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Fundx ETF (XCOR)

CUSIP: 360876809 | NYSE | 34 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Old Republic International Corp82,145
0.0% of portfolio›$7.4M
Basso Capital Management, L.P.67,576
1.3% of portfolio›$6.1M
Creative Planning13,661
0.0% of portfolio›$1.2M
Compound Planning, Inc.9,656
0.0% of portfolio›$865.7K
AlTi Global, Inc.6,485
0.0% of portfolio›$581.5K
Allworth Financial LP290
0.0% of portfolio›$26.3K
Hantz Financial Services, Inc.227
0.0% of portfolio›$20
StyleTurnoverLocationFiled
Old Republic International Corp
82,145$7.4M0.0%YieldVery LowChicago, IL2026-10-26
Basso Capital Management, L.P.
67,576$6.1M1.3%ETFMediumStamford, CT2026-10-30
Creative Planning
13,661$1.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Compound Planning, Inc.
9,656$865.7K0.0%CoreLowNew York, NY2026-11-09
AlTi Global, Inc.
6,485$581.5K0.0%ETFMediumNew York, NY2026-11-09
Allworth Financial LP
290$26.3K0.0%ETFLowFolsom, CA2026-11-06
Hantz Financial Services, Inc.
227$200.0%CoreMediumSouthfield, MI2026-11-09