FUNDX INVT TR (FFOX)
Institutional ownership reported to the SEC as of Q2 2026, across 5 quarters.
9
Reporting holders
$169.1M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| One Capital Management, LLC | $160.8M | 6,104,571 | 4.47% | 5q | HELD |
| LPL Financial LLC | $3.7M | 122,421 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $2.8M | 91,115 | 0.00% | 5q | -5.5%-$159.2K |
| Mutual Advisors, LLC | $780.2K | 25,758 | 0.01% | 5q | HELD |
| GTS SECURITIES LLC | $363.4K | 11,998 | 0.01% | 2q | -61.2%-$574.2K |
| GREENUP STREET WEALTH MANAGEMENT LLC | $286.2K | 9,450 | 0.03% | 4q | HELD |
| Apollon Wealth Management, LLC | $241.3K | 7,965 | 0.00% | 5q | HELD |
| JPMORGAN CHASE & CO | $108.6K | 3,645 | 0.00% | 2q | +353.9%+$84.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $96.8K | 3,197 | 0.00% | new | NEW |
| Capital Analysts, LLC | $5.0K | 164,714 | 0.11% | 5q | +2.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 9 | $169.1M | 6,380,120 | 2 | 1 | 2 | 0.0% |
| Q1 2026 | 8 | $165.8M | 6,295,207 | 3 | 2 | 1 | 0.0% |
| Q4 2025 | 7 | $155.0M | 5,684,960 | 1 | 1 | 2 | 0.0% |
| Q3 2025 | 7 | $146.9M | 5,344,431 | 3 | 2 | 1 | 0.0% |
| Q2 2025 | 4 | $122.4M | 4,720,468 | 4 | 0 | 0 | 0.0% |