Data as of Q4 2025 (Dec 31, 2025)
XCOR

FUNDX INVT TR

Institutional Ownership · Q4 2025

Filing: Q4 2025

FUNDX INVT TR (XCOR) is held by 22 institutional investors with combined holdings of $259M. Major holders include One Capital Management, L, Capital Analysts, LLC, GTS SECURITIES LLC.

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Institutional Holders
22
Total Value
$259.0M
Ownership %
—

🏦 Top Institutional Holders

One Capital Management, LLC
7.4M shares
$242.3M
Capital Analysts, LLC
158.3K shares
$4.3M
GTS SECURITIES LLC
64.4K shares
$3.7M
NATIONAL BANK OF CANADA /FI/
125.1K shares
$3.4M
Creative Planning
20.0K shares
$1.4M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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