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Fundx ETF (XCOR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Old Republic International Corp
NEW
Shares82,145
Change+82,145
Value$7.4M
Filed 2026-10-26
Basso Capital Management, L.P.
INCREASED
Shares67,576 from 64,774
Change+2,802 (+4%)
Value$6.1M (+$190.0K)
Filed 2026-10-30
Creative Planning
UNCHANGED
Shares13,661 from 13,661
Change0 (0%)
Value$1.2M (-$12.9K)
Filed 2026-11-02
Compound Planning, Inc.
UNCHANGED
Shares9,656 from 9,656
Change0 (0%)
Value$865.7K (-$9.1K)
Filed 2026-11-09
AlTi Global, Inc.
UNCHANGED
Shares6,485 from 6,485
Change0 (0%)
Value$581.5K (-$6.1K)
Filed 2026-11-09
Allworth Financial LP
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$26.3K ($0)
Filed 2026-11-06
Hantz Financial Services, Inc.
NEW
Shares227
Change+227
Value$20
Filed 2026-11-09
Nuveen, LLC
NEW
Shares227
Change+227
Value$20.4K
Filed 2026-11-10
OpenArc Corporate Advisory, LLC
CLOSED
Shares0 from 3,042
Change-3,042 (-100%)
Value$0 (-$275.6K)
Filed 2026-10-21
One Capital Management, LLC
N/A
Shares— from 628,924
Change-628,924 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 17,013
Change-17,013 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,352
Change-8,352 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 4,804
Change-4,804 (-100%)
Value—
Aimz Investment Advisors, LLC
N/A
Shares— from 3,084
Change-3,084 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,458
Change-1,458 (-100%)
Value—
UBS Group AG
N/A
Shares— from 279
Change-279 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 20
Change-20 (-100%)
Value—
Status
Old Republic International Corp
NEW82,145—+82,145——$7.4M—2026-10-26
Basso Capital Management, L.P.
INCREASED67,57664,774+2,802+4%$5.9M$6.1M+$190.0K2026-10-30
Creative Planning
UNCHANGED13,66113,66100%$1.2M$1.2M-$12.9K2026-11-02
Compound Planning, Inc.
UNCHANGED9,6569,65600%$874.8K$865.7K-$9.1K2026-11-09
AlTi Global, Inc.
UNCHANGED6,4856,48500%$587.6K$581.5K-$6.1K2026-11-09
Allworth Financial LP
UNCHANGED29029000%$26.3K$26.3K$02026-11-06
Hantz Financial Services, Inc.
NEW227—+227——$20—2026-11-09
Nuveen, LLC
NEW227—+227——$20.4K—2026-11-10
OpenArc Corporate Advisory, LLC
CLOSED03,042-3,042-100%$275.6K$0-$275.6K2026-10-21
One Capital Management, LLC
N/A—628,924-628,924-100%$48.2M———
GTS Securities LLC
N/A—17,013-17,013-100%$1.5M———
Susquehanna International Group, LLP
N/A—8,352-8,352-100%$756.7K———
Element Wealth, LLC
N/A—4,804-4,804-100%$435.3K———
Aimz Investment Advisors, LLC
N/A—3,084-3,084-100%$279.4K———
Morgan Stanley
N/A—1,458-1,458-100%$132.1K———
UBS Group AG
N/A—279-279-100%$25.3K———
JPMorgan Chase & Co
N/A—20-20-100%$1.8K———
Showing 17 of 17 institutions