Who owns FUNDX?
- Ticker: XCOR
- CUSIP Number: 360876809
Tip: Access positions for across all investors
Analyze quarterly positions in Fundx with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Fundx stock
Who bought or sold FUNDX this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| One Capital Management | 658k | $52M | -10% | Sep 2025 |
|
| Creative Planning | 14k | $1.1M | 0% | Sep 2025 |
|
| Gts Securities | 9.7k | $763k | 22% | Sep 2025 |
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| AlTi Global | 7.3k | $569k | 0% | Sep 2025 |
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| AIMZ Investment Advisors | 3.3k | $255k | 0% | Sep 2025 |
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| Stifel Financial | 2.9k | $227k | 100% | Sep 2025 |
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| MAI Wealth Advisors | 2.9k | $225k | 0% | Sep 2025 |
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| Alexis Investment Partners | 2.0k | $157k | 100% | Sep 2025 |
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| Morgan Stanley | 379.00 | $28k | 100% | Jun 2025 |
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| Hanson McClain Advisors | 290.00 | $23k | 0% | Sep 2025 |
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Who sold out of Fundx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Total Investment Management | Jun 2025 | 1.2k | $87k |
| UBS Group | Jun 2025 | 585.00 | $43k |