Fundx Flexible ETFXFLXETF
13F holders, Q1 2026 (March 31)3holders −2
0new positions
2sold out
$22.27avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Fundx Flexible ETF (XFLX) in their 13F filings, down 2 from Q4 2025. 0 opened new positions and 2 sold out. The largest holders were One Capital Management, LLC ($41.8M), Royal Bank of Canada ($210K) and UBS Group AG ($2K).
- Company
- Fundx Flexible ETF
- Filed as
- FUNDX INVT TR (Q1 2026)
- CUSIP
- 360876866
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $484K |
All 13F filers, Q4 2025 → Q1 2026: 978,029 shares bought and 22,153 shares sold, net +955,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| One Capital Management, LLC | 1.15% | Add +107.9% | 1,876,825 | $41.8M |
| Royal Bank of Canada | 0.00% | Add +75.8% | 9,438 | $210K |
| UBS Group AG | 0.00% | Reduce -83.2% | 100 | $2K |
"% of holder's portfolio" is XFLX's weight in each manager's 13F, not the share of Fundx Flexible ETF the manager owns.