Fundx Invt Tr (XRLX) institutional ownership
FUNDX INVT TR · 13F, 2026Q2
| Managers holding | 10 |
|---|---|
| Shares held | 432,887 |
| Reported value | $20.0m |
| Quarter flows | 4 new, 2 added, 1 trimmed, 1 exited |
Top 10 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| One Capital Management, LLC | 298,636 | $13.4m | 0.4% |
| BASSO CAPITAL MANAGEMENT, L.P. | 64,454 | $3.2m | 0.7% |
| Compound Planning, Inc. | 27,392 | $1.4m | 0.0% |
| GTS SECURITIES LLC | 10,276 | $508,374 | 0.0% |
| CITADEL ADVISORS LLC | 8,875 | $439,067 | 0.0% |
| Atria Investments, Inc | 8,623 | $426,580 | 0.0% |
| Creative Planning | 6,719 | $332,417 | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,184 | $256,464 | 0.0% |
| Glass Jacobson Investment Advisors llc | 1,928 | $95,405 | 0.0% |
| Geneos Wealth Management Inc. | 800 | $39,576 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("XRLX"). XRLX price history · All 13F data