FFOXFUNDX INVT TR
CUSIP 360876841 · Yahoo Finance ↗ · Google Finance ↗
Fundx Invt Tr (FFOX) has 8 institutional holders in Filings Flow’s 13F database, together reporting 351.4K shares worth $9M as of Q1 2026. The largest reported holders are One Capital Management, LLC, Capital Analysts, LLC, and National Bank Of Canada /Fi/.
Institutional Holders
8
Q1 2026
Reported Value
$9M
Ticker
FFOX
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| One Capital Management, LLC$3.6B AUM | 4.46% | $140M | 5.09M | Q3 2025OLDER |
| Capital Analysts, LLC$3.6B AUM | 0.11% | $4M | 160.8K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $3M | 96.4K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.03% | $815,355 | 31.0K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $678,479 | 25.8K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $508,968 | 19.3K | Q1 2026 |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 0.19% | $376,626 | 13.8K | Q4 2025OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $254,538 | 9.3K | Q4 2025OLDER |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 0.04% | $248,901 | 9.4K | Q1 2026 |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $209,798 | 8.0K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $82,000 | 3.0K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $20,509 | 803 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.