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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001737089
Total reported value
$3.5B
$3.5B
1202 檔
9.9%
According to the latest 13F quarterly dataset, CX Institutional managed an equity portfolio of $3.5B at the end of Q1 2025, spanning 1202 distinct U.S. exchange-listed positions.
In Q1 2025, CX Institutional displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1202 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.26% | -0.32% | -22.34% | |
| 2 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 2.20% | -0.94% | -6.55% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.20% | -0.04% | +6.16% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.19% | +0.23% | +13.88% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.03% | -0.03% | +21.21% | |
| 6 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.99% | +0.04% | +3.11% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.96% | -1.10% | -0.41% | |
| 8 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.95% | +0.05% | +38.37% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.94% | +0.06% | +39.64% | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.92% | -0.18% | +3.59% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 1.89% | +0.05% | +25.76% | |
| 12 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 1.83% | -0.06% | -5.83% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.82% | -0.01% | +13.51% | |
| 14 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.68% | +1.85% | -38.79% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.60% | +0.04% | +16.30% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.59% | +0.07% | +7.35% | |
| 17 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.52% | -0.07% | -7.31% | |
| 18 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 1.29% | -0.64% | +1.51% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.19% | -0.09% | +7.36% | |
| 20 | TAXF | American Century Diver Muni | ETF-Other | 1.19% | +0.01% | +3.06% | |
| 21 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.16% | +0.02% | -31.65% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.13% | -0.41% | -5.32% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 1.09% | -0.07% | +24.23% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.08% | -0.27% | +24.47% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | +0.13% | +18.79% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.86% | +0.13% | +27.96% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.85% | +0.28% | +15.24% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | +0.07% | +7.55% | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.81% | +1.09% | -6.33% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | +0.12% | +15.05% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | +0.02% | +20.81% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.16% | +13.54% | |
| 33 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 0.74% | -0.02% | +465.19% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | +0.14% | +64.19% | |
| 35 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.68% | -0.01% | +3.56% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.68% | +0.11% | -17.51% | |
| 37 | PAVE | Global X US Infrastructure | ETF-Other | 0.66% | +0.02% | +265.53% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.04% | -5.59% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | +0.12% | +19.37% | |
| 40 | VV | Vanguard Large-cap ETF | ETF-Other | 0.60% | +0.03% | +4.97% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.57% | -0.52% | -0.26% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.55% | +0.04% | +19.10% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | -0.03% | -1.15% | |
| 44 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.53% | +0.20% | +1845.72% | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.53% | -0.05% | +46.12% | |
| 46 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 0.53% | -0.30% | -12.44% | |
| 47 | IGF | Ishares Global Infrastructur | ETF-Other | 0.53% | -0.01% | +255.74% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.52% | -0.06% | +41.34% | |
| 49 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.50% | +0.01% | -4.19% | |
| 50 | FISV | Fiserv Inc | Stock-Other | 0.50% | +0.01% | +20.93% |
According to official SEC Form 13F filings, CX Institutional reported a total U.S. public equity portfolio value of $3.5B across 1202 disclosed positions in Q1 2025.
During Q1 2025, CX Institutional's top holdings by market value included IEFA (4.3%)、SPTI (2.2%)、JAAA (2.2%). The largest single position, IEFA, represented 4.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IEFA, SPTI, JAAA) accounted for 9.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
IEFA
市值: $112.9M
In Q1 2025, CX Institutional made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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