FFOX institutional holders

FUNDX INVT TR · 13F, 2026Q2

Managers holding10
Shares held6,544,834
Reported value$174.1m
Quarter flows2 new, 2 added, 2 trimmed, 1 exited

Top 10 holders

ManagerSharesValue% of manager's 13F
One Capital Management, LLC6,104,571$160.8m4.5%
Capital Analysts, LLC164,714$5.0m0.1%
LPL Financial LLC122,421$3.7m0.0%
NATIONAL BANK OF CANADA /FI/91,115$2.8m0.0%
Mutual Advisors, LLC25,758$780,2250.0%
GTS SECURITIES LLC11,998$363,4190.0%
GREENUP STREET WEALTH MANAGEMENT LLC9,450$286,2260.0%
Apollon Wealth Management, LLC7,965$241,2600.0%
JPMORGAN CHASE & CO3,645$108,5840.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,197$96,8370.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("FFOX"). FFOX price history · All 13F data

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