Who owns FundX Investment Conservative ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XRLX from SEC Form 13F filings across 10 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 10 institutions disclosed 432,887 shares of FundX Investment Conservative ETF worth $20.0M — about 42% of shares outstanding; the largest disclosed holder is One Capital Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
10
13F holders
$20.0M
value, 2026 filers
42%
of shares outstanding (432,887 sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of XRLX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | One Capital Management, LLC | 298,636 | $13.4M | 0.4% | 29% | +0.2% |
| 2 | BASSO CAPITAL MANAGEMENT, L.P.NEW | 64,454 | $3.2M | 0.7% | 6.3% | new |
| 3 | Compound Planning, Inc.NEW | 27,392 | $1.4M | 0.0% | 2.7% | new |
| 4 | GTS SECURITIES LLC | 10,276 | $508,374 | 0.0% | 1% | -44.1% |
| 5 | CITADEL ADVISORS LLCNEW | 8,875 | $439,067 | 0.0% | 0.9% | new |
| 6 | Atria Investments, Inc | 8,623 | $426,580 | 0.0% | 0.8% | +4.0% |
| 7 | Creative Planning | 6,719 | $332,417 | 0.0% | 0.7% | 0.0% |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 5,184 | $256,464 | 0.0% | 0.5% | new |
| 9 | Glass Jacobson Investment Advisors llc | 1,928 | $95,405 | 0.0% | 0.2% | 0.0% |
| 10 | Geneos Wealth Management Inc. | 800 | $39,576 | 0.0% | 0.1% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.