Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares Etfs/usaETP | ETP | $186K | 5.4% |
| iShares Etfs/usaETP | ETP | $83.2K | 2.4% |
| iShares Etfs/usaETP | ETP | $73.5K | 2.1% |
| Apple Inc.COM | COM | $70.6K | 2.0% |
| Nvidia Corp.COM | COM | $62.4K | 1.8% |
| Vanguard Etf/usaETP | ETP | $61.8K | 1.8% |
| State Street Etf/usaETP | ETP | $61K | 1.8% |
| State Street Etf/usaETP | ETP | $60.9K | 1.8% |
| Vanguard Etf/usaETP | ETP | $56.1K | 1.6% |
| State Street Etf/usaETP | ETP | $53.8K | 1.6% |
| State Street Etf/usaETP | ETP | $52.5K | 1.5% |
| Vanguard Etf/usaETP | ETP | $50.9K | 1.5% |
| Invesco Etfs/usaETP | ETP | $49.5K | 1.4% |
| Alphabet Inc.-aCOM | COM | $46.5K | 1.3% |
| iShares Etfs/usaETP | ETP | $45.6K | 1.3% |
| Microsoft Corp.COM | COM | $44.3K | 1.3% |
| Eli Lilly & COCOM | COM | $42.6K | 1.2% |
| Amazon.com Inc.COM | COM | $41.8K | 1.2% |
| iShares Etfs/usaETP | ETP | $39.3K | 1.1% |
| Broadcom Inc.COM | COM | $34.2K | 1.0% |
| Janus Detroit Street TrustETP | ETP | $33.8K | 1.0% |
| State Street Etf/usaETP | ETP | $33.7K | 1.0% |
| Tesla Inc.COM | COM | $33.4K | 1.0% |
| Visa Inc.-class ACOM | COM | $32.2K | 0.9% |
| Vanguard Etf/usaETP | ETP | $30.3K | 0.9% |
| iShares Etfs/usaETP | ETP | $29.3K | 0.8% |
| iShares Etfs/usaETP | ETP | $29.1K | 0.8% |
| iShares Etfs/usaETP | ETP | $28.7K | 0.8% |
| Meta Platforms-aCOM | COM | $28.3K | 0.8% |
| Schwab Strategic TrustETP | ETP | $27.6K | 0.8% |
| iShares Etfs/usaETP | ETP | $26.4K | 0.8% |
| iShares Etfs/usaETP | ETP | $25.5K | 0.7% |
| Vaneck Etfs/usaETP | ETP | $25.1K | 0.7% |
| Vanguard Etf/usaETP | ETP | $24K | 0.7% |
| State Street Etf/usaETP | ETP | $22.9K | 0.7% |
| State Street Etf/usaETP | ETP | $22.8K | 0.7% |
| American Century ETF TrustETP | ETP | $21.8K | 0.6% |
| Vanguard Etf/usaETP | ETP | $21.7K | 0.6% |
| First Trust Etfs/usaETP | ETP | $21.2K | 0.6% |
| State Street Etf/usaETP | ETP | $21K | 0.6% |
| Vanguard Etf/usaETP | ETP | $20.5K | 0.6% |
| Abbvie Inc.COM | COM | $19.7K | 0.6% |
| State Street Etf/usaETP | ETP | $18.7K | 0.5% |
| iShares Etfs/usaETP | ETP | $18.5K | 0.5% |
| Vanguard Etf/usaETP | ETP | $17.5K | 0.5% |
| Union Pac Corp.COM | COM | $16.8K | 0.5% |
| Cisco SystemsCOM | COM | $15.6K | 0.4% |
| Bristol-myer SqbCOM | COM | $15.2K | 0.4% |
| Qualcomm Inc.COM | COM | $14.1K | 0.4% |
| Mastercard Inc.-aCOM | COM | $13.6K | 0.4% |
- Class
- ETP
- Share
- 5.4%
- Class
- ETP
- Share
- 2.4%
- Class
- ETP
- Share
- 2.1%
- Class
- COM
- Share
- 2.0%
- Class
- COM
- Share
- 1.8%
- Class
- ETP
- Share
- 1.8%
- Class
- ETP
- Share
- 1.8%
- Class
- ETP
- Share
- 1.8%
- Class
- ETP
- Share
- 1.6%
- Class
- ETP
- Share
- 1.6%
- Class
- ETP
- Share
- 1.5%
- Class
- ETP
- Share
- 1.5%
- Class
- ETP
- Share
- 1.4%
- Class
- COM
- Share
- 1.3%
- Class
- ETP
- Share
- 1.3%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.2%
- Class
- COM
- Share
- 1.2%
- Class
- ETP
- Share
- 1.1%
- Class
- COM
- Share
- 1.0%
- Class
- ETP
- Share
- 1.0%
- Class
- ETP
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 0.9%
- Class
- ETP
- Share
- 0.9%
- Class
- ETP
- Share
- 0.8%
- Class
- ETP
- Share
- 0.8%
- Class
- ETP
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- ETP
- Share
- 0.8%
- Class
- ETP
- Share
- 0.8%
- Class
- ETP
- Share
- 0.7%
- Class
- ETP
- Share
- 0.7%
- Class
- ETP
- Share
- 0.7%
- Class
- ETP
- Share
- 0.7%
- Class
- ETP
- Share
- 0.7%
- Class
- ETP
- Share
- 0.6%
- Class
- ETP
- Share
- 0.6%
- Class
- ETP
- Share
- 0.6%
- Class
- ETP
- Share
- 0.6%
- Class
- ETP
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- ETP
- Share
- 0.5%
- Class
- ETP
- Share
- 0.5%
- Class
- ETP
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 1,568 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1737089
- File number
- 028-18844
- Options
- 0 call, 0 put
- In the 25 largest
- 39.8%
- Prior quarter
- $3.28M at 31 March 2026
- Positions opened
- 108
- Positions closed
- 87
Common questions
What are CX Institutional’s 13F holdings worth?
$3.46 million across 1,568 positions for the quarter ended 30 June 2026.
What is CX Institutional’s largest 13F holding?
iShares ETFs/USA (ETP) was the largest position at $186 thousand, or 5.4% of reported 13F value, as of 30 June 2026.
How concentrated is CX Institutional’s 13F portfolio?
The ten largest positions accounted for 22.2% of reported value and the twenty-five largest for 39.8%, across 1,568 positions as of 30 June 2026.
Does Form 13F show everything CX Institutional manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does CX Institutional file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.