CX Institutional
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CX Institutional’s iShares Bitcoin Trust IBIT Stock Holding History

CX Institutional’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2M Buy
42,219
+4,727
+13% +$191K 0.05% 256
2026
Q2 		$1.25M Buy
37,492
+1,814
+5% +$73.8K 0.04% 301
2026
Q1 		$1.37M Buy
35,678
+33,991
+2,015% +$1.47M 0.04% 297
2025
Q4 		$84K Buy
1,687
+80
+5% +$4.54K ﹤0.01% 882
2025
Q3 		$104K Buy
+1,607
New +$105K ﹤0.01% 812

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Proathlete Wealth Management
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return
SJBenen ADVISORY
SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

CX Institutional's IBIT Position: Q3 2026 in Review

CX Institutional increased its iShares Bitcoin Trust (IBIT) stake by 13% in Q3 2026, buying an estimated $191K and bringing the position to 42,219 shares worth $2M. The position accounts for 0.05% of the portfolio, ranked #256.

CX Institutional first reported a position in IBIT in Q3 2025 and has held it in 5 quarters since. 372 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • CX Institutional held 42,219 shares of iShares Bitcoin Trust worth $2M as of Q3 2026.
  • CX Institutional bought 4,727 iShares Bitcoin Trust shares in Q3 2026, an estimated $191K.
  • iShares Bitcoin Trust made up 0.05% of CX Institutional's portfolio in Q3 2026, its #256 holding.
  • CX Institutional first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 5 quarters since.
  • 372 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.