Who owns FUNDX?

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Analyze quarterly positions in Fundx with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Fundx stock

Who bought or sold FUNDX this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
One Capital Management 643k $52M -2% Dec 2025
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Gts Securities 26k $2.1M 166% Dec 2025
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Creative Planning 14k $1.1M 0% Dec 2025
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AlTi Global 7.3k $587k 0% Dec 2025
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Element Wealth 4.9k $390k 100% Dec 2025
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AIMZ Investment Advisors 3.3k $262k 0% Dec 2025
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Jane Street 3.3k $261k 100% Dec 2025
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MAI Wealth Advisors 1.4k $116k -50% Dec 2025
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Hanson McClain Advisors 290.00 $23k 0% Dec 2025
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UBS Group 1.00 $80.000000 100% Dec 2025
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Who sold out of Fundx?

Fund or Company Name Date Sold Shares Held Valued At
Stifel Financial Sep 2025 2.9k $227k
Alexis Investment Partners Sep 2025 2.0k $157k