Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / FLEXIBLE ETF
-
Number of holders
-
4
-
Total 13F shares, excl. options
-
1,969,170
-
Shares change
-
-131,793
-
Total reported value, excl. options
-
$47,024,249
-
Value change
-
-$3,147,917
-
Number of sells
-
5
-
Price
-
$23.88
Institutional Holders of FUNDX INVT TR - FLEXIBLE ETF (XFLX) as of Q1 2025
As of 31 Mar 2025 FUNDX INVT TR - FLEXIBLE ETF (XFLX) had 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,969,170 shares of stock of the company.
Largest 5 holders included One Capital Management, LLC, ROYAL BANK OF CANADA, GTS SECURITIES LLC, UBS Group AG, and StoneX Group Inc..
This table shows 5 institutional shareholders of the security as of 31 Mar 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.