Position in CBOE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$403,559
-$62,173 QoQ
Shares Held
1,663
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#637
of 977 holders
Holding Since
Jun 2024
9 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, 2026Independent Advisor Alliance holds $10,059,448 across 9 Financial Data & Stock Exchanges names. CBOE ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
10,454 | $4,027,801 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
15,528 | $1,911,651 | |
| 3 | MCO |
Moodys Corp /De/
|
2,706 | $1,225,600 | |
| 4 | CME |
Cme Group Inc.
|
3,360 | $741,988 | |
| 5 | COIN |
Coinbase Global, Inc.
|
4,615 | $674,666 | |
| 6 | FDS |
Factset Research Systems Inc
|
2,331 | $536,316 | |
| 7 | CBOE |
Cboe Global Markets, Inc.
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|
1,663 | $403,559 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
3,449 | $271,849 |
All Filings in CBOE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,559 | 1,663 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $465,732 | 1,657 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $420,676 | 1,676 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $409,322 | 1,669 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $412,548 | 1,769 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $406,416 | 1,796 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $352,696 | 1,805 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $316,318 | 1,544 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $222,437 | 1,308 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||