XCOR — Fundx Invt Tr Institutional Holders · Q2 2026
Who owns Fundx Invt Tr (XCOR)? 16 institutions reported holding $60.25M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: One Capital Management, LLC ($48.2M), Basso Capital Management, L.P. ($5.9M), Gts Securities LLC ($1.5M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | One Capital Management, LLC | $48.2M | 628,924 | Hold |
| 2 | BASSO CAPITAL MANAGEMENT, L.P. | $5.9M | 64,774 | New |
| 3 | GTS SECURITIES LLC | $1.5M | 17,013 | Trimmed |
| 4 | Creative Planning | $1.2M | 13,661 | Added |
| 5 | Compound Planning, Inc. | $874,841 | 9,656 | New |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $756,727 | 8,352 | Added |
| 7 | AlTi Global, Inc. | $587,597 | 6,485 | Trimmed |
| 8 | Element Wealth, LLC | $435,285 | 4,804 | Hold |
| 9 | AIMZ Investment Advisors, LLC | $279,406 | 3,084 | Trimmed |
| 10 | OpenArc Corporate Advisory, LLC | $275,618 | 3,042 | New |
| 11 | MORGAN STANLEY | $132,101 | 1,458 | Trimmed |
| 12 | Allworth Financial LP | $26,276 | 290 | Hold |
| 13 | UBS Group AG | $25,279 | 279 | Trimmed |
| 14 | JPMORGAN CHASE & CO | $1,783 | 20 | Hold |
| 15 | MAI Capital Management | $0 | 0 | Exited |
| 16 | HighTower Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30