DOSSIER · 13F Holders · Q1 2026
FFOX

FundX Future Fund Opportunities

10 institutions still hold FundX Future Fund Opportunities as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 360876841·10 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$170M
visible holders
Holders
10
filers reporting
Concentration
94.54%
One Capital Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

10 institutions reported FFOX in Q1 2026. One Capital Management, LLC leads at 94.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
One Capital Management, LLC
CIK 0001606588
$161M6.1M4.41%Q1 2026
02
Capital Analysts, LLC
CIK 0001624758
$4M161K0.11%Q1 2026
03
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$3M96K0.00%Q1 2026
04
GTS SECURITIES LLC
CIK 0001452765· Market maker
$815K31K0.03%Q1 2026
05
Mutual Advisors, LLC
CIK 0001694080
$678K26K0.01%Q1 2026
06
GOLDMAN SACHS GROUP INC
CIK 0000886982
$509K19K0.00%Q1 2026
07
GREENUP STREET WEALTH MANAGEMENT LLC
CIK 0001909904
$249K9K0.04%Q1 2026
08
Apollon Wealth Management, LLC
CIK 0001764387
$241K8K0.00%Q2 2026
09
JPMORGAN CHASE & CO
CIK 0000019617
$21K8030.00%Q1 2026
10
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025