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XCOR·360876809·US·ETF

XCOR (FUNDX INVT TR) is held by 6 institutional investors as of Q2 2026. Largest holders: Creative Planning ($1.2M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($756,727), MORGAN STANLEY ($132,101). Net institutional sentiment: Mixed.

6

Holders

(2 Elite)

$2.2M

Total Value

33% (6)

Consensus

2 buying - 4 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)70

Insider (Form 4)42

Activist (13D/13G)50

Congressional (STOCK Act)41

Holder Quality

59

★★★★★

Elite

19

★★★★

Strong

67

★★★

Solid

25

★★

Below

68

★

Weak

Held by 6 funds

2 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for XCOR.

Top Holders

Top Holders (6)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Creative Planning	Increased	13,661(+1.3%)	$1.2M	0.0%	+86.61%	26
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	8,352(+70.3%)	$756,727	0.0%	+8.18%	37
MORGAN STANLEY	Decreased	1,458(-6.7%)	$132,101	0.0%	+20.15%	0
Allworth Financial LP	Unchanged	290	$26,276	0.0%	+25.52%	0
UBS Group AG	Decreased	279(-2.5%)	$25,279	0.0%	+14.42%	0
JPMORGAN CHASE & CO	Unchanged	20	$1,783	0.0%	+14.43%	0
MAI Capital Management	Exited	0(-100.0%)	$110,297	0.0%	+25.54%	0
HighTower Advisors, LLC	Exited	0(-100.0%)	$209,681	0.0%	+14.01%	0

XCORFUNDX INVT TR

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer