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 | 0% | Jun 2026 |
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| Basso Capital Management | 65k | $5.9M | 100% | Jun 2026 |
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| Gts Securities | 17k | $1.5M | -41% | Jun 2026 |
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| Creative Planning | 14k | $1.2M | 1% | Jun 2026 |
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| Atomi Financial Group | 9.7k | $875k | 100% | Jun 2026 |
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| Susquehanna International | 8.4k | $757k | 70% | Jun 2026 |
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| AlTi Global | 6.5k | $588k | -11% | Jun 2026 |
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| Element Wealth | 4.8k | $435k | 0% | Jun 2026 |
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| AIMZ Investment Advisors | 3.1k | $279k | -5% | Jun 2026 |
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| OpenArc Corporate Advisory | 3.0k | $276k | 100% | Jun 2026 |
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| Morgan Stanley | 1.6k | $120k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 290.00 | $26k | 0% | Jun 2026 |
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| UBS Group | 279.00 | $25k | -2% | Jun 2026 |
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| Jpmorgan Chase & Co | 20.00 | $1.8k | 100% | Jun 2026 |
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Who sold out of Fundx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| HighTower Advisors | Mar 2026 | 2.7k | $210k |
| MAI Wealth Advisors | Mar 2026 | 1.4k | $110k |