Position in CBOE
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$1,081,094
-$238,810 QoQ
Shares Held
4,455
-5.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#473
of 977 holders
Holding Since
Jun 2020
21 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, 2026CX Institutional holds $11,190,053 across 10 Financial Data & Stock Exchanges names. CBOE ranks #2 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
19,153 | $7,379,551 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
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|
4,455 | $1,081,094 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
7,764 | $611,958 | |
| 4 | MCO |
Moodys Corp /De/
|
1,145 | $518,593 | |
| 5 | CME |
Cme Group Inc.
|
2,258 | $498,634 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
3,897 | $479,759 | |
| 7 | MSCI |
MSCI Inc.
|
500 | $280,020 | |
| 8 | COIN |
Coinbase Global, Inc.
|
1,623 | $237,266 |
All Filings in CBOE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,081,094 | 4,455 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $1,319,904 | 4,696 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $1,190,493 | 4,743 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,133,790 | 4,623 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,084,892 | 4,652 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,281,706 | 5,664 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $958,827 | 4,907 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,159,769 | 5,661 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $897,916 | 5,280 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $885,394 | 4,819 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $998,864 | 5,594 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $996,307 | 6,378 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,934,624 | 14,018 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,887,414 | 14,060 | Shares | Sole | 2023-05-04 | |
| 2022-06-30 | $30,108 | 266 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $378,887 | 3,059 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,145,161 | 18,019 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,917,250 | 19,427 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,008,784 | 21,572 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $2,549,724 | 29,060 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $4,943 | 53 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||