FundX is an exchange-traded fund on ARCA. As of Q3 2025, 10 institutional investors hold shares in this ETF, with total holdings valued at $54.9M. One Capital Management, LLC is the largest holder with a position valued at $51.5M.
Overview of institutional ownership in XCOR as of Q3 2025
Institutions with the largest positions in XCOR as of Q3 2025
| Institution | Position Value |
|---|---|
O One Capital Management, LLC RIA/Wealth | $51.5M 1.72% of portfolio |
Creative Planning RIA/Wealth | $1.1M 0.00% of portfolio |
G GTS SECURITIES LLC Institution | $762.9K 0.03% of portfolio |
AlTi Global, Inc. Institution | $569.3K 0.01% of portfolio |
A AIMZ Investment Advisors, LLC RIA/Wealth | $255.1K 0.08% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $226.9K 0.00% of portfolio |
MAI Wealth Advisors RIA/Wealth | $225.3K 0.00% of portfolio |
Alexis Investment Partners, LLC RIA/Wealth | $156.6K 0.06% of portfolio |
MORGAN STANLEY RIA/Wealth | $122.4K 0.00% of portfolio |
Hanson McClain, Inc. RIA/Wealth | $22.7K 0.00% of portfolio |
Institutional buying and selling activity for XCOR in Q3 2025
| Institution | Net Bought |
|---|---|
S STIFEL FINANCIAL CORP Long Only Manager | +$226.9K +2.9K shares |
Alexis Investment Partners, LLC RIA/Wealth | +$156.6K +2.0K shares |
G GTS SECURITIES LLC Institution | +$138.9K +1.8K shares |
MORGAN STANLEY RIA/Wealth | +$92.7K +1.2K shares |
| Institution | Net Sold |
|---|---|
O One Capital Management, LLC RIA/Wealth | −$5.8M −74.3K shares |
T TOTAL INVESTMENT MANAGEMENT INC Institution | −$87.3K −1.2K shares |
UBS Group AG Institution | −$42.8K −585.0 shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | −$19.5K −266.0 shares |
Institutions that initiated new positions or completely exited XCOR in Q3 2025
| Institution | Position Value |
|---|---|
S STIFEL FINANCIAL CORP Long Only Manager | $226.9K 2.9K shares |
| Institution | Previous Position |
|---|---|
T TOTAL INVESTMENT MANAGEMENT INC Institution | $87.3K 1.2K shares |
UBS Group AG Institution | $42.8K 585.0 shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $19.5K 266.0 shares |
Institutions with the largest Call and Put options positions in XCOR as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with XCOR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
O One Capital Management, LLC RIA/Wealth | 1.72% $51.5M |
A AIMZ Investment Advisors, LLC RIA/Wealth | 0.08% $255.1K |
Alexis Investment Partners, LLC RIA/Wealth | 0.06% $156.6K |
G GTS SECURITIES LLC Institution | 0.03% $762.9K |
AlTi Global, Inc. Institution | 0.01% $569.3K |
MAI Wealth Advisors RIA/Wealth | 0.00% $225.3K |
Creative Planning RIA/Wealth | 0.00% $1.1M |
S STIFEL FINANCIAL CORP Long Only Manager | 0.00% $226.9K |
Hanson McClain, Inc. RIA/Wealth | 0.00% $22.7K |
MORGAN STANLEY RIA/Wealth | 0.00% $122.4K |
We use cookies for analytics. See our Privacy and Cookie Policy.