§ 13F · FUND PROFILE
CX Institutional.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $5.7T (13F)Positions · 2428Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.8B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SGOV | iShares ETFs/USA | 1.28M | $128.7B | 3.8% | −10% |
| 2 | IEFA | iShares ETFs/USA | 1.02M | $91.5B | 2.7% | −5% |
| 3 | SPTI | State Street ETF/USA | 2.75M | $79.4B | 2.4% | +2% |
| 4 | VO | Vanguard ETF/USA | 253K | $73.4B | 2.2% | +17% |
| 5 | IVE | iShares ETFs/USA | 312K | $66.2B | 2.0% | ±0% |
| 6 | BNDX | Vanguard ETF/USA | 1.35M | $65.2B | 1.9% | +3% |
| 7 | AAPL | APPLE INC | 236K | $64.3B | 1.9% | −4% |
| 8 | IVV | iShares ETFs/USA | 92K | $62.9B | 1.9% | ±0% |
| 9 | VB | Vanguard ETF/USA | 234K | $60.3B | 1.8% | −2% |
| 10 | SPMB | State Street ETF/USA | 2.65M | $59.4B | 1.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CX SIGNAL
AC read
CX Institutional is a Other fund managing $5747.7 trillion in assets. The fund runs a massive portfolio of 2,428 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed