XRLX FUNDX INVT TR: institutional ownership and insider trading

9 funds reported holding $19.6M of FUNDX INVT TR in their latest 13F filings; in Q2 2026 funds net bought $4.88M, with 4 new positions and 1 funds selling out.

Famous investors holding XRLX

Largest institutional holders of XRLX

  1. One Capital Management, LLC — $13.4M
  2. BASSO CAPITAL MANAGEMENT, L.P. — $3.19M
  3. Compound Planning, Inc. — $1.36M
  4. GTS SECURITIES LLC — $508K
  5. CITADEL ADVISORS LLC — $439K
  6. Creative Planning — $332K
  7. SUSQUEHANNA INTERNATIONAL GROUP, LLP — $256K
  8. Glass Jacobson Investment Advisors llc — $95.4K
  9. Geneos Wealth Management Inc. — $39.6K

All XRLX 13F holders