Institutional Ownership
Fundx Invt Tr
CUSIP 360876874CONSERVATIVE ETFXRLXQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
7
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 | 298.2K | $13.33M |
| 2 | Gts Securities LLC | 18.4K | $822.2K |
| 3 | Atria Investments, Inc | 8.3K | $370.5K |
| 4 | Creative Planning | 6.7K | $300.4K |
| 5 | Glass Jacobson Investment Advisors LLC | 1.9K | $86.2K |
| 6 | Geneos Wealth Management Inc. | 800 | $35.8K |
| 7 | Steward Partners Investment Advisory, LLC | 1 | $45 |