Fundx Aggressive ETFXNAVETF
13F holders, Q4 2025 (December 31)4holders
1new positions
1sold out
$80.86avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding Fundx Aggressive ETF (XNAV) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were One Capital Management, LLC ($6.5M), GTS Securities LLC ($414K) and Morgan Stanley ($20K).
- Company
- Fundx Aggressive ETF
- Filed as
- FUNDX INVT TR (Q4 2025)
- CUSIP
- 360876882
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $6K |
| Exits | 1 | $725K |
All 13F filers, Q3 2025 → Q4 2025: 69 shares bought and 20,147 shares sold, net −20,078 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| One Capital Management, LLC | 0.20% | Reduce -0.6% | 80,966 | $6.5M |
| GTS Securities LLC | 0.01% | Reduce -67.1% | 5,117 | $414K |
| Morgan Stanley | 0.00% | No change | 245 | $20K |
| UBS Group AG | 0.00% | New | 69 | $6K |
"% of holder's portfolio" is XNAV's weight in each manager's 13F, not the share of Fundx Aggressive ETF the manager owns.