Fundx Aggressive ETFXNAVETF
13F holders, Q2 2026 (June 30)5holders
1new positions
1sold out
1famous investor
$84.44avg. 13F price*
At the end of Q2 2026, 5 institutions reported holding Fundx Aggressive ETF (XNAV) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were One Capital Management, LLC ($6.5M), Basso Capital Management, L.P. ($952K) and Citadel Advisors ($644K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fundx Aggressive ETF
- Filed as
- FUNDX INVT TR (Q2 2026)
- CUSIP
- 360876882
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $952K |
| Exits | 1 | $891K |
All 13F filers, Q1 2026 → Q2 2026: 10,169 shares bought and 10,904 shares sold, net −735 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| One Capital Management, LLC | 0.18% | No change | 79,840 | $6.5M |
| Basso Capital Management, L.P. | 0.23% | New | 9,757 | $952K |
| Citadel Advisors | 0.00% | Add +3.7% | 6,605 | $644K |
| UBS Group AG | 0.00% | Add +224.4% | 253 | $25K |
| Morgan Stanley | 0.00% | No change | 245 | $24K |
"% of holder's portfolio" is XNAV's weight in each manager's 13F, not the share of Fundx Aggressive ETF the manager owns.