5 institutions reported holding $42.0M of FUNDX INVT TR (XFLX) in SEC 13F filings for 2026-03-31. Largest institutional holders: One Capital Management, LLC ($41.8M), Royal Bank of Canada ($210,000), UBS Group AG ($2,227), GTS SECURITIES LLC ($0), BANK OF AMERICA CORP /DE/ ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | One Capital Management, LLC | $41.8M | 1.9M | Added |
| 2 | Royal Bank of Canada | $210,000 | 9,438 | Added |
| 3 | UBS Group AG | $2,227 | 100 | Trimmed |
| 4 | GTS SECURITIES LLC | $0 | 0 | Exited |
| 5 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31