XCOR Institutional Ownership & Shareholders
FUNDX ETF (XCOR) is currently held by 14 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $60.16M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
One Capital Management, Llc is currently the largest disclosed institutional shareholder of XCOR tracked by InsiderSet, reporting ownership valued at approximately $48.21M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $53.93M, representing an estimated gain of +11.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed XCOR value among the investors covered in this analysis. Major shareholders include One Capital Management, Llc, Basso Capital Management, L.P., Gts Securities Llc, and several other long-term asset managers with concentrated positions in FUNDX ETF (XCOR).
This page ranks the largest institutional XCOR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
14
Total Reported Value
$60.16M
Largest Holder
One Capital Management, Llc
Largest Position
$48.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| One Capital Management, Llc | 1.34% | 628,924 | $48,205,687 | $53,925,956 | +$5,720,269 | +11.87% | |
| Basso Capital Management, L.P. | 1.42% | 67,576 | $6,058,873 | $5,794,182 | -$264,691 | -4.37% | |
| Gts Securities Llc | 0.03% | 17,013 | $1,541,446 | $1,458,749 | -$82,697 | -5.36% | |
| Compound Planning, Inc. | 0.02% | 9,656 | $874,841 | $827,936 | -$46,905 | -5.36% | |
| Susquehanna International Group, Llp | 0.00% | 8,352 | $756,727 | $716,127 | -$40,600 | -5.37% | |
| Alti Global, Inc. | 0.01% | 6,485 | $587,597 | $556,045 | -$31,552 | -5.37% | |
| Element Wealth, Llc | 0.16% | 4,804 | $435,285 | $411,910 | -$23,375 | -5.37% | |
| Aimz Investment Advisors, Llc | 0.08% | 3,084 | $279,406 | $264,432 | -$14,974 | -5.36% | |
| Morgan Stanley | 0.00% | 1,458 | $132,101 | $125,014 | -$7,087 | -5.37% | |
| Allworth Financial Lp | 0.00% | 290 | $26,276 | $24,866 | -$1,410 | -5.37% | |
| Ubs Group Ag | 0.00% | 279 | $25,279 | $23,922 | -$1,357 | -5.37% | |
| Old Republic International Corp | 0.33% | 82,145 | $7,365 | $7,043,375 | +$7,036,010 | +95533.06% | |
| Jpmorgan Chase & Co | 0.00% | 20 | $1,783 | $1,715 | -$68 | -3.82% |
Frequently asked questions about XCOR
Who are the largest institutional holders of XCOR?
The largest institutional holders of XCOR reported in the latest SEC Form 13F filings include One Capital Management, Llc, Basso Capital Management, L.P., Gts Securities Llc, Compound Planning, Inc., and Susquehanna International Group, Llp. InsiderSet ranks institutional holders by their latest reported XCOR position.
What is XCOR institutional ownership?
This page tracks XCOR positions reported by institutional investment managers through SEC Form 13F. FUNDX ETF (XCOR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XCOR?
InsiderSet currently tracks 14 institutional managers reporting XCOR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XCOR shareholders.
How much XCOR stock do institutions own?
Institutional investment managers disclosed approximately $60.16M in XCOR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XCOR institutional ownership last updated?
The latest XCOR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XCOR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XCOR position after the reporting date.
Are institutions buying or selling XCOR?
Institutional buying and selling can be analyzed by comparing XCOR positions across consecutive 13F reporting periods. InsiderSet's XCOR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XCOR ownership changes.
How has XCOR institutional ownership changed over time?
InsiderSet tracks XCOR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.