# FundX Conservative ETF CONSERVATIVE ETF

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.

## Summary

- Issuer: FundX Conservative ETF
- Class: CONSERVATIVE ETF
- CUSIP: 360876874
- 13F holders: 10
- 13F value: $19.6M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [One Capital Management, LLC](https://search.stillhousedata.com/firm/114861) | WESTLAKE VILLAGE, CA | $13.3M | 298,178 |
| [BASSO CAPITAL MANAGEMENT, L.P.](https://search.stillhousedata.com/firm/132311) | STAMFORD, CT | $3.2M | 64,454 |
| [Compound Planning, Inc.](https://search.stillhousedata.com/firm/17178) | NEW YORK, NY | $1.4M | 27,392 |
| [GTS SECURITIES LLC](https://search.stillhousedata.com/firm/149224) | NEW YORK, NY | $822K | 18,391 |
| [Atria Investments, Inc](https://search.stillhousedata.com/firm/143593) | Charlotte, NC | $427K | 8,623 |
| [Creative Planning](https://search.stillhousedata.com/firm/105348) | Overland Park, KS | $300K | 6,719 |
| [Glass Jacobson Investment Advisors llc](https://search.stillhousedata.com/firm/120141) | OWINGS MILLS, MD | $95K | 1,928 |
| Geneos Wealth Management Inc. | ENGLEWOOD, CO | $40K | 800 |
| [Steward Partners Investment Advisory, LLC](https://search.stillhousedata.com/firm/283004) | NEW YORK, NY | $45 | 1 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/360876874.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.