XRLX Institutional Ownership
FundX Investment Conservative ETF
1W: -0.1%
1M: +1.3%
3M: +1.0%
YTD: +7.3%
1Y: +6.1%
$49.38
+0.21 (+0.43%)
Weekly Expected Move ±1.2%
$48
$49
$49
$50
$51
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Institutional Ownership — XRLX
12
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
20M
Total Invested
5
New Positions
2
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (13 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | One Capital Management, LLC | 298,636 | $15M | +458 | +0.2% | 11Q | SEC ↗ |
| 2 | BASSO CAPITAL MANAGEMENT, L.P. NEW | 64,454 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Compound Planning, Inc. NEW | 27,392 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 4 | GTS SECURITIES LLC | 10,276 | $507K | -8,115 | -44.1% | 7Q | SEC ↗ |
| 5 | CITADEL ADVISORS LLC NEW | 8,875 | $438K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Atria Investments, Inc | 8,623 | $426K | +334 | +4.0% | 8Q | SEC ↗ |
| 7 | Creative Planning | 6,719 | $332K | — | +0.0% | 11Q | SEC ↗ |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 5,184 | $256K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Glass Jacobson Investment Advisors llc | 1,928 | $95K | — | +0.0% | 11Q | SEC ↗ |
| 10 | MERCER GLOBAL ADVISORS INC /ADV NEW | 1,928 | $95K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Geneos Wealth Management Inc. | 800 | $40K | — | +0.0% | 7Q | SEC ↗ |
| 12 | UBS Group AG | 0 | $0K | -10 | -100.0% | 1Q | SEC ↗ |
| 13 | Steward Partners Investment Advisory, | 0 | $0K | -1 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| BASSO CAPITAL MANAGEMENT, L.P. | 64,454 | $3M |
| Compound Planning, Inc. | 27,392 | $1M |
| CITADEL ADVISORS LLC | 8,875 | $438K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 5,184 | $256K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,928 | $95K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| UBS Group AG | 10 | $0K |
| Steward Partners Investment Advisor | 1 | $0K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| One Capital Management, LLC | +458 | +0.2% | 298,636 |
| Atria Investments, Inc | +334 | +4.0% | 8,623 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GTS SECURITIES LLC | -8,115 | -44.1% | 10,276 |