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Disclosery

CX Institutional

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13F filer, CIK 1737089, AUBURN, IN

CX Institutional reported $3,352,873,000 across 1,517 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-02. Its ten largest share positions make up 22.41% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001737089-26-000001

Period
2025-12-31
Reported value
$3.35B
Holdings
1,517
Top 10 weight
22.41%
New
226
Sold out
84

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOadded+36,587$10.6M
XLKadded+61,535$8.86M
GMadded+108,010$8.78M
DHRadded+34,705$7.94M
ADIadded+29,274$7.94M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SGOVreduced-145,234-$14.6M
JAZZreduced-50,355-$8.56M
XOMreduced-56,672-$6.82M
RTXreduced-36,516-$6.7M
CORreduced-18,729-$6.32M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001737089-26-000001, largest first. % of portfolio is the value over $3,352,873,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CGWINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21 shares 21$1K<0.01%newTimeline
SXISTANDEX INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares 6$1K<0.01%newTimeline
PBPROSPERITY BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares 11$1K<0.01%newTimeline
USPHU S PHYSICAL THERAPYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares 11$1K<0.01%newTimeline
UNFUNIFIRST CORP MASSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares 3$1K<0.01%newTimeline
VNTVONTIER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares 40$1K<0.01%0Timeline
WKCWORLD KINECT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 95 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 48 shares 48$1K<0.01%-48Timeline
MDUMDU RES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 67 shares 67$1K<0.01%+1Timeline
SYMSYMBOTIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 25 shares 25$1K<0.01%0Timeline
LLYVALIBERTY MEDIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 7 shares 7$1K<0.01%-7Timeline
CGCVCAPITAL GROUP CONSERVATIVE EQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43 shares 43$1K<0.01%newTimeline
CGSMCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74 shares; 2025Q4: 56 shares 56$1K<0.01%-18Timeline
FTSDFRANKLIN ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares 16$1K<0.01%0Timeline
WOODISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares 14$1K<0.01%0Timeline
SLSNSOLESENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares 500$1K<0.01%newTimeline
QDVOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40 shares 40$1K<0.01%newTimeline
BOILPROSHARES TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30 shares 30$1K<0.01%newTimeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MR COOPER GROUP INCMR COOPER GROUP INC14,151$2.98Mshares
BRK-ABERKSHIRE HATHAWAY INC DEL2$1.51Mshares
KKELLANOVA5,339$438Kshares
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS9,593$268Kshares
INTFISHARES TR6,783$244Kshares
ISTBISHARES TR2,390$117Kshares
LNWOLIGHT & WONDER INC1,000$84Kshares
PHOINVESCO EXCHANGE TRADED FD T1,001$72Kshares
DSLDOUBLELINE INCOME SOLUTIONS5,146$63Kshares
JQUAJ P MORGAN EXCHANGE TRADED F759$48Kshares
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FD2,059$47Kshares
DOCUDOCUSIGN INC596$43Kshares
DTHWISDOMTREE TR873$43Kshares
GOVTISHARES TR1,630$38Kshares
HANESBRANDS INCHANESBRANDS INC5,841$38Kshares
UTGREAVES UTIL INCOME FD920$36Kshares
RMTROYCE MICRO-CAP TR INC3,222$33Kshares
SILASILA REALTY TRUST INC1,258$32Kshares
COLMCOLUMBIA SPORTSWEAR CO589$31Kshares
ALEALLETE INC445$30Kshares
INVESCOINVESCO1,366$28Kshares
ERHALLSPRING UTILITIES AND HIGH2,220$27Kshares
UPWPROSHARES TR266$24Kshares
THQABRDN HEALTHCARE OPPORTUNITI1,345$23Kshares
NADNUVEEN QUALITY MUNCP INCOME1,930$23Kshares
SCHYSCHWAB STRATEGIC TR807$23Kshares
ISHARES TRISHARES TR998$23Kshares
NMZNUVEEN MUN HIGH INCOME OPPOR2,065$22Kshares
PFNPIMCO INCOME STRATEGY FD II2,740$21Kshares
NOBLPROSHARES TR198$20Kshares
GRNBVANECK ETF TRUST836$20Kshares
CWISPDR INDEX SHS FDS552$19Kshares
OHIOMEGA HEALTHCARE INVS INC415$18Kshares
VOOVVANGUARD ADMIRAL FDS INC88$18Kshares
MGVVANGUARD WORLD FD123$17Kshares
XSORXSOURCE CAPITAL378$17Kshares
PKSTPEAKSTONE REALTY TRUST1,228$16Kshares
BDCBELDEN INC124$15Kshares
PGZPRINCIPAL REAL ESTATE INCOME1,445$15Kshares
EEMAISHARES INC149$14Kshares
VPLVANGUARD INTL EQUITY INDEX F151$13Kshares
RCSPIMCO STRATEGIC INCOME FD1,710$13Kshares
TMFCRBB FD INC149$11Kshares
AOMISHARES TR234$11Kshares
MAINMAIN STR CAP CORP156$10Kshares
BIZDVANECK ETF TRUST637$10Kshares
EWIISHARES INC186$10Kshares
GVIPGOLDMAN SACHS ETF TR60$9Kshares
PCYINVESCO EXCH TRADED FD TR II390$8Kshares
CGBDCARLYLE SECURED LENDING INC601$8Kshares
APPSDIGITAL TURBINE INC1,185$8Kshares
HELEHELEN OF TROY LTD300$8Kshares
QQQJINVESCO EXCH TRADED FD TR II235$8Kshares
XLGINVESCO EXCHANGE TRADED FD T118$7Kshares
SMSM ENERGY COMPANY275$7Kshares
LGLVSPDR SERIES TRUST41$7Kshares
GUESS? INCGUESS? INC270$5Kshares
CUZCOUSINS PPTYS INC147$4Kshares
IEURISHARES TR62$4Kshares
FATEFATE THERAPEUTICS INC2,817$4Kshares
HSIIHEIDRICK & STRUGGLES INTL IN74$4Kshares
GPIGROUP 1 AUTOMOTIVE INC7$3Kshares
AZNASTRAZENECA PLC-SPONS ADR34$3Kshares
TFXTELEFLEX INCORPORATED23$3Kshares
DNUTKRISPY KREME INC700$3Kshares
FMCFMC CORP58$2Kshares
PIIPOLARIS INC30$2Kshares
PRESIDIO PPTY TR INCPRESIDIO PPTY TR INC464$2Kshares
NGGNATIONAL GRID PLC12$1Kshares
HUBSHUBSPOT INC2$1Kshares
DBRGDIGITALBRIDGE GROUP INC83$1Kshares
NWLNEWELL BRANDS INC215$1Kshares
WPPWPP PLC NEW20$1Kshares
FLUTFLUTTER ENTMT PLC2$1Kshares
MANMANPOWERGROUP INC WIS26$1Kshares
HRBBLOCK H & R INC28$1Kshares
CNQCANADIAN NAT RES LTD MED TER30$1Kshares
EQNREQUINOR ASA23$1Kshares
GBTCGRAYSCALE BITCOIN TRUST ETF14$1Kshares
ETHEGRAYSCALE ETHEREUM STAKING E32$1Kshares
BLBDBLUE BIRD CORP10$1Kshares
ODPTHE ODP CORP40$1Kshares
WNCWABASH NATL CORP57$1Kshares
NMAXNEWSMAX INC49$1Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001737089-26-000001 base2026-02-02acceptance time not in the bulk data set