FUNDX INVT TR

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XNAV·360876882·US·ETF·Unknown - Unknown

XNAV (FUNDX INVT TR) is held by 3 institutional investors as of Q2 2026. Largest holders: CITADEL ADVISORS LLC ($644,289), UBS Group AG ($24,679), MORGAN STANLEY ($23,899). Net institutional sentiment: Bullish.

3

Holders

$692,867

Total Value

100% (2)

Consensus

2 buying - 0 selling

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

Smart Money Verdict

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Institutional (13F)52

Insider (Form 4)33

Activist (13D/13G)83

Congressional (STOCK Act)36

Holder Quality

78

★★★★★

Elite

48

★★★★

Strong

86

★★★

Solid

44

★★

Below

49

★

Weak

Held by 3 funds

Who's Trading

Source dates: Price Aug 26, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (3)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CITADEL ADVISORS LLC	Increased	6,605(+3.7%)	$644,289	0.0%	+6.83%	25
UBS Group AG	Increased	253(+224.4%)	$24,679	0.0%	-2.07%	21
MORGAN STANLEY	Unchanged	245	$23,899	0.0%	+33.23%	0

XNAVFUNDX 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