Position in CBOE
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$52,298,413
+$5,402,828 QoQ
Shares Held
186,069
-0.4% QoQ
Ownership
0.178%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 11.711784338068137.ToString("F0")%
Shared 0.ToString("F0")%
None 88.28821566193187.ToString("F0")%
Common Shares in CBOE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $553,034,869 across 11 Financial Data & Stock Exchanges names. CBOE ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
482,517 | $142,511,395 | |
| 2 | SPGI |
S&P Global Inc.
|
307,394 | $130,746,963 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
390,023 | $61,342,817 | |
| 4 | COIN |
Coinbase Global, Inc.
|
330,381 | $57,687,826 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
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|
186,069 | $52,298,413 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
496,645 | $42,160,194 | |
| 7 | MCO |
Moodys Corp /De/
|
61,152 | $26,677,560 | |
| 8 | MSCI |
MSCI Inc.
|
40,153 | $21,642,868 |
All Filings in CBOE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,298,413 | 186,069 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $46,895,585 | 186,835 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $37,978,679 | 154,857 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $33,947,680 | 145,567 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $27,976,685 | 123,632 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $19,655,872 | 100,593 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $15,201,558 | 74,201 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $10,863,262 | 63,879 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $11,647,012 | 63,392 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $11,940,307 | 66,870 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,655,726 | 17,001 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,285,997 | 16,564 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,702,565 | 12,683 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,726,843 | 13,763 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,521,819 | 12,966 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,464,452 | 12,938 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,784,036 | 15,592 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,946,611 | 14,928 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,504,403 | 12,146 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,358,598 | 11,412 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,072,266 | 10,865 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,068,552 | 11,475 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $860,466 | 9,807 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $963,489 | 10,329 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $904,638 | 10,136 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||