CUSIP 360876866
FUNDX INVT TR
8 institutions · $21.1M total · 941,490 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | One Capital Management, LLC | 902,866 | $20.2M | 95.89% | 2025-12-31 |
| 2 | GTS SECURITIES LLC | 13,710 | $306.7K | 1.45% | 2025-12-31 |
| 3 | StoneX Group Inc. | 11,002 | $263.4K | 1.16% | 2025-06-30 |
| 4 | BANK OF AMERICA CORP /DE/ | 7,947 | $177.8K | 0.84% | 2025-12-31 |
| 5 | Royal Bank of Canada | 5,368 | $120.0K | 0.57% | 2025-12-31 |
| 6 | UBS Group AG | 596 | $13.3K | 0.06% | 2025-12-31 |
| 7 | Glass Jacobson Investment Advisors llc | 1 | $25 | 0.00% | 2024-03-31 |
| 8 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |