Creative Planning

Position in CBOE — Cboe Global Markets, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in CBOE

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$5,647,658

-$2,752,681 QoQ

Shares Held

23,273

-22.1% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#249

of 977 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Creative Planning holds $170,316,620 across 11 Financial Data & Stock Exchanges names. CBOE ranks #9 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	118,401	$45,619,634
2	MCO	Moodys Corp /De/	51,572	$23,357,989
3	ICE	Intercontinental Exchange, Inc.	184,209	$22,677,969
4	CME	Cme Group Inc.	94,635	$20,898,246
5	FDS	Factset Research Systems Inc	60,404	$13,897,752
6	MSCI	MSCI Inc.	22,182	$12,422,806
7	NDAQ	Nasdaq, Inc.	136,276	$10,741,273
8	COIN	Coinbase Global, Inc.	57,319	$8,379,464

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,647,658	23,273	-22.1%	Shares	Defined	2026-08-13
2026-03-31	$8,400,339	29,887	+44.5%	Shares	Sole	2026-05-12
2025-12-31	$5,193,190	20,690	+66.3%	Shares	Sole	2026-02-17
2025-09-30	$3,051,400	12,442	+24.4%	Shares	Defined	2025-11-14
2025-06-30	$2,331,866	9,999	+6.6%	Shares	Sole	2025-08-08
2025-03-31	$2,122,600	9,380	-7.5%	Shares	Sole	2025-05-15
2024-12-31	$1,982,332	10,145	-34.2%	Shares	Defined	2025-02-14
2024-09-30	$3,160,528	15,427	+79.5%	Shares	Defined	2024-10-11
2024-06-30	$1,461,832	8,596	-4.5%	Shares	Sole	2024-08-15
2024-03-31	$1,653,018	8,997	+28.0%	Shares	Sole	2024-05-13
2023-12-31	$1,254,919	7,028	+85.9%	Shares	Defined	2024-02-14
2023-09-30	$590,473	3,780	-2.8%	Shares	Defined	2023-11-16
2023-06-30	$536,858	3,890	-15.4%	Shares	Defined	2023-07-21
2023-03-31	$617,100	4,597	-8.0%	Shares	Sole	2023-05-15
2022-12-31	$626,722	4,995	-1.1%	Shares	Sole	2023-02-10
2022-09-30	$592,835	5,051	+25.0%	Shares	Sole	2022-11-03
2022-06-30	$457,287	4,040	+22.0%	Shares	Sole	2022-08-15
2022-03-31	$378,844	3,311	+3.7%	Shares	Sole	2022-05-16
2021-12-31	$416,497	3,194	+5.0%	Shares	Sole	2022-02-11
2021-09-30	$376,658	3,041	+65.0%	Shares	Sole	2021-11-10
2021-06-30	$219,409	1,843	-87.3%	Shares	Sole	2021-08-04
2021-03-31	$1,432,781	14,518	+1.1%	Shares	Sole	2021-04-30
2020-12-31	$1,337,668	14,365	-1.4%	Shares	Sole	2021-01-29
2020-09-30	$1,278,722	14,574	+0.6%	Shares	Sole	2020-11-05
2020-06-30	$1,350,974	14,483	-4.3%	Shares	Sole	2020-07-23
2020-03-31	$1,350,620	15,133	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.