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Fundx Conservative ETF (XRLX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Basso Capital Management, L.P.
DECREASED
Shares63,670 from 64,454
Change-784 (-1%)
Value$3.1M (-$65.4K)
Filed 2026-10-30
Compound Planning, Inc.
UNCHANGED
Shares27,392 from 27,392
Change0 (0%)
Value$1.3M (-$11.5K)
Filed 2026-11-09
Creative Planning
UNCHANGED
Shares6,719 from 6,719
Change0 (0%)
Value$329.6K (-$2.8K)
Filed 2026-11-02
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares1,928 from 1,928
Change0 (0%)
Value$94.6K (-$807)
Filed 2026-10-26
Geneos Wealth Management Inc.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$39.2K (-$336)
Filed 2026-11-09
Atria Investments, Inc
CLOSED
Shares0 from 8,623
Change-8,623 (-100%)
Value$0 (-$426.6K)
Filed 2026-10-15
One Capital Management, LLC
N/A
Shares— from 298,636
Change-298,636 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 10,276
Change-10,276 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,875
Change-8,875 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,184
Change-5,184 (-100%)
Value—
Status
Basso Capital Management, L.P.
DECREASED63,67064,454-784-1%$3.2M$3.1M-$65.4K2026-10-30
Compound Planning, Inc.
UNCHANGED27,39227,39200%$1.4M$1.3M-$11.5K2026-11-09
Creative Planning
UNCHANGED6,7196,71900%$332.4K$329.6K-$2.8K2026-11-02
Glass Jacobson Investment Advisors llc
UNCHANGED1,9281,92800%$95.4K$94.6K-$8072026-10-26
Geneos Wealth Management Inc.
UNCHANGED80080000%$39.6K$39.2K-$3362026-11-09
Atria Investments, Inc
CLOSED08,623-8,623-100%$426.6K$0-$426.6K2026-10-15
One Capital Management, LLC
N/A—298,636-298,636-100%$13.4M———
GTS Securities LLC
N/A—10,276-10,276-100%$508.4K———
Citadel Advisors LLC
N/A—8,875-8,875-100%$439.1K———
Susquehanna International Group, LLP
N/A—5,184-5,184-100%$256.5K———
Showing 10 of 10 institutions