Who owns XNAV?
FundX Aggressive ETF · FundX
5 institutions reported holding XNAV, worth $8.2M, in Form 13F filings for June 30, 2026.
Top 5 institutional holders of XNAV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| One Capital Management, LLC | Westlake Village, CA | $6.5M | 79,840 | No change |
| Basso Capital Management, L.P. | Stamford, CT | $952K | 9,757 | New position |
| Citadel Advisors LLC | Miami, FL | $644K | 6,605 | +237 shares |
| UBS Group AG | Zurich, Switzerland | $25K | 253 | +175 shares |
| Morgan Stanley | New York, NY | $24K | 245 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XNAV?
5 institutional managers reported holding XNAV in Form 13F filings for June 30, 2026, worth $8.2M in total. The largest reported position was held by One Capital Management, LLC, at $6.5M.
Did institutions buy or sell XNAV last quarter?
Reported 13F value rose 2.6% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XNAV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.