UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in CBOE — Cboe Global Markets, Inc.
CIK 1463217
IRVING, TX
Position in CBOE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$865,603
-$192,625 QoQ
Shares Held
3,567
-5.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#506
of 977 holders
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBOE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $73,584,401 across 9 Financial Data & Stock Exchanges names. CBOE ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
84,915 | $32,717,638 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
166,604 | $13,131,727 | |
| 3 | MSCI |
MSCI Inc.
|
18,737 | $10,493,469 | |
| 4 | CME |
Cme Group Inc.
|
44,570 | $9,842,393 | |
| 5 | MCO |
Moodys Corp /De/
|
5,506 | $2,493,777 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
19,151 | $2,357,679 | |
| 7 | COIN |
Coinbase Global, Inc.
|
6,053 | $884,888 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
This page
|
3,567 | $865,603 |
All Filings in CBOE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $865,603 | 3,567 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,058,228 | 3,765 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $960,577 | 3,827 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $444,147 | 1,811 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $323,695 | 1,388 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $305,717 | 1,351 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $273,364 | 1,399 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $291,939 | 1,425 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $242,505 | 1,426 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $245,647 | 1,337 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $250,162 | 1,401 | Shares | Defined | 2024-02-14 | |
| 2021-06-30 | $249,052 | 2,092 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $238,138 | 2,413 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $243,881 | 2,619 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $252,603 | 2,879 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||