Fundx Flexible ETFXFLXETF

13F holders, Q2 2026 (June 30)
3holders
0new positions
0sold out
$22.27avg. 13F price*

At the end of Q2 2026, 3 institutions reported holding Fundx Flexible ETF (XFLX) in their 13F filings, unchanged from Q1 2026. 0 opened new positions and 0 sold out. The largest holders were One Capital Management, LLC ($41.8M), Royal Bank of Canada ($218K) and UBS Group AG ($33K).

Company
Fundx Flexible ETF
Filed as
FUNDX INVT TR (Q2 2026)
CUSIP
360876866
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 3Q1 2024Q2 2024: 2Q2 2024Q3 2024: 3Q3 2024Q4 2024: 5Q4 2024Q1 2025: 4Q1 2025Q2 2025: 3Q2 2025Q3 2025: 3Q3 2025Q4 2025: 5Q4 2025Q1 2026: 3Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 2,010 shares bought, net +2,010 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

One Capital Management, LLC 1.16% Add +0.0% 1,877,288 $41.8M
Royal Bank of Canada 0.00% Add +2.0% 9,625 $218K
UBS Group AG 0.00% Add +1360.0% 1,460 $33K

"% of holder's portfolio" is XFLX's weight in each manager's 13F, not the share of Fundx Flexible ETF the manager owns.