Who Owns XNAV?
FundX Aggressive ETF — Institutional Ownership & 13F Holdings
$90.24
-1.14 (-1.25%)
Market Cap
$30.3M
Shares Outstanding
306,849
Institutional Holders
5
Total Inst. Value
$9.6M
% of Float Held
—
QoQ Holder Change
-1
Institutional data as of Q1 2025
New Positions
0
Closed Positions
1
Increased
2
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | One Capital Management, LLC | $8.2M | 125,661 |
| 2 | GTS SECURITIES LLC | $1.4M | 21,429 |
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | $18K | 277 |
| 4 | MORGAN STANLEY | $15K | 245 |
| 5 | UBS Group AG | $1K | 21 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| GTS SECURITIES LLC | +11K | $1.4M |
| UBS Group AG | +15 | $1K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| One Capital Management, LLC | -10K | $8.2M |
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Frequently Asked Questions
How many institutional investors hold XNAV?
As of Q1 2025, 5 institutional investors report holding XNAV (FundX Aggressive ETF) in their 13F filings.
Which hedge fund owns the most XNAV?
The largest institutional holder of XNAV is One Capital Management, LLC with $8.2M in shares.
Are institutions buying or selling XNAV?
This quarter, 0 institutions opened new positions in XNAV and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.