13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
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
—
▼ 6.6%
vs prior quarter
13F value held
$166M
69.0% inst. owned
of float
Holders
10
-117 QoQ
filers reporting
Activity
+73 / −93
+872 added · −741 reduced
this quarter
Concentration
96.97%
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 97.0% of the visible book. -117 net institutions QoQ — distribution reading.

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 202602
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$3M96K0.00%Q1 202603
GTS SECURITIES LLC
CIK 0001452765· Market maker
$815,35531K0.03%Q1 202604
Mutual Advisors, LLC
CIK 0001694080
$678,47926K0.01%Q1 202605
GOLDMAN SACHS GROUP INC
CIK 0000886982
$508,96819K0.00%Q1 202606
GREENUP STREET WEALTH MANAGEMENT LLC
CIK 0001909904
$248,9019K0.04%Q1 202607
Apollon Wealth Management, LLC
CIK 0001764387
$209,7988K0.00%Q1 202608
JPMORGAN CHASE & CO
CIK 0000019617
$20,5098030.00%Q1 202609
Capital Analysts, LLC
CIK 0001624758
$4,235161K0.11%Q1 202610
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025