Cx Institutional New Holdings in Q3 2025

Cx Institutional

  • $3.29 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RMT
Royce Micro Cap Trust, Inc.

Financial Services
3.22K
New
$9.2 - $10.5 $29.6K - $33.8K
3.22K $33K
SJNK
Spdr Bloomberg Short Term High

ETFs
1.23K
New
$25.28 - $25.63 $31.1K - $31.6K
1.23K $32K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
2.22K
New
$13.77 - $14.45 $30.6K - $32.1K
2.22K $32K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
420
New
$72.04 - $77.35 $30.3K - $32.5K
420 $32K
COLM
Columbia Sportswear CO

Consumer Cyclical
589
New
$49.3 - $64.28 $29K - $37.9K
589 $31K
TPL
Texas Pacific Land Corp

Energy
32
New
$854.83 - $1075.97 $27.4K - $34.4K
32 $30K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
705
New
$38.56 - $42.17 $27.2K - $29.7K
705 $29K
OAIM
Unified Ser Tr Oneascent Intl
702
New
N/A
702 $28K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.37K
New
$20.66 - $20.74 $28.2K - $28.3K
1.37K $28K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
570
New
$49.05 - $49.99 $28K - $28.5K
570 $28K
ERH
Allspring Utilities & High Income Fund

Financial Services
2.22K
New
$11.51 - $12.18 $25.6K - $27K
2.22K $27K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.27K
New
$20.41 - $20.67 $26K - $26.3K
1.27K $26K
SMR
Nuscale Power Corp

Industrials
700
New
$32.65 - $51.67 $22.9K - $36.2K
700 $25K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
1.16K
New
$21.35 - $21.7 $24.8K - $25.2K
1.16K $25K
UPW
Proshares Ultra Utilities

ETFs
266
New
$79.76 - $91.7 $21.2K - $24.4K
266 $24K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.33K
New
$17.81 - $18.39 $23.7K - $24.4K
1.33K $24K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
1.93K
New
$11.04 - $11.83 $21.3K - $22.8K
1.93K $23K
IBHE
Ishares Ibonds 2025 Term High

ETFs
998
New
$23.14 - $23.23 $23.1K - $23.2K
998 $23K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
1.35K
New
$15.26 - $18.63 $20.5K - $25.1K
1.35K $23K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
2.07K
New
$9.87 - $10.65 $20.4K - $22K
2.07K $22K
LII
Lennox International Inc

Industrials
41
New
$516.18 - $664.54 $21.2K - $27.2K
41 $22K
OII
Oceaneering International Inc

Energy
870
New
$20.47 - $25.66 $17.8K - $22.3K
870 $22K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
899
New
$23.09 - $23.43 $20.8K - $21.1K
899 $21K
PFN
Pimco Income Strategy Fund Ii

Financial Services
2.74K
New
$7.37 - $7.67 $20.2K - $21K
2.74K $21K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
388
New
$52.39 - $53.11 $20.3K - $20.6K
388 $21K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
230
New
$79.76 - $85.78 $18.3K - $19.7K
230 $20K
CMC
Commercial Metals CO

Basic Materials
342
New
$50.28 - $59.79 $17.2K - $20.4K
342 $20K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
772
New
$25.24 - $25.56 $19.5K - $19.7K
772 $20K
CHY
Calamos Convertible & High Income Fund

Financial Services
1.8K
New
$10.75 - $11.45 $19.3K - $20.6K
1.8K $20K
IBHG
Ishares Tr Ibonds 2027 Term Hi
901
New
$22.38 - $22.53 $20.2K - $20.3K
901 $20K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
552
New
$32.11 - $34.92 $17.7K - $19.3K
552 $19K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
495
New
$34.31 - $38.09 $17K - $18.9K
495 $19K
OHI
Omega Healthcare Investors Inc

Real Estate
415
New
$36.29 - $43.34 $15.1K - $18K
415 $18K
FLO
Flowers Foods Inc

Consumer Defensive
1.29K
New
$12.68 - $16.76 $16.3K - $21.6K
1.29K $17K
Source Capital Funds/Closed En
378
New
N/A
378 $17K
PGZ
Principal Real Estate Income Fund

Financial Services
1.45K
New
$10.29 - $10.57 $14.9K - $15.3K
1.45K $15K
BDC
Belden Inc.

Technology
124
New
$115.58 - $133.49 $14.3K - $16.6K
124 $15K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
343
New
$41.17 - $43.65 $14.1K - $15K
343 $15K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
270
New
$43.35 - $50.12 $11.7K - $13.5K
270 $14K
EEMA
Ishares Msci Emerging Markets

ETFs
149
New
$81.98 - $92.25 $12.2K - $13.7K
149 $14K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
563
New
$24.14 - $24.34 $13.6K - $13.7K
563 $14K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
258
New
$52.55 - $54.37 $13.6K - $14K
258 $14K
SCL
Stepan CO

Basic Materials
298
New
$46.44 - $59.75 $13.8K - $17.8K
298 $14K
ILMN
Illumina, Inc.

Healthcare
150
New
$91.69 - $109.88 $13.8K - $16.5K
150 $14K
AVSC
American Centy ETF Tr Avantis
251
New
$51.33 - $58.63 $12.9K - $14.7K
251 $14K
AER
Aer Cap Holdings N.V.

Industrials
104
New
$107.25 - $124.42 $11.2K - $12.9K
104 $13K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
108
New
$117.65 - $120.08 $12.7K - $13K
108 $13K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
1.71K
New
$6.96 - $7.59 $11.9K - $13K
1.71K $13K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
151
New
$80.54 - $89.67 $12.2K - $13.5K
151 $13K
Activity Summary
Buys All Purchases 803 New Holdings 190 Increased Positions 613 Sells All Sells 342 Reductions 342 Sold out 0 Options Calls 0 Puts 0
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