13F GuideFiling Basics
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.
AlphaSMO Research GuideRead Guide
CIK: 0001737089
Total reported value
$3.5B
$3.5B
1213 檔
13.0%
At the close of Q2 2025, CX Institutional disclosed equity holdings valued at approximately $3.5B, spread across 1213 reported holdings.
In Q2 2025, CX Institutional displayed an active expansion posture, initiating 1 new positions and adding to 30 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SGOV, SHM, BIL) accounted for 13.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
BRK-B
市值: $9.9M
Top Position Liquidated / Trimmed
IEFA
前期市值: $112.9M
Showing top 200 holdings (of 1213 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.43% | +1.85% | +249.48% | |
| 2 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 2.82% | -0.07% | +629.43% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.56% | — | +10163.32% | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.49% | +0.04% | +14.43% | |
| 5 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 2.42% | +0.05% | +13.09% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.33% | +0.06% | +10.35% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.24% | -0.03% | +16.66% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.03% | -0.18% | +10.28% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.01% | -0.41% | +88.99% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.98% | -1.10% | -1.52% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.94% | +0.23% | -11.60% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.77% | +0.04% | +16.36% | |
| 13 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.72% | -0.07% | +22.67% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.71% | +0.05% | -8.41% | |
| 15 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 1.71% | -0.06% | +0.32% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.60% | -0.09% | +9.75% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.51% | +0.13% | +11.41% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.49% | +0.07% | +9.60% | |
| 19 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 1.39% | +0.16% | +58402.82% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.15% | +0.13% | +22.26% | |
| 21 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 1.14% | -0.64% | -3.80% | |
| 22 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.07% | -0.04% | -47.32% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | +0.02% | +14.44% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | +0.07% | +17.62% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.02% | +1.09% | +35.13% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | +0.12% | +5.05% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.95% | +0.16% | +16.73% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.80% | +0.14% | -3.62% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | +0.28% | +5.49% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | +0.12% | +3.30% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.67% | +0.04% | +28.09% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | +0.11% | -9.61% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.61% | +0.14% | +11.01% | |
| 34 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.61% | +0.07% | +22.36% | |
| 35 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.56% | +0.01% | +17.81% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.55% | -0.52% | — | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.53% | -0.32% | -87.87% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-Other | 0.52% | +0.03% | -15.77% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | -0.07% | -49.83% | |
| 40 | TAXF | American Century Diver Muni | ETF-Other | 0.50% | +0.01% | -54.21% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.49% | -0.27% | -50.53% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.45% | +0.09% | -0.18% | |
| 43 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.45% | +0.06% | +17.67% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.45% | +0.08% | +6.48% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.14% | +4.30% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | -0.03% | -5.98% | |
