Fundx Invt Tr (XCOR) institutional ownership
FUNDX INVT TR · 13F, 2026Q2
| Managers holding | 14 |
|---|---|
| Shares held | 761,842 |
| Reported value | $60.2m |
| Quarter flows | 3 new, 2 added, 5 trimmed, 2 exited |
Top 14 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| One Capital Management, LLC | 628,924 | $48.2m | 1.3% |
| BASSO CAPITAL MANAGEMENT, L.P. | 64,774 | $5.9m | 1.3% |
| GTS SECURITIES LLC | 17,013 | $1.5m | 0.0% |
| Creative Planning | 13,661 | $1.2m | 0.0% |
| Compound Planning, Inc. | 9,656 | $874,841 | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,352 | $756,727 | 0.0% |
| AlTi Global, Inc. | 6,485 | $587,597 | 0.0% |
| Element Wealth, LLC | 4,804 | $435,285 | 0.2% |
| AIMZ Investment Advisors, LLC | 3,084 | $279,406 | 0.1% |
| OpenArc Corporate Advisory, LLC | 3,042 | $275,618 | 0.0% |
| MORGAN STANLEY | 1,458 | $132,101 | 0.0% |
| Allworth Financial LP | 290 | $26,276 | 0.0% |
| UBS Group AG | 279 | $25,279 | 0.0% |
| JPMORGAN CHASE & CO | 20 | $1,783 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("XCOR"). XCOR price history · All 13F data