Filed: 4/6/2026ACC: 0001737089-26-000003
📋 What this filing means
CX INSTITUTIONAL filed this quarterly 13F‑HR report disclosing 1547 equity positions with a total reported market value of $3.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1547
Positions
$3.28M
Total AUM (reported)
41.05M
Total Shares
Allocation by class
ETP$1.75M53.3%
COM$1.52M46.5%
REIT$9.1K0.3%
MLP$351.000.0%
Portfolio Concentration
Top 3$285.5K8.7%
4–10$419.8K12.8%
11–25$571.2K17.4%
Rest$2.00M61.1%
Top 3 weight
8.7%
Top 10 weight
21.5%
Voting Authority Distribution
Total shares with voting rights: 41.05M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
41.05M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1547
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1547
Rows:
iShares ETFs/USA
SOLEShares1.15M
TypeSH
Market value$115.5K
3.52%
Sole
0.00
Shared
0.00
None
1.15M
iShares ETFs/USA
SOLEShares985.75K
TypeSH
Market value$89.2K
2.72%
Sole
0.00
Shared
0.00
None
985.75K
State Street ETF/USA
SOLEShares2.82M
TypeSH
Market value$80.7K
2.46%
Sole
0.00
Shared
0.00
None
2.82M
Vanguard ETF/USA
SOLEShares1.39M
TypeSH
Market value$66.7K
2.03%
Sole
0.00
Shared
0.00
None
1.39M
APPLE INC
SOLEShares254.75K
TypeSH
Market value$64.7K
1.97%
Sole
0.00
Shared
0.00
None
254.75K
iShares ETFs/USA
SOLEShares93.36K
TypeSH
Market value$61.0K
1.86%
Sole
0.00
Shared
0.00
None
93.36K
State Street ETF/USA
SOLEShares2.67M
TypeSH
Market value$59.8K
1.83%
Sole
0.00
Shared
0.00
None
2.67M
State Street ETF/USA
SOLEShares2.05M
TypeSH
Market value$59.6K
1.82%
Sole
0.00
Shared
0.00
None
2.05M
NVIDIA CORP
SOLEShares314.26K
TypeSH
Market value$54.8K
1.67%
Sole
0.00
Shared
0.00
None
314.26K
State Street ETF/USA
SOLEShares1.11M
TypeSH
Market value$53.2K
1.62%
Sole
0.00
Shared
0.00
None
1.11M
Vanguard ETF/USA
SOLEShares176.40K
TypeSH
Market value$50.7K
1.55%
Sole
0.00
Shared
0.00
None
176.40K
Invesco ETFs/USA
SOLEShares929.56K
TypeSH
Market value$46.5K
1.42%
Sole
0.00
Shared
0.00
None
929.56K
Vanguard ETF/USA
SOLEShares177.16K
TypeSH
Market value$46.4K
1.42%
Sole
0.00
Shared
0.00
None
177.16K
MICROSOFT CORP
SOLEShares121.56K
TypeSH
Market value$45.0K
1.37%
Sole
0.00
Shared
0.00
None
121.56K
VanEck ETFs/USA
SOLEShares957.52K
TypeSH
Market value$44.5K
1.36%
Sole
0.00
Shared
0.00
None
957.52K
iShares ETFs/USA
SOLEShares208.91K
TypeSH
Market value$44.1K
1.35%
Sole
0.00
Shared
0.00
None
208.91K
ALPHABET INC-A
SOLEShares134.27K
TypeSH
Market value$38.6K
1.18%
Sole
0.00
Shared
0.00
None
134.27K
AMAZON.COM INC
SOLEShares178.65K
TypeSH
Market value$37.2K
1.13%
Sole
0.00
Shared
0.00
None
178.65K
iShares ETFs/USA
SOLEShares408.85K
TypeSH
Market value$33.8K
1.03%
Sole
0.00
Shared
0.00
None
408.85K
Janus Detroit Street Trust
SOLEShares659.85K
