ExcelFin Acquisition Corp.
ExcelFin Acquisition Corp. (XFIN) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · XFIN · as of Sep 30, 2024
Ownership Breakdown
4
Institutional Holders
▼ 7 vs Q2
$1.92M
Total Inst. Value
▼ $10.56M vs Q2
6.58M
Shares Outstanding
freeFloat 100.00%
172,885
13F Shares Held
▼ 958,732 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
XFIN largest shareholders · institutional ownership
Q3 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
SKYVIEW INVESTMENT ADVISORS, LLC blank checks | 100.0K | 1.34% | 1.34% | $1.10B | Nov 21, 2024 | — held |
CLEAR STREET LLC blank checks | 51.4K | 68.79% | 68.79% | $580.28M | May 15, 2025 | ▲ 21.6K |
RIVERNORTH CAPITAL MANAGEMENT, LLC blank checks | 21.2K | 28.36% | 28.36% | $239.24M | Nov 14, 2024 | ▼ 228.3K |
TOWER RESEARCH CAPITAL LLC (TRC) blank checks | 297 | 0.40% | 0.40% | $3.35M | Nov 14, 2024 | ▼ 4 |
ROBINSON CAPITAL MANAGEMENT, LLC blank checks | 0 | 0.00% | 0.00% | $0 | Nov 7, 2024 | EXIT |
PERISCOPE CAPITAL INC. blank checks | 0 | 0.00% | 0.00% | $0 | Nov 12, 2024 | EXIT |
BERKLEY W R CORP blank checks | 0 | 0.00% | 0.00% | $0 | Nov 14, 2024 | EXIT |
METEORA CAPITAL, LLC blank checks | 0 | 0.00% | 0.00% | $0 | Nov 14, 2024 | EXIT |
COWEN AND COMPANY, LLC blank checks | 0 | 0.00% | 0.00% | $0 | Nov 12, 2024 | EXIT |
AQR ARBITRAGE LLC blank checks | 0 | 0.00% | 0.00% | $0 | Nov 14, 2024 | EXIT |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2024 vs prior quarter
Q3 2024
1
Increased
+21.6K shares0
New Positions
first time holders2
Decreased
−228.3K shares7
Sold Out
fully exitedNet shares change (top 50)
206.7K
+21.6K / −228.3K
Net new holders
-8
0 new / 7 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
XFIN insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
1
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
ExcelFin SPAC LLC 10 percent owner | Oct 25, 2023 | C-Conversion | 5,750,000 | $10.00 | $57.50M | 5.75M | Form 4 ↗ |
HIGHBRIDGE CAPITAL MANAGEMENT LLC 10 percent owner | May 11, 2023 | Sale | 81,175 | $10.32 | $837.7K | 418.3K | Form 4 ↗ |
HIGHBRIDGE CAPITAL MANAGEMENT LLC 10 percent owner | May 4, 2023 | Sale | 310 | $10.31 | $3.2K | 499.5K | Form 4 ↗ |
HIGHBRIDGE CAPITAL MANAGEMENT LLC 10 percent owner | Apr 28, 2023 | Sale | 200 | $10.32 | $2.1K | 499.8K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
ExcelFin Acquisition Corp. (XFIN) is primarily owned by institutional investors, who hold approximately 2.6% of total shares outstanding. Company insiders own approximately 0.00%, while retail and public investors account for the remaining 97.37%.
The largest institutional shareholder of ExcelFin Acquisition Corp. is SKYVIEW INVESTMENT ADVISORS, LLC, holding approximately 100,000 shares — equal to 1.34% of outstanding shares — as of September 30, 2024.
A total of 4 institutional investors currently hold XFIN stock, with a combined institutional value of approximately $1,920,871 as of the most recent 13F filing period.
Frequently asked questions
XFIN ownershipExcelFin Acquisition Corp. (XFIN) is primarily owned by institutional investors, who hold approximately 2.6% of shares. The largest shareholder is SKYVIEW INVESTMENT ADVISORS, LLC with a 1.34% stake. Company insiders hold 0.00%. Data sourced from SEC Form 13F as of September 30, 2024.