CX Institutional
All 13F Filings
- Location
- Auburn, IN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 3,691,783
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/2/2026 | 1,668 | 3,691,783 | 13F-HR | CX Institutional |
| Q2 2026 | 7/1/2026 | 1,568 | 3,464,770 | 13F-HR | CX Institutional |
| Q1 2026 | 4/6/2026 | 1,547 | 3,278,161 | 13F-HR | CX Institutional |
| Q4 2025 | 2/2/2026 | 1,517 | 3,352,873 | 13F-HR | CX Institutional |
| Q3 2025 | 10/23/2025 | 1,375 | 3,293,998 | 13F-HR | CX Institutional |
| Q2 2025 | 7/16/2025 | 1,213 | 2,867,688 | 13F-HR/A - RESTATEMENT | CX Institutional |
| Q2 2025 | 7/11/2025 | 1,215 | 2,880,029 | 13F-HR | CX Institutional |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.824 M | 49.4% | 216 K | 0 | 216 K |
| ETFs | 1.868 M | 50.6% | 10.98 K | 0 | 10.98 K |
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Fund Snapshot
Q3 2026
Latest filed
10/2/2026
Total value ($000)
3,691,783
Holdings
1668
QoQ value change ($000)
227,013
(6.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.