FUNDX INVT TR (XRLX) — institutional ownership
9 funds reported holding FUNDX INVT TR in their latest 13F filings, worth $19.6M in total (CUSIP 360876874).
Largest holders
- One Capital Management, LLC — $13.4M
- BASSO CAPITAL MANAGEMENT, L.P. — $3.19M
- Compound Planning, Inc. — $1.36M
- GTS SECURITIES LLC — $508K
- CITADEL ADVISORS LLC — $439K
- Creative Planning — $332K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP — $256K
- Glass Jacobson Investment Advisors llc — $95.4K
- Geneos Wealth Management Inc. — $39.6K
Famous investors holding it
- Ken Griffin portfolio (Citadel Advisors)