Institutional Ownership
Fundx Invt Tr
CUSIP 360876809FUNDX ETFXCORQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
13
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | One Capital Management, LLC | 628.9K | $48.21M |
| 2 | Gts Securities LLC | 29.0K | $2.23M |
| 3 | Creative Planning | 13.5K | $1.03M |
| 4 | Alti Global, Inc. | 7.3K | $559.8K |
| 5 | Susquehanna International Group, LLP | 4.9K | $376.0K |
| 6 | Element Wealth, LLC | 4.8K | $368.2K |
| 7 | Aimz Investment Advisors, LLC | 3.3K | $249.8K |
| 8 | Hightower Advisors, LLC | 2.7K | $209.7K |
| 9 | Morgan Stanley | 1.6K | $119.8K |
| 10 | Mai Capital Management | 1.4K | $110.3K |