | 177,337 | $2M | 0.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 160,954 | $2M | 0.3% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 148,276 | $2M | 0.3% | 2026-Q2 |
| Vident Advisory, LLC added | 146,630 | $2M | 0.3% | 2026-Q2 |
| Tidal Investments LLC new | 136,881 | $1M | 0.3% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 134,378 | $1M | 0.3% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 131,459 | $1M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 130,027 | $1M | 0.3% | 2026-Q2 |
| DELTEC ASSET MANAGEMENT LLC trimmed | 125,500 | $1M | 0.3% | 2026-Q2 |
| Illumine Investment Management, LLC new | 0 | $1M | 0.2% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 115,610 | $1M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 115,116 | $1M | 0.2% | 2026-Q2 |
| InTrack Investment Management Inc trimmed | 112,515 | $1M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 105,107 | $1M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 102,033 | $1M | 0.2% | 2026-Q2 |
| Sigma Planning Corp new | 100,472 | $1M | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 100,128 | $1M | 0.2% | 2026-Q2 |
| VPR Management LLC | 100,104 | $1M | 0.2% | 2026-Q2 |
| FMR LLC added | 98,820 | $1M | 0.2% | 2026-Q2 |
| SPX Gestao de Recursos Ltda added | 98,495 | $1M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 97,266 | $1M | 0.2% | 2026-Q2 |
| Nuveen, LLC new | 96,642 | $1M | 0.2% | 2026-Q2 |
| Creative Planning added | 86,657 | $915K | 0.2% | 2026-Q2 |
| Optiver Holding B.V. added | 85,397 | $902K | 0.2% | 2026-Q2 |
| Walleye Capital LLC added | 80,338 | $848K | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 79,106 | $835K | 0.2% | 2026-Q2 |
| Metis Global Partners, LLC added | 77,653 | $820K | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 75,488 | $797K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 66,343 | $701K | 0.1% | 2026-Q2 |
| Compound Planning, Inc. added | 64,810 | $684K | 0.1% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 63,156 | $678K | 0.1% | 2026-Q2 |
| PROFUND ADVISORS LLC added | 62,488 | $660K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 62,059 | $655K | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 59,224 | $625K | 0.1% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 57,100 | $603K | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 50,799 | $536K | 0.1% | 2026-Q2 |
| VANGUARD GROUP INC added | 1,321,891 | $12M | 2.4% | 2025-Q4 stale |
| MACQUARIE GROUP LTD | 989,541 | $10M | 1.9% | 2025-Q3 stale |
| Amundi added | 497,064 | $6M | 1.1% | 2026-Q1 stale |
| Cubist Systematic Strategies, LLC added | 472,079 | $5M | 0.9% | 2025-Q3 stale |
| NATIONAL BANK OF CANADA /FI/ trimmed | 255,453 | $3M | 0.6% | 2026-Q1 stale |
| Point72 Asset Management, L.P. trimmed | 248,689 | $3M | 0.6% | 2026-Q1 stale |
| PINEBRIDGE INVESTMENTS, L.P. trimmed | 273,117 | $3M | 0.5% | 2025-Q3 stale |
| HighTower Advisors, LLC added | 213,717 | $2M | 0.5% | 2026-Q1 stale |
| Trexquant Investment LP added | 158,920 | $2M | 0.4% | 2026-Q1 stale |
| BANK OF MONTREAL /CAN/ added | 152,333 | $2M | 0.3% | 2026-Q1 stale |
| Brooklyn Investment Group added | 111,872 | $1M | 0.3% | 2026-Q1 stale |
| Crossmark Global Holdings, Inc. trimmed | 108,528 | $1M | 0.2% | 2026-Q1 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 127,440 | $1M | 0.2% | 2025-Q4 stale |
| Thrivent Financial for Lutherans added | 88,984 | $1M | 0.2% | 2026-Q1 stale |
| BAROMETER CAPITAL MANAGEMENT INC. added | 20,000 | $999K | 0.2% | 2025-Q4 stale |
| Brevan Howard Capital Management LP new | 130,000 | $956K | 0.2% | 2025-Q2 stale |
| Lester Murray Antman dba SimplyRich | 70,179 | $791K | 0.2% | 2026-Q1 stale |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 70,024 | $790K | 0.2% | 2026-Q1 stale |
| Aquatic Capital Management LLC added | 66,253 | $747K | 0.1% | 2026-Q1 stale |
| Cambridge Investment Research Advisors, Inc. new | 63,612 | $718K | 0.1% | 2026-Q1 stale |
| HHLR ADVISORS, LTD. trimmed | 63,100 | $712K | 0.1% | 2026-Q1 stale |
| HANTZ FINANCIAL SERVICES, INC. added | 52,290 | $590K | 0.1% | 2026-Q1 stale |
| NATIXIS ADVISORS, LLC added | 49,133 | $554K | 0.1% | 2026-Q1 stale |
| First Affirmative Financial Network | 50,859 | $505K | 0.1% | 2026-Q1 stale |
| Wealthquest Corp new | 4,669 | $488K | 0.1% | 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.
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.