FUNDX INVT TR - FUNDX ETF (XCOR) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2022 to Q4 2025

Type / Class
Equity / FUNDX ETF
Symbol
XCOR
Price per share
$81.48
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
704,849
Total reported value
$56,621,844
% of total 13F portfolios
0%
Share change
+3,035
Value change
+$253,829
Number of holders
12
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 12 institutional investors reported holding 704,849 shares of FUNDX INVT TR - FUNDX ETF (XCOR).

Institutional Holders of FUNDX INVT TR - FUNDX ETF (XCOR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 704,849 $56,621,844 +$253,829 $80.33 12
2025 Q3 701,814 $54,938,063 -$5,353,093 $78.28 10
2025 Q2 770,331 $56,364,847 -$9,405,990 $73.17 11
2025 Q1 899,599 $58,848,187 -$4,311,014 $65.42 10
2024 Q4 964,036 $69,127,579 -$2,558,287 $71.71 12
2024 Q3 997,719 $67,774,802 +$482,298 $67.93 10
2024 Q2 990,619 $65,666,659 +$1,552,075 $66.29 8
2024 Q1 967,205 $59,452,789 -$1,177,116 $61.47 8
2023 Q4 986,471 $54,591,501 -$2,146,523 $55.34 7
2023 Q3 1,025,367 $50,582,611 -$2,581,699 $49.33 9
2023 Q2 1,077,691 $55,526,122 +$237,260 $51.52 9
2023 Q1 1,050,790 $50,496,850 +$5,964,578 $48.06 8
2022 Q4 926,858 $45,306,897 +$45,250,024 $48.86 11