Fundx Conservative ETFXRLXETF
13F holders, Q1 2025 (March 31)8holders
1new positions
1sold out
1famous investor
$41.56avg. 13F price*
At the end of Q1 2025, 8 institutions reported holding Fundx Conservative ETF (XRLX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were One Capital Management, LLC ($19.0M), GTS Securities LLC ($401K) and Atria Investments, Inc ($371K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fundx Conservative ETF
- Filed as
- FUNDX INVT TR (Q1 2025)
- CUSIP
- 360876874
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $308K |
| Exits | 1 | $1.2M |
All 13F filers, Q4 2024 → Q1 2025: 7,727 shares bought and 64,073 shares sold, net −56,346 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| One Capital Management, LLC | 0.64% | Reduce -5.3% | 457,664 | $19.0M |
| GTS Securities LLC | 0.02% | Reduce -54.7% | 9,639 | $401K |
| Atria Investments, Inc | 0.00% | Add +2.5% | 8,932 | $371K |
| Citadel Advisors | 0.00% | New | 7,404 | $308K |
| Creative Planning | 0.00% | Add +1.6% | 6,542 | $272K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 2,360 | $103K |
| UBS Group AG | 0.00% | Reduce -35.3% | 1,022 | $42K |
| Geneos Wealth Management Inc. | 0.00% | No change | 800 | $33K |
"% of holder's portfolio" is XRLX's weight in each manager's 13F, not the share of Fundx Conservative ETF the manager owns.