13F Insight
DOSSIER · 13F Holders · Q1 2026
XRLX

FUNDX INVT TR

10 institutions still hold FUNDX INVT TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 360876874·10 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$20M
visible holders
Holders
10
filers reporting
Concentration
68.16%
One Capital Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

10 institutions reported XRLX in Q1 2026. One Capital Management, LLC leads at 68.2% 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
$13M298K0.37%Q1 202602
BASSO CAPITAL MANAGEMENT, L.P.
CIK 0001287978
$3M64K0.68%Q2 202603
Compound Planning, Inc.
CIK 0001978879
$1M27K0.04%Q2 202604
GTS SECURITIES LLC
CIK 0001452765· Market maker
$822K18K0.03%Q1 202605
Atria Investments, Inc
CIK 0001535865
$427K9K0.00%Q2 202606
Creative Planning
CIK 0001540235
$300K7K0.00%Q1 202607
Glass Jacobson Investment Advisors llc
CIK 0001964394
$95K2K0.03%Q2 202608
Geneos Wealth Management Inc.
CIK 0001764754
$40K8000.00%Q2 202609
Steward Partners Investment Advisory, LLC
CIK 0001723397
$4510.00%Q1 202610
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025