$84.10
+0.00 (+0.00%)
Market Cap
$176.6M
Shares Outstanding
1,966,439
Institutional Holders
10
Total Inst. Value
$109.4M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
1
Closed Positions
4
Increased
1
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | One Capital Management, LLC | $54.7M | 835,759 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $50.6M | 773 |
| 3 | GTS SECURITIES LLC | $1.9M | 29,020 |
| 4 | Creative Planning | $882K | 13,490 |
| 5 | AlTi Global, Inc. | $475K | 7,272 |
| 6 | FIRST AMERICAN TRUST, FSB | $398K | 6,089 |
| 7 | AIMZ Investment Advisors, LLC | $213K | 3,259 |
| 8 | MAI Capital Management | $188K | 2,878 |
| 9 | OSAIC HOLDINGS, INC. | $44K | 680 |
| 10 | MORGAN STANLEY | $24K | 379 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +773 | $50.6M |
| GTS SECURITIES LLC | +16K | $1.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| One Capital Management, LLC | -66K | $54.7M |
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Frequently Asked Questions
How many institutional investors hold XCOR?
As of Q1 2025, 10 institutional investors report holding XCOR (FundX ETF) in their 13F filings.
Which hedge fund owns the most XCOR?
The largest institutional holder of XCOR is One Capital Management, LLC with $54.7M in shares.
Are institutions buying or selling XCOR?
This quarter, 1 institutions opened new positions in XCOR and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.