CX Institutional Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$3.4B

Holdings

1,517

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,517 positions)

StockValue
PULSPGIM ETF Trust
$35K
YUMCYUM CHINA HO
$35K
QAINew York Life Investments Etf
$35K
CASYCASEY'S GENERAL
$34K
CGDGCapital Research and Managemen
$34K
KBEState Street ETF/USA
$34K
UGIUGI CORP
$34K
FSKFS KKR CAPITAL C
$33K
EDENiShares ETFs/USA
$33K
RSPCInvesco ETFs/USA
$33K
BSVVanguard ETF/USA
$33K
UUNITY SOFTWARE I
$33K
JGROJP Morgan ETFs/USA
$33K
OZKBANK OZK
$33K
IJTiShares ETFs/USA
$32K
SJNKState Street ETF/USA
$32K
SUSAiShares ETFs/USA
$32K
FGF&G ANNUITIES
$32K
XRNPXCohen & Steers Funds/Closed-en
$32K
PMOPutnam Funds/Closed-End/USA
$32K
TTDTRADE DESK INC-A
$32K
LLYELI LILLY & CO
$31K
MAYMFirst Trust Exchange-Traded Fu
$31K
ARESARES MANAGEM- A
$31K
CACCCREDIT ACCEPTANC
$31K
AUGMFirst Trust Exchange-Traded Fu
$31K
FDLFirst Trust ETFs/USA
$31K
MRPMillrose Properties Inc
$31K
EWTiShares ETFs/USA
$31K
ARKQARK ETF Trust
$31K
DDOGDATADOG INC-A
$30K
WTMFWisdomTree ETFs/USA
$30K
DKNGDRAFTKINGS INC
$30K
KTBKONTOOR BRAND
$30K
HOGHARLEY-DAVIDSON
$30K
AREALEXANDRIA REAL ESTATE EQUIT
$30K
SCZiShares ETFs/USA
$29K
KIMKIMCO REALTY CORP
$29K
NVRNVR INC
$29K
LMBSFirst Trust ETFs/USA
$29K
NVONOVO-NORDISK-ADR
$28K
RACEFERRARI NV
$28K
VISVanguard ETF/USA
$28K
FTHYFirst Trust High Yield Opportu
$28K
CGXUCapital Research and Managemen
$28K
BSCSInvesco ETFs/USA
$27K
XEXGXEaton Vance Funds/Closed-end/U
$27K
GMAYFirst Trust Exchange-Traded Fu
$27K
BSJTInvesco ETFs/USA
$26K
ZWSZURN ELKAY WATER
$26K
JXIiShares ETFs/USA
$26K
CVNACARVANA CO
$26K
GSYInvesco Actively Managed Excha
$26K
TMTOYOTA MOTOR-ADR
$26K
TRPTC ENERGY CORP
$26K
VVXV2X INC
$26K
MLPXGlobal X ETFs/USA
$25K
WWJDNorthern Lights Fund Trust IV/
$25K
XFEBFirst Trust ETFs/USA
$25K
XMLVInvesco ETFs/USA
$25K
METAMETA PLATFORMS-A
$24K
ACWIiShares ETFs/USA
$24K
CMCCOMMERCIAL METAL
$24K
JULMFirst Trust Exchange-Traded Fu
$24K
AOKiShares ETFs/USA
$23K
PSRInvesco ETFs/USA
$23K
FMDEFidelity Covington Trust
$23K
CHICalamos Funds/USA
$23K
EWPiShares ETFs/USA
$23K
IJSiShares ETFs/USA
$23K
GOCTFirst Trust Exchange-Traded Fu
$23K
PAAPLAINS ALL AMER
$22K
FJUNFirst Trust Exchange-Traded Fu
$22K
IBHGiShares ETFs/USA
$21K
SNOVFirst Trust Exchange-Traded Fu
$21K
OIIOCEANEERING INTL
$21K
IBHFiShares ETFs/USA
$21K
FLBRFranklin LibertyShares ETFs/US
$21K
IGSBiShares ETFs/USA
$21K
HYGiShares ETFs/USA
$21K
IBDTiShares ETFs/USA
$20K
KSAiShares ETFs/USA
$20K
ESABESAB CORP
$20K
HBC2HSBC HOLDING-ADR
$20K
VCSHVanguard ETF/USA
$20K
IYLDiShares ETFs/USA
$20K
INKMState Street ETF/USA
$20K
SPYState Street ETF/USA
$20K
PTYPIMCO Funds/Closed-End/USA
$19K
TYSeligman Funds/Closed-end/USA
$19K
KEXKIRBY CORP
$19K
VOOGVanguard ETF/USA
$18K
KRGKITE REALTY GROUP TRUST
$18K
IXUSiShares ETFs/USA
$18K
XAODXabrdn Funds
$18K
COWZPacer ETFs/USA
$18K
IVTINVENTRUST PROPE
$18K
ACMAECOM
$18K
RSPGInvesco ETFs/USA
$18K
FNVFRANCO-NEVADA CO
$17K
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