Who owns FundX ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XCOR from SEC Form 13F filings across 14 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 14 institutions disclosed 761,842 shares of FundX ETF worth $60.2M — about 34.2% of shares outstanding; the largest disclosed holder is One Capital Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
14
13F holders
$60.2M
value, 2026 filers
34.2%
of shares outstanding (761,842 sh)
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of XCOR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | One Capital Management, LLC | 628,924 | $48.2M | 1.3% | 28.3% | 0.0% |
| 2 | BASSO CAPITAL MANAGEMENT, L.P.NEW | 64,774 | $5.9M | 1.3% | 2.9% | new |
| 3 | GTS SECURITIES LLC | 17,013 | $1.5M | 0.0% | 0.8% | -41.4% |
| 4 | Creative Planning | 13,661 | $1.2M | 0.0% | 0.6% | +1.3% |
| 5 | Compound Planning, Inc.NEW | 9,656 | $874,841 | 0.0% | 0.4% | new |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,352 | $756,727 | 0.0% | 0.4% | +70.3% |
| 7 | AlTi Global, Inc. | 6,485 | $587,597 | 0.0% | 0.3% | -11.2% |
| 8 | Element Wealth, LLC | 4,804 | $435,285 | 0.2% | 0.2% | 0.0% |
| 9 | AIMZ Investment Advisors, LLC | 3,084 | $279,406 | 0.1% | 0.1% | -5.4% |
| 10 | OpenArc Corporate Advisory, LLCNEW | 3,042 | $275,618 | 0.0% | 0.1% | new |
| 11 | MORGAN STANLEY | 1,458 | $132,101 | 0.0% | 0.1% | -6.7% |
| 12 | Allworth Financial LP | 290 | $26,276 | 0.0% | 0% | 0.0% |
| 13 | UBS Group AG | 279 | $25,279 | 0.0% | 0% | -2.4% |
| 14 | JPMORGAN CHASE & CO | 20 | $1,783 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.