FUNDX INVT TR (XCOR) — institutional ownership
13 funds reported holding FUNDX INVT TR in their latest 13F filings, worth $60.0M in total (CUSIP 360876809).
Largest holders
- One Capital Management, LLC — $48.2M
- BASSO CAPITAL MANAGEMENT, L.P. — $5.87M
- GTS SECURITIES LLC — $1.54M
- Creative Planning — $1.24M
- Compound Planning, Inc. — $875K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP — $757K
- AlTi Global, Inc. (ALTI) — $588K
- Element Wealth, LLC — $435K
- AIMZ Investment Advisors, LLC — $279K
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $132K