Institutional Ownership
Fundx Invt Tr
CUSIP 360876882AGGRESSIVE ETFXNAVQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
5
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 | 79.8K | $6.52M |
| 2 | Gts Securities LLC | 10.9K | $890.6K |
| 3 | Citadel Advisors LLC | 6.4K | $520.1K |
| 4 | Morgan Stanley | 245 | $20.0K |
| 5 | Ubs Group AG | 78 | $6.4K |