11 institutions reported holding $170.0M of FUNDX INVT TR (FFOX) in SEC 13F filings for 2026-03-31. Largest institutional holders: One Capital Management, LLC ($160.8M), Capital Analysts, LLC ($4.2M), NATIONAL BANK OF CANADA /FI/ ($2.5M), GTS SECURITIES LLC ($815,355), Mutual Advisors, LLC ($678,479). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | One Capital Management, LLC | $160.8M | 6.1M | Added |
| 2 | Capital Analysts, LLC | $4.2M | 160,784 | Added |
| 3 | NATIONAL BANK OF CANADA /FI/ | $2.5M | 96,382 | Trimmed |
| 4 | GTS SECURITIES LLC | $815,355 | 30,955 | New |
| 5 | Mutual Advisors, LLC | $678,479 | 25,758 | Added |
| 6 | GOLDMAN SACHS GROUP INC | $508,968 | 19,323 | New |
| 7 | GREENUP STREET WEALTH MANAGEMENT LLC | $248,901 | 9,450 | Hold |
| 8 | Apollon Wealth Management, LLC | $209,798 | 7,965 | Hold |
| 9 | JPMORGAN CHASE & CO | $20,509 | 803 | New |
| 10 | THRYVE WEALTH MANAGEMENT LLC | $0 | 0 | Exited |
| 11 | EP Wealth Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31