Institutional Ownership Fundx Invt Tr Fundx Aggressive (XNAV)
This table provides information about the institutional ownership of Fundx Invt Tr Fundx Aggressive (XNAV). We have compiled data on the 5 institutions that hold shares in the stock, with a total of 127,401 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
107,734
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 14.27%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
19,401
shares
|
$0
0.06% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
245
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 142.86%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
21
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|