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Manager record

CX Institutional

Auburn, IN · CIK 1737089 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$369,178Reported 13F valueQ3 2026 · as filed
1,669Holdings listed
-89.3%vs prior quartervalue change includes market moves
6Quarters on record
Oct 02Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $2.9M$2.9MQ2 20251,213 holdingsQ3 2025: $3.3M$3.3MQ3 20251,375 holdingsQ4 2025: $3.4M$3.4MQ4 20251,517 holdingsQ1 2026: $3.3M$3.3MQ1 20261,548 holdingsQ2 2026: $3.5M$3.5MQ2 20261,569 holdingsQ3 2026: $369.2K$369.2KQ3 20261,669 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 02 2026 13F-HR · period Q3 2026

$369,178 · 1,669 holdings listed · View original SEC filing ↗
Jul 02 2026 13F-HR · period Q2 2026

$3.46M · 1,569 holdings listed · View original SEC filing ↗
Apr 06 2026 13F-HR · period Q1 2026

$3.28M · 1,548 holdings listed · View original SEC filing ↗
Feb 02 2026 13F-HR · period Q4 2025

$3.35M · 1,517 holdings listed · View original SEC filing ↗
Oct 23 2025 13F-HR · period Q3 2025

$3.29M · 1,375 holdings listed · View original SEC filing ↗
Jul 16 2025 13F-HR/A · period Q2 2025

$2.87M · 1,213 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 11 2025 13F-HR · period Q2 2025

$2.88M · 1,215 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 02, 2026 · Change methodology