Filing Research | SAFX - XCF GLOBAL INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

8 / 8 loaded

#		Instrument	quantity
1	Apollon Wealth Management, LLC	Shares	43.8KSH	$19.3K
2	Abel Hall, LLC	Shares	32.2KSH	$14.2K
3	Y-Intercept (Hong Kong) Ltd	Shares	10.9KSH	$4.8K
4	GAMMA Investing LLC	Shares	1.1KSH	$465
5	Essential Investment Partners LLC	Shares	125SH	$55
6	EverSource Wealth Advisors, LLC	Shares	65SH	$28
7	True Wealth Design, LLC	Shares	20SH	$9
8	IFP Advisors, Inc	Shares	10SH	$4

Manager changes2026-06-30 vs 2026-03-31

11 / 11 loaded

#		Instrument
1	Apollon Wealth Management, LLC new	Shares	+43.8K	+$19.3K	$19.3K
2	Y-Intercept (Hong Kong) Ltd new	Shares	+10.9K	+$4.8K	$4.8K
3	Abel Hall, LLC added	Shares	+4.8K	+$4.2K	$14.2K
4	GAMMA Investing LLC new	Shares	+1.1K	+$465	$465
5	Essential Investment Partners LLC unchanged	Shares	0	+$9	$55
6	EverSource Wealth Advisors, LLC trimmed	Shares	-12	+$1	$28
7	True Wealth Design, LLC unchanged	Shares	0	+$1	$9
8	IFP Advisors, Inc trimmed	Shares	-4	-$1	$4
9	Sovereign Financial Group, Inc. exited	Shares	-10.5K	-$3.8K	$0
10	Police & Firemen's Retirement System of New Jersey exited	Shares	-14.1K	-$5.2K	$0
11	Simplify Asset Management Inc. exited	Shares	-188.9K	-$69.0K	$0

Filing Research | SAFX - XCF GLOBAL INC Institutional Holdings