XYF
name pending profile ingest
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 11 | -6 | 531.10K | $2.57M | n/a | −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 | n/a | −1 |
| Q1 2025 | 3 | +1 | 160.58K | $2.31M | +1 | n/a |
| Q4 2024 | 2 | +1 | 97.76K | $814,316 | +1 | n/a |
| Q3 2024 | 1 | 0 | 86.58K | $571,395 | n/a | n/a |
| Q2 2024 | 1 | n/a | 92.08K | $396,843 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×3 |
| 4 | Renaissance Technologies ✦ | 85.04K | New | $350,369 | 0.0% | New | 1 | SEC ↗ |
| 5 | UBS Group AG | 44.06K | +32.3% | $181,515 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | State Street Global Advisors ✦ (passive) | 23.23K | -6.4% | $95,720 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Jane Street Group, Llc | 14.54K | -83.3% | $59,896 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Invesco Ltd. | 14.47K | -6.7% | $59,604 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 14.02K | -90.1% | $57,775 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 14.07K | -66.5% | $54,603 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Hrt Financial Lp | 12.53K | New | $51,000 | 0.0% | New | 1 | SEC ↗ |
| 12 | Russell Investments Group, Ltd. | 5.12K | -84.8% | $19,857 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 820 | +29.1% | $3,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 266 | -96.3% | $1,096 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Rhumbline Advisers | 191 | -56.7% | $786 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Citigroup Inc | 3 | -100.0% | $12 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | 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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.