Institutional Ownership
Fundx Invt Tr
CUSIP 360876841FUTURE FUND OPPOFFOXQ1 2026
Institutional Holders
9
13F filers
Shares Held
6.46M
Aggregate institutional
Institutional Value
$165.82M
Q1 2026
Net New Holders
+2
4 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased2
Decreased1
Sold out2
Institutional Holders
9 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | One Capital Management, LLC | 6.10M | $160.79M | +610.7K | Added |
| 2 | National Bank Of Canada /Fi/ | 96.4K | $2.54M | −28.7K | Reduced |
| 3 | Gts Securities LLC | 31.0K | $815.4K | +31.0K | New |
| 4 | Mutual Advisors, LLC | 25.8K | $678.5K | +273 | Added |
| 5 | Goldman Sachs Group Inc | 19.3K | $509.0K | +19.3K | New |
| 6 | Greenup Street Wealth Management LLC | 9.4K | $248.9K | 0 | Held |
| 7 | Apollon Wealth Management, LLC | 8.0K | $209.8K | 0 | Held |
| 8 | Jpmorgan Chase & Co | 803 | $20.5K | +803 | New |
| 9 | Capital Analysts, LLC | 160.8K | $4.2K | +160.8K | New |