CX Institutional

Est. AUM

$3.28B

13F long equity, this entity only

Positions

1,558

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	iShares ETFs/USA	ETP	$83.2M	861670	2.54%	SOLE
2	iShares ETFs/USA	ETP	$73.5M	894736	2.24%	SOLE
3	APPLE INC	COM	$70.6M	243940	2.15%	SOLE
4	NVIDIA CORP	COM	$62.4M	312073	1.91%	SOLE
5	Vanguard ETF/USA	ETP	$61.8M	767143	1.89%	SOLE
6	State Street ETF/USA	ETP	$61.0M	2735565	1.86%	SOLE
7	State Street ETF/USA	ETP	$60.9M	2095671	1.86%	SOLE
8	Vanguard ETF/USA	ETP	$56.1M	1159375	1.71%	SOLE
9	State Street ETF/USA	ETP	$53.8M	1121562	1.64%	SOLE
10	State Street ETF/USA	ETP	$52.5M	1849623	1.60%	SOLE
11	Vanguard ETF/USA	ETP	$50.9M	168070	1.55%	SOLE
12	Invesco ETFs/USA	ETP	$49.5M	927556	1.51%	SOLE
13	ALPHABET INC-A	COM	$46.5M	130128	1.42%	SOLE
14	iShares ETFs/USA	ETP	$45.6M	200775	1.39%	SOLE
15	MICROSOFT CORP	COM	$44.3M	118731	1.35%	SOLE
16	ELI LILLY & CO	COM	$42.6M	35493	1.30%	SOLE
17	AMAZON.COM INC	COM	$41.8M	175196	1.27%	SOLE
18	iShares ETFs/USA	ETP	$39.3M	264980	1.20%	SOLE
19	BROADCOM INC	COM	$34.2M	90468	1.04%	SOLE
20	Janus Detroit Street Trust	ETP	$33.8M	668819	1.03%	SOLE
21	State Street ETF/USA	ETP	$33.7M	283258	1.03%	SOLE
22	TESLA INC	COM	$33.4M	79450	1.02%	SOLE
23	VISA INC-CLASS A	COM	$32.2M	93869	0.98%	SOLE
24	Vanguard ETF/USA	ETP	$30.3M	344313	0.92%	SOLE
25	iShares ETFs/USA	ETP	$29.3M	236020	0.89%	SOLE
26	iShares ETFs/USA	ETP	$29.1M	154478	0.89%	SOLE
27	iShares ETFs/USA	ETP	$28.7M	118254	0.87%	SOLE
28	META PLATFORMS-A	COM	$28.3M	50292	0.86%	SOLE
29	Schwab Strategic Trust	ETP	$27.6M	792816	0.84%	SOLE
30	iShares ETFs/USA	ETP	$26.4M	35282	0.81%	SOLE
31	iShares ETFs/USA	ETP	$25.5M	237041	0.78%	SOLE
32	VanEck ETFs/USA	ETP	$25.1M	533148	0.76%	SOLE
33	Vanguard ETF/USA	ETP	$24.0M	64827	0.73%	SOLE
34	State Street ETF/USA	ETP	$22.9M	120212	0.70%	SOLE
35	State Street ETF/USA	ETP	$22.8M	30467	0.69%	SOLE
36	American Century ETF Trust	ETP	$21.8M	428304	0.66%	SOLE
37	Vanguard ETF/USA	ETP	$21.7M	428558	0.66%	SOLE
38	First Trust ETFs/USA	ETP	$21.2M	109235	0.65%	SOLE
39	State Street ETF/USA	ETP	$21.0M	219118	0.64%	SOLE
40	Vanguard ETF/USA	ETP	$20.5M	94196	0.63%	SOLE
41	ABBVIE INC	COM	$19.7M	78286	0.60%	SOLE
42	State Street ETF/USA	ETP	$18.7M	307901	0.57%	SOLE
43	iShares ETFs/USA	ETP	$18.5M	134747	0.57%	SOLE
44	Vanguard ETF/USA	ETP	$17.5M	51008	0.54%	SOLE
45	UNION PAC CORP	COM	$16.8M	61801	0.51%	SOLE
46	CISCO SYSTEMS	COM	$15.6M	132552	0.48%	SOLE
47	BRISTOL-MYER SQB	COM	$15.2M	263596	0.46%	SOLE
48	QUALCOMM INC	COM	$14.1M	76204	0.43%	SOLE
49	MASTERCARD INC-A	COM	$13.6M	26565	0.42%	SOLE
50	AMERICAN EXPRESS	COM	$13.5M	39810	0.41%	SOLE

1–50 of 1,558

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.