13F Filings History of CX Institutional
- Latest 13F report
- Q1 2026 - 06 Apr 2026
- Reported value
- $3,278,158,000
- Top reported holdings
- SGOV IEFA SPTI BNDX AAPL IVV SPMB SPBO NVDA SHM VO RSPA
+8 more
VB MSFT ITM IVE GOOGL AMZN SHY JAAA - Form 13F summary
- CX Institutional Form 13F history summarizes the manager's parsed U.S.-listed equity disclosures. Form 13F is generally due within 45 days after each calendar quarter ends. CX Institutional reported 1547 equity holdings with a total reported market value of $3,278,158,000 for Q1 2026. Top reported holdings included SGOV, IEFA, SPTI, BNDX, and AAPL.
- Signature and title
- Edison Byzyka - Chief Investment Officer
- Location
- Auburn, IN
Portfolio snapshot
Manager identity
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$3,278,158,000
Quarter delta
-$74,695,000
Accepted
06 Apr 2026, 16:04
Rows shown
1-25 of 33
| Quarter | Holdings | Reported value | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 1,547 | $3,278,158,000 | +$556,546,720 | -$567,148,941 | -$10,602,221 | SGOV, IEFA, SPTI, BNDX, AAPL | 13F-HR | 06 Apr 2026, 16:04 |
| Q4 2025 | 1,517 | $3,352,853,000 | +$176,812,505 | -$164,779,419 | +$12,033,086 | SGOV, IEFA, SPTI, VO, IVE | 13F-HR | 02 Feb 2026, 11:57 |
| Q3 2025 | 1,375 | $3,293,988,000 | +$669,150,748 | -$401,956,049 | +$267,194,699 | SGOV, IEFA, SPTI, BNDX, IVE | 13F-HR | 23 Oct 2025, 10:21 |
| Q2 2025 | 1,213 | $2,867,676,000 | +$625,890,120 | -$572,751,076 | +$53,139,044 | SGOV, SHM, BIL, MGK, IUSG | Restatement | 16 Jul 2025, 11:08 |
| Q1 2025 | 1,202 | $2,649,116,000 | +$475,442,026 | -$316,961,875 | +$158,480,151 | IEFA, SPTI, JAAA, VO, IVE | 13F-HR | 15 Apr 2025, 12:40 |
| Q4 2024 | 535 | $2,518,234,127 | +$571,418,267 | -$267,334,191 | +$304,084,076 | IEFA, SGOV, SPTI, MGK, JAAA | 13F-HR | 21 Jan 2025, 09:11 |
| Q3 2024 | 551 | $2,252,358,470 | +$431,162,480 | -$419,081,760 | +$12,080,720 | SGOV, IVV, MGK, SPTI, VO | 13F-HR | 11 Oct 2024, 13:59 |
| Q2 2024 | 542 | $2,130,529,635 | +$182,015,065 | -$112,522,382 | +$69,492,683 | IVV, URTH, SCHV, MGK, SPTI | 13F-HR | 11 Jul 2024, 13:38 |
| Q1 2024 | 543 | $2,074,719,254 | +$422,981,028 | -$314,015,380 | +$108,965,648 | IVV, URTH, SPTI, SCHV, TLT | 13F-HR | 15 Apr 2024, 11:10 |
| Q4 2023 | 524 | $1,870,257,764 | +$322,231,970 | -$418,044,068 | -$95,812,098 | IVV, SGOV, SPTI, TLT, VO | 13F-HR | 12 Jan 2024, 13:20 |
| Q3 2023 | 479 | $1,815,755,206 | +$467,619,978 | -$522,025,621 | -$54,405,643 | IVV, SPTI, JAAA, BSV, IVE | 13F-HR | 17 Oct 2023, 18:12 |
| Q2 2023 | 507 | $1,930,847,116 | +$173,946,258 | -$184,958,061 | -$11,011,803 | IVV, SPTI, VO, AAPL, JAAA | 13F-HR | 26 Jul 2023, 09:18 |
| Q1 2023 | 475 | $1,878,135,434 | +$763,627,237 | -$592,423,166 | +$171,204,071 | IVV, SPTI, VO, SCHV, JAAA | 13F-HR | 04 May 2023, 13:57 |
| Q4 2022 | 500 | $1,645,906,790 | +$439,222,218 | -$329,558,979 | +$109,663,239 | IVV, SPTI, VO, IEFA, VV | 13F-HR | 03 Feb 2023, 10:34 |
| Q3 2022 | 455 | $1,440,689,000 | +$518,233,374 | -$336,468,289 | +$181,765,085 | IVV, SPTI, VO, IUSG, VV | 13F-HR | 04 Nov 2022, 10:19 |
| Q2 2022 | 1,173 | $1,324,877,000 | +$450,712,486 | -$223,056,518 | +$227,655,968 | IVV, USMV, MUB, VO, VV | 13F-HR | 02 Aug 2022, 16:04 |
| Q1 2022 | 368 | $1,248,988,000 | +$281,980,294 | -$239,389,145 | +$42,591,149 | IVV, VO, VV, SPTI, SCHV | 13F-HR | 09 May 2022, 10:35 |
| Q4 2021 | 334 | $1,257,557,000 | +$196,022,796 | -$223,622,899 | -$27,600,103 | IVV, VO, SPTI, VV, BSV | 13F-HR | 18 Jan 2022, 12:44 |
| Q3 2021 | 960 | $1,223,920,000 | +$142,952,416 | -$124,969,164 | +$17,983,252 | SPTI, IVV, VO, BNDX, BSV | 13F-HR | 10 Nov 2021, 15:28 |
| Q2 2021 | 956 | $1,217,382,000 | +$178,680,647 | -$139,674,993 | +$39,005,654 | IVV, SPTI, VO, BNDX, VV | 13F-HR | 04 Aug 2021, 09:16 |
| Q1 2021 | 868 | $1,118,858,000 | +$280,594,722 | -$250,929,158 | +$29,665,564 | VO, SPTI, IVV, VV, BNDX | 13F-HR | 15 Apr 2021, 15:18 |
| Q4 2020 | 855 | $1,038,202,000 | +$157,736,588 | -$140,072,164 | +$17,664,424 | IVV, VO, SPTI, VV, BNDX | 13F-HR | 12 Jan 2021, 14:20 |
| Q3 2020 | 873 | $926,517,000 | +$317,494,048 | -$194,989,679 | +$122,504,369 | IVV, SPTI, VV, VO, BNDX | 13F-HR | 13 Oct 2020, 10:31 |
| Q2 2020 | 854 | $760,982,000 | +$167,071,161 | -$111,759,118 | +$55,312,043 | VV, IVV, SPLG, VO, USMV | 13F-HR | 06 Aug 2020, 09:56 |
| Q1 2020 | 768 | $612,442,000 | +$339,088,646 | -$169,465,578 | +$169,623,068 | SPLG, VV, VO, GBIL, IVV | 13F-HR | 29 Apr 2020, 09:58 |