CUSIP 360876874
FUNDX INVT TR
13 institutions · $17.6M total · 383,634 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | One Capital Management, LLC | 306,392 | $14.1M | 79.86% | 2025-12-31 |
| 2 | CHOREO, LLC | 26,478 | $1.2M | 6.90% | 2024-12-31 |
| 3 | GTS SECURITIES LLC | 19,629 | $902.2K | 5.11% | 2025-12-31 |
| 4 | Atria Investments, Inc | 9,122 | $419.3K | 2.37% | 2025-12-31 |
| 5 | CITADEL ADVISORS LLC | 7,404 | $307.6K | 1.92% | 2025-03-31 |
| 6 | Creative Planning | 6,542 | $300.7K | 1.70% | 2025-12-31 |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,354 | $237.0K | 1.39% | 2025-06-30 |
| 8 | Glass Jacobson Investment Advisors llc | 1,877 | $86.3K | 0.48% | 2025-12-31 |
| 9 | Geneos Wealth Management Inc. | 800 | $36.8K | 0.20% | 2025-12-31 |
| 10 | Highlander Capital Management, LLC | 25 | $1.0K | 0.00% | 2024-03-31 |
| 11 | UBS Group AG | 10 | $460 | 0.00% | 2025-12-31 |
| 12 | Steward Partners Investment Advisory, LLC | 1 | $46 | 0.00% | 2025-12-31 |
| 13 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |