XYF · X Financial

$5.40 +0.14 (+2.66%) At close · Aug 27

Market Cap

$202.60M

38.52M

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: 23

Total Value: $4,184,379

Total Shares: 864,544

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 23 13F filers · Δ vs Mar 31, 2026

Top Holder

22.1%

+0.9 pts

Top 5

69.1%

+2.1 pts

Top 10

91.0%

+0.8 pts

HHI

1,196

Broadly held+62

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -7

Institutional value: -20.4%

Shares held: -32.2%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega CITADEL ADVISORS LLC	+65,326	79,349
Mega TWO SIGMA INVESTMENTS, LP	+19,272	190,782
Mega JANE STREET GROUP, LLC	+10,461	24,999
Mega JPMORGAN CHASE & CO	+8,770	22,843
Mega UBS Group AG	+4,141	48,198

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large ACADIAN ASSET MANAGEMENT LLC	−164,276	105,211
Mega MORGAN STANLEY	−99,322	5,111
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC	−69,103	62,581
Mega Qube Research & Technologies Ltd	−31,839	136,792
Large Trexquant Investment LP	−27,845	85,378

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small RAMSEY QUANTITATIVE SYSTEMS	27,838	$134,735
Small SmartHarvest Portfolios, LLC	15,421	$74,637
Small WealthCollab, LLC	2,429	$11,756
Mid Tower Research Capital LLC (TRC)	719	$3,479
Small KELLEHER FINANCIAL ADVISORS	173	$837

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large RENAISSANCE TECHNOLOGIES LLC	85,041	$350,368
Large Quadrature Capital Ltd	20,043	$82,577
Mega Invesco Ltd.	14,467	$59,604
Large HRT FINANCIAL LP	12,532	$51,631
Large QRG CAPITAL MANAGEMENT, INC.	10,739	$44,244

Filter: New 5 Increased 7 Reduced 8 Sold out 12 Unchanged 3

Showing 23 of 23

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

TWO SIGMA INVESTMENTS, LP

$923,384

22.07%

190,782

Qube Research & Technologies Ltd

$662,073

15.82%

136,792

ACADIAN ASSET MANAGEMENT LLC

$509,221

12.17%

105,211

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

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	105,211	$509,221	100.0%	Defined

Trexquant Investment LP

$413,229

9.88%

85,378

CITADEL ADVISORS LLC

$384,049

9.18%

79,349

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

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	79,349	$384,049	100.0%	Defined

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$302,892

7.24%

62,581

UBS Group AG

$233,277

5.57%

48,198

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

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	40,588	$196,445	84.2%	Defined
UBS Switzerland AG	7,610	$36,832	15.8%	Defined

RAMSEY QUANTITATIVE SYSTEMS

$134,735

3.22%

27,838

GSA CAPITAL PARTNERS LLP

$125,675

3.00%

25,966

JANE STREET GROUP, LLC

$120,994

2.89%

24,999

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	4,084	$19,766	16.3%	Defined
Jane Street Global Trading, LLC	20,915	$101,228	83.7%	Defined

JPMORGAN CHASE & CO

$110,560

2.64%

22,843

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

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	22,843	$110,560	100.0%	Defined

STATE STREET CORP

$104,756

2.50%

21,644

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

Manager	Shares	Value (USD)	% of position	Discretion
SSGA FUNDS MANAGEMENT, INC.	21,644	$104,756	100.0%	Defined

SmartHarvest Portfolios, LLC

$74,637

1.78%

15,421

Police & Firemen's Retirement System of New Jersey

$36,996

0.88%

7,644

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

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Asset Management LLC	7,644	$36,996	100.0%	Defined

MORGAN STANLEY

$24,736

0.59%

5,111

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

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC	4,051	$19,606	79.3%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	1,060	$5,130	20.7%	Defined

WealthCollab, LLC

$11,756

0.28%

2,429

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

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	2,429	$11,756	100.0%	Defined

ROYAL BANK OF CANADA

$3,915

0.09%

809

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

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	809	$3,915	100.0%	Defined

Tower Research Capital LLC (TRC)

$3,479

0.08%

719

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)	719	$3,479	100.0%	Defined

CITIGROUP INC

$1,834

0.04%

379

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	379	$1,834	100.0%	Defined

RHUMBLINE ADVISERS

$924

0.02%

191

KELLEHER FINANCIAL ADVISORS

$837

0.02%

173

SBI Securities Co., Ltd.

$411

0.01%

Smartleaf Asset Management LLC

0.00%

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

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	20,043	$82,577	100.0%	Other

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

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Capital Management LLC	14,467	$59,604	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Asset Management LLC joint	5,118	$21,086	100.0%	Other

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

Manager	Shares	Value (USD)	% of position	Discretion
Aperio Group, LLC	266	$1,095	100.0%	Sole

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	$4	100.0%	Defined

Key facts CIK 1725033 CUSIP 98372W202 13F (30d) 20 filings 20 filers Visit website Investor relations