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 | No change | 6,104,571 | 160,794 | 4.47% | 4.47% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 164,714 | 4,989 | 0.11% | 0.11% | 2 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 122,421 | 3,708 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 91,115 | 2,754 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mutual Advisors, LLC | History | No change | 25,758 | 780 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | No change | 11,998 | 363 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 9,275 | 261 | 0.03% | 0.03% | 7 | -175 | -1.85% | Q3 2026 | Oct 28, 2026 |
| Apollon Wealth Management, LLC | History | No change | 7,965 | 224 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,645 | 108 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,197 | 96 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |