Position in CBOE
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$69,545,712
+$11,269,787 QoQ
Shares Held
247,432
+6.6% QoQ
Ownership
0.236%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.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, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,748,535,044 across 11 Financial Data & Stock Exchanges names. CBOE ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
1,981,500 | $585,236,025 | |
| 2 | SPGI |
S&P Global Inc.
|
791,930 | $336,839,506 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
2,462,655 | $209,054,782 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
1,274,191 | $200,404,760 | |
| 5 | MCO |
Moodys Corp /De/
|
427,526 | $186,508,217 | |
| 6 | MSCI |
MSCI Inc.
|
137,670 | $74,205,506 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
This page
|
247,432 | $69,545,712 | |
| 8 | TRU |
TransUnion
|
471,886 | $32,649,792 |
All Filings in CBOE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,545,712 | 247,432 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $58,275,925 | 232,175 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $47,538,033 | 193,835 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $47,194,707 | 202,370 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $29,145,473 | 128,797 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $39,803,566 | 203,703 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $37,397,379 | 182,542 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $29,001,862 | 170,539 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $31,418,564 | 171,004 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $31,101,580 | 174,180 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $15,906,395 | 101,827 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,840,803 | 71,305 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,633,242 | 64,312 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,179,016 | 57,217 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,152,535 | 52,420 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,802,119 | 51,260 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,869,715 | 42,560 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,134,500 | 39,375 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,595,701 | 37,104 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $4,551,400 | 38,231 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,667,517 | 37,162 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,300,327 | 13,964 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $777,902 | 8,866 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $7,882,160 | 84,500 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $8,160,752 | 91,437 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||