FUNDX INVT TR

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XCOR·360876809·US·ETF·Unknown - Unknown

XCOR (FUNDX INVT TR) is held by 8 institutional investors as of Q1 2026. Largest holders: Creative Planning ($1M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($375,957), HighTower Advisors, LLC ($209,681). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (8)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Creative Planning	Unchanged	13,490	$1M	0.0%	+85.06%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	4,905	$375,957	0.0%	+12.24%	36
HighTower Advisors, LLC	New	2,735	$209,681	0.0%	+12.24%	32
MORGAN STANLEY	Unchanged	1,563	$119,801	0.0%	+17.85%	0
MAI Capital Management	Unchanged	1,439	$110,297	0.0%	+23.60%	0
Allworth Financial LP	Unchanged	290	$22,228	0.0%	+23.12%	0
UBS Group AG	Increased	286(+285x)	$21,921	0.0%	+12.24%	21
JPMORGAN CHASE & CO	New	20	$1,487	0.0%	+12.24%	17
BANK OF AMERICA CORP /DE/	Exited	0(-100.0%)	$9,238	0.0%	-1.73%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$261,067	0.0%	-1.73%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer