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| CX Institutional LLC
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|---|---|
| CRD # | 292627 |
| SEC # | 801-112742 |
| CIK # | 0001737089 |
| AUM | 4,464.7 M (2026-03-28) |
| Employees | 130 (56% Investors, 0% Brokers) |
| Phone | 260-927-1830 |
| Address | 200 East 7th Street Auburn, IN 46706 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001737089 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Expeditors International of Washington Inc | 0.0 | ||
| Mueller Industries Inc | 0.0 | ||
| Emcor Group Inc | 0.0 | ||
| Coinbase Global Inc | 0.0 | ||
| Franklin Electric Co Inc | 0.0 | ||
| HCP Inc | 0.0 | ||
| Fiserv Inc | 0.0 | ||
| Builders Firstsource Inc | 0.0 | ||
| Chipotle Mexican Grill Inc | 0.0 | ||
| Veeva Systems Inc | 0.0 | ||
| Galaxy Digital Inc | 0.0 | ||
| ERIE Indemnity Co | 0.0 | ||
| CRH Public Ltd Co | 0.0 | ||
| Strategic Storage Trust II Inc | 0.0 | ||
| Weyerhaeuser Co | 0.0 | ||
| Fox Corp | 0.0 | ||
| International Paper Co /New/ | 0.0 | ||
| Cheniere Energy Inc | 0.0 | ||
| Rocky Holding Inc | 0.0 | ||
| Global Payments Inc | 0.0 | ||
| Carvana Co | 0.0 | ||
| AES Corp | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,997 | 0.9 |
| (b) Individuals (high net worth individuals) | 1,556 | 3.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 13,723 | 4.5 |
| By Discretionary | ||
| Discretionary | 13,723 | 4.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13,723 | 4.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.5 | |
| Total | 13,723 | 4.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001737089] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 3 |
| Serves | Institutional, Retail |
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