Fundx ETFXCORETF
13F holders, Q1 2024 (March 31)8holders
$61.47avg. 13F price*
At the end of Q1 2024, 8 institutions reported holding Fundx ETF (XCOR) in their 13F filings. The largest holders were One Capital Management, LLC ($56.7M), Creative Planning ($834K) and Susquehanna International Group, LLP ($594K).
- Company
- Fundx ETF
- Filed as
- FUNDX INVT TR (Q1 2024)
- CUSIP
- 360876809
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $647K |
| Exits | 1 | $64K |
Ownership 8 holders
| One Capital Management, LLC | 2.06% | Reduce -2.0% | 922,944 | $56.7M |
| Creative Planning | 0.00% | Reduce -12.1% | 13,568 | $834K |
| Susquehanna International Group, LLP | 0.00% | Add +76.8% | 9,670 | $594K |
| AlTi Global, Inc. | 0.01% | New | 7,272 | $447K |
| First American Trust, FSB | 0.04% | No change | 6,385 | $392K |
| GTS Securities LLC | 0.01% | Reduce -75.4% | 3,946 | $243K |
| AIMZ Investment Advisors, LLC | 0.07% | New | 3,259 | $200K |
| Morgan Stanley | 0.00% | No change | 161 | $10K |
"% of holder's portfolio" is XCOR's weight in each manager's 13F, not the share of Fundx ETF the manager owns.