Position in CBOE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$630,942
-$21,702 QoQ
Shares Held
2,600
+12.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#566
of 977 holders
Holding Since
Mar 2024
10 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, 2026NewEdge Wealth, LLC holds $9,672,201 across 6 Financial Data & Stock Exchanges names. CBOE ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
5,987 | $2,711,632 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
17,597 | $2,166,366 | |
| 3 | CME |
Cme Group Inc.
|
7,959 | $1,757,585 | |
| 4 | MSCI |
MSCI Inc.
|
2,519 | $1,410,740 | |
| 5 | SPGI |
S&P Global Inc.
|
2,582 | $994,936 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
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|
2,600 | $630,942 |
All Filings in CBOE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $630,942 | 2,600 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $652,644 | 2,322 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $578,304 | 2,304 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $283,509 | 1,156 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $271,689 | 1,165 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $270,869 | 1,197 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $257,537 | 1,318 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $262,438 | 1,281 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $203,051 | 1,194 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $227,457 | 1,238 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||