Institutional Ownership
Fundx Invt Tr
CUSIP 360876882AGGRESSIVE ETFXNAVQ1 2026
Institutional Holders
5
13F filers
Shares Held
97.4K
Aggregate institutional
Institutional Value
$7.96M
Q1 2026
Net New Holders
+1
1 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased2
Decreased1
Sold out0
Institutional Holders
5 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | One Capital Management, LLC | 79.8K | $6.52M | −1.1K | Reduced |
| 2 | Gts Securities LLC | 10.9K | $890.6K | +5.8K | Added |
| 3 | Citadel Advisors LLC | 6.4K | $520.1K | +6.4K | New |
| 4 | Morgan Stanley | 245 | $20.0K | 0 | Held |
| 5 | Ubs Group AG | 78 | $6.4K | +9 | Added |