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FFOX · FundX Future Fund Opportunities ETF · Holdings ETF

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$28.53 -0.42 (-1.45%) At close · Oct 7
Volume · Oct 7 7888 Avg daily vol (3M) 17.03K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 10
Total Value: $198,243,018
Total Shares: 6,544,834

Institutional Ownership Trend

5 quarters

Holder Concentration

Across 10 13F filers · Δ vs Mar 31, 2026
Top Holder
93.3%
Jun 2025 → Jun 2026 · range 93.3% – 97.3%
−1.3 pts
Top 5
99.4%
Jun 2025 → Jun 2026 · range 99.4% – 100.0%
+0.0 pts
Top 10
100.0%
Jun 2025 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
HHI
8,712
Jun 2025 → Jun 2026 · range 8,712 – 9,479
Highly concentrated−238

Quarterly Activity

vs Mar 31, 2026
New
2
Increased
2
Decreased
2
Sold Out
1
Unchanged
4
Holder count: +1
Institutional value: +16.6%
Shares held: +1.4%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Capital Analysts, LLC +3,930 164,714
JPMORGAN CHASE & CO +2,842 3,645

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
GTS SECURITIES LLC −18,957 11,998
NATIONAL BANK OF CANADA /FI/ −5,267 91,115

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
LPL Financial LLC 122,421 $3,708,132
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3,197 $96,837

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
GOLDMAN SACHS GROUP INC 19,323 $508,967
Filter: New 2 Increased 2 Reduced 2 Sold out 1 Unchanged 4
Showing 10 of 10
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
One Capital Management, LLC $184,907,455 93.27% 6,104,571
Capital Analysts, LLC $4,989,187 2.52% 164,714
LPL Financial LLC $3,708,132 1.87% 122,421
NATIONAL BANK OF CANADA /FI/ $2,759,873 1.39% 91,115
Mutual Advisors, LLC $780,209 0.39% 25,758
GTS SECURITIES LLC $363,419 0.18% 11,998
GREENUP STREET WEALTH MANAGEMENT LLC $286,240 0.14% 9,450
Apollon Wealth Management, LLC $241,259 0.12% 7,965
JPMORGAN CHASE & CO $110,407 0.06% 3,645
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $96,837 0.05% 3,197