Vault-13

XCF GLOBAL INC SAFX

COM CL A · Common Stock · CUSIP 98400U103

54 institutional holders -4 vs Q1 2026
10,499,50110.5m shares reported held*
2.6% of all shares outstanding*
$4.6mreported value*
16 new 11 added 19 reduced 19 sold out net sold ≈ $1.0m (-2.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($38 this quarter). Holder counts are more reliable. Shares outstanding: 410.8m as of 2026-08-14, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $0.44.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q2 25: 19Q3 25: 40Q4 25: 58Q1 26: 58Q2 26: 5454Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q2 202519
Q3 202540
Q4 202558
Q1 202658
Q2 202654

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 25: 35 bought or addedQ3 25: 9 cut or sold outQ3 25Q4 25: 39 bought or addedQ4 25: 11 cut or sold outQ4 25Q1 26: 30 bought or addedQ1 26: 19 cut or sold outQ1 26Q2 26: 27 bought or addedQ2 26: 38 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2025359
Q4 20253911
Q1 20263019
Q2 20262738

Biggest buyers

VANGUARD CAPITAL MANAGEMENT LLC Added +3,100,072+3.1m
MORGAN STANLEY Added +372,812+372.8k
LPL Financial LLC New +352,416+352.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +179,419+179.4k
HSBC HOLDINGS PLC New +128,739+128.7k
TUDOR INVESTMENT CORP ET AL New +115,942+115.9k
Larson Financial Group LLC New +115,000+115.0k
BARCLAYS PLC Added +68,657+68.7k
TWO SIGMA SECURITIES, LLC New +68,100+68.1k
Vanguard Personalized Indexing Management, LLC New +53,214+53.2k

Biggest sellers

BlackRock, Inc. Reduced -1,950,630-2.0m
GEODE CAPITAL MANAGEMENT, LLC Reduced -1,368,585-1.4m
UBS Group AG Reduced -708,145-708.1k
VANGUARD FIDUCIARY TRUST CO Reduced -603,854-603.9k
JANE STREET GROUP, LLC Reduced -542,411-542.4k
NORTHERN TRUST CORP Reduced -409,315-409.3k
STATE STREET CORP Reduced -297,298-297.3k
VANGUARD PORTFOLIO MANAGEMENT LLC Sold out -278,731-278.7k
DEUTSCHE BANK AG\ Sold out -189,577-189.6k
Simplify Asset Management Inc. Sold out -188,857-188.9k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
EEME Energy SPV I, LLC 13D · may seek influence no change · filed 2026-10-26
Stated purposeEEME is seeking financing proposals for XCF in the aggregate amount of $200 million in order to recapitalize XCF and possible reduce other debt on XCF's balance sheet and possibly assist in its recently proposed pending acquisitions. Proposed term sheets for this financing have been submitted to XCF. The acceptance of any such proposal is in the discretion of XCF's Board of Directors and management. The closing of an such financing will be subject to acceptable terms and conditions of such proposal by both parties. While EEME desires for any such proposal to benefit XCF and its shareholders at large, it is possible that the lender(s) or investor(s) extending any such proposal could acquire some or all of EEME's shares in XCF in the future. EEME recognizes that foreign markets are valu… Full filing
45.3% no change 270.6m≈ $90.4m 2026-10-26
SOULE RANDY 13D · may seek influence -4.4 pts · filed 2026-05-22
Stated purposeOther than as set forth above, the Reporting Persons do not intend to take any of the actions described in subsections (a) through (j) of Item 4 of Schedule 13D at this time; however, they reserve the right to do so. The Reporting Persons may purchase and sell common stock of XCF in their sole discretion and at such times as they deem convenient, subject to applicable law. Full filing
21.8% -4.4 pts 72.4m≈ $31.9m 2026-05-22
GL Part SPV II, LLC 13D · may seek influence new · filed 2026-09-15
Stated purposeGL II has the right to acquire warrants to purchase up to $99,000,000 of additional shares of XCF Class A Common Stock until December 31, 2026. The price for each warrant is set forth in the Warrant Purchase Agreement entered into between GL II and XCF on July 16, 2026. Each warrant is exercisable on a paid or cashless basis at $2.50 per share. The Reporting Persons may purchase and sell common stock of XCF in their sole discretion and at such times as they deem convenient, subject to applicable law. Full filing
6.7% new 27.5m≈ $12.1m 2026-09-15

Fell to 5% or below in the last year: Brown Stone Capital Ltd (4.7%, 2026-09-30)

