FUNDX INVT TR

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FFOX·360876841·US·ETF·Unknown - Unknown

FFOX (FUNDX INVT TR) is held by 4 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($3.7M), NATIONAL BANK OF CANADA /FI/ ($2.8M), JPMORGAN CHASE & CO ($108,584). Net institutional sentiment: Mixed.

4

Holders

(1 Elite)

$6.7M

Total Value

60% (5)

Consensus

3 buying - 2 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)85

Insider (Form 4)68

Activist (13D/13G)79

Congressional (STOCK Act)74

Holder Quality

64

★★★★★

Elite

30

★★★★

Strong

72

★★★

Solid

30

★★

Below

31

★

Weak

Held by 4 funds

1 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for FFOX.

Top Holders

Top Holders (4)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	New	122,421	$3.7M	0.0%	-0.56%	37
NATIONAL BANK OF CANADA /FI/	Decreased	91,115(-5.5%)	$2.8M	0.0%	+11.96%	0
JPMORGAN CHASE & CO	Increased	3,645(+353.9%)	$108,584	0.0%	+0.75%	24
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	3,197	$96,837	0.0%	-0.56%	30
GOLDMAN SACHS GROUP INC	Exited	0(-100.0%)	$508,968	0.0%	+6.28%	0

FFOXFUNDX INVT TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer