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Security record · archived quarter

XYF

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
17Tracked holders
-5Δ holders
672.94KShares held
$2.77MReported value
+2New positions
−7Exits
Strongly Falling How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -22.7% · share flow -30.0% · net new positions -20.0%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 11 -6 531.10K $2.57M −6
Q1 2026 17 -5 672.94K $2.77M +2 −7
Q4 2025 22 +2 989.22K $5.55M +3 −1
Q3 2025 6 +1 723.64K $9.96M +2 −1
Q2 2025 3 -1 151.00K $2.64M −1
Q1 2025 3 +1 160.58K $2.31M +1
Q4 2024 2 +1 97.76K $814,316 +1
Q3 2024 1 0 86.58K $571,395
Q2 2024 1 92.08K $396,843
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Two Sigma Investments 171.51K +59.6% $706,621 0.0% ▲ Add 2 SEC ↗
2 Qube Research & Technologies Ltd 168.63K -25.0% $694,760 0.0% ▼ Trim 2 SEC ↗
3 Morgan Stanley 104.43K -35.3% $430,264 0.0% ▼ Trim 3 SEC ↗
4 Morgan Stanley 104.43K -35.3% $430,264 0.0% ▼ Trim 3 SEC ↗
5 Morgan Stanley 104.43K -35.3% $430,264 0.0% ▼ Trim 3 SEC ↗
6 Renaissance Technologies 85.04K New $350,369 0.0% New 1 SEC ↗
7 UBS Group AG 44.06K +32.3% $181,515 0.0% ▲ Add 2 SEC ↗
8 UBS Group AG 44.06K +32.3% $181,515 0.0% ▲ Add 2 SEC ↗
9 UBS Group AG 44.06K +32.3% $181,515 0.0% ▲ Add 2 SEC ↗
10 State Street Global Advisors (passive) 23.23K -6.4% $95,720 0.0% ▼ Trim 3 SEC ↗
11 Jane Street Group, Llc 14.54K -83.3% $59,896 0.0% ▼ Trim 2 SEC ↗
12 Jane Street Group, Llc 14.54K -83.3% $59,896 0.0% ▼ Trim 2 SEC ↗
13 Invesco Ltd. 14.47K -6.7% $59,604 0.0% ▼ Trim 2 SEC ↗
14 Citadel Advisors 14.02K -90.1% $57,775 0.0% ▼ Trim 2 SEC ↗
15 JPMorgan Chase 14.07K -66.5% $54,603 0.0% ▼ Trim 3 SEC ↗
16 Hrt Financial Lp 12.53K New $51,000 0.0% New 1 SEC ↗
17 Russell Investments Group, Ltd. 5.12K -84.8% $19,857 0.0% ▼ Trim 2 SEC ↗
18 Royal Bank Of Canada 820 +29.1% $3,000 0.0% ▲ Add 2 SEC ↗
19 BlackRock (passive) 266 -96.3% $1,096 0.0% ▼ Trim 4 SEC ↗
20 Rhumbline Advisers 191 -56.7% $786 0.0% ▼ Trim 2 SEC ↗
21 Citigroup Inc 3 -100.0% $12 0.0% ▼ Trim 2 SEC ↗
22 Citigroup Inc 3 -100.0% $12 0.0% ▼ Trim 2 SEC ↗
23 Wells Fargo & Company/Mn 1 0.0% $4 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Renaissance Technologies $350,369 0.0%
Hrt Financial Lp $51,000 0.0%

Exited

Marshall Wace $242,716 was 0.0%
Susquehanna International… $116,278 was 0.0%
Millennium Management $89,611 was 0.0%
MIRAE ASSET GLOBAL ETFS… $23,149 was 0.0%
Bnp Paribas Financial Markets $7,823 was 0.0%
Bank Of America Corp /De/ $263 was 0.0%
Osaic Holdings, Inc. $28 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 26 holders, 1.25M shares, $3.83M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API