Who Owns FundX ETF (XCOR)?Hedge Fund & Institutional Holders
Institutional Holders
13
as of Q4 2025
Total Institutional Value
$5168220001000388608.0T
% of Float Held
—
QoQ Change in Holders
+5 / -2
Price History
XCOR — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Element Wealth, LLC | New Position | +5K | +$389K |
| JANE STREET GROUP, LLC | New Position | +3K | +$0 |
| UBS Group AG | New Position | +1 | +$0 |
| AlTi Global, Inc. | New Position | +7K | +$0 |
| BANK OF AMERICA CORP /DE/ | New Position | +115 | +$0 |
| GTS SECURITIES LLC | Increased | +16K | +$-760.9M |
XCOR — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| One Capital Management, LLC | Decreased | -15K | -$51.5B |
| STIFEL FINANCIAL CORP | Closed Position | -3K | -$226.9M |
| MAI Capital Management | Decreased | -1K | -$225.3M |
| Alexis Investment Partners, LLC | Closed Position | -2K | -$156.6M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | One Capital Management, LLC | 643,393 | $51.7M | 1.56% | Share |
| 2 | GTS SECURITIES LLC | 25,925 | $2.0M | 0.07% | Share |
| 3 | Creative Planning | 13,490 | $1.0M | 0.00% | Share |
| 4 | Element Wealth, LLC | 4,852 | $389K | 0.16% | Share |
| 5 | AIMZ Investment Advisors, LLC | 3,259 | $261K | 0.07% | Share |
| 6 | Allworth Financial LP | 290 | $23K | 0.00% | Share |
| 7 | MORGAN STANLEY | 379 | $0 | 0.00% | Share |
| 8 | AlTi Global, Inc. | 7,272 | $0 | 0.00% | Share |
| 9 | JANE STREET GROUP, LLC | 3,250 | $0 | 0.00% | Share |
| 10 | BANK OF AMERICA CORP /DE/ | 115 | $0 | 0.00% | Share |
| 11 | MAI Capital Management | 1,439 | $0 | 0.00% | Share |
| 12 | UBS Group AG | 1 | $0 | 0.00% | Share |
| 13 | MORGAN STANLEY | 1,184 | $0 | 0.00% | Share |
XCOR Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 12 | $55.4M | +3 |
| Q3 2025 | 9 | $54.4B | -1 |
| Q2 2025 | 10 | $56.3B | +0 |
| Q1 2025 | 10 | $58.8B | -3 |
| Q4 2024 | 13 | $69.1B | +3 |
| Q3 2024 | 10 | $66.6T | +2 |
| Q2 2024 | 8 | $64.1T | +0 |
| Q1 2024 | 8 | $58.0T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 13 institutional investors hold XCOR (FundX ETF). The largest holder is One Capital Management, LLC with $51.7M in shares. This quarter, 5 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own XCOR?
As of Q4 2025, 13 institutional investors report holding XCOR (FundX ETF) in their 13F filings.
Who is the largest institutional holder of XCOR?
The largest institutional holder of XCOR is One Capital Management, LLC with $51.7M in shares.
Is institutional ownership of XCOR increasing or decreasing?
This quarter, 5 institutions opened new positions in XCOR and 2 closed their positions.