Institutional Ownership
Fundx Invt Tr
CUSIP 360876874CONSERVATIVE ETFXRLXQ1 2026
Institutional Holders
7
13F filers
Shares Held
334.3K
Aggregate institutional
Institutional Value
$14.94M
Q1 2026
Net New Holders
-1
0 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased2
Decreased3
Sold out1
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | One Capital Management, LLC | 298.2K | $13.33M | −8.2K | Reduced |
| 2 | Gts Securities LLC | 18.4K | $822.2K | −1.2K | Reduced |
| 3 | Atria Investments, Inc | 8.3K | $370.5K | −833 | Reduced |
| 4 | Creative Planning | 6.7K | $300.4K | +177 | Added |
| 5 | Glass Jacobson Investment Advisors LLC | 1.9K | $86.2K | +51 | Added |
| 6 | Geneos Wealth Management Inc. | 800 | $35.8K | 0 | Held |
| 7 | Steward Partners Investment Advisory, LLC | 1 | $45 | 0 | Held |