Position in CBOE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$191,466
+$5,960 QoQ
Shares Held
789
+19.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#765
of 977 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBOE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $7,483,059 across 13 Financial Data & Stock Exchanges names. CBOE ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
4,491 | $2,034,063 | |
| 2 | COIN |
Coinbase Global, Inc.
|
7,412 | $1,083,560 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
13,583 | $1,070,612 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
7,068 | $870,141 | |
| 5 | SPGI |
S&P Global Inc.
|
2,161 | $787,549 | |
| 6 | CME |
Cme Group Inc.
|
2,897 | $639,744 | |
| 7 | MSCI |
MSCI Inc.
|
891 | $498,995 | |
| 8 | FDS |
Factset Research Systems Inc
|
1,021 | $234,911 |
All Filings in CBOE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $191,466 | 789 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $185,506 | 660 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $77,308 | 308 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $131,454 | 536 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $264,460 | 1,134 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $282,636 | 1,249 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $260,663 | 1,334 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $333,118 | 1,626 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $352,874 | 2,075 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $297,642 | 1,620 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $218,021 | 1,221 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $233,846 | 1,497 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $248,832 | 1,803 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $42,688 | 318 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $166,875 | 1,330 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $201,641 | 1,718 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $149,863 | 1,324 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $83,755 | 732 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $85,933 | 659 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $75,059 | 606 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $47,620 | 400 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $37,502 | 380 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $35,478 | 381 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $17,811 | 203 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $32,741 | 351 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $41,233 | 462 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||