15 institutions reported holding $53.5M of FUNDX INVT TR (XCOR) in SEC 13F filings for 2026-03-31. Largest institutional holders: One Capital Management, LLC ($48.2M), GTS SECURITIES LLC ($2.2M), Creative Planning ($1.0M), AlTi Global, Inc. ($559,782), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($375,957). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | One Capital Management, LLC | $48.2M | 628,924 | Trimmed |
| 2 | GTS SECURITIES LLC | $2.2M | 29,034 | Added |
| 3 | Creative Planning | $1.0M | 13,490 | Hold |
| 4 | AlTi Global, Inc. | $559,782 | 7,303 | Added |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $375,957 | 4,905 | New |
| 6 | Element Wealth, LLC | $368,235 | 4,804 | Trimmed |
| 7 | AIMZ Investment Advisors, LLC | $249,795 | 3,259 | Hold |
| 8 | HighTower Advisors, LLC | $209,681 | 2,735 | New |
| 9 | MORGAN STANLEY | $119,801 | 1,563 | Hold |
| 10 | MAI Capital Management | $110,297 | 1,439 | Hold |
| 11 | Allworth Financial LP | $22,228 | 290 | Hold |
| 12 | UBS Group AG | $21,921 | 286 | Added |
| 13 | JPMORGAN CHASE & CO | $1,487 | 20 | New |
| 14 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 15 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31