Who Owns FundX Investment Conservative ETF (XRLX)?Hedge Fund & Institutional Holders
Institutional Holders
8
as of Q4 2025
Total Institutional Value
$14082.9T
% of Float Held
—
QoQ Change in Holders
+4 / -0
Price History
XRLX — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Glass Jacobson Investment Advisors llc | New Position | +2K | +$86K |
| Geneos Wealth Management Inc. | New Position | +800 | +$36K |
| UBS Group AG | New Position | +10 | +$0 |
| Steward Partners Investment Advisory, LLC | New Position | +1 | +$0 |
| GTS SECURITIES LLC | Increased | +12K | +$-362.1M |
| Atria Investments, Inc | Increased | +249 | +$-411.8M |
XRLX — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| One Capital Management, LLC | Decreased | -13K | -$14.8B |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | One Capital Management, LLC | 306,392 | $14.1M | 0.43% | Share |
| 2 | Glass Jacobson Investment Advisors llc | 1,877 | $86K | 0.03% | Share |
| 3 | Geneos Wealth Management Inc. | 800 | $36K | 0.00% | Share |
| 4 | GTS SECURITIES LLC | 19,629 | $0 | 0.00% | Share |
| 5 | Atria Investments, Inc | 9,122 | $0 | 0.00% | Share |
| 6 | Creative Planning | 6,542 | $0 | 0.00% | Share |
| 7 | Steward Partners Investment Advisory, LLC | 1 | $0 | 0.00% | Share |
| 8 | UBS Group AG | 10 | $0 | 0.00% | Share |
XRLX Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 8 | $14.2M | +4 |
| Q3 2025 | 4 | $15.9B | -5 |
| Q2 2025 | 9 | $19.2B | +1 |
| Q1 2025 | 8 | $20.5B | -1 |
| Q4 2024 | 9 | $1.2T | +3 |
| Q3 2024 | 6 | $23.4T | +1 |
| Q2 2024 | 5 | $24.0T | -1 |
| Q1 2024 | 6 | $22.7T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 8 institutional investors hold XRLX (FundX Investment Conservative ETF). The largest holder is One Capital Management, LLC with $14.1M in shares. This quarter, 4 institutions opened new positions and 0 closed their positions.
Frequently Asked Questions
How many hedge funds own XRLX?
As of Q4 2025, 8 institutional investors report holding XRLX (FundX Investment Conservative ETF) in their 13F filings.
Who is the largest institutional holder of XRLX?
The largest institutional holder of XRLX is One Capital Management, LLC with $14.1M in shares.
Is institutional ownership of XRLX increasing or decreasing?
This quarter, 4 institutions opened new positions in XRLX and 0 closed their positions.