CUSIP 360876841
FUNDX INVT TR
11 institutions · $156.9M total · 5,912,875 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | One Capital Management, LLC | 5,493,862 | $149.8M | 92.91% | 2025-12-31 |
| 2 | NATIONAL BANK OF CANADA /FI/ | 125,053 | $3.4M | 2.11% | 2025-12-31 |
| 3 | GREENUP STREET WEALTH MANAGEMENT LLC | 68,328 | $1.9M | 1.15% | 2025-12-31 |
| 4 | Mutual Advisors, LLC | 25,485 | $695.0K | 0.43% | 2025-12-31 |
| 5 | THRYVE WEALTH MANAGEMENT LLC | 13,811 | $376.6K | 0.23% | 2025-12-31 |
| 6 | EP Wealth Advisors, LLC | 9,334 | $254.5K | 0.15% | 2025-12-31 |
| 7 | Apollon Wealth Management, LLC | 7,965 | $217.2K | 0.13% | 2025-12-31 |
| 8 | GTS SECURITIES LLC | 7,753 | $213.1K | 0.13% | 2025-09-30 |
| 9 | Royal Bank of Canada | 2,989 | $82.0K | 0.05% | 2025-09-30 |
| 10 | Capital Analysts, LLC | 158,295 | $4.3K | 2.67% | 2025-12-31 |
| 11 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |