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 | Added to | 1,877,288 | 41,803 | 1.16% | 1.15% | 1 | +463 | 0.02% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 9,625 | 218 | 0.0% | 0.0% | 2 | +187 | 1.98% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 1,460 | 33 | 0.0% | 0.0% | 3 | +1,360 | 1360.0% | Q2 2026 | Aug 13, 2026 |