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

FUNDX INVT TR

XRLX
Institutions
11
Combined AUM (Q2 2026)
$20.1M
Combined Shares (Q2 2026)
434,815
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+108,625
7 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-8,116
2 · 1 Exit · ≈
⚖️ Net
+100,509
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$20.1M
Institutions
11
New Buys
5
Adds
2
Reduces
1
Exits
1
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
One Capital Management, LLC
0.37%0.37%#2$13.4M298,636$13.3M298,178+458+0.15%Add
BASSO CAPITAL MANAGEMENT, L.P.
0.68%#1$3.2M64,454$00+64,454New Buy
Compound Planning, Inc.
0.04%#3$1.4M27,392$00+27,392New Buy
GTS SECURITIES LLC
0.01%0.03%#5$508,37410,276$822,15118,391-8,115-44.12%Reduce
CITADEL ADVISORS LLC
<0.01%#10$439,0678,875$00+8,875New Buy
Atria Investments, Inc
<0.01%<0.01%#6$426,5808,623$370,5348,289+334+4.03%Add
Creative Planning
<0.01%<0.01%#8$332,4176,719$300,3786,71900.00%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#11$256,4645,184$00+5,184New Buy
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#9$95,4051,928$00+1,928New Buy
Glass Jacobson Investment Advisors llc
0.03%0.03%#4$95,4051,928$86,2101,92800.00%Unchanged
Geneos Wealth Management Inc.
<0.01%<0.01%#7$39,576800$35,76080000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow