XNAV FUNDX INVT TR: institutional ownership and insider trading

5 funds reported holding $8.17M of FUNDX INVT TR in their latest 13F filings; in Q2 2026 funds net sold $71.7K, with 1 new positions and 1 funds selling out.

Famous investors holding XNAV

• Ken Griffin (Citadel Advisors): $644K, 0.0% of the portfolio

Largest institutional holders of XNAV

1. One Capital Management, LLC — $6.52M
2. BASSO CAPITAL MANAGEMENT, L.P. — $952K
3. CITADEL ADVISORS LLC — $644K
4. UBS Group AG (UBS) — $24.7K
5. MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $23.9K

All XNAV 13F holders