XCOR Institutional Ownership
FundX ETF
1W: +0.0%
1M: +3.0%
3M: +2.2%
YTD: +12.6%
1Y: +15.2%
3Y: +86.8%
$90.56
+0.63 (+0.70%)
Weekly Expected Move ±1.9%
$87
$89
$91
$92
$94
Overview
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Institutional Ownership — XCOR
16
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
60M
Total Invested
3
New Positions
2
Increased
7
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (18 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | One Capital Management, LLC | 628,924 | $57M | — | +0.0% | 15Q | SEC ↗ |
| 2 | BASSO CAPITAL MANAGEMENT, L.P. NEW | 64,774 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 3 | GTS SECURITIES LLC | 17,013 | $2M | -12,021 | -41.4% | 13Q | SEC ↗ |
| 4 | Creative Planning | 13,661 | $1M | +171 | +1.3% | 15Q | SEC ↗ |
| 5 | Compound Planning, Inc. NEW | 9,656 | $874K | — | +0.0% | 1Q | SEC ↗ |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,352 | $756K | +3,447 | +70.3% | 2Q | SEC ↗ |
| 7 | AlTi Global, Inc. | 6,485 | $587K | -818 | -11.2% | 10Q | SEC ↗ |
| 8 | Element Wealth, LLC | 4,804 | $435K | — | +0.0% | 3Q | SEC ↗ |
| 9 | AIMZ Investment Advisors, LLC | 3,084 | $279K | -175 | -5.4% | 10Q | SEC ↗ |
| 10 | OpenArc Corporate Advisory, LLC NEW | 3,042 | $275K | — | +0.0% | 1Q | SEC ↗ |
| 11 | MORGAN STANLEY | 1,458 | $132K | -105 | -6.7% | 15Q | SEC ↗ |
| 12 | Allworth Financial LP | 290 | $26K | — | +0.0% | 5Q | SEC ↗ |
| 13 | UBS Group AG | 279 | $25K | -7 | -2.4% | 3Q | SEC ↗ |
| 14 | JPMORGAN CHASE & CO | 20 | $2K | — | +0.0% | 2Q | SEC ↗ |
| 15 | BANK OF AMERICA CORP /DE | 0 | $0K | -115 | -100.0% | 1Q | SEC ↗ |
| 16 | HighTower Advisors, LLC | 0 | $0K | -2,735 | -100.0% | 1Q | SEC ↗ |
| 17 | MAI Capital Management | 0 | $0K | -1,439 | -100.0% | 6Q | SEC ↗ |
| 18 | JANE STREET GROUP, LLC | 0 | $0K | -3,250 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| BASSO CAPITAL MANAGEMENT, L.P. | 64,774 | $6M |
| Compound Planning, Inc. | 9,656 | $874K |
| OpenArc Corporate Advisory, LLC | 3,042 | $275K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 3,250 | $294K |
| HighTower Advisors, LLC | 2,735 | $248K |
| MAI Capital Management | 1,439 | $130K |
| BANK OF AMERICA CORP /DE | 115 | $10K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +3,447 | +70.3% | 8,352 |
| Creative Planning | +171 | +1.3% | 13,661 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GTS SECURITIES LLC | -12,021 | -41.4% | 17,013 |
| AlTi Global, Inc. | -818 | -11.2% | 6,485 |
| AIMZ Investment Advisors, LLC | -175 | -5.4% | 3,084 |
| MORGAN STANLEY | -105 | -6.7% | 1,458 |
| UBS Group AG | -7 | -2.4% | 279 |