Filed: 10/2/2026ACC: 0001737089-26-000006
📋 What this filing means
CX INSTITUTIONAL filed this quarterly 13F‑HR report disclosing 1668 equity positions with a total reported market value of $3.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1668
Positions
$3.69M
Total AUM (reported)
43.31M
Total Shares
Allocation by class
ETP$1.86M50.4%
COM$1.82M49.2%
REIT$12.6K0.3%
MLP$581.000.0%
Portfolio Concentration
Top 3$447.0K12.1%
4–10$476.6K12.9%
11–25$543.4K14.7%
Rest$2.22M60.3%
Top 3 weight
12.1%
Top 10 weight
25.0%
Voting Authority Distribution
Total shares with voting rights: 43.31M
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
43.31M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1668
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1668
Rows:
iShares ETFs/USA
SOLEShares1.93M
TypeSH
Market value$194.6K
5.27%
Sole
0.00
Shared
0.00
None
1.93M
State Street ETF/USA
SOLEShares4.88M
TypeSH
Market value$139.9K
3.79%
Sole
0.00
Shared
0.00
None
4.88M
NVIDIA CORP
SOLEShares492.57K
TypeSH
Market value$112.5K
3.05%
Sole
0.00
Shared
0.00
None
492.57K
APPLE INC
SOLEShares276.06K
TypeSH
Market value$91.9K
2.49%
Sole
0.00
Shared
0.00
None
276.06K
iShares ETFs/USA
SOLEShares906.03K
TypeSH
Market value$87.8K
2.38%
Sole
0.00
Shared
0.00
None
906.03K
State Street ETF/USA
SOLEShares2.31M
TypeSH
Market value$63.0K
1.71%
Sole
0.00
Shared
0.00
None
2.31M
iShares ETFs/USA
SOLEShares599.28K
TypeSH
Market value$62.6K
1.70%
Sole
0.00
Shared
0.00
None
599.28K
MICROSOFT CORP
SOLEShares121.11K
TypeSH
Market value$62.1K
1.68%
Sole
0.00
Shared
0.00
None
121.11K
Vanguard ETF/USA
SOLEShares763.68K
TypeSH
Market value$59.9K
1.62%
Sole
0.00
Shared
0.00
None
763.68K
iShares ETFs/USA
SOLEShares215.73K
TypeSH
Market value$49.2K
1.33%
Sole
0.00
Shared
0.00
None
215.73K
Vanguard ETF/USA
SOLEShares162.72K
TypeSH
Market value$46.3K
1.25%
Sole
0.00
Shared
0.00
None
162.72K
Invesco ETFs/USA
SOLEShares838.88K
TypeSH
Market value$43.2K
1.17%
Sole
0.00
Shared
0.00
None
838.88K
ALPHABET INC-A
SOLEShares116.47K
TypeSH
Market value$40.1K
1.09%
Sole
0.00
Shared
0.00
None
116.47K
AMAZON.COM INC
SOLEShares156.95K
TypeSH
Market value$39.1K
1.06%
Sole
0.00
Shared
0.00
None
156.95K
Vanguard ETF/USA
SOLEShares827.90K
TypeSH
Market value$38.8K
1.05%
Sole
0.00
Shared
0.00
None
827.90K
State Street ETF/USA
SOLEShares1.39M
TypeSH
Market value$38.1K
1.03%
Sole
0.00
Shared
0.00
None
1.39M
State Street ETF/USA
SOLEShares1.79M
TypeSH
Market value$37.9K
1.03%
Sole
0.00
Shared
0.00
None
1.79M
State Street ETF/USA
SOLEShares292.45K
TypeSH
Market value$36.0K
0.97%
Sole
0.00
Shared
0.00
None
292.45K
Vanguard ETF/USA
SOLEShares357.05K
TypeSH
Market value$33.1K
0.90%
Sole
0.00
Shared
0.00
None
357.05K
ELI LILLY & CO
SOLEShares28.56K
TypeSH
Market value$33.0K
0.90%
Sole
0.00
Shared
0.00
None
28.56K
META PLATFORMS-A
SOLEShares44.67K
TypeSH
Market value$32.4K
0.88%
Sole
0.00
Shared
0.00
None
44.67K
BROADCOM INC
SOLEShares92.01K
TypeSH
Market value$32.3K
0.88%
Sole
0.00
Shared
0.00
None
92.01K
MICRON TECH
SOLEShares29.64K
TypeSH
Market value$31.6K
0.85%
Sole
0.00
Shared
0.00
None
29.64K
iShares ETFs/USA
SOLEShares159.90K
TypeSH
Market value$31.0K
0.84%
Sole
0.00
Shared
0.00
None
159.90K
iShares ETFs/USA
SOLEShares244.03K
TypeSH
Market value$30.6K
0.83%
Sole
0.00
Shared
0.00
None
244.03K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares ETFs/USASOLE | ETP | 1.93M | SH | $194.6K 5.27% | 0.00 | 0.00 | 1.93M |
State Street ETF/USASOLE | ETP | 4.88M | SH | $139.9K 3.79% | 0.00 | 0.00 | 4.88M |
NVIDIA CORPSOLE | COM | 492.57K | SH | $112.5K 3.05% | 0.00 | 0.00 | 492.57K |
APPLE INCSOLE | COM | 276.06K | SH | $91.9K 2.49% | 0.00 | 0.00 | 276.06K |
iShares ETFs/USASOLE | ETP | 906.03K | SH | $87.8K 2.38% | 0.00 | 0.00 | 906.03K |
State Street ETF/USASOLE | ETP | 2.31M | SH | $63.0K 1.71% | 0.00 | 0.00 | 2.31M |
iShares ETFs/USASOLE | ETP | 599.28K | SH | $62.6K 1.70% | 0.00 | 0.00 | 599.28K |
MICROSOFT CORPSOLE | COM | 121.11K | SH | $62.1K 1.68% | 0.00 | 0.00 | 121.11K |
Vanguard ETF/USASOLE | ETP | 763.68K | SH | $59.9K 1.62% | 0.00 | 0.00 | 763.68K |
iShares ETFs/USASOLE | ETP | 215.73K | SH | $49.2K 1.33% | 0.00 | 0.00 | 215.73K |
Vanguard ETF/USASOLE | ETP | 162.72K | SH | $46.3K 1.25% | 0.00 | 0.00 | 162.72K |
Invesco ETFs/USASOLE | ETP | 838.88K | SH | $43.2K 1.17% | 0.00 | 0.00 | 838.88K |
ALPHABET INC-ASOLE | COM | 116.47K | SH | $40.1K 1.09% | 0.00 | 0.00 | 116.47K |
AMAZON.COM INCSOLE | COM | 156.95K | SH | $39.1K 1.06% | 0.00 | 0.00 | 156.95K |
Vanguard ETF/USASOLE | ETP | 827.90K | SH | $38.8K 1.05% | 0.00 | 0.00 | 827.90K |
State Street ETF/USASOLE | ETP | 1.39M | SH | $38.1K 1.03% | 0.00 | 0.00 | 1.39M |
State Street ETF/USASOLE | ETP | 1.79M | SH | $37.9K 1.03% | 0.00 | 0.00 | 1.79M |
State Street ETF/USASOLE | ETP | 292.45K | SH | $36.0K 0.97% | 0.00 | 0.00 | 292.45K |
Vanguard ETF/USASOLE | ETP | 357.05K | SH | $33.1K 0.90% | 0.00 | 0.00 | 357.05K |
ELI LILLY & COSOLE | COM | 28.56K | SH | $33.0K 0.90% | 0.00 | 0.00 | 28.56K |
META PLATFORMS-ASOLE | COM | 44.67K | SH | $32.4K 0.88% | 0.00 | 0.00 | 44.67K |
BROADCOM INCSOLE | COM | 92.01K | SH | $32.3K 0.88% | 0.00 | 0.00 | 92.01K |
MICRON TECHSOLE | COM | 29.64K | SH | $31.6K 0.85% | 0.00 | 0.00 | 29.64K |
iShares ETFs/USASOLE | ETP | 159.90K | SH | $31.0K 0.84% | 0.00 | 0.00 | 159.90K |
iShares ETFs/USASOLE | ETP | 244.03K | SH | $30.6K 0.83% | 0.00 | 0.00 | 244.03K |
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