FundX ETF FUNDX ETF is a security (CUSIP 360876809) tracked across SEC portfolio filings. 16 institutional managers reported $60.3M on Form 13F as of 2026-06-30.
Showing 15 of 16 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| One Capital Management, LLC | WESTLAKE VILLAGE, CA | $48.2M | 628,924 |
| BASSO CAPITAL MANAGEMENT, L.P. | STAMFORD, CT | $5.9M | 64,774 |
| GTS SECURITIES LLC | NEW YORK, NY | $2.2M | 29,034 |
| Creative Planning | Overland Park, KS | $1.0M | 13,490 |
| Compound Planning, Inc. | NEW YORK, NY | $875K | 9,656 |
| AlTi Global, Inc. | NEW YORK, NY | $588K | 6,485 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $376K | 4,905 |
| Element Wealth, LLC | RIDGELAND, MS | $368K | 4,804 |
| OpenArc Corporate Advisory, LLC | ATLANTA, GA | $276K | 3,042 |
| AIMZ Investment Advisors, LLC | LOS ALTOS, CA | $250K | 3,259 |
| MORGAN STANLEY | NEW YORK, NY | $120K | 1,563 |
| MAI Capital Management | INDEPENDENCE, OH | $110K | 1,439 |
| Allworth Financial LP | FOLSOM, CA | $22K | 290 |
| UBS Group AG | Zurich, V8 | $22K | 286 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $1K | 20 |