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

FUNDX INVT TR

XNAV
Institutions
5
Combined AUM (Q2 2026)
$8.2M
Combined Shares (Q2 2026)
96,700
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+10,169
3 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-10,904
1 · 1 Exit · ≈
⚖️ Net
-735
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$8.2M
Institutions
5
New Buys
1
Adds
2
Reduces
0
Exits
1
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
One Capital Management, LLC
0.18%0.18%#2$6.5M79,840$6.5M79,84000.00%Unchanged
BASSO CAPITAL MANAGEMENT, L.P.
0.2%#1$951,7099,757$00+9,757New Buy
CITADEL ADVISORS LLC
<0.01%<0.01%#3$644,2896,605$520,0936,368+237+3.72%Add
UBS Group AG
<0.01%<0.01%#4$24,679253$6,37078+175+224.36%Add
MORGAN STANLEY
<0.01%<0.01%#5$23,899245$19,19724500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow