11 institutions reported holding $174.1M of FUNDX INVT TR (FFOX) in SEC 13F filings for 2026-06-30. Largest institutional holders: One Capital Management, LLC ($160.8M), Capital Analysts, LLC ($5.0M), LPL Financial LLC ($3.7M), NATIONAL BANK OF CANADA /FI/ ($2.8M), Mutual Advisors, LLC ($780,225). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | One Capital Management, LLC | $160.8M | 6.1M | Hold |
| 2 | Capital Analysts, LLC | $5.0M | 164,714 | Added |
| 3 | LPL Financial LLC | $3.7M | 122,421 | New |
| 4 | NATIONAL BANK OF CANADA /FI/ | $2.8M | 91,115 | Trimmed |
| 5 | Mutual Advisors, LLC | $780,225 | 25,758 | Hold |
| 6 | GTS SECURITIES LLC | $363,419 | 11,998 | Trimmed |
| 7 | GREENUP STREET WEALTH MANAGEMENT LLC | $286,226 | 9,450 | Hold |
| 8 | Apollon Wealth Management, LLC | $241,260 | 7,965 | Hold |
| 9 | JPMORGAN CHASE & CO | $108,584 | 3,645 | Added |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $96,837 | 3,197 | New |
| 11 | GOLDMAN SACHS GROUP INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30