FundX Investment Trust - XFLX
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 | Reduced | 902,866 | 20,197 | 0.61% | 1.36% | 1 | -844,466 | -48.33% | Q4 2025 | Feb 10, 2026 |
| GTS SECURITIES LLC | History | Reduced | 13,710 | 306 | 0.01% | 0.03% | 2 | -15,924 | -53.74% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 7,947 | 177 | 0.0% | — | 3 | +7,947 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,368 | 120 | 0.0% | — | 4 | +5,368 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | New | 596 | 13 | 0.0% | — | 5 | +596 | New | Q4 2025 | Jan 29, 2026 |