5 institutions reported holding $8.0M of FUNDX INVT TR (XNAV) in SEC 13F filings for 2026-03-31. Largest institutional holders: One Capital Management, LLC ($6.5M), GTS SECURITIES LLC ($890,562), CITADEL ADVISORS LLC ($520,093), MORGAN STANLEY ($20,010), UBS Group AG ($6,370). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | One Capital Management, LLC | $6.5M | 79,840 | Trimmed |
| 2 | GTS SECURITIES LLC | $890,562 | 10,904 | Added |
| 3 | CITADEL ADVISORS LLC | $520,093 | 6,368 | New |
| 4 | MORGAN STANLEY | $20,010 | 245 | Hold |
| 5 | UBS Group AG | $6,370 | 78 | Added |
Source: SEC Form 13F filings · as of 2026-03-31