Who Owns XRLX?
FundX Investment Conservative ETF — Institutional Ownership & 13F Holdings
$47.13
-0.28 (-0.58%)
Market Cap
$51.0M
Shares Outstanding
1,030,178
Institutional Holders
8
Total Inst. Value
$20.5M
% of Float Held
—
QoQ Holder Change
+2
Institutional data as of Q1 2025
New Positions
1
Closed Positions
2
Increased
2
Decreased
3
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | One Capital Management, LLC | $19.0M | 457,664 |
| 2 | GTS SECURITIES LLC | $401K | 9,639 |
| 3 | Atria Investments, Inc | $371K | 8,932 |
| 4 | CITADEL ADVISORS LLCNew | $308K | 7,404 |
| 5 | Creative Planning | $272K | 6,542 |
| 6 | Glass Jacobson Investment Advisors llc | $103K | 2,360 |
| 7 | UBS Group AG | $42K | 1,022 |
| 8 | Geneos Wealth Management Inc. | $33K | 800 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Atria Investments, Inc | +219 | $371K |
| CITADEL ADVISORS LLCNew | +7K | $308K |
| Creative Planning | +104 | $272K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| One Capital Management, LLC | -25K | $19.0M |
| GTS SECURITIES LLC | -12K | $401K |
| UBS Group AG | -558 | $42K |
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Frequently Asked Questions
How many institutional investors hold XRLX?
As of Q1 2025, 8 institutional investors report holding XRLX (FundX Investment Conservative ETF) in their 13F filings.
Which hedge fund owns the most XRLX?
The largest institutional holder of XRLX is One Capital Management, LLC with $19.0M in shares.
Are institutions buying or selling XRLX?
This quarter, 1 institutions opened new positions in XRLX and 2 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.