FUNDX INVT TR

XFLX

Institutions

Combined AUM (Q2 2026)

$42.1M

Combined Shares (Q2 2026)

1.9M

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)

+2,010

3 institutions added · 0 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-0

0 institutions reduced · 0 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+2,010

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$42.1M

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
One Capital Management, LLC	1.17%	1.15%	#1	$41.8M	1.9M	$41.8M	1.9M	+463+0.02%	Add
ROYAL BANK OF CANADA	<0.01%	<0.01%	#2	$218,000	9,625	$210,000	9,438	+187+1.98%	Add
UBS Group AG	<0.01%	<0.01%	#3	$33,142	1,460	$2,227	100	+1,360+1,360.00%	Add

🧭 Institutional Sector Flow Heatmap

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Net Outflow Net Inflow