11 institutions reported holding $20.0M of FUNDX INVT TR (XRLX) in SEC 13F filings for 2026-06-30. Largest institutional holders: One Capital Management, LLC ($13.4M), BASSO CAPITAL MANAGEMENT, L.P. ($3.2M), Compound Planning, Inc. ($1.4M), GTS SECURITIES LLC ($508,374), CITADEL ADVISORS LLC ($439,067). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | One Capital Management, LLC | $13.4M | 298,636 | Added |
| 2 | BASSO CAPITAL MANAGEMENT, L.P. | $3.2M | 64,454 | New |
| 3 | Compound Planning, Inc. | $1.4M | 27,392 | New |
| 4 | GTS SECURITIES LLC | $508,374 | 10,276 | Trimmed |
| 5 | CITADEL ADVISORS LLC | $439,067 | 8,875 | New |
| 6 | Atria Investments, Inc | $426,580 | 8,623 | Added |
| 7 | Creative Planning | $332,417 | 6,719 | Hold |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $256,464 | 5,184 | New |
| 9 | Glass Jacobson Investment Advisors llc | $95,405 | 1,928 | Hold |
| 10 | Geneos Wealth Management Inc. | $39,576 | 800 | Hold |
| 11 | Steward Partners Investment Advisory, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30