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 Q1 2026. Largest holders: CITADEL ADVISORS LLC ($520,093), MORGAN STANLEY ($20,010), UBS Group AG ($6,370). Net institutional sentiment: Bullish.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (3)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CITADEL ADVISORS LLC	New	6,368	$520,093	0.0%	+11.05%	33
MORGAN STANLEY	Unchanged	245	$20,010	0.0%	+37.74%	0
UBS Group AG	Increased	78(+13.0%)	$6,370	0.0%	+14.62%	12

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer