CX Institutional ETF holdings
Auburn, IN
Reported $1.8B in 531 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.8B
ETFs held
531
Change from prior quarter
+5.7%
With price moves
ETFs as a share of its 13F
53.2%
of $3.5B
Top 10 of 531 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SGOV | iShares 0-3 Month Treasury Bond ETF | $186.0M | 1,847,279 | +699,472 shares |
| IEFA | iShares Core MSCI EAFE ETF | $83.2M | 861,670 | −124,083 shares |
| SHY | iShares 1-3 Year Treasury Bond ETF | $73.5M | 894,736 | +485,882 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $61.8M | 767,143 | +590,739 shares |
| SPMB | State Street SPDR Portfolio Mortgage Backed Bond Index ETF | $61.0M | 2,735,565 | +62,874 shares |
| SPBO | State Street SPDR Portfolio Corporate Bond Index ETF | $60.9M | 2,095,671 | +42,638 shares |
| BNDX | Vanguard Total International Bond ETF | $56.1M | 1,159,375 | −228,180 shares |
| SHM | State Street SPDR Nuveen ICE Short Term Municipal Bond ETF | $53.8M | 1,121,562 | +8,717 shares |
| SPTI | State Street SPDR Portfolio Intermediate Term Treasury Index ETF | $52.5M | 1,849,623 | −966,081 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $50.9M | 168,070 | −9,094 shares |
521 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001737089. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does CX Institutional own?
CX Institutional reported 531 ETF positions worth $1.8B in its Form 13F for June 30, 2026. The largest was SGOV, at $186.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.