FundX Investment Trust - FFOX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| One Capital Management, LLC | History | Added to | 6,104,571 | 160,794 | 4.41% | 4.52% | 1 | +610,709 | 11.12% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | Added to | 160,784 | 4,235 | 0.11% | 0.12% | 2 | +2,489 | 1.57% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 96,382 | 2,537 | 0.0% | 0.0% | 3 | -28,671 | -22.93% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | New | 30,955 | 815 | 0.03% | — | 4 | +30,955 | New | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 25,758 | 678 | 0.01% | 0.01% | 5 | +273 | 1.07% | Q1 2026 | May 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 19,323 | 508 | 0.0% | — | 6 | +19,323 | New | Q1 2026 | May 15, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | No change | 9,450 | 248 | 0.03% | 0.04% | 7 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Apollon Wealth Management, LLC | History | No change | 7,965 | 209 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JPMORGAN CHASE & CO | History | New | 803 | 20 | 0.0% | — | 9 | +803 | New | Q1 2026 | May 13, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -13,811 | -100.0% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,334 | -100.0% | Q1 2026 | May 14, 2026 |