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

DateInsiderTradeSharesPrice ValueTheir holding
2026-05-15 SOULE RANDY 10% owner · Member of Encore DEC, LLC Sold 5,000,000 $0.41 $2.0m5.0m shares -6%
2026-04-30 SOULE RANDY 10% owner · Member of Encore DEC, LLC Sold 9,000,000 $0.34 $3.1m9.0m shares -12%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 4,491,2074.5m $2.0m $2.0m 0.00% Added +3.1m +3,100,072
2 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 747,648747.6k $330.4k $330.4k 0.00% Reduced -1.4m -1,368,585
3 UBS Group AG 0.00% of their portfolio ZURICH, V8 742,464742.5k $327.4k $327.4k 0.00% Reduced -708.1k -708,145
4 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 673,450673.5k $297.3k $297.3k 0.00% Reduced -297.3k -297,298
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 467,901467.9k $206.5k $206.5k 0.00% Reduced -2.0m -1,950,630
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 396,511396.5k $175.0k $175.0k 0.00% Added +372.8k +372,812
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 352,416352.4k $155.6k $155.6k 0.00% New
8 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 332,051332.1k $146.6k $146.6k 0.00% Reduced -542.4k -542,411
9 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 313,961314.0k $138.6k $138.6k 0.00% Reduced -34.7k -34,686
10 J. Derek Lewis & Associates Inc. 0.02% of their portfolio NEWPORT BEACH, CA 250,000250.0k $110.3k $110.3k 0.02% Added +5.1k +5,060
11 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 201,171201.2k $88.8k $88.8k 0.00% Added +37.5k +37,476
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 195,188195.2k $86.2k $86.2k 0.00% Added +179.4k +179,419
13 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 128,739128.7k $54.4k $54.4k 0.00% New
14 TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio STAMFORD, CT 115,942115.9k $51.2k $51.2k 0.00% New
15 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 115,000115.0k $50.8k $50.8k 0.00% New
16 Callan Family Office, LLC 0.00% of their portfolio RADNOR, PA 109,728109.7k $48.4k $48.4k 0.00% Reduced -34.1k -34,068
17 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 87,70387.7k $38.7k $38.7k 0.00% Added +41.7k +41,724
18 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 86,12086.1k $38.0k $38.0k 0.00% Reduced -603.9k -603,854
19 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 84,08184.1k $37.1k $37.1k 0.00% Added +68.7k +68,657
20 TWO SIGMA SECURITIES, LLC 0.00% of their portfolio NEW YORK, NY 68,10068.1k $30.1k $30.1k 0.00% New
21 FMR LLC 0.00% of their portfolio BOSTON, MA 55,94255.9k $24.7k $24.7k 0.00% Added +6.5k +6,492
22 Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio OAKLAND, CA 53,21453.2k $23.5k $23.5k 0.00% New
23 Apollon Wealth Management, LLC 0.00% of their portfolio MOUNT PLEASANT, SC 43,83543.8k $19.3k $19.3k 0.00% New
24 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 32,25232.3k $14.2k $14.2k 0.00% New
25 Abel Hall, LLC 0.00% of their portfolio BATON ROUGE, LA 32,18632.2k $14.2k $14.2k 0.00% Added +4.8k +4,764
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 29,50329.5k $12.3k $12.3k 0.00% Reduced -21.9k -21,933
27 Mariner, LLC 0.00% of their portfolio Overland Park, KS 29,29129.3k $12.9k $12.9k 0.00% Reduced -3.4k -3,426
28 State of Wyoming 0.00% of their portfolio CHEYENNE, WY 28,18428.2k $12.4k $12.4k 0.00% New
29 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 28,09428.1k $12.4k $12.4k 0.00% New
30 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 26,78026.8k $11.8k $11.8k 0.00% New
31 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 25,38325.4k $11.2k $11.2k 0.00% Unchanged
32 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 20,95020.9k $9.2k $9.2k 0.00% New
33 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 20,53220.5k $9.1k $9.1k 0.00% Reduced -98.4k -98,442
34 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 16,18816.2k $7.1k $7.1k 0.00% Reduced -20.4k -20,357
35 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 15,36115.4k $6.8k $6.8k 0.00% New
36 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 15,00415.0k $6.6k $6.6k 0.00% Reduced -179 -179
37 Entruity Wealth, LLC 0.00% of their portfolio BAKERSFIELD, CA 12,61012.6k $5.6k $5.6k 0.00% Unchanged
38 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 12,00012.0k $5.3k $5.3k 0.00% Reduced -48.0k -48,000
39 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 11,89511.9k $5.2k $5.2k 0.00% Reduced -409.3k -409,315
40 Y-Intercept (Hong Kong) Ltd 0.00% of their portfolio HONG KONG, K3 10,94110.9k $4.8k $4.8k 0.00% New
41 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 8,8498.8k $3.9k $3.9k 0.00% Reduced -8.7k -8,744
42 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 8,3368.3k $4.0k $4.0k 0.00% Added +1.3k +1,299
43 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 1,0531.1k $465 $465 0.00% New
44 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 1,0001.0k $441 $441 0.00% Reduced -29.7k -29,684
45 Transamerica Financial Advisors, LLC 0.00% of their portfolio CEDAR RAPIDS, IA 312312 $137 $137 0.00% Unchanged
46 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 161161 $70 $70 0.00% New
47 Essential Investment Partners LLC 0.00% of their portfolio ENGLEWOOD, CO 125125 $55 $55 0.00% Unchanged
48 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 9595 $42 $42 0.00% Added +68 +68
49 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 6565 $28 $28 0.00% Reduced -12 -12
50 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 2020 $9 $9 0.00% Unchanged
51 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 1717 $6 $6 0.00% Unchanged
52 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 1515 $7 $7 0.00% Unchanged
53 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1010 $4 $4 0.00% Reduced -4 -4
54 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 33 $1 $1 0.00% Unchanged