FUNDX ETF (XCOR) Institutional Ownership Changes & 13F Activity
FUNDX ETF (XCOR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Basso Capital Management, L.P., Creative Planning, Gts Securities Llc, Compound Planning, Inc., and Susquehanna International Group, Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Gts Securities Llc | Sell | -12,021 | -41.4% | 17,013 | $1.54M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +3,447 | +70.3% | 8,352 | $756.73K | Q2 2026 | Aug 14, 2026 |
| Aimz Investment Advisors, Llc | Sell | -175 | -5.4% | 3,084 | $279.41K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -105 | -6.7% | 1,458 | $132.10K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -7 | -2.4% | 279 | $25.28K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +20 | — | 20 | $1.78K | Q2 2026 | Aug 12, 2026 |
| Openarc Corporate Advisory, Llc | Buy | +3,042 | — | 3,042 | $275.62K | Q2 2026 | Aug 05, 2026 |
| Alti Global, Inc. | Sell | -818 | -11.2% | 6,485 | $587.60K | Q2 2026 | Aug 05, 2026 |
| Compound Planning, Inc. | Buy | +9,656 | — | 9,656 | $874.84K | Q2 2026 | Aug 04, 2026 |
| Basso Capital Management, L.P. | Buy | +64,774 | — | 64,774 | $5.87M | Q2 2026 | Jul 27, 2026 |
| Mai Capital Management | Sell | -1,439 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Creative Planning | Sell | -13,490 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Hightower Advisors, Llc | Sell | -2,735 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about XCOR activity
Which institutional owners are buying XCOR?
Institutional owners buying XCOR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XCOR activity?
"Buy" means an investor increased their reported position in XCOR compared to the prior reporting period. This reflects growing exposure to FUNDX ETF (XCOR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XCOR increasing?
Institutional interest in XCOR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.