Position in CBOE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$593,813
-$21,168 QoQ
Shares Held
2,447
+11.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#576
of 977 holders
Holding Since
Mar 2025
6 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, 2026Aaron Wealth Advisors LLC holds $5,419,053 across 9 Financial Data & Stock Exchanges names. CBOE ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
5,258 | $1,916,472 | |
| 2 | MCO |
Moodys Corp /De/
|
1,927 | $872,776 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
This page
|
2,447 | $593,813 | |
| 4 | CME |
Cme Group Inc.
|
2,139 | $472,355 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
2,895 | $356,403 | |
| 6 | MORN |
Morningstar, Inc.
|
2,102 | $327,954 | |
| 7 | COIN |
Coinbase Global, Inc.
|
2,143 | $313,285 | |
| 8 | MSCI |
MSCI Inc.
|
540 | $302,421 |
All Filings in CBOE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,813 | 2,447 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $614,981 | 2,188 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $652,349 | 2,599 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $432,621 | 1,764 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $313,434 | 1,344 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $271,774 | 1,201 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||