CX Institutional
RIA/Wealth
CX Institutional is a RIA/Wealth based in Auburn, IN led by David Wayne Hefty, reporting $3.3B in AUM as of Q3 2025 with 57% ETF concentration.
CEODavid Wayne Hefty
- Portfolio Value
- $3.2B
- Positions
- 1,260
- Top Holding
- SGOV at 4.54%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CX Institutional's portfolio (23.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $143.7M | 4.54% | -$11.9M Sold | — 1.4M shares | |
ETF ETF | $94.1M | 2.97% | +$78.3M Bought | — 1.1M shares | |
ETF ETF | $77.7M | 2.45% | +$77.1M Bought | — 2.7M shares | |
ETF ETF | $65.1M | 2.06% | +$7.5M Bought | — 1.3M shares | |
ETF ETF | $64.6M | 2.04% | -$3.2M Sold | — 313.0K shares | |
ETF ETF | $63.6M | 2.01% | +$5.3M Bought | — 216.5K shares | |
Consumer Electronics Technology | $62.4M | 1.97% | +$9.4M Bought | 0.00% 245.2K shares | |
ETF ETF | $61.4M | 1.94% | +$301.9K Bought | — 91.7K shares | |
ETF ETF | $60.7M | 1.92% | -$18.0M Sold | — 150.7K shares | |
ETF ETF | $60.5M | 1.91% | +$7.8M Bought | — 237.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CX Institutional's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
| Position | Shares Δ |
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Analytics
Portfolio insights and performance metrics for CX Institutional
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