Cx Institutional Reduced Holdings in Q3 2025

Cx Institutional

  • $3.29 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-786K
- 98.03%
$91.44 - $91.77 $71.8M - $72.1M
15.8K $1.45M
AOA
Ishares Tr Core Aggressive All

ETFs
-383K
- 80.31%
$82.71 - $88.14 $31.7M - $33.8M
93.9K $8.27M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-653K
- 38.62%
$47.76 - $48.46 $31.2M - $31.6M
1.04M $50M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-119K
- 7.68%
$100.37 - $100.74 $11.9M - $12M
1.43M $144M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-44.6K
- 22.84%
$362.31 - $405.74 $16.2M - $18.1M
151K $60.7M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-103K
- 22.35%
$148.97 - $165.88 $15.3M - $17.1M
358K $58.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-30.8K
- 19.56%
$420.11 - $472.68 $12.9M - $14.6M
127K $59.3M
KWR
Quaker Chemical Corp

Basic Materials
-58.9K
- 98.87%
$114.42 - $145.36 $6.74M - $8.56M
673 $89K
DXC
Dxc Technology CO

Technology
-406K
- 98.48%
$12.85 - $16.24 $5.22M - $6.6M
6.26K $85K
FCN
Fti Consulting, Inc

Industrials
-36.5K
- 98.34%
$157.99 - $174.18 $5.77M - $6.36M
615 $99K
COF
Capital One Financial Corp

Financial Services
-27.2K
- 86.31%
$207.29 - $229.74 $5.63M - $6.24M
4.31K $916K
VOYA
Voya Financial, Inc.

Financial Services
-75.9K
- 99.57%
$67.31 - $77.62 $5.11M - $5.89M
331 $25K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-72.1K
- 56.83%
$60.9 - $70.75 $4.39M - $5.1M
54.8K $3.42M
Sirius Xm Holdin
-219K
- 99.54%
N/A
1.02K $24K
Blackrock Inc
-4.86K
- 87.08%
N/A
721 $841K
ALL
Allstate Corp

Financial Services
-24.8K
- 82.23%
$192.0 - $214.65 $4.77M - $5.33M
5.36K $1.15M
META
Meta Platforms, Inc.

Communication Services
-6.38K
- 15.58%
$695.21 - $791.73 $4.44M - $5.05M
34.6K $25.4M
APOG
Apogee Enterprises, Inc.

Industrials
-118K
- 99.54%
$40.4 - $45.4 $4.79M - $5.38M
546 $24K
CUBE
Cube Smart

Real Estate
-113K
- 99.55%
$38.71 - $43.34 $4.37M - $4.89M
512 $21K
CACI
Caci International Inc

Technology
-10.1K
- 74.67%
N/A
3.42K $1.71M
YELP
Yelp Inc

Communication Services
-138K
- 99.61%
$30.48 - $35.26 $4.2M - $4.86M
544 $17K
SPYG
Spdr Portfolio

ETFs
-74.8K
- 21.63%
$94.33 - $105.31 $7.05M - $7.88M
271K $28.3M
INGR
Ingredion Inc

Consumer Defensive
-34.1K
- 99.52%
$121.01 - $138.21 $4.13M - $4.72M
163 $20K
QCOM
Qualcomm Inc

Technology
-29K
- 68.51%
$145.84 - $173.55 $4.23M - $5.03M
13.3K $2.22M
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
-200K
- 75.95%
$20.62 - $30.81 $4.12M - $6.16M
63.3K $1.69M
GIII
G Iii Apparel Group LTD

Consumer Cyclical
-193K
- 99.61%
$23.08 - $27.63 $4.46M - $5.34M
755 $20K
CRI
Carters Inc

Consumer Cyclical
-134K
- 99.48%
$23.65 - $33.93 $3.16M - $4.53M
703 $20K
UNH
Unitedhealth Group Inc

Healthcare
-13.2K
- 64.67%
$237.77 - $353.61 $3.14M - $4.67M
7.21K $2.49M
VTV
Vanguard Value ETF

ETFs
-24.2K
- 22.39%
$175.51 - $186.57 $4.25M - $4.51M
83.9K $15.6M
AVGO
Broadcom Inc.

Technology
-26.6K
- 26.5%
$264.74 - $369.57 $7.04M - $9.83M
73.8K $24.3M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-217K
- 10.3%
$27.61 - $29.15 $5.99M - $6.32M
1.89M $55M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-26.2K
- 27.9%
$134.42 - $141.26 $3.52M - $3.7M
67.8K $9.56M
HON
Honeywell International Inc

Industrials
-7.89K
- 18.82%
$207.7 - $240.4 $1.64M - $1.9M
34K $7.16M
IWD
Ishares Russell 1000 Val ETF

ETFs
-20.5K
- 7.81%
$192.76 - $203.86 $3.95M - $4.17M
242K $49.2M
RS
Reliance Steel & Aluminum CO

Basic Materials
-5.05K
- 80.83%
$277.33 - $343.66 $1.4M - $1.73M
1.2K $336K
INTU
Intuit Inc

Technology
-562
- 5.91%
$646.03 - $807.39 $363K - $454K
8.95K $6.11M
SEM
Select Medical Holdings Corp

Healthcare
-87.7K
- 91.95%
$11.77 - $15.25 $1.03M - $1.34M
7.68K $99K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-49.8K
- 40.98%
$28.15 - $30.13 $1.4M - $1.5M
71.8K $2.13M
XLB
Select Sector Spdr Fd Material

ETFs
-14.8K
- 37.27%
$86.72 - $92.61 $1.28M - $1.37M
24.8K $2.23M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-17.9K
- 33.56%
N/A
35.5K $1.78M
XLV
Select Sector Spdr Fund Health

ETFs
-6.62K
- 67.7%
$129.01 - $139.72 $854K - $925K
3.16K $439K
XLC
Select Sector Spdr Tr Communic

ETFs
-11K
- 16.22%
$105.99 - $119.41 $1.16M - $1.31M
56.6K $6.7M
XLE
Energy Sector Spdr

ETFs
-7.56K
- 63.59%
$84.25 - $91.99 $637K - $695K
4.33K $387K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-15.6K
- 27.76%
$40.94 - $42.85 $640K - $670K
40.7K $1.72M
VGT
Vanguard Information Technolog

ETFs
-799
- 67.31%
$656.44 - $753.15 $524K - $602K
388 $290K
IYK
Ishares U.S. Consumer Staples

ETFs
-6.99K
- 87.47%
$67.65 - $71.68 $473K - $501K
1K $69K
XLU
Utilities Sector Spdr

ETFs
-7.85K
- 22.75%
$81.14 - $87.32 $637K - $685K
26.7K $2.32M
FTC
First Tr Lge Cap Growth

ETFs
-9.94K
- 8.65%
$149.47 - $162.84 $1.49M - $1.62M
105K $16.9M
VAW
Vanguard Materials ETF

ETFs
-2.31K
- 57.17%
$193.21 - $210.15 $447K - $486K
1.73K $355K
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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