SAFX · XCF Global, Inc.

$0.36 0.00 (-0.50%) At close · Aug 31

Market Cap

$147.52M

410.82M

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.

Quarter:

Holders: 54

Total Value: $4,630,287

Total Shares: 10,499,587

Institutional Ownership Trend

5 quarters

Holder Concentration

Across 54 13F filers · Δ vs Mar 31, 2026

Top Holder

42.8%

+24.0 pts

Top 5

67.8%

+2.9 pts

Top 10

83.5%

−1.7 pts

HHI

2,058

Moderately concentrated+1,020

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -4

Institutional value: -1.6%

Shares held: -18.3%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega VANGUARD CAPITAL MANAGEMENT LLC	+3,100,072	4,491,207
Mega MORGAN STANLEY	+372,812	396,511
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	+179,419	195,188
Mega BARCLAYS PLC	+68,657	84,081
Mega BANK OF AMERICA CORP /DE/	+41,724	87,703

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega BlackRock, Inc.	−1,950,630	467,901
Mega GEODE CAPITAL MANAGEMENT, LLC	−1,368,585	747,648
Mega UBS Group AG	−708,145	742,464
Mega VANGUARD FIDUCIARY TRUST CO	−603,854	86,120
Mega JANE STREET GROUP, LLC	−542,411	332,051

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega LPL Financial LLC	352,416	$155,415
Mega HSBC HOLDINGS PLC	128,739	$56,773
Large TUDOR INVESTMENT CORP ET AL	115,942	$51,130
Mid Larson Financial Group LLC	115,000	$50,715
Small TWO SIGMA SECURITIES, LLC	68,100	$30,032

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega VANGUARD PORTFOLIO MANAGEMENT LLC	278,731	$102,015
Mega DEUTSCHE BANK AG\	189,577	$69,384
Small Simplify Asset Management Inc.	188,857	$69,121
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC	89,675	$32,821
Mega Bank of New York Mellon Corp	49,035	$17,946

Filter: New 16 Increased 11 Reduced 19 Sold out 20 Unchanged 8

Showing 54 of 54

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

VANGUARD CAPITAL MANAGEMENT LLC

$1,980,622

42.78%

4,491,207

GEODE CAPITAL MANAGEMENT, LLC

$329,712

7.12%

747,648

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	110,076	$48,543	14.7%	Defined
Held directly	637,572	$281,169	85.3%	Defined

UBS Group AG

$327,425

7.07%

742,464

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	730,328	$322,074	98.4%	Defined
UBS Securities LLC	12,136	$5,351	1.6%	Defined

STATE STREET CORP

$296,991

6.41%

673,450

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS TRUST COMPANY	673,450	$296,991	100.0%	Defined

BlackRock, Inc.

$206,343

4.46%

467,901

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	247,062	$108,954	52.8%	Sole
BlackRock Institutional Trust Company, N.A.	215,997	$95,254	46.2%	Sole
Aperio Group, LLC	4,842	$2,135	1.0%	Sole

MORGAN STANLEY

$174,860

3.78%

396,511

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	13,314	$5,871	3.4%	Defined
MORGAN STANLEY & CO. LLC	2,259	$996	0.6%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	367,697	$162,154	92.7%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	13,241	$5,839	3.3%	Defined

LPL Financial LLC

$155,415

3.36%

352,416

JANE STREET GROUP, LLC

$146,434

3.16%

332,051

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	321,901	$141,958	96.9%	Defined
Jane Street Global Trading, LLC	10,150	$4,476	3.1%	Defined

GOLDMAN SACHS GROUP INC

$138,456

2.99%

313,961

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	160,482	$70,772	51.1%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	153,479	$67,684	48.9%	Defined

J. Derek Lewis & Associates Inc.

$110,250

2.38%

250,000

WELLINGTON MANAGEMENT GROUP LLP

$88,716

1.92%

201,171

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wellington Management International Ltd	201,171	$88,716	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$86,077

1.86%

195,188

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	49,834	$21,976	25.5%	Other
G1 EXECUTION SERVICES, LLC	145,354	$64,101	74.5%	Other

HSBC HOLDINGS PLC

$56,773

1.23%

128,739

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	128,739	$56,773	100.0%	Defined

TUDOR INVESTMENT CORP ET AL

$51,130

1.10%

115,942

Larson Financial Group LLC

$50,715

1.10%

115,000

Callan Family Office, LLC

$48,390

1.05%

109,728

BANK OF AMERICA CORP /DE/

$38,677

0.84%

87,703

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	87,703	$38,677	100.0%	Defined

