Fundx Aggressive ETFXNAVETF
13F holders, Q1 2026 (March 31)5holders +1
1new positions
0sold out
1famous investor
$81.67avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding Fundx Aggressive ETF (XNAV) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were One Capital Management, LLC ($6.5M), GTS Securities LLC ($891K) and Citadel Advisors ($520K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fundx Aggressive ETF
- Filed as
- FUNDX INVT TR (Q1 2026)
- CUSIP
- 360876882
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $520K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 12,164 shares bought and 1,126 shares sold, net +11,038 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| One Capital Management, LLC | 0.18% | Reduce -1.4% | 79,840 | $6.5M |
| GTS Securities LLC | 0.03% | Add +113.1% | 10,904 | $891K |
| Citadel Advisors | 0.00% | New | 6,368 | $520K |
| Morgan Stanley | 0.00% | No change | 245 | $20K |
| UBS Group AG | 0.00% | Add +13.0% | 78 | $6K |
"% of holder's portfolio" is XNAV's weight in each manager's 13F, not the share of Fundx Aggressive ETF the manager owns.