ETF Holders

Who owns XCOR?

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Fundx ETF · FundX

14 institutions reported holding XCOR, worth $60.2M, in Form 13F filings for June 30, 2026.

13F holders
14
Institutional value
$60.2M
Change from prior quarter
+12.6%
+$6.7M, with price moves
New and sold-out firms
3 / 2
2 added, 5 trimmed

Top 10 institutional holders of XCOR

FirmLocationValueSharesChange
One Capital Management, LLCWestlake Village, CA$48.2M628,924No change
Basso Capital Management, L.P.Stamford, CT$5.9M64,774New position
GTS Securities LLCNew York, NY$1.5M17,013−12,021 shares
Creative PlanningOverland Park, KS$1.2M13,661+171 shares
Compound Planning, Inc.New York, NY$875K9,656New position
Susquehanna International Group, LLPBala Cynwyd, PA$757K8,352+3,447 shares
AlTi Global, Inc.New York, NY$588K6,485−818 shares
Element Wealth, LLCRidgeland, MS$435K4,804No change
AIMZ Investment Advisors, LLCLos Altos, CA$279K3,084−175 shares
OpenArc Corporate Advisory, LLCAtlanta, GA$276K3,042New position
4 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns XCOR?

14 institutional managers reported holding XCOR in Form 13F filings for June 30, 2026, worth $60.2M in total. The largest reported position was held by One Capital Management, LLC, at $48.2M.

Did institutions buy or sell XCOR last quarter?

Reported 13F value rose 12.6% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 2 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is XCOR ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.