TypeSH
Market value$33.2K
1.01%
Sole
0.00
Shared
0.00
None
659.85K
Schwab Strategic Trust
SOLEShares1.06M
TypeSH
Market value$32.2K
0.98%
Sole
0.00
Shared
0.00
None
1.06M
ELI LILLY & CO
SOLEShares33.82K
TypeSH
Market value$31.1K
0.95%
Sole
0.00
Shared
0.00
None
33.82K
State Street ETF/USA
SOLEShares321.42K
TypeSH
Market value$30.0K
0.91%
Sole
0.00
Shared
0.00
None
321.42K
Vanguard ETF/USA
SOLEShares589.65K
TypeSH
Market value$29.4K
0.90%
Sole
0.00
Shared
0.00
None
589.65K
BROADCOM INC
SOLEShares92.47K
TypeSH
Market value$28.6K
0.87%
Sole
0.00
Shared
0.00
None
92.47K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares ETFs/USASOLE | ETP | 1.15M | SH | $115.5K 3.52% | 0.00 | 0.00 | 1.15M |
iShares ETFs/USASOLE | ETP | 985.75K | SH | $89.2K 2.72% | 0.00 | 0.00 | 985.75K |
State Street ETF/USASOLE | ETP | 2.82M | SH | $80.7K 2.46% | 0.00 | 0.00 | 2.82M |
Vanguard ETF/USASOLE | ETP | 1.39M | SH | $66.7K 2.03% | 0.00 | 0.00 | 1.39M |
APPLE INCSOLE | COM | 254.75K | SH | $64.7K 1.97% | 0.00 | 0.00 | 254.75K |
iShares ETFs/USASOLE | ETP | 93.36K | SH | $61.0K 1.86% | 0.00 | 0.00 | 93.36K |
State Street ETF/USASOLE | ETP | 2.67M | SH | $59.8K 1.83% | 0.00 | 0.00 | 2.67M |
State Street ETF/USASOLE | ETP | 2.05M | SH | $59.6K 1.82% | 0.00 | 0.00 | 2.05M |
NVIDIA CORPSOLE | COM | 314.26K | SH | $54.8K 1.67% | 0.00 | 0.00 | 314.26K |
State Street ETF/USASOLE | ETP | 1.11M | SH | $53.2K 1.62% | 0.00 | 0.00 | 1.11M |
Vanguard ETF/USASOLE | ETP | 176.40K | SH | $50.7K 1.55% | 0.00 | 0.00 | 176.40K |
Invesco ETFs/USASOLE | ETP | 929.56K | SH | $46.5K 1.42% | 0.00 | 0.00 | 929.56K |
Vanguard ETF/USASOLE | ETP | 177.16K | SH | $46.4K 1.42% | 0.00 | 0.00 | 177.16K |
MICROSOFT CORPSOLE | COM | 121.56K | SH | $45.0K 1.37% | 0.00 | 0.00 | 121.56K |
VanEck ETFs/USASOLE | ETP | 957.52K | SH | $44.5K 1.36% | 0.00 | 0.00 | 957.52K |
iShares ETFs/USASOLE | ETP | 208.91K | SH | $44.1K 1.35% | 0.00 | 0.00 | 208.91K |
ALPHABET INC-ASOLE | COM | 134.27K | SH | $38.6K 1.18% | 0.00 | 0.00 | 134.27K |
AMAZON.COM INCSOLE | COM | 178.65K | SH | $37.2K 1.13% | 0.00 | 0.00 | 178.65K |
iShares ETFs/USASOLE | ETP | 408.85K | SH | $33.8K 1.03% | 0.00 | 0.00 | 408.85K |
Janus Detroit Street TrustSOLE | ETP | 659.85K | SH | $33.2K 1.01% | 0.00 | 0.00 | 659.85K |
Schwab Strategic TrustSOLE | ETP | 1.06M | SH | $32.2K 0.98% | 0.00 | 0.00 | 1.06M |
ELI LILLY & COSOLE | COM | 33.82K | SH | $31.1K 0.95% | 0.00 | 0.00 | 33.82K |
State Street ETF/USASOLE | ETP | 321.42K | SH | $30.0K 0.91% | 0.00 | 0.00 | 321.42K |
Vanguard ETF/USASOLE | ETP | 589.65K | SH | $29.4K 0.90% | 0.00 | 0.00 | 589.65K |
BROADCOM INCSOLE | COM | 92.47K | SH | $28.6K 0.87% | 0.00 | 0.00 | 92.47K |
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