Position in CBOE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$793,773
-$275,417 QoQ
Shares Held
3,271
-14.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#520
of 977 holders
Holding Since
Mar 2020
10 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, 2026Atria Investments, Inc holds $34,203,924 across 10 Financial Data & Stock Exchanges names. CBOE ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
40,390 | $8,919,323 | |
| 2 | SPGI |
S&P Global Inc.
|
19,874 | $7,657,302 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
36,000 | $4,431,960 | |
| 4 | MSCI |
MSCI Inc.
|
6,426 | $3,598,817 | |
| 5 | MCO |
Moodys Corp /De/
|
7,706 | $3,490,201 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
36,511 | $2,877,797 | |
| 7 | FDS |
Factset Research Systems Inc
|
7,417 | $1,706,503 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
This page
|
3,271 | $793,773 |
All Filings in CBOE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $793,773 | 3,271 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,069,190 | 3,804 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $992,705 | 3,955 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $914,292 | 3,728 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $779,854 | 3,344 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $720,054 | 3,182 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $622,544 | 3,186 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $715,610 | 3,493 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $616,127 | 3,623 | Shares | Sole | 2024-08-13 | |
| 2020-03-31 | $528,984 | 5,927 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||