| 47 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 0.42% | -0.30% | -21.56% | |
| 48 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.41% | +0.20% | -28.38% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.38% | -0.06% | -18.54% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | -0.04% | -30.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +3.8% | +249.48% | Add |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +2.5% | +10163.32% | Add |
| 3 | SHM | Ss Spdr N Ice St Muni ETF | +2.4% | +629.43% | Add |
| 4 | AOA | Ishares Core 80/20 Aggressiv | +1.4% | +58402.82% | Add |
| 5 | BNDX | Vanguard Total Intl Bond ETF | +0.9% | +88.99% | Add |
| 6 | MGK | Vanguard Mega Cap Growth ETF | +0.5% | +14.43% | Add |
| 7 | NVDA | Nvidia CORP | +0.5% | +11.41% | Add |
| 8 | IUSG | Ishares Core S&p U.s. Growth | +0.5% | +13.09% | Add |
| 9 | MSFT | Microsoft CORP | +0.4% | +9.75% | Add |
| 10 | IWF | Ishares Russell 1000 Growth | +0.4% | +10.35% | Add |
| 11 | AVGO | Broadcom Inc | +0.4% | +5.05% | Add |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | NEW | New buy |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +22.26% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.3% | +14.44% | Add |
| 15 | IVE | Ishares S&p 500 Value ETF | +0.2% | +16.66% | Add |
| 16 | AMZN | Amazon.com Inc | +0.2% | +17.62% | Add |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +35.13% | Add |
| 18 | AMAT | Applied Materials Inc | +0.2% | +553.94% | Add |
| 19 | SPMB | Ss Spdr P Mort Back Bond ETF | +0.2% | +22.67% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | +0.2% | +16.73% | Add |
| 21 | TDW | Tidewater Inc | +0.2% | +214.48% | Add |
| 22 | BLK | Blackrock Inc | +0.2% | +1085.14% | Add |
| 23 | CVS | Cvs Health CORP | +0.2% | +249.29% | Add |
| 24 | SCHG | Schwab US Large-cap Growth | +0.2% | +2712.89% | Add |
| 25 | MDT | Medtronic plc | +0.2% | +791.55% | Add |
| 26 | IWD | Ishares Russell 1000 Value E | +0.2% | +16.36% | Add |
| 27 | TRV | Travelers Cos Inc/the | +0.2% | +1057.87% | Add |
| 28 | CRM | Salesforce Inc | +0.2% | +319.34% | Add |
| 29 | MDLZ | Mondelez International Inc-a | +0.2% | +145.95% | Add |
| 30 | ALL | Allstate CORP | +0.2% | +504.81% | Add |
| 31 | SCHV | Schwab US Large-cap Value | +0.1% | +10.28% | Add |
| 32 | ABT | Abbott Laboratories | -0.2% | -61.46% | Trim |
| 33 | FXL | First Trust Technology Alpha | -0.2% | -97.49% | Trim |
| 34 | MCD | Mcdonald's CORP | -0.2% | -56.52% | Trim |
| 35 | AXP | American Express Co | -0.2% | -60.00% | Trim |
| 36 | FISV | Fiserv Inc | -0.2% | -22.83% | Trim |
| 37 | VUG | Vanguard Growth ETF | -0.2% | -56.37% | Trim |
| 38 | PG | Procter & Gamble Co/the | -0.2% | -30.10% | Trim |
| 39 | PAVE | Global X US Infrastructure | -0.3% | -47.22% | Trim |
| 40 | IGF | Ishares Global Infrastructur | -0.3% | -61.40% | Trim |
| 41 | NFRA | Flexshares Stoxx Global Broa | -0.4% | -52.41% | Trim |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | -0.6% | -50.53% | Trim |
| 43 | MUB | Ishares National Muni Bond E | -0.6% | -49.83% | Trim |
| 44 | PZA | Invesco National Amt-free Mu | -0.7% | -94.80% | Trim |
| 45 | TAXF | American Century Diver Muni | -0.7% | -54.21% | Trim |
| 46 | HEFA | Isha Curr Hedged Msci Eafe | -1.1% | -95.48% | Trim |
| 47 | JAAA | Janus Henderson Aaa Clo ETF | -1.1% | -47.32% | Trim |
| 48 | TLT | Ishares 20+ Year Treasury Bd | -1.8% | -98.63% | Trim |
| 49 | SPTI | Ss Spdr P Int Term Tsy ETF | -2.2% | -99.06% | Trim |
| 50 | IEFA | Ishares Core Msci Eafe ETF | -3.7% | -87.87% | Trim |
According to official SEC Form 13F filings, CX Institutional reported a total U.S. public equity portfolio value of $3.5B across 1213 disclosed positions in Q2 2025.
During Q2 2025, CX Institutional's top holdings by market value included SGOV (5.4%)、SHM (2.8%)、BIL (2.6%). The largest single position, SGOV, represented 5.4% of total portfolio value.
In Q2 2025, CX Institutional made 50 total portfolio adjustments, initiating 1 new buys, adding to 30 positions, trimming 19 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.
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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.