Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
The Sep 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out. Each fund's Change is measured against its own
previous reported quarter, shown in the Reported column. Pick a
completed quarter in the Quarter selector below to put every
fund on one quarter and see the stock-wide activity breakdown.
Holders:12
Total Value:$4,010,240
Total Shares:1,338,791
Institutional Ownership Trend
13 quarters
Holder Concentration
Across 13 13F filers
Top Holder
58.2%
of institutional value
Top 5
92.2%
of institutional value
Top 10
99.6%
of institutional value
HHI
3,844
Highly concentrated
Who Holds AXG
Last 8 quarters through Sep 30, 2026 (filing window open)
Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory
records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book.
The quarter selector does not change this card.
Jun 30, 2026, the newest closed quarter:
12 filers,
like-for-like change -12.2%; actively managed books -26.8%; index-like books -4.1%.
Holder type
Share
Filers
Change
New
Exited
Registered adviser
9.1%
4
-49.6%
1
1
Bank
3.2%
1
+89.0%
0
0
Non-US
18.8%
1
-0.5%
0
0
Holding company
63.6%
4
-4.2%
0
0
Unknown
5.3%
2
-40.1%
0
2
Style
Share
Filers
Change
New
Exited
Index-like
70.3%
4
-4.1%
0
0
Systematic-like
1.1%
1
-72.6%
0
0
Diversified active
28.6%
7
-21.7%
1
3
Concentrated
0.0%
0
—
0
0
Not measured
0.0%
0
—
0
0
Unknown
0.0%
0
—
0
0
Turnover
Share
Filers
Change
New
Exited
Low turnover
70.7%
5
-3.8%
0
0
Medium turnover
22.5%
4
+6.1%
1
1
High turnover
2.6%
2
-82.5%
0
2
Unknown
4.2%
1
+0.7%
0
0
Not measured
0.0%
0
—
0
0
Holding horizon
Share
Filers
Change
New
Exited
Short horizon
4.2%
1
-70.6%
0
1
Medium horizon
5.5%
3
+36.9%
0
0
Long horizon
89.2%
7
-2.5%
1
2
Unknown
1.1%
1
-72.6%
0
0
Not measured
0.0%
0
—
0
0
13F book size
Share
Filers
Change
New
Exited
Under $1B
0.0%
0
-100.0%
0
1
$1B to $10B
3.1%
4
-79.2%
1
2
$10B to $100B
4.6%
2
+5.7%
0
0
$100B or more
92.3%
6
-1.7%
0
0
Not measured
0.0%
0
—
0
0
Client base
Share
Filers
Change
New
Exited
Individuals and high net worth
0.5%
2
+775.0%
1
0
Pooled investment vehicles
1.5%
1
-86.1%
0
1
Registered funds and BDCs
7.1%
1
0.0%
0
0
Unknown
90.9%
8
-5.1%
0
2
Private funds
Share
Filers
Change
New
Exited
Hedge funds
1.5%
1
-86.1%
0
1
No private funds
7.6%
3
+6.3%
1
0
Unknown
90.9%
8
-5.1%
0
2
Location
Share
Filers
Change
New
Exited
United States
92.6%
10
-14.3%
1
3
Outside the US
7.4%
2
+26.4%
0
0
The Sep 30, 2026 filing window is still open, so its
bar carries the Jun 30, 2026 positions of filers that have not filed yet.
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out.
The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later
quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type
comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster
current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and
book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none
was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Conviction and Crowding
13 13F filers, quarter ended Jun 30, 2026
Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts
filers with high turnover or that advise private funds on Form ADV.
Conviction holders
0
0.000% of filers hold it in their top 10
Mar 31, 2026: 0
Holders above 5%
0
median weight 0.000%
Mar 31, 2026: 0
Crowding
—
a foreign private issuer reports ordinary shares, a different unit from the listed shares
Private-fund advisers
—
of shares outstanding
Institutional ownership
—
a foreign private issuer reports ordinary shares, a different unit from the listed shares
Top 10 holders
99.6%
of 13F shares, Herfindahl 0.384
Active holders
-26.8%
like-for-like share change of active filers
5% stakes on record
1
1 13D, 0 13G
How long holders have held itvalue-weighted 3.0 quarters
Under 1 year 89.3%1 to 3 years 10.7%3 years or more 0.000%Since coverage start 0.000%
Managers in the top fifth by current three-year FundScore alpha were net
buyers of $0
(0 buying, 0 selling).
Shareholder Targets
13F filers that own its peers but not AXG, quarter ended Jun 30, 2026
AXG has no holder-overlap peers, so these filers hold the largest Financial Services stocks: JPM, V, BRK-B, MA, BAC, MS, GS, AXP, WFC, C, SCHW, RY, CB, BLK, PGR, COF, SPGI, TD, BNY, PNC.
6,578 filers in all.
