Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
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Equity / CONSERVATIVE ETF
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Number of holders
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8
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Total 13F shares, excl. options
-
551K
-
Shares change
-
+4.91K
-
Total reported value, excl. options
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$24.1M
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Value change
-
+$215K
-
Number of buys
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4
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Number of sells
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-1
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Price
-
$43.79
Significant Holders of FUNDX INVT TR - CONSERVATIVE ETF (XRLX) as of Q4 2024
8 filings reported holding XRLX - FUNDX INVT TR - CONSERVATIVE ETF as of Q4 2024.
FUNDX INVT TR - CONSERVATIVE ETF (XRLX) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 551K shares
.
Largest 8 shareholders include One Capital Management, LLC (483K shares), CHOREO, LLC (26.5K shares), GTS SECURITIES LLC (21.3K shares), Atria Investments, Inc (8.71K shares), Creative Planning (6.44K shares), Glass Jacobson Investment Advisors llc (2.36K shares), UBS Group AG (1.58K shares), and Geneos Wealth Management Inc. (800 shares).
This table shows the top 8 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.