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 | 629k | $48M | -2% | Mar 2026 |
|
| Gts Securities | 26k | $2.1M | 166% | Dec 2025 |
|
| Creative Planning | 14k | $1.0M | 0% | Mar 2026 |
|
| AlTi Global | 7.3k | $560k | 0% | Mar 2026 |
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| Element Wealth | 4.8k | $368k | -1% | Mar 2026 |
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| AIMZ Investment Advisors | 3.3k | $250k | 0% | Mar 2026 |
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| HighTower Advisors | 2.7k | $210k | 100% | Mar 2026 |
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| Morgan Stanley | 1.6k | $120k | 0% | Mar 2026 |
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| MAI Wealth Advisors | 1.4k | $110k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 290.00 | $23k | 0% | Dec 2025 |
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| UBS Group | 286.00 | $22k | 28500% | Mar 2026 |
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Who sold out of Fundx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Dec 2025 | 3.3k | $261k |