• 13F History

CX Institutional

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$2.65B
Signature - Title
Edison Byzyka - Chief Investment Officer
Location
Auburn, IN
Summary
This page shows a list of all the recent 13F filings made by CX Institutional. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CX Institutional reported 1202 stock holdings with total value $2.65B as of Q1 2025. Top holdings included IEFA, SPTI, JAAA, VO, and IVE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 1,202 $2.65B +$475M -$317M +$158M IEFA, SPTI, JAAA, VO, IVE 13F-HR 4/15/2025, 12:40 PM
Q4 2024 535 $2.52B +$571M -$267M +$304M IEFA, SGOV, SPTI, MGK, JAAA 13F-HR 1/21/2025, 09:11 AM
Q3 2024 551 $2.25B +$431M -$419M +$12.1M SGOV, IVV, MGK, SPTI, VO 13F-HR 10/11/2024, 01:59 PM
Q2 2024 542 $2.13B +$182M -$113M +$69.5M IVV, URTH, SCHV, MGK, SPTI 13F-HR 7/11/2024, 01:38 PM
Q1 2024 542 $2.07B +$423M -$314M +$109M IVV, URTH, SPTI, SCHV, TLT 13F-HR 4/15/2024, 11:10 AM
Q4 2023 524 $1.87B +$322M -$418M -$95.8M IVV, SGOV, SPTI, TLT, VO 13F-HR 1/12/2024, 01:20 PM
Q3 2023 478 $1.82B +$468M -$346M +$121M IVV, SPTI, JAAA, BSV, IVE 13F-HR 10/17/2023, 06:12 PM
Q2 2023 507 $1.93B +$174M -$139M +$34.8M IVV, SPTI, VO, AAPL, JAAA 13F-HR 7/26/2023, 09:18 AM
Q1 2023 475 $1.88B +$764M -$332M +$432M IVV, SPTI, VO, SCHV, JAAA 13F-HR 5/4/2023, 01:57 PM
Q4 2022 500 $1.65B +$439M -$197M +$242M IVV, SPTI, VO, IEFA, VV 13F-HR 2/3/2023, 09:34 AM
Q3 2022 455 $1.44B +$523M -$182M +$342M IVV, SPTI, VO, IUSG, VV 13F-HR 11/4/2022, 10:19 AM
Q2 2022 1,135 $1.32B +$451M -$221M +$230M IVV, USMV, MUB, VO, VV 13F-HR 8/2/2022, 04:04 PM
Q1 2022 368 $1.25B +$282M -$155M +$127M IVV, VO, VV, SPTI, SCHV 13F-HR 5/9/2022, 10:35 AM
Q4 2021 334 $1.26B +$195M -$122M +$73.5M IVV, VO, SPTI, VV, BSV 13F-HR 1/18/2022, 11:44 AM
Q3 2021 951 $1.22B +$143M -$125M +$18M SPTI, IVV, VO, BNDX, BSV 13F-HR 11/10/2021, 03:28 PM
Q2 2021 943 $1.22B +$179M -$140M +$38.9M IVV, SPTI, VO, BNDX, VV 13F-HR 8/4/2021, 09:16 AM
Q1 2021 856 $1.12B +$281M -$251M +$29.7M VO, SPTI, IVV, VV, BNDX 13F-HR 4/15/2021, 03:18 PM
Q4 2020 837 $1.04B +$158M -$138M +$19.7M IVV, VO, SPTI, VV, BNDX 13F-HR 1/12/2021, 01:20 PM
Q3 2020 842 $926M +$321M -$181M +$140M IVV, SPTI, VV, VO, BNDX 13F-HR 10/13/2020, 10:31 AM
Q2 2020 802 $758M +$170M -$90.9M +$79M VV, IVV, SPLG, VO, USMV 13F-HR 8/6/2020, 09:56 AM
Q1 2020 714 $613M +$340M -$167M +$173M SPLG, VV, VO, GBIL, IVV 13F-HR 4/29/2020, 09:58 AM
Q4 2019 706 $573M +$60.6M -$115M -$54.8M SPLV, ITOT, SDY, URTH, LVHD 13F-HR 1/21/2020, 08:10 AM
Q3 2019 759 $619M +$101M -$112M -$11.9M SPLV, ITOT, URTH, SDY, LVHD 13F-HR 10/10/2019, 10:35 AM
Q2 2019 855 $630M +$197M -$109M +$88M SPLV, ITOT, IUSB, XMLV, SDY 13F-HR 7/17/2019, 02:28 PM
Q1 2019 730 $567M +$241M -$145M +$95.3M XMLV, IUSB, URTH, XSLV, ITM 13F-HR 4/3/2019, 01:31 PM
Q4 2018 492 $474M +$268M -$62.1M +$206M SPTM, XMLV, LVHD, IUSB, SDY 13F-HR 1/14/2019, 04:07 PM
Q3 2018 331 $303M +$174M -$4.18M +$170M ITOT, XMLV, GSLC, SDY, IVV 13F-HR 10/9/2018, 10:25 AM
Q2 2018 309 $268M ITOT, XMLV, IVV, SDY, GSLC New Holdings 7/12/2018, 02:28 PM
Q2 2018 225 $153M ITOT, XMLVXXXX, URTH, IUSB, GSLC 13F-HR 7/12/2018, 09:21 AM