Across its top 7 institutional holders, XRLX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 31/100).

Quarterly Activity

Recent Activity

+$386.6K

Total Buy Value

$15.4M

Total Sell Value

New buy0

Trim3

Add2

Sold out1

Net Buyers

Net Sellers

Smart Money Convergence

XRLX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/XRLX

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

360876874

FAQ

Who are the top institutional investors holding FUNDX CONSERVATIVE ETF (XRLX)?

Major stakeholders currently include One Capital Management, LLC ($13.3M), Gts Securities LLC ($822.2K), Atria Investments, Inc ($370.5K). Based on the latest 13F filings, there are a total of 7 tracked investment funds and institutions maintaining positions in XRLX.

What is the overall institutional sentiment toward XRLX recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $882.8K, driven by 2 managers accumulating shares while 4 reduced their exposure.

Which institutions have been selling or reducing their XRLX positions?

In the latest period, 3 funds trimmed their holdings, and 1 managers completely exited their positions. The aggregate reported sell value was $15.4M.

Are there any notable investors adding XRLX to their portfolios?

Yes, buying activity remains notable. 0 institutions opened new positions in {ticker}, and 2 existing holders added to their shares. The total reported buy value for the quarter amounted to $386.6K.

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Developer Access

Access XRLX's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/XRLX

CLI

npx alphasmo stocks get XRLX

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