# FUNDX INVT TR (FFOX)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FFOX/

- Reporting holders: 10
- Reported value: $174.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [One Capital Management, LLC](https://holderbook.com/funds/1606588-one-capital-management-llc/) | $160.8M | 6,104,571 | 4.5% | 5 |
| [Capital Analysts, LLC](https://holderbook.com/funds/1624758-capital-analysts-llc/) | $5.0M | 164,714 | 0.1% | 5 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $3.7M | 122,421 | 0.0% | 1 |
| [NATIONAL BANK OF CANADA /FI/](https://holderbook.com/funds/926171-national-bank-of-canada-fi/) | $2.8M | 91,115 | 0.0% | 5 |
| [Mutual Advisors, LLC](https://holderbook.com/funds/1694080-mutual-advisors-llc/) | $780.2K | 25,758 | 0.0% | 5 |
| [GTS SECURITIES LLC](https://holderbook.com/funds/1452765-gts-securities-llc/) | $363.4K | 11,998 | 0.0% | 2 |
| [GREENUP STREET WEALTH MANAGEMENT LLC](https://holderbook.com/funds/1909904-greenup-street-wealth-management-llc/) | $286.2K | 9,450 | 0.0% | 4 |
| [Apollon Wealth Management, LLC](https://holderbook.com/funds/1764387-apollon-wealth-management-llc/) | $241.3K | 7,965 | 0.0% | 5 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $108.6K | 3,645 | 0.0% | 2 |
| [NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO](https://holderbook.com/funds/1141802-northwestern-mutual-wealth-management-co/) | $96.8K | 3,197 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 10 | $174.1M |
| Q1 2026 | 9 | $170.0M |
| Q4 2025 | 8 | $159.3M |
| Q3 2025 | 8 | $149.6M |
| Q2 2025 | 5 | $124.5M |