XCOR FUNDX INVT TR

FUNDX ETF (fund)

10 managers (10 13F filers) reported a position in XCOR shares at 2025-09-30, 701,814 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers: 10
13F filers: 10
New: 2
Added: 2
Reduced: 1
Sold out: 3
Shares held by filers: 701,814

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

Holder	Shares	Value	% of portfolio	Change	Source
One Capital Management, LLC	658,418	$51.5M	1.64%	-74,329	13F-HR Timeline
Creative Planningin group Creative Planning	13,490	$1.06M	<0.01%	0	13F-HR Timeline Group
GTS SECURITIES LLC	9,746	$763K	0.03%	+1,774	13F-HR Timeline
AlTi Global, Inc.in group AlTi Global, Inc.	7,272	$569K	0.01%	0	13F-HR Timeline Group
AIMZ Investment Advisors, LLC	3,259	$255K	0.08%	0	13F-HR Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP	2,898	$227K	<0.01%	new	13F-HR Timeline Group
MAI Capital Management	2,878	$225K	<0.01%	0	13F-HR Timeline
Alexis Investment Partners, LLC	2,000	$157K	0.06%	new	13F-HR Timeline
MORGAN STANLEYin group MORGAN STANLEY	1,563	$122K	<0.01%	+1,184	13F-HR/A Timeline Group
Allworth Financial LP	290	$22.7K	<0.01%	0	13F-HR Timeline