Cx Institutional New Holdings in Q3 2025

Cx Institutional

  • $3.29 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WWD
Woodward, Inc.

Industrials
49
New
$237.33 - $266.1 $11.6K - $13K
49 $12K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
81
New
$138.08 - $151.2 $11.2K - $12.2K
81 $12K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
104
New
$100.4 - $119.58 $10.4K - $12.4K
104 $12K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
149
New
$63.92 - $70.83 $9.52K - $10.6K
149 $11K
BIBL
Northern Lts Fd Tr Iv

ETFs
258
New
$41.43 - $44.43 $10.7K - $11.5K
258 $11K
FDVV
Fidelity High Dividend ETF

ETFs
188
New
$52.42 - $55.71 $9.85K - $10.5K
188 $10K
MAIN
Main Street Capital Corp

Financial Services
156
New
$59.28 - $67.54 $9.25K - $10.5K
156 $10K
CGMU
Capital Group Core Plus Income
357
New
N/A
357 $10K
ENFR
Alerian Energy Infrastructure

ETFs
297
New
$31.23 - $32.68 $9.28K - $9.71K
297 $10K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
637
New
$14.94 - $16.82 $9.52K - $10.7K
637 $10K
IYE
Ishares Tr

ETFs
191
New
$44.83 - $48.91 $8.56K - $9.34K
191 $9K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
390
New
$20.22 - $21.71 $7.89K - $8.47K
390 $8K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
195
New
$40.43 - $42.78 $7.88K - $8.34K
195 $8K
HELE
Helen Of Troy LTD

Consumer Defensive
300
New
$20.05 - $33.25 $6.02K - $9.98K
300 $8K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
601
New
$12.5 - $14.2 $7.51K - $8.53K
601 $8K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
67
New
$79.39 - $90.39 $5.32K - $6.06K
67 $6K
Fidelity Covington Trust
145
New
N/A
145 $5K
GES
Guess Inc

Consumer Cyclical
270
New
$12.39 - $16.91 $3.35K - $4.57K
270 $5K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
62
New
$64.17 - $68.19 $3.98K - $4.23K
62 $4K
FATE
Fate Therapeutics Inc

Healthcare
2.82K
New
$0.92 - $1.3 $2.59K - $3.66K
2.82K $4K
FNDC
Schwab Fundamental Intl Small

ETFs
75
New
$41.81 - $45.21 $3.14K - $3.39K
75 $3K
VOD
Vodafone Group Public LTD CO

Communication Services
283
New
$10.67 - $12.06 $3.02K - $3.41K
283 $3K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
29
New
$53.89 - $68.51 $1.56K - $1.99K
29 $2K
PII
Polaris Inc.

Consumer Cyclical
30
New
$44.87 - $59.95 $1.35K - $1.8K
30 $2K
Bitwise Funds Trust
30
New
N/A
30 $2K
TEI
Templeton Emerging Markets Income Fund

Financial Services
302
New
$5.85 - $6.44 $1.77K - $1.94K
302 $2K
Capital Research And Managemen
74
New
N/A
74 $2K
STWD
Starwood Property Trust, Inc.

Real Estate
109
New
$19.37 - $20.97 $2.11K - $2.29K
109 $2K
BLBD
Blue Bird Corp

Consumer Cyclical
10
New
$42.75 - $60.86 $428 - $609
10 $1K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
25
New
$25.21 - $25.99 $630 - $650
25 $1K
Aeva Technologie
50
New
N/A
50 $1K
DDOG
Datadog, Inc.

Technology
6
New
$124.52 - $155.15 $747 - $931
6 $1K
Aebi Schmidt Hol
81
New
N/A
81 $1K
Grayscale Investments Llc/Usa
32
New
N/A
32 $1K
NWL
Newell Brands Inc.

Consumer Defensive
215
New
$4.76 - $6.39 $1.02K - $1.37K
215 $1K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
14
New
$82.96 - $95.7 $1.16K - $1.34K
14 $1K
SYM
Symbotic Inc.

Financial Services
25
New
$39.68 - $63.21 $992 - $1.58K
25 $1K
Grail Inc
25
New
N/A
25 $1K
CCJ
Cameco Corp

Energy
6
New
$70.47 - $86.89 $423 - $521
6 $1K
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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