VANGUARD FIDUCIARY TRUST CO

$37,978

0.82%

86,120

BARCLAYS PLC

$37,079

0.80%

84,081

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	72,373	$31,916	86.1%	Defined
BARCLAYS CAPITAL INC.	11,708	$5,163	13.9%	Defined

TWO SIGMA SECURITIES, LLC

$30,032

0.65%

68,100

FMR LLC

$24,670

0.53%

55,942

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	55,942	$24,670	100.0%	Defined

Vanguard Personalized Indexing Management, LLC

$23,467

0.51%

53,214

Apollon Wealth Management, LLC

$19,331

0.42%

43,835

Balyasny Asset Management L.P.

$14,223

0.31%

32,252

Abel Hall, LLC

$14,194

0.31%

32,186

JPMORGAN CHASE & CO

$13,010

0.28%

29,503

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Investment Management Inc.	29,503	$13,010	100.0%	Defined

Mariner, LLC

$12,917

0.28%

29,291

State of Wyoming

$12,429

0.27%

28,184

XTX Topco Ltd

$12,389

0.27%

28,094

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	28,094	$12,389	100.0%	Defined

RAYMOND JAMES FINANCIAL INC

$11,809

0.26%

26,780

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	26,780	$11,809	100.0%	Defined

Equitable Holdings, Inc.

$11,193

0.24%

25,383

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	25,383	$11,193	100.0%	Defined

Point72 Asset Management, L.P.

$9,238

0.20%

20,950

CITIGROUP INC

$9,054

0.20%

20,532

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	20,532	$9,054	100.0%	Defined

Tower Research Capital LLC (TRC)

$7,138

0.15%

16,188

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	16,188	$7,138	100.0%	Defined

VICTORY CAPITAL MANAGEMENT INC

$6,774

0.15%

15,361

AQR CAPITAL MANAGEMENT LLC

$6,614

0.14%

15,004

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Compound Planning, Inc.	1	$0	0.0%	Other
Arax Advisory Partners	86	$37	0.6%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	147	$64	1.0%	Other
Held directly	14,770	$6,513	98.5%	Defined

Entruity Wealth, LLC

$5,561

0.12%

12,610

COMMONWEALTH EQUITY SERVICES, LLC

$5,292

0.11%

12,000

NORTHERN TRUST CORP

$5,245

0.11%

11,895

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	11,895	$5,245	100.0%	Defined

Y-Intercept (Hong Kong) Ltd

$4,824

0.10%

10,941

BNP PARIBAS ARBITRAGE, SA

$3,902

0.08%

8,849

ROYAL BANK OF CANADA

$3,675

0.08%

8,336

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	278	$122	3.3%	Defined
RBC Capital Markets, LLC	8,058	$3,553	96.7%	Defined

GAMMA Investing LLC

$464

0.01%

1,053

WELLS FARGO & COMPANY/MN

$441

0.01%

1,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	1,000	$441	100.0%	Defined

Transamerica Financial Advisors, LLC

$137

0.00%

312

Integrated Wealth Concepts LLC

$71

0.00%

161

Essential Investment Partners LLC

$55

0.00%

125

Arax Advisory Partners

$41

0.00%

EverSource Wealth Advisors, LLC

$28

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	12	$5	17.9%	Sole
Held directly	53	$23	82.1%	Sole

True Wealth Design, LLC

0.00%

JONES FINANCIAL COMPANIES LLLP

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	17	$7	100.0%	Sole

Essential Partners LLC

0.00%

IFP Advisors, Inc

0.00%

ROTHSCHILD INVESTMENT LLC

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	2	$0	0.0%	Defined
DWS Investments UK Ltd	189,575	$69,384	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	22,175	$8,116	45.2%	Defined
The Bank of New York Mellon	26,860	$9,830	54.8%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TEACHERS ADVISORS, LLC joint	42,465	$15,542	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STONEX FINANCIAL INC.	40,005	$14,641	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	18,875	$6,908	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	17,413	$6,373	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	14,139	$5,174	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	3,038	$1,111	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	3,026	$1,107	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	2,950	$1,079	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Institutional Asset Management Trust Co	148	$54	100.0%	Sole

Key facts CIK 2019793 CUSIP 98400U103 13F (30d) 44 filings 44 filers Visit website Investor relations