13F Insight
DOSSIER · 13F-HR · Q2 2026

CX Institutional

$3.5B in tracked AUM across 1,569 positions as of Q2 2026.

CI
CIK 0001737089 · last filed Jun 30, 2026
Total AUM
$3.5B
as of Q2 2026
Holdings
1,569
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

CX Institutional filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SGOV
iShares ETFs/USA
$186M1.8M5.4%02
IEFA
iShares ETFs/USA
$83M862K2.4%03
SHY
iShares ETFs/USA
$73M895K2.1%04
AAPL
APPLE INC
$71M244K2.0%05
NVDA
NVIDIA CORP
$62M312K1.8%06
VO
Vanguard ETF/USA
$62M767K1.8%07
SPMB
State Street ETF/USA
$61M2.7M1.8%08
SPBO
State Street ETF/USA
$61M2.1M1.8%09
BNDX
Vanguard ETF/USA
$56M1.2M1.6%10
SHM
State Street ETF/USA
$54M1.1M1.6%

Filing history

2026Q2Jun 30
$3.5B▲ 5.7%
1,569 positionsView →2026Q1Mar 31
$3.3B▼ 2.2%
1,548 positionsView →2025Q4Dec 31
$3.4B▲ 1.8%
1,517 positionsView →2025Q3Sep 30
$3.3B▲ 14.4%
1,375 positionsView →2025Q2Jun 30
$2.9B▲ 149.6%
1,215 positionsLocked2025Q1Mar 31
$1.2B▼ 54.2%
580 positionsLocked2024Q4Dec 31
$2.5B▲ 11.8%
535 positionsLocked2024Q3Sep 30
$2.3B▲ 5.7%
551 positionsLocked2024Q2Jun 30
$2.1B▲ 2.7%
542 positionsLocked2024Q1Mar 31
$2.1B▲ 10.9%
543 positionsLocked2023Q4Dec 31
$1.9B▲ 3.0%
524 positionsLocked2023Q3Sep 30
$1.8B▼ 6.0%
479 positionsLocked
Showing 12 of 32