Institutional Ownership
Fundx Invt Tr
CUSIP 360876809FUNDX ETFXCORQ1 2026
Institutional Holders
13
13F filers
Shares Held
698.1K
Aggregate institutional
Institutional Value
$53.50M
Q1 2026
Net New Holders
+1
3 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased3
Decreased2
Sold out2
Institutional Holders
13 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | One Capital Management, LLC | 628.9K | $48.21M | −14.5K | Reduced |
| 2 | Gts Securities LLC | 29.0K | $2.23M | +3.1K | Added |
| 3 | Creative Planning | 13.5K | $1.03M | 0 | Held |
| 4 | Alti Global, Inc. | 7.3K | $559.8K | +31 | Added |
| 5 | Susquehanna International Group, LLP | 4.9K | $376.0K | +4.9K | New |
| 6 | Element Wealth, LLC | 4.8K | $368.2K | −48 | Reduced |
| 7 | Aimz Investment Advisors, LLC | 3.3K | $249.8K | 0 | Held |
| 8 | Hightower Advisors, LLC | 2.7K | $209.7K | +2.7K | New |
| 9 | Morgan Stanley | 1.6K | $119.8K | 0 | Held |
| 10 | Mai Capital Management | 1.4K | $110.3K | 0 | Held |
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