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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
1One Capital Management, LLC$13.4M298,636增持
2BASSO CAPITAL MANAGEMENT, L.P.$3.2M64,454新建仓
3Compound Planning, Inc.$1.4M27,392新建仓
4GTS SECURITIES LLC$508,37410,276减持
5CITADEL ADVISORS LLC$439,0678,875新建仓
6Atria Investments, Inc$426,5808,623增持
7Creative Planning$332,4176,719持平
8SUSQUEHANNA INTERNATIONAL GROUP, LLP$256,4645,184新建仓
9Glass Jacobson Investment Advisors llc$95,4051,928持平
10Geneos Wealth Management Inc.$39,576800持平
11Steward Partners Investment Advisory, LLC$00清仓

来源:SEC 13F 申报文件 · 截至 2026-06-30