# FUNDX INVT TR (XFLX)

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

- Reporting holders: 3
- Reported value: $42.1M
- 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/) | $41.8M | 1,877,288 | 1.2% | 11 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $218.0K | 9,625 | 0.0% | 7 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $33.1K | 1,460 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 3 | $42.1M |
| Q1 2026 | 3 | $42.0M |
| Q4 2025 | 5 | $20.8M |
| Q3 2025 | 3 | $43.5M |
| Q2 2025 | 3 | $44.6M |
| Q1 2025 | 4 | $47.0M |
| Q4 2024 | 5 | $50.3M |
| Q3 2024 | 3 | $53.9M |
| Q2 2024 | 2 | $51.5M |
| Q1 2024 | 3 | $51.8M |
| Q4 2023 | 5 | $47.1M |