Institutional Ownership
Fundx Invt Tr
CUSIP 360876866FLEXIBLE ETFXFLXQ1 2026
Institutional Holders
3
13F filers
Shares Held
1.89M
Aggregate institutional
Institutional Value
$42.01M
Q1 2026
Net New Holders
-2
0 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased2
Decreased1
Sold out2
Institutional Holders
3 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | One Capital Management, LLC | 1.88M | $41.79M | +974.0K | Added |
| 2 | Royal Bank Of Canada | 9.4K | $210.0K | +4.1K | Added |
| 3 | Ubs Group AG | 100 | $2.2K | −496 | Reduced |