13FBOX
FUNDX INVT TR · 13F Institutional Holdings
Options Calculator Rankings
F

FUNDX INVT TR

XFLX
Institutions
3
Combined AUM (Q2 2026)
$42.1M
Combined Shares (Q2 2026)
1.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2,010
3 · 0 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+2,010
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$42.1M
Institutions
3
New Buys
0
Adds
3
Reduces
0
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
One Capital Management, LLC
1.17%1.15%#1$41.8M1.9M$41.8M1.9M+463+0.02%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#2$218,0009,625$210,0009,438+187+1.98%Add
UBS Group AG
<0.01%<0.01%#3$33,1421,460$2,227100+1,360+1,360.00%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow