XRLX — Fundx Invt Tr 机构持仓 · 2026年Q2
谁持有 Fundx Invt Tr(XRLX)?2026年Q2(报告期截至 2026-06-30)共有 11 家机构在 SEC 13F 申报中报告持有,合计 1,999.20 万美元。前几大持有机构:One Capital Management, LLC(1,340.00 万美元)、Basso Capital Management, L.P.(320.00 万美元)、Compound Planning, Inc.(140.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | One Capital Management, LLC | $13.4M | 298,636 | 增持 |
| 2 | BASSO CAPITAL MANAGEMENT, L.P. | $3.2M | 64,454 | 新建仓 |
| 3 | Compound Planning, Inc. | $1.4M | 27,392 | 新建仓 |
| 4 | GTS SECURITIES LLC | $508,374 | 10,276 | 减持 |
| 5 | CITADEL ADVISORS LLC | $439,067 | 8,875 | 新建仓 |
| 6 | Atria Investments, Inc | $426,580 | 8,623 | 增持 |
| 7 | Creative Planning | $332,417 | 6,719 | 持平 |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $256,464 | 5,184 | 新建仓 |
| 9 | Glass Jacobson Investment Advisors llc | $95,405 | 1,928 | 持平 |
| 10 | Geneos Wealth Management Inc. | $39,576 | 800 | 持平 |
| 11 | Steward Partners Investment Advisory, LLC | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-06-30