3 institutions reported holding $42.1M of FUNDX INVT TR (XFLX) in SEC 13F filings for 2026-06-30. Largest institutional holders: One Capital Management, LLC ($41.8M), Royal Bank of Canada ($218,000), UBS Group AG ($33,142). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | One Capital Management, LLC | $41.8M | 1.9M | Added |
| 2 | Royal Bank of Canada | $218,000 | 9,625 | Added |
| 3 | UBS Group AG | $33,142 | 1,460 | Added |
Source: SEC Form 13F filings · as of 2026-06-30