FundX Future Fund Opportunities FUNDX INVT TR is a security (CUSIP 360876841) tracked across SEC portfolio filings. 10 institutional managers reported $165.9M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| One Capital Management, LLC | WESTLAKE VILLAGE, CA | $160.8M | 6,104,571 |
| NATIONAL BANK OF CANADA /FI/ | MONTREAL, A8 | $2.5M | 96,382 |
| GTS SECURITIES LLC | NEW YORK, NY | $815K | 30,955 |
| Mutual Advisors, LLC | OMAHA, NE | $678K | 25,758 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $509K | 19,323 |
| GREENUP STREET WEALTH MANAGEMENT LLC | OVERLAND PARK, KS | $286K | 9,450 |
| Apollon Wealth Management, LLC | MOUNT PLEASANT, SC | $241K | 7,965 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $21K | 803 |
| Capital Analysts, LLC | FORT WASHINGTON, PA | $5K | 164,714 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |