FUNDX INVT TR

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XRLX·360876874·US·ETF·Unknown - Unknown

XRLX (FUNDX INVT TR) is held by 4 institutional investors as of Q2 2026. Largest holders: CITADEL ADVISORS LLC ($439,067), Creative Planning ($332,417), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($256,464). Net institutional sentiment: Bullish.

4

Holders

(1 Elite)

$1.1M

Total Value

75% (4)

Consensus

3 buying - 1 selling

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

Smart Money Verdict

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Institutional (13F)56

Insider (Form 4)72

Activist (13D/13G)45

Congressional (STOCK Act)42

Holder Quality

51

★★★★★

Elite

11

★★★★

Strong

59

★★★

Solid

17

★★

Below

76

★

Weak

Held by 4 funds

1 elite

Who's Trading

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

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

Top Holders

Top Holders (4)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
CITADEL ADVISORS LLC	New	8,875	$439,067	0.0%	-1.14%	33
Creative Planning	Unchanged	6,719	$332,417	0.0%	+33.69%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	5,184	$256,464	0.0%	-1.14%	35
MGMERCER GLOBAL ADVISORS INC /ADV	New	1,928	$95,405	0.0%	-1.14%	30
Steward Partners Investment Advisory, LLC	Exited	0(-100.0%)	$45	0.0%	+7.08%	0

XRLXFUNDX INVT TR

1M3M6M1Y3Y5Y

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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