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X Financial (XYF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
SmartHarvest Portfolios, LLC
INCREASED
Shares18,081 from 15,421
Change+2,660 (+17%)
Value$93.1K (+$18.5K)
Filed 2026-10-26
Ramsey Quantitative Systems
DECREASED
Shares2,517 from 27,838
Change-25,321 (-91%)
Value$13.0K (-$121.8K)
Filed 2026-10-22
Nisa Investment Advisors, LLC
NEW
Shares461
Change+461
Value$2.4K
Filed 2026-10-20
Citigroup Inc
DECREASED
Shares94 from 379
Change-285 (-75%)
Value$484 (-$1.4K)
Filed 2026-11-04
SBI Securities Co., Ltd.
DECREASED
Shares74 from 85
Change-11 (-13%)
Value$381 (-$30)
Filed 2026-10-22
Kelleher Financial Advisors
CLOSED
Shares0 from 173
Change-173 (-100%)
Value$0 (-$838)
Filed 2026-10-30
Two Sigma Investments, LP
N/A
Shares— from 190,782
Change-190,782 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 136,792
Change-136,792 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 105,211
Change-105,211 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 85,378
Change-85,378 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 79,349
Change-79,349 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 62,581
Change-62,581 (-100%)
Value—
UBS Group AG
N/A
Shares— from 48,198
Change-48,198 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 25,966
Change-25,966 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 24,999
Change-24,999 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 22,843
Change-22,843 (-100%)
Value—
State Street Corp
N/A
Shares— from 21,644
Change-21,644 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 7,644
Change-7,644 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,111
Change-5,111 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 2,429
Change-2,429 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 809
Change-809 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 719
Change-719 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 191
Change-191 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
SmartHarvest Portfolios, LLC
INCREASED18,08115,421+2,660+17%$74.6K$93.1K+$18.5K2026-10-26
Ramsey Quantitative Systems
DECREASED2,51727,838-25,321-91%$134.7K$13.0K-$121.8K2026-10-22
Nisa Investment Advisors, LLC
NEW461—+461——$2.4K—2026-10-20
Citigroup Inc
DECREASED94379-285-75%$1.8K$484-$1.4K2026-11-04
SBI Securities Co., Ltd.
DECREASED7485-11-13%$411$381-$302026-10-22
Kelleher Financial Advisors
CLOSED0173-173-100%$838$0-$8382026-10-30
Two Sigma Investments, LP
N/A—190,782-190,782-100%$923.4K———
Qube Research & Technologies Ltd
N/A—136,792-136,792-100%$662.1K———
Acadian Asset Management LLC
N/A—105,211-105,211-100%$505.0K———
Trexquant Investment LP
N/A—85,378-85,378-100%$413.2K———
Citadel Advisors LLC
N/A—79,349-79,349-100%$384.0K———
O'shaughnessy Asset Management, LLC
N/A—62,581-62,581-100%$302.9K———
UBS Group AG
N/A—48,198-48,198-100%$233.3K———
GSA Capital Partners LLP
N/A—25,966-25,966-100%$126.0K———
Jane Street Group, LLC
N/A—24,999-24,999-100%$121.0K———
JPMorgan Chase & Co
N/A—22,843-22,843-100%$114.4K———
State Street Corp
N/A—21,644-21,644-100%$104.8K———
Police & Firemen's Retirement System of New Jersey
N/A—7,644-7,644-100%$37.0K———
Morgan Stanley
N/A—5,111-5,111-100%$24.7K———
WealthCollab, LLC
N/A—2,429-2,429-100%$11.8K———
Royal Bank of Canada
N/A—809-809-100%$4.0K———
Tower Research Capital LLC (TRC)
N/A—719-719-100%$3.5K———
Rhumbline Advisers
N/A—191-191-100%$924———
Smartleaf Asset Management LLC
N/A—2-2-100%$10———
Showing 24 of 24 institutions