Position in CBOE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$22,242,474
+$2,496,304 QoQ
Shares Held
79,135
+0.6% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 88.7061790668348.ToString("F0")%
Shared 0.10466582597730138.ToString("F0")%
None 11.189155107187894.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, 2026Focus Partners Wealth holds $820,136,428 across 11 Financial Data & Stock Exchanges names. CBOE ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
2,900,880 | $456,250,406 | |
| 2 | SPGI |
S&P Global Inc.
|
288,357 | $116,035,721 | |
| 3 | CME |
Cme Group Inc.
|
365,881 | $108,062,953 | |
| 4 | MSCI |
MSCI Inc.
|
80,312 | $43,288,971 | |
| 5 | MCO |
Moodys Corp /De/
|
73,899 | $32,238,438 | |
| 6 | MORN |
Morningstar, Inc.
|
134,871 | $22,799,942 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
This page
|
79,135 | $22,242,474 | |
| 8 | COIN |
Coinbase Global, Inc.
|
83,341 | $14,552,172 |
All Filings in CBOE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,242,474 | 79,135 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,746,170 | 78,670 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,063,139 | 65,497 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,769,422 | 63,331 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,475,092 | 63,967 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $12,600,369 | 64,485 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $13,155,931 | 64,216 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,286,966 | 13,448 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,468,780 | 13,437 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,963,088 | 10,994 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||