13FBOX
FUNDX INVT TR · 13F Institutional Holdings
Options Calculator Rankings
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F

FUNDX INVT TR

FFOX
Institutions
10
Combined AUM (Q2 2026)
$174.1M
Combined Shares (Q2 2026)
6.5M
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+134,879
4 institutions added · 2 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-43,547
3 institutions reduced · 1 exits
Est. sell amount
⚖️ Net Share Change
+91,332
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$174.1M
Institutions
10
New Buys
2
Adds
2
Reduces
2
Exits
1
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
One Capital Management, LLC
4.52%4.41%#1$160.8M6.1M$160.8M6.1M00.00%Unchanged
Capital Analysts, LLC
0.11%0.12%#2$5.0M164,714$4.3M158,295+6,419+4.06%Add
LPL Financial LLC
<0.01%#8$3.7M122,421$00+122,421New Buy
NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#7$2.8M91,115$2.5M96,382-5,267-5.46%Reduce
Mutual Advisors, LLC
0.01%0.01%#4$780,22525,758$678,47925,75800.00%Unchanged
GTS SECURITIES LLC
0.01%0.03%#5$363,41911,998$815,35530,955-18,957-61.24%Reduce
GREENUP STREET WEALTH MANAGEMENT LLC
0.03%0.04%#3$286,2269,450$248,9019,45000.00%Unchanged
Apollon Wealth Management, LLC
<0.01%<0.01%#6$241,2607,965$209,7987,96500.00%Unchanged
JPMORGAN CHASE & CO
<0.01%<0.01%#10$108,5843,645$20,509803+2,842+353.92%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#9$96,8373,197$00+3,197New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow