FundX Conservative ETF CONSERVATIVE ETF is a security (CUSIP 360876874) tracked across SEC portfolio filings. 10 institutional managers reported $19.6M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| One Capital Management, LLC | WESTLAKE VILLAGE, CA | $13.3M | 298,178 |
| BASSO CAPITAL MANAGEMENT, L.P. | STAMFORD, CT | $3.2M | 64,454 |
| Compound Planning, Inc. | NEW YORK, NY | $1.4M | 27,392 |
| GTS SECURITIES LLC | NEW YORK, NY | $822K | 18,391 |
| Atria Investments, Inc | Charlotte, NC | $427K | 8,623 |
| Creative Planning | Overland Park, KS | $300K | 6,719 |
| Glass Jacobson Investment Advisors llc | OWINGS MILLS, MD | $95K | 1,928 |
| Geneos Wealth Management Inc. | ENGLEWOOD, CO | $36K | 800 |
| Steward Partners Investment Advisory, LLC | NEW YORK, NY | $45 | 1 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |