2 institutions reported holding $6.7M of FUNDX INVT TR (XCOR) in SEC 13F filings for 2026-06-30. Largest institutional holders: BASSO CAPITAL MANAGEMENT, L.P. ($5.9M), Compound Planning, Inc. ($874,841). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BASSO CAPITAL MANAGEMENT, L.P. | $5.9M | 64,774 | New |
| 2 | Compound Planning, Inc. | $874,841 | 9,656 | New |
Source: SEC Form 13F filings · as of 2026-06-30