XYF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -30.0% ·
share flow -21.1% ·
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 Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Two Sigma Investments ✦ | 190.78K | +11.2% | $923,385 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Qube Research & Technologies Ltd | 136.79K | -18.9% | $662,073 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 79.35K | +465.9% | $384,049 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 48.20K | +9.4% | $233,278 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | UBS Group AG | 48.20K | +9.4% | $233,278 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Jane Street Group, Llc | 25.00K | +72.0% | $120,996 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Jane Street Group, Llc | 25.00K | +72.0% | $120,996 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 22.84K | +62.3% | $114,443 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | State Street Global Advisors ✦ (passive) | 21.64K | -6.8% | $104,757 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 5.11K | -95.1% | $24,740 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 5.11K | -95.1% | $24,740 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Royal Bank Of Canada | 809 | -1.3% | $4,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Citigroup Inc | 379 | +12533.3% | $1,834 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Rhumbline Advisers | 191 | 0.0% | $924 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Renaissance Technologies | $350,369 | was 0.0% |
| Invesco Ltd. | $59,604 | was 0.0% |
| Hrt Financial Lp | $51,000 | was 0.0% |
| Russell Investments Group… | $19,857 | was 0.0% |
| BlackRock | $1,096 | was 0.0% |
| Wells Fargo & Company/Mn | $4 | 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.