CX INSTITUTIONAL

PrivateCIK: 1737089
Location

AUBURN, IN

1668
Positions
$3.69M
Total AUM (reported)
43.31M
Total Shares

Allocation by class

TOTAL AUM$3.69M1668 positions
ETP$1.86M50.4%
COM$1.82M49.2%
REIT$12.6K0.3%
MLP$581.000.0%

Portfolio Concentration

Top 312.1%4–1012.9%11–2514.7%Rest60.3%TOP 1025.0%0%100%
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

SOLE
ETP
Shares1.93M
TypeSH
Market value$194.6K
5.27%
Sole
0.00
Shared
0.00
None
1.93M

State Street ETF/USA

SOLE
ETP
Shares4.88M
TypeSH
Market value$139.9K
3.79%
Sole
0.00
Shared
0.00
None
4.88M

NVIDIA CORP

SOLE
COM
Shares492.57K
TypeSH
Market value$112.5K
3.05%
Sole
0.00
Shared
0.00
None
492.57K

APPLE INC

SOLE
COM
Shares276.06K
TypeSH
Market value$91.9K
2.49%
Sole
0.00
Shared
0.00
None
276.06K

iShares ETFs/USA

SOLE
ETP
Shares906.03K
TypeSH
Market value$87.8K
2.38%
Sole
0.00
Shared
0.00
None
906.03K

State Street ETF/USA

SOLE
ETP
Shares2.31M
TypeSH
Market value$63.0K
1.71%
Sole
0.00
Shared
0.00
None
2.31M

iShares ETFs/USA

SOLE
ETP
Shares599.28K
TypeSH
Market value$62.6K
1.70%
Sole
0.00
Shared
0.00
None
599.28K

MICROSOFT CORP

SOLE
COM
Shares121.11K
TypeSH
Market value$62.1K
1.68%
Sole
0.00
Shared
0.00
None
121.11K

Vanguard ETF/USA

SOLE
ETP
Shares763.68K
TypeSH
Market value$59.9K
1.62%
Sole
0.00
Shared
0.00
None
763.68K

iShares ETFs/USA

SOLE
ETP
Shares215.73K
TypeSH
Market value$49.2K
1.33%
Sole
0.00
Shared
0.00
None
215.73K

Vanguard ETF/USA

SOLE
ETP
Shares162.72K
TypeSH
Market value$46.3K
1.25%
Sole
0.00
Shared
0.00
None
162.72K

Invesco ETFs/USA

SOLE
ETP
Shares838.88K
TypeSH
Market value$43.2K
1.17%
Sole
0.00
Shared
0.00
None
838.88K

ALPHABET INC-A

SOLE
COM
Shares116.47K
TypeSH
Market value$40.1K
1.09%
Sole
0.00
Shared
0.00
None
116.47K

AMAZON.COM INC

SOLE
COM
Shares156.95K
TypeSH
Market value$39.1K
1.06%
Sole
0.00
Shared
0.00
None
156.95K

Vanguard ETF/USA

SOLE
ETP
Shares827.90K
TypeSH
Market value$38.8K
1.05%
Sole
0.00
Shared
0.00
None
827.90K

State Street ETF/USA

SOLE
ETP
Shares1.39M
TypeSH
Market value$38.1K
1.03%
Sole
0.00
Shared
0.00
None
1.39M

State Street ETF/USA

SOLE
ETP
Shares1.79M
TypeSH
Market value$37.9K
1.03%
Sole
0.00
Shared
0.00
None
1.79M

State Street ETF/USA

SOLE
ETP
Shares292.45K
TypeSH
Market value$36.0K
0.97%
Sole
0.00
Shared
0.00
None
292.45K

Vanguard ETF/USA

SOLE
ETP
Shares357.05K
TypeSH
Market value$33.1K
0.90%
Sole
0.00
Shared
0.00
None
357.05K

ELI LILLY & CO

SOLE
COM
Shares28.56K
TypeSH
Market value$33.0K
0.90%
Sole
0.00
Shared
0.00
None
28.56K

META PLATFORMS-A

SOLE
COM
Shares44.67K
TypeSH
Market value$32.4K
0.88%
Sole
0.00
Shared
0.00
None
44.67K

BROADCOM INC

SOLE
COM
Shares92.01K
TypeSH
Market value$32.3K
0.88%
Sole
0.00
Shared
0.00
None
92.01K

MICRON TECH

SOLE
COM
Shares29.64K
TypeSH
Market value$31.6K
0.85%
Sole
0.00
Shared
0.00
None
29.64K

iShares ETFs/USA

SOLE
ETP
Shares159.90K
TypeSH
Market value$31.0K
0.84%
Sole
0.00
Shared
0.00
None
159.90K

iShares ETFs/USA

SOLE
ETP
Shares244.03K
TypeSH
Market value$30.6K
0.83%
Sole
0.00
Shared
0.00
None
244.03K
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