8 institutions reported holding $14.9M of FUNDX INVT TR (XRLX) in SEC 13F filings for 2026-03-31. Largest institutional holders: One Capital Management, LLC ($13.3M), GTS SECURITIES LLC ($822,151), Atria Investments, Inc ($370,534), Creative Planning ($300,378), Glass Jacobson Investment Advisors llc ($86,210). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | One Capital Management, LLC | $13.3M | 298,178 | Trimmed |
| 2 | GTS SECURITIES LLC | $822,151 | 18,391 | Trimmed |
| 3 | Atria Investments, Inc | $370,534 | 8,289 | Trimmed |
| 4 | Creative Planning | $300,378 | 6,719 | Added |
| 5 | Glass Jacobson Investment Advisors llc | $86,210 | 1,928 | Added |
| 6 | Geneos Wealth Management Inc. | $35,760 | 800 | Hold |
| 7 | Steward Partners Investment Advisory, LLC | $45 | 1 | Hold |
| 8 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31