Who owns XRLX?
FundX Conservative ETF · FundX
10 institutions reported holding XRLX, worth $20.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XRLX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| One Capital Management, LLC | Westlake Village, CA | $13.4M | 298,636 | +458 shares |
| Basso Capital Management, L.P. | Stamford, CT | $3.2M | 64,454 | New position |
| Compound Planning, Inc. | New York, NY | $1.4M | 27,392 | New position |
| GTS Securities LLC | New York, NY | $508K | 10,276 | −8,115 shares |
| Citadel Advisors LLC | Miami, FL | $439K | 8,875 | New position |
| Atria Investments, Inc | Charlotte, NC | $427K | 8,623 | +334 shares |
| Creative Planning | Overland Park, KS | $332K | 6,719 | No change |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $256K | 5,184 | New position |
| Glass Jacobson Investment Advisors LLC | Owings Mills, MD | $95K | 1,928 | No change |
| Geneos Wealth Management Inc. | Englewood, CO | $40K | 800 | 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 XRLX?
10 institutional managers reported holding XRLX in Form 13F filings for June 30, 2026, worth $20.0M in total. The largest reported position was held by One Capital Management, LLC, at $13.4M.
Did institutions buy or sell XRLX last quarter?
Reported 13F value rose 33.8% from March 31, 2026, which includes price moves as well as buying and selling. 4 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 XRLX 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.