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Fundx Conservative ETF (XRLX)

CUSIP: 360876874 | NYSE | 15 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Basso Capital Management, L.P.63,670
0.7% of portfolio›$3.1M
Compound Planning, Inc.27,392
0.0% of portfolio›$1.3M
Creative Planning6,719
0.0% of portfolio›$329.6K
Glass Jacobson Investment Advisors llc1,928
0.0% of portfolio›$94.6K
Geneos Wealth Management Inc.800
0.0% of portfolio›$39.2K
StyleTurnoverLocationFiled
Basso Capital Management, L.P.
63,670$3.1M0.7%ETFMediumStamford, CT2026-10-30
Compound Planning, Inc.
27,392$1.3M0.0%CoreLowNew York, NY2026-11-09
Creative Planning
6,719$329.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Glass Jacobson Investment Advisors llc
1,928$94.6K0.0%ETFLowOwings Mills, MD2026-10-26
Geneos Wealth Management Inc.
800$39.2K0.0%ETFLowEnglewood, CO2026-11-09