Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CX Institutional (CIK 1737089) reported $3.28B across 1,534 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SGOV ($115.5M, 3.52%), IEFA ($89.2M, 2.72%), SPTI ($80.7M, 2.46%), BNDX ($66.7M, 2.03%), AAPL ($64.7M, 1.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | iShares ETFs/USA | $115.5M | 3.52% | 1.1M | Trimmed |
| 2 | IEFA | iShares ETFs/USA | $89.2M | 2.72% | 985,753 | Trimmed |
| 3 | SPTI | State Street ETF/USA | $80.7M | 2.46% | 2.8M | Added |
| 4 | BNDX | Vanguard ETF/USA | $66.7M | 2.03% | 1.4M | Added |
| 5 | AAPL | APPLE INC | $64.7M | 1.97% | 254,754 | Added |
| 6 | IVV | iShares ETFs/USA | $61.0M | 1.86% | 93,355 | Added |
| 7 | SPMB | State Street ETF/USA | $59.8M | 1.83% | 2.7M | Added |
| 8 | SPBO | State Street ETF/USA | $59.6M | 1.82% | 2.1M | Added |
| 9 | NVDA | NVIDIA CORP | $54.8M | 1.67% | 314,256 | Added |
| 10 | SHM | State Street ETF/USA | $53.2M | 1.62% | 1.1M | Added |
| 11 | VO | Vanguard ETF/USA | $50.7M | 1.55% | 176,404 | Trimmed |
| 12 | VB | Vanguard ETF/USA | $46.4M | 1.42% | 177,164 | Trimmed |
| 13 | RSPA | Invesco ETFs/USA | $46.5M | 1.42% | 929,563 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $45.0M | 1.37% | 121,562 | Added |
| 15 | ITM | VanEck ETFs/USA | $44.5M | 1.36% | 957,521 | Added |
| 16 | IVE | iShares ETFs/USA | $44.1M | 1.35% | 208,906 | Trimmed |
| 17 | GOOGL | ALPHABET INC-A | $38.6M | 1.18% | 134,266 | Added |
| 18 | AMZN | AMAZON.COM INC | $37.2M | 1.13% | 178,645 | Added |
| 19 | SHY | iShares ETFs/USA | $33.8M | 1.03% | 408,854 | Added |
| 20 | JAAA | Janus Detroit Street Trust | $33.2M | 1.01% | 659,851 | Added |
| 21 | SCHV | Schwab Strategic Trust | $32.2M | 0.98% | 1.1M | Trimmed |
| 22 | LLY | ELI LILLY & CO | $31.1M | 0.95% | 33,818 | Added |
| 23 | QEFA | State Street ETF/USA | $30.0M | 0.91% | 321,415 | Added |
| 24 | VTEB | Vanguard ETF/USA | $29.4M | 0.90% | 589,649 | Added |
| 25 | AVGO | BROADCOM INC | $28.6M | 0.87% | 92,474 | Added |
Source: SEC Form 13F filings · as of 2026-03-31