OneDigital Investment Advisors LLC
Position in CBOE — Cboe Global Markets, Inc.
CIK 1690370
OVERLAND PARK, KS
Position in CBOE
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$887,619
+$592,443 QoQ
Shares Held
3,158
+168.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026OneDigital Investment Advisors LLC holds $6,663,221 across 8 Financial Data & Stock Exchanges names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
4,708 | $1,813,935 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
8,245 | $1,015,041 | |
| 3 | FDS |
Factset Research Systems Inc
|
4,138 | $952,071 | |
| 4 | MCO |
Moodys Corp /De/
|
2,070 | $937,544 | |
| 5 | CME |
Cme Group Inc.
|
3,056 | $674,856 | |
| 6 | MSCI |
MSCI Inc.
|
921 | $515,796 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
5,810 | $457,944 | |
| 8 | COIN |
Coinbase Global, Inc.
|
2,025 | $296,034 |
All Filings in CBOE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $887,619 | 3,158 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $295,176 | 1,176 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $272,963 | 1,113 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $279,152 | 1,197 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $265,438 | 1,